The Tactical Permanent Portfolio strategy was developed by the teams at ReSolve Asset Management and profiled on GestaltU.
It takes Harry Browne’s Permanent Portfolio and adds some tactical nuance.
The portfolio, on average, allocates 24% to equities, 48% to bonds, and 28% to cash and gold.
This strategy trades once per month.
M1 Finance is the recommended platform to invest in this portfolio. Find out why.
Low | Average | High | |
|---|---|---|---|
1-Year | -7.6% | 8.7% | 34.2% |
3-Year | 0.6% | 8.5% | 22.1% |
5-Year | 2.4% | 8.5% | 18.8% |
10-Year | 4.0% | 8.8% | 13.9% |
Portfolio | 60/40 | S&P 500 | |
|---|---|---|---|
Annual Return | 8.4% | 9.3% | 10.3% |
10Y Annual Return | 4.7% | 7.9% | 12.2% |
Sharpe Ratio | 0.58 | 0.51 | 0.43 |
Max Drawdown | -11.1% | -29.7% | -50.97% |
Volatility (annualized) | 6.7% | 9.9% | 15.4% |
Dot Com Annual Return | 9.5% | -4.2% | -14.60% |
Great Financial Crisis Annual Return | 8.4% | -0.3% | -5.66% |
Positive Periods | 68.0% | 65.8% | 63.3% |
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
