Last Updated: November 16, 2018
Date Funded: N/A*
|Folio||S&P 500 Total Return|
Note: Tickers and weights for RTG Folios are only available when logged in.
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.