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 ($) |
|---|
SPYSIM | 22.00% | $2,200 |
VBRSIM | 20.41% | $2,041 |
SHYSIM | 19.30% | $1,930 |
GLDSIM | 19.29% | $1,929 |
TLTSIM | 19.00% | $1,900 |
| Total | 100.00% | $10,000 |