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 Optimization | 12/31/2025 |
| Next Optimization | 12/31/2026 |
| Ticker | Weight (%) | Allocation ($) |
|---|
| VFINX | 4.21% | $421 |
| VFISX | 95.79% | $9,579 |
| Total | 100.00% | $10,000 |