The Harry Browne Permanent Portfolio spreads your wealth evenly across four core assets: equities for growth, long-term bonds for deflation, short-term bonds for stability, and gold for inflation protection. This simple yet powerful mix is designed to perform reasonably well in any economic climate, from boom to bust. Its strength lies in balance and resilience, not in chasing returns. Ideal for conservative, steady-handed investors who value capital preservation, low volatility, and financial peace of mind through every market cycle.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SXRC.MU iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) • IE00BFM6TC58 | ETF | 25.0% | 0.07% |
IBC1.MU iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) • IE00BGSF1X88 | ETF | 25.0% | 0.07% |
EGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 25.0% | 0.12% |
SP5C.PA Amundi Core S&P 500 Swap UCITS ETF Acc • LU1135865084 | ETF | 25.0% | 0.05% |
| Total | 100.0% | 0.08% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.9% | +3.0% | -2.7% | +0.4% | - | - | - | - | - | - | - | - | +3.5% |
| 2025 | +3.9% | -0.2% | -2.6% | -2.9% | +0.1% | -1.9% | +3.4% | -0.6% | +5.2% | +3.5% | +1.7% | -1.1% | +8.4% |
| 2024 | +1.6% | +0.9% | +4.0% | -0.1% | +0.3% | +4.0% | +0.3% | -0.2% | +1.8% | +3.1% | +4.1% | -1.1% | +20.2% |
| 2023 | +1.9% | -0.5% | +1.0% | -0.5% | +3.9% | -1.8% | -0.1% | -0.1% | +0.2% | -0.7% | +1.6% | +1.7% | +6.7% |
| 2022 | -1.7% | +1.2% | +0.6% | +0.5% | -3.1% | -0.9% | +4.9% | -0.5% | -0.9% | -2.5% | -0.6% | -2.9% | -6.0% |
| 2021 | +0.3% | -2.9% | +2.9% | +1.6% | -1.1% | +3.0% | +2.5% | +1.1% | -0.4% | +1.8% | +3.8% | +1.4% | +14.6% |
| 2020 | +4.1% | +1.2% | +1.7% | +3.1% | -2.2% | +1.5% | -1.2% | -0.3% | +0.1% | -1.0% | -1.4% | -0.4% | +5.0% |
| 2019 | - | -0.9% | +2.9% | +0.1% | +1.1% | +2.4% | +2.5% | +6.5% | -1.1% | -1.4% | +2.1% | -1.2% | +13.5% |