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.
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: January 22, 2018
Date Funded: N/A*
|Year to Date||2.14%||6.05%|
|1 Year Volatility||5.7%||6.82%|
* 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.
(% 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%|
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.