How to Fix the Flawed Tilt with the PP's Equity Component

Discussion of the Stock portion of the Permanent Portfolio

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Jack Jones
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Re: How to Fix the Flawed Tilt with the PP's Equity Component

Post by Jack Jones »

If one only had access to an SP500 fund and a small cap index fund, what's the best you could do? 50/50 in each?
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mathjak107
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Re: How to Fix the Flawed Tilt with the PP's Equity Component

Post by mