Data Source: from January 2009 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 04:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.19%
1 Day
Jul 05 2022, 04:00PM Eastern Time
0.42%
Current Month
July 2022
The Harry Browne Permanent Portfolio with Bitcoin is a Medium Risk portfolio and can be implemented with 5 ETFs.
It's exposed for 25% on the Stock Market and for 25% on Commodities.
In the last 10 Years, the Harry Browne Permanent Portfolio with Bitcoin obtained a 16.64% compound annual return, with a 40.54% standard deviation.
Asset Allocation and ETFs
The Harry Browne Permanent Portfolio with Bitcoin has the following asset allocation:
The Harry Browne Permanent Portfolio with Bitcoin can be implemented with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 25.00 % | VTI | Vanguard Total Stock Market | Equity, U.S., Large Cap | |
| 25.00 % | BIL | SPDR Blmbg Barclays 1-3 Mth T-Bill | Bond, U.S., Ultra Short-Term | |
| 25.00 % | TLT | iShares 20+ Year Treasury Bond | Bond, U.S., Long-Term | |
| 23.00 % | GLD | SPDR Gold Trust | Commodity, Gold | |
| 2.00 % | ^BTC | Bitcoin | Commodities |
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.
Portfolio and ETF Returns
The Harry Browne Permanent Portfolio with Bitcoin guaranteed the following returns.
According to the available data source, let's assume we built the portfolio on January 2009.
Portfolio returns are calculated in USD, assuming:
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
HARRY BROWNE PERMANENT PORTFOLIO WITH BITCOIN RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 04:00PM Eastern Time
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of Jun 30, 2022 |
||||||
|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Jul 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | |
| Harry Browne Permanent Portfolio with Bitcoin | -0.19 | 0.42 | -3.22 | -12.29 | -8.01 | 9.91 | 16.64 | |
| US Inflation Adjusted return | -3.22 | -15.70 | -14.49 | 6.09 | 13.83 | |||
| Components | ||||||||
|
VTI Vanguard Total Stock Market |
0.36 |
03:59PM Jul 05 2022 |
1.42 | -8.23 | -21.32 | -14.17 | 10.53 | 12.52 |
|
BIL SPDR Blmbg Barclays 1-3 Mth T-Bill |
0.00 |
03:59PM Jul 05 2022 |
-0.01 | 0.08 | 0.12 | 0.08 | 0.92 | 0.47 |
|
TLT iShares 20+ Year Treasury Bond |
0.79 |
04:00PM Jul 05 2022 |
1.82 | -1.27 | -21.88 | -19.11 | 0.34 | 1.51 |
|
GLD SPDR Gold Trust |
-2.13 |
04:00PM Jul 05 2022 |
-2.21 | -1.57 | -1.46 | 1.71 | 7.38 | 0.82 |
|
^BTC Bitcoin |
0.94 |
03:57PM Jul 05 2022 |
5.98 | -40.60 | -59.00 | -45.52 | 49.45 | 124.41 |
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)
US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46%
Live update: World Markets and Indexes
Portfolio Dividends
In 2021, the Harry Browne Permanent Portfolio with Bitcoin granted a 0.73% dividend yield. If you are interested in getting periodic income, please refer to the Harry Browne Permanent Portfolio with Bitcoin: Dividend Yield page.
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Historical Returns as of Jun 30, 2022
Historical returns and stats of Harry Browne Permanent Portfolio with Bitcoin. Total Returns and Inflation Adjusted Returns are both mentioned.
