Harry Browne's central premise emphasized resilience over return maximization, focusing on portfolio structures capable of withstanding multiple economic scenarios. Vince Trust applies this approach ...
Most investors lose money not because markets fail, but because they fail to plan. Building a portfolio that survives market crashes, economic shifts, and changing life circumstances requires more ...
If you’re a do-it-yourself investor aiming to build a “no babysitter required” portfolio, here are the key steps to take. Step 1: Find your portfolio’s true north Give due consideration to your asset ...
Are you dreaming of a life where your investments pay you back? It’s not a pipe dream. Let’s say your portfolio has $100,000 worth of dividend-paying stocks. Rather than just watching your money grow, ...
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 ...
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, ...
Rehan Azhar wants to build things that outlast him. Following his exit from Comprehensive Rehab Consultants, the healthcare entrepreneur established a donor-advised fund with a specific focus: capital ...
There are plenty of choices in the Allocation Balanced category, but where should you start your research? Well, one fund that might be worth investigating is Permanent Portfolio Permanent I (PRPFX).
One tendency veteran money-managers often share is a high tolerance for cognitive dissonance. This is because without it their job would be a nightmare. Clients know that outsize returns come from ...
I present a diversified dividend portfolio blending SCHD, RQI, JEPI, and 15 individual companies for both income and growth potential. Strategic allocations prioritize SCHD (35%) for dividend growth ...
I present a $50,000 dividend portfolio with SCHD as the core, enhanced by high-yield picks, funds, and dividend growth stocks for diversification. This portfolio addresses SCHD’s sector gaps by adding ...