Last Updated: September 18, 2017
Date Funded: N/A*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||GLD||spdr gold shares||33.33%|
|2||IWF||ishares russell 1000 growth index fund||33.33%|
|3||TLT||ishares barclays 20+ year treasury bond||33.34%|
Steps to Create This Folio
- VizMetrics identifies the four asset classes in Harry Browne’s “Permanent portfolio,” which are as follows: gold, long-term U.S. Treasury bonds, stocks, and cash.
- VizMetrics removes Cash from the allocation to increase risk but to also allow a higher return.
- VizMetrics chooses an ETF to represent each of the 3 remaining asset classes.
- VizMetrics assigns an equal weighting (% allocation) to each of the 3 ETFs.
Number of Holdings
This folio includes three ETFs.
VizMetrics Permanent Plus folio is rebalanced monthly.
If the characteristics of the folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings.