Permanent Portfolio vs. All-Weather - an in-depth analysis

[Dieter]

Congrats. And thanks for sharing your numbers.

I have a similar (overall) allocation across all my retirement accounts -- roughly 50% stocks, 30% "Bonds" (not just LTT), 15% Gold, 5% Cash.

With (depending on account) some tilt to SCV, REIT, Intl (ok, technically tilting to US as not 50% Intl), ....

[buddtholomew]

Congrats. And thanks for sharing your numbers.

I have a similar (overall) allocation across all my retirement accounts -- roughly 50% stocks, 30% "Bonds" (not just LTT), 15% Gold, 5% Cash.

With (depending on account) some tilt to SCV, REIT, Intl (ok, technically tilting to US as not 50% Intl), ....

Ditto except 40 in bonds and 10 in gold - 50/40/10
REITs, SCV, EM and INT too.
Nothing beats the PP in taxable for me.

[buddtholomew]

Congrats. And thanks for sharing your numbers.

I have a similar (overall) allocation across all my retirement accounts -- roughly 50% stocks, 30% "Bonds" (not just LTT), 15% Gold, 5% Cash.

With (depending on account) some tilt to SCV, REIT, Intl (ok, technically tilting to US as not 50% Intl), ....

Ditto except 40 in bonds and 10 in gold - 50/40/10
REITs (biggest gains 275%+), SCV, EM and INT.
Total Bond Index and Stable Value too.

Nothing beats the PP in taxable for me.

[buddtholomew]

Congrats. And thanks for sharing your numbers.

I have a similar (overall) allocation across all my retirement accounts -- roughly 50% stocks, 30% "Bonds" (not just LTT), 15% Gold, 5% Cash.

With (depending on account) some tilt to SCV, REIT, Intl (ok, technically tilting to US as not 50% Intl), ....

Ditto except 40 in bonds and 10 in gold - 50/40/10
REITs (biggest gains 275%+), SCV, EM and INT.
Total Bond Index and Stable Value too.

Nothing beats the PP in taxable for me.

[glennds]

Hi,
Is there any particular re-balancing guideline that goes with the All-Weather Portfolio?

For example, an All-Weather equivalent to the 35/15 bands that many seem to like with the Permanent Portfolio?

Thanks