Permanent Portfolio

25/25/25/25 stocks/bonds/gold/cash — works in ALL regimes

Harry Browne Permanent Portfolio

Total Return

+46.5%

Sharpe Ratio

1.22

Max Drawdown

-7.8%

Win Rate

57.4%

Alpha

-9.5%

Comp. Score *

0.10

Risk Parameters

Max Allocation14.4%

Stop Loss25.0%

Take Profit15.0%

Max DD Tolerance7.8%

Rebalanceweekly

Execution Guidance

Order TypeLimit

Entry RuleDCA monthly regardless of price. Add more on 10%+ dips.

TimingSAFE TO BUY. *

ScalingEqual monthly contributions. Never try to time entry.

Positions — Vol-Adjusted Sizing

Symbol	Action	Vol	Stop Loss	Take Profit	Size	Links
VTI	BUY	17%	18.0% below entry	10.8% above entry	20.0%	TV YH
TLT	BUY	13%	13.2% below entry	7.9% above entry	27.3%	TV YH
GLD	BUY	23%	24.1% below entry	14.4% above entry	15.0%	TV YH
SHY	BUY	2%	12.5% below entry	7.5% above entry	28.8%	TV YH

▶ For Passive Investors (Buy & Hold)

This strategy has moderate long-term potential but requires monitoring. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from -19% drawdown to return 68% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return

36.3%

Avg 5Y Sharpe

0.37

10Y Return

67.8%

10Y Sharpe

0.22

HODL Composite

0.21

Consistency

71%

Suitable for passive