Strategy - Permanent Portfolio (Canadian)

Overview

A diversified, low maintenance portfolio that consists of asset classes that take advantage of different economic 'seasons'. It differs from the All Weather Portfolio by equally weighting each asset, while the All Weather Portfolio adjusts each asset based on risk. Ensures that there are asset classes that take advantage of different economic seasons: equities for high economic growth, bonds for low economic growth (and to counter the volatility of stocks), gold for inflation, and cash for deflation.

Past Performance

Relatively low performance during bull markets (2002-2007, 2009-present), but large bond and cash allocation resulted in protection during bear markets (2000-2001, 2008).

Source Information

Based on the model portfolio described in Fail-Safe Investing: Lifelong Financial Security in 30 Minutes by Harry Browne.

Trading Information

Transaction costs are minimized as rebalancing only occurs once a year.

Risk Level

Low

Asset Allocations

Name Symbol Percentage
Canadian Cash CMR.TO 25.0 %
Canadian Equities VCN.TO 25.0 %
Canadian Real Estate XRE.TO 25.0 %
Gold CGL-C.TO 25.0 %

Interested in receiving notifications when this strategy makes trades?


Strategy Backtest

The information below shows how well this strategy performed in the past so that you can determine if it would be a good fit for you. The strategy backtest results are shown compared against the "Couch Potato - Balanced" benchmark strategy.

$10,000

Loading...

Want to Receive Trade Notifications for this Strategy?