HARRY BROWNE PERMANENT PORTFOLIO WITH BITCOIN
Consolidated returns as of 30 June 2022
Data Source: from January 2009 to June 2022
Swipe left to see all data
| Period | Return (%) as of Jun 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
|---|---|---|---|---|---|
|
1M
Jun 2022
|
-3.22
|
-3.22
|
-3.22
Jun 2022 - Jun 2022
|
0 - 1
|
|
|
3M
|
-9.83
|
-10.99
|
-9.83
Apr 2022 - Jun 2022
|
0 - 3
|
|
|
6M
|
-12.29
|
-15.70
|
-12.29
Jan 2022 - Jun 2022
|
1 - 5
|
|
|
YTD
|
-12.29
|
-15.70
|
-12.29
Jan 2022 - Jun 2022
|
1 - 5
|
|
|
1Y
|
-8.01
|
-14.49
|
8.78
|
-12.29
Jan 2022 - Jun 2022
|
5 - 7
42% pos
|
|
3Y(*)
|
5.22
|
0.68
|
8.62
|
-12.29
Jan 2022 - Jun 2022
|
20 - 16
56% pos
|
|
5Y(*)
|
9.91
|
6.09
|
8.91
|
-12.29
Jan 2022 - Jun 2022
|
37 - 23
62% pos
|
|
10Y(*)
|
16.64
|
13.83
|
40.54
|
-23.85
Dec 2013 - Dec 2013
|
74 - 46
62% pos
|
|
MAX(*)
01 Jan 2009
|
17.53
|
14.76
|
37.64
|
-37.49
Jul 2011 - Nov 2011
|
99 - 63
61% pos
|
(*) Returns over 1 year are annualized
Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?
Capital Growth as of Jun 30, 2022
An investment of 1000$, since July 2012,
now would be worth 4659.03$, with a total return of 365.90% (16.64% annualized).
The Inflation Adjusted Capital now would be 3652.81$, with a net total return of 265.28% (13.83% annualized).
The Inflation Adjusted Capital now would be 3652.81$, with a net total return of 265.28% (13.83% annualized).
An investment of 1000$, since January 2009,
now would be worth 8847.41$, with a total return of 784.74% (17.53% annualized).
The Inflation Adjusted Capital now would be 6416.78$, with a net total return of 541.68% (14.76% annualized).
The Inflation Adjusted Capital now would be 6416.78$, with a net total return of 541.68% (14.76% annualized).
Drawdowns
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Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -23.85% | Dec 2013 | Dec 2013 | 1 | Aug 2017 | 44 | 45 |
| -12.29% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
| -9.84% | May 2013 | Jun 2013 | 2 | Oct 2013 | 4 | 6 |
| -4.62% | Feb 2018 | Oct 2018 | 9 | Mar 2019 | 5 | 14 |
| -2.85% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
| -2.64% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 |
| -2.63% | Jan 2021 | Feb 2021 | 2 | Apr 2021 | 2 | 4 |
| -2.44% | Feb 2020 | Mar 2020 | 2 | Apr 2020 | 1 | 3 |
| -1.72% | Oct 2012 | Oct 2012 | 1 | Jan 2013 | 3 | 4 |
| -1.64% | Sep 2019 | Sep 2019 | 1 | Jan 2020 | 4 | 5 |
| -1.56% | Sep 2017 | Sep 2017 | 1 | Oct 2017 | 1 | 2 |
| -0.21% | Nov 2021 | Nov 2021 | 1 | Dec 2021 | 1 | 2 |
| -0.12% | Jun 2021 | Jun 2021 | 1 | Jul 2021 | 1 | 2 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -37.49% | Jul 2011 | Nov 2011 | 5 | Nov 2013 | 24 | 29 |
| -23.85% | Dec 2013 | Dec 2013 | 1 | Aug 2017 | 44 | 45 |
| -12.29% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
| -6.36% | Jan 2009 | Feb 2009 | 2 | Jul 2009 | 5 | 7 |
