Objective

The VizMetrics Permanent Plus folio is designed for investors seeking an ETF portfolio that uses an easy-to-implement Strategic Asset Allocation and also provides upside potential in a variety of market conditions. Visit www.VizMetrics.com for additional information about the VizMetrics Permanent Plus folio design and asset allocation.

Strategy

The VizMetrics Permanent Plus folio uses a strategic asset allocation approach. This folio starts with Harry Browne’s Permanent Portfolio, but then removes the cash component. This increases the portfolio’s volatility, but can also increase the portfolio’s total return. This folio uses ETFs to represent 3 major asset classes: U.S. large-cap growth equity, U.S. long-term treasury bonds, and gold.

Last Updated: December 2, 2016

Category: Strategy
Inception Date:
Date Funded: N/A*

Folio S&P 500 Total Return
One-Month -5.26% 4.75%
Three-Month -8.81% 1.09%
Year-to-Date 5.63% 9.44%
One-Year 4.58% 7.71%
Three-Year (Annualized) N/A 9.05%
Five-Year (Annualized) N/A 14.41%
Since Inception 1.82% N/A
Volatility 8.13% 13.86%

Past performance is no guarantee of future results.
See how returns are calculated

* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.

#SymbolCompanyWeight
(% of Folio)
1GLDspdr gold shares33.33%
2IWFishares russell 1000 growth index fund33.33%
3TLTishares barclays 20+ year treasury bond33.34%

Steps to Create This Folio

  1. 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.
  2. VizMetrics removes Cash from the allocation to increase risk but to also allow a higher return.
  3. VizMetrics chooses an ETF to represent each of the 3 remaining asset classes.
  4. VizMetrics assigns an equal weighting (% allocation) to each of the 3 ETFs.

Number of Holdings

This folio includes three ETFs.

Update Frequency

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.