Determining how to allocate assets in your investment portfolio is important. A permanent portfolio allocation can minimize the impact of economic changes on your investments. The concept, developed ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the ...

If diversification is the only free lunch on Wall Street, then fund manager Michael Cuggino is offering retirement investors a buffet. Of course, the $2.8 billion Permanent Portfolio tends to ...

The Permanent Portfolio is an "all weather" portfolio. Portfolio returns for 2020 and since inception have essentially matched the market. The volatility of the portfolio is about 1/3 of the ...

Harry Browne created the Permanent Portfolio to be safe and stable. He got it pretty much correct; it has done an excellent job of avoiding large losses. The biggest problem with the portfolio is ...

It’s no secret investors have been disappointed lately with the classic 60/40 investment strategy. Can the so-called “permanent” portfolio provide an alternative? Recent returns look good, but there ...

Forbes contributors publish independent expert analyses and insights. I cover financial advisors and investment firms. Michael Cuggino, President, Portfolio Manager, Permanent Portfolio Family of ...

LSEG Lipper Fund Awards United States 2025 Winner, Permanent Portfolio Class I, Best Alternative Global Macro Funds Over 3 Years (out of 34 funds) LSEG Lipper Fund Awards United States 2025 Winner, ...

Permanent Portfolio Aggressive Gr Port earns an Average Process Pillar rating. The primary contributor to the rating is the firm's retention rate of the firm's portfolio managers, which is 100% over ...

A growing body of research shows that investors shortchange themselves when they attempt to time the market or bet on particular countries or sectors. As its name suggests, the Permanent Portfolio is ...