Tyler from PortfolioCharts’s upgrade of the Permanent Portfolio by adding a small-cap value tilt. Popular because it consistently tops risk-adjusted-return and safe-withdrawal-rate rankings and has a huge following on Reddit’s FIRE and Bogleheads communities.
| Description | Date |
|---|---|
| Last Rebalance | 3/31/2026 |
| Next Rebalance | 6/30/2026 |
| Ticker | Weight (%) | Allocation ($) |
|---|
| GLD | 19.56% | $1,956 |
| DFSVX | 20.52% | $2,052 |
| VFINX | 21.15% | $2,115 |
| VFISX | 19.36% | $1,936 |
| VUSTX | 19.41% | $1,941 |
| Total | 100.00% | $10,000 |