| -4.62% | Feb 2018 | Oct 2018 | 9 | Mar 2019 | 5 | 14 |
| -2.89% | Dec 2009 | Jan 2010 | 2 | Apr 2010 | 3 | 5 |
| -2.85% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
| -2.64% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 |
| -2.63% | Jan 2021 | Feb 2021 | 2 | Apr 2021 | 2 | 4 |
| -2.44% | Feb 2020 | Mar 2020 | 2 | Apr 2020 | 1 | 3 |
| -1.64% | Sep 2019 | Sep 2019 | 1 | Jan 2020 | 4 | 5 |
| -1.56% | Sep 2017 | Sep 2017 | 1 | Oct 2017 | 1 | 2 |
| -0.36% | Oct 2009 | Oct 2009 | 1 | Nov 2009 | 1 | 2 |
| -0.26% | Jan 2011 | Jan 2011 | 1 | Feb 2011 | 1 | 2 |
| -0.21% | Nov 2021 | Nov 2021 | 1 | Dec 2021 | 1 | 2 |
| -0.12% | Jun 2021 | Jun 2021 | 1 | Jul 2021 | 1 | 2 |
| -0.05% | May 2010 | May 2010 | 1 | Jun 2010 | 1 | 2 |
| -0.02% | Mar 2011 | Mar 2011 | 1 | Apr 2011 | 1 | 2 |
Rolling Returns ( more details)
Harry Browne Permanent Portfolio with Bitcoin: annualized rolling and average returns
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| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
23.27 |
190.49 Dec 2012 - Nov 2013 |
-29.51 Jul 2011 - Jun 2012 |
10.60% |
| 2 Years |
21.99 |
85.83 Dec 2011 - Nov 2013 |
-10.69 Jul 2011 - Jun 2013 |
2.16% |
| 3 Years |
21.01 |
67.14 Dec 2010 - Nov 2013 |
-4.81 Dec 2013 - Nov 2016 |
0.79% |
| 5 Years |
21.33 |
37.50 Mar 2009 - Feb 2014 |
2.79 Dec 2013 - Nov 2018 |
0.00% |
| 7 Years |
19.92 |
27.22 Feb 2011 - Jan 2018 |
6.65 Dec 2013 - Nov 2020 |
0.00% |
| 10 Years |
20.51 |
23.14 Aug 2010 - Jul 2020 |
13.57 Jul 2011 - Jun 2021 |
0.00% |
(*) Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the Harry Browne Permanent Portfolio with Bitcoin: Rolling Returns page.
Seasonality
Harry Browne Permanent Portfolio with Bitcoin: in which months is it better to invest?
Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
0.80 64% |
0.66 57% |
0.81 43% |
2.61 79% |
2.29 57% |
2.26 57% |
0.89 85% |
0.41 77% |
-1.35 31% |
1.15 54% |
10.64 62% |
-0.20 69% |
| Best Year |
4.1 2012 |
4.9 2011 |
9.7 2013 |
20.6 2011 |
27.8 2011 |
29.4 2011 |
5.7 2020 |
5.6 2017 |
3.1 2009 |
11.7 2013 |
123.5 2013 |
7.7 2011 |
| Worst Year |
-4.0 2009 |
-2.5 2009 |
-1.9 2020 |
-5.2 2022 |
-3.2 2013 |
-6.9 2013 |
-7.6 2011 |
-15.6 2011 |
-13.3 2011 |
-6.9 2011 |
-2.9 2016 |
-23.8 2013 |
Statistics calculated for the period Jan 2009 - Jun 2022
Monthly/Yearly Returns
Harry Browne Permanent Portfolio with Bitcoin monthly and yearly returns: how is the distribution of the returns recorded so far?
MONTHLY RETURNS HISTOGRAM
99 Positive Months (61%) - 63 Negative Months (39%)
Jan 2009 - Jun 2022
Swipe left to see all data
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2022 |
-12.29 | -15.70 | -3.2 | 0.6 | -0.1 | -5.2 | -1.7 | -3.2 | ||||||
| 2021 |
+5.47 | -1.52 | -1.5 | -1.2 | 0.5 | 2.6 | 0.4 | -0.1 | 2.4 | 1.1 | -2.8 | 4.0 | -0.2 | 0.6 |
| 2020 |
+21.71 | +20.17 | 3.6 | -0.5 | -1.9 | 5.3 | 1.4 | 1.2 | 5.7 | 0.2 | -1.9 | -0.7 | 3.1 | 4.8 |
| 2019 |
