Dividend Aristocrats + the PP

General Discussion on the Permanent Portfolio Strategy

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iwealth
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Dividend Aristocrats + the PP

Post by iwealth »

"Do Dividend Aristocrats + The Permanent Portfolio Make the Perfect Match?"

http://www.suredividend.com/do-dividend ... ect-match/

Author's conclusion:
The Permanent Portfolio works by spreading risk across uncorrelated asset classes and harvesting correlation gains by rebalancing annually.  The portfolio has historically done very well.  Replacing the total stock market section of the permanent portfolio with Dividend Aristocrats and adjusting asset class weights for volatility has historically improved the Permanent Portfolio’s return while reducing risk.
There are some tables and numbers and whatnot in the article...in case you are bored.
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