The markets have been acting weird since November. Inflation, chip shortages, food shortages, rising rent have all taken a toll on the economy.
There are some really boring portfolios out there that don't care about any of this and my personal favorite is the Permanent Portfolio (PP). Often advocated by one of the top investors out there: Jeff Gundlach.
The PP is this:
- 25% stocks (VTI)
- 25% gold (IAU)
- 25% long term treasuries (TLT)
- 25% Cash or a TBils etf (BIL/SHV)
Rebalance 1x a year. There's never a wrong time to set it up.
What's your favorite boring portfolio?
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