+17.70 | +15.10 | 2.8 | 0.7 | 1.6 | 1.1 | 1.9 | 5.0 | 0.0 | 3.8 | -1.6 | 1.3 | -0.6 | 0.6 |
| 2018 |
-3.15 | -4.97 | 0.8 | -2.0 | -0.2 | -0.2 | 0.6 | -0.6 | 0.3 | 0.7 | -0.8 | -2.3 | 0.7 | 0.0 |
| 2017 |
+36.15 | +33.31 | 1.9 | 2.6 | -0.5 | 1.6 | 2.4 | 0.7 | 1.2 | 5.6 | -1.6 | 3.9 | 8.8 | 5.2 |
| 2016 |
+7.86 | +5.69 | 1.0 | 3.7 | 1.3 | 1.4 | -0.6 | 4.5 | 2.0 | -1.3 | 0.0 | -2.0 | -2.9 | 0.9 |
| 2015 |
-2.10 | -2.72 | 3.2 | -1.6 | -0.5 | -0.9 | -0.1 | -1.6 | 0.2 | -1.4 | -0.6 | 2.9 | -1.2 | -0.4 |
| 2014 |
+8.27 | +7.57 | 1.8 | 2.0 | -0.7 | 0.6 | 1.0 | 2.0 | -1.3 | 2.2 | -2.8 | 0.7 | 1.5 | 1.0 |
| 2013 |
+122.23 | +118.92 | 1.5 | 1.4 | 9.7 | 6.0 | -3.2 | -6.9 | 3.4 | 4.4 | 0.4 | 11.7 | 123.5 | -23.8 |
| 2012 |
+9.90 | +8.00 | 4.1 | -0.5 | -0.5 | 0.9 | -1.0 | 1.7 | 2.4 | 1.8 | 1.9 | -1.7 | 0.9 | -0.5 |
| 2011 |
+40.38 | +36.21 | -0.3 | 4.9 | 0.0 | 20.6 | 27.8 | 29.4 | -7.6 | -15.6 | -13.3 | -6.9 | -0.7 | 7.7 |
| 2010 |
+20.30 | +18.60 | -0.5 | 1.5 | 1.0 | 2.7 | 0.0 | 0.7 | 0.0 | 2.5 | 2.5 | 4.5 | 0.2 | 3.7 |
| 2009 |
+7.37 | +4.43 | -4.0 | -2.5 | 2.1 | 0.1 | 3.1 | -1.1 | 2.8 | 1.5 | 3.1 | -0.4 | 5.2 | -2.4 |
Portfolio efficiency
Is the Harry Browne Permanent Portfolio with Bitcoin actually efficient, compared to other Lazy Portfolios?
Similar portfolios
These portfolios share asset allocation strategy and/or similar asset weights. Comparing their returns and drawdowns (click on ), you can get an idea of the risk you are facing implementing one of them.
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5 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
|
All Weather Portfolio with Bitcoin Ray Dalio |
+0.92 | +9.98 | -15.32 | 30 | 55 | 15 | ||
|
Permanent Portfolio with Bitcoin Harry Browne |
+0.42 | +9.91 | -12.29 | 25 | 50 | 25 | ||
|
Simplified Permanent Portfolio 2x Leveraged |
+0.98 | +6.91 | -21.26 | 25 | 50 | 25 | ||
|
All Weather Portfolio 2x Leveraged Ray Dalio |
+1.81 | +6.83 | -26.81 | 37.5 | 55 | 7.5 | ||
|
All Weather Portfolio Ray Dalio |
+0.72 | +5.36 | -13.67 | 30 | 55 | 15 | ||
|
Permanent Portfolio Harry Browne |
+0.25 | +5.19 | -11.14 | 25 | 50 | 25 | ||
|
Simplified Permanent Portfolio |
+0.52 | +5.13 | -10.97 | 25 | 50 | 25 | ||
Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 04:00PM Eastern Time.
Last update: Jul 05 2022, 04:00PM Eastern Time.
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|
Couch Potato Scott Burns |
+1.37 | +7.28 | -15.18 | 50 | 50 | 0 | ||
|
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+1.15 | +6.06 | -14.74 | 40 | 60 | 0 | ||
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+0.25 | +5.43 | -14.95 | 49.9 | 50.1 | 0 | ||
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+0.77 | +5.16 | -13.99 | 37 | 63 | 0 | ||
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+0.73 | +5.13 | -14.06 | 40.4 | 59.6 | 0 | ||
Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 04:00PM Eastern Time.
Last update: Jul 05 2022, 04:00PM Eastern Time.