Gyroscopic Investing

 
1. As we know, the permanent portfolio says to put 25% into long term bonds, and 25% into cash-like vehicles, such as T-billls.
 
The PRPFX fund puts 45% into rough equivalents (35% into US treasury and other dollar assets, and 10% into swiss franc assets).
 
I am trying to map PRPFX to the 25, 25 approach in line one.  In other words, how much does PRPFX put into long term bonds, and how much does it put into cash-like vehicles.  Does anyone know?
 
2. Does it bother anyone that Permanent Portfolio Family of Funds is in an earthquake zone?
 

IMHO, the PRPFX fund is not a real PP. It's underweight treasuries, uses active stock picking, and silver and Swiss francs have no place in the portfolio. On top of that, the ER is rather high. You could consider it an earlier, less advanced, less market-agnostic version of the PP.

bill wrote:  
2. Does it bother anyone that Permanent Portfolio Family of Funds is in an earthquake zone?

The prospectus isn't very specific about this, but the gold and silver the fund owns is presumably held by the fund's custodian - State Street Bank and Trust - which is headquartered in Boston (not San Francisco).  I'm sure the fund's customer service folks would be happy to tell you about their disaster recovery plans, although the prospectus does say the bullion they own is not separately insured and the custodian's liability is limited for "any losses due to acts beyond the control of the custodian or any subcustodian such as acts of God, strikes, lockouts, riots, acts of war, epidemics, governmental regulations imposed after the fact, fire, communication line failures, power failures, earthquakes or other disaster".