1. Monday, September 10, 2012 - 8:42 AM
About 42% of my retirement portfolio is in the Permanent Portfolio (PRPFX). It has had a good long-term record; in fact, I think that it is the top fund in the "conservative allocation fund" category (though it is more volatile than other funds in that category, probably because of the large position in gold). Besides the gold and the treasuries, it also has holdings in Swiss francs and dividend stocks. I realize that the fund is intended to be a single, buy-and-hold investment, but I've been keeping my position in it in the 40-50 percent range. Even with its record, I still don't want to put all my "eggs" in one "basket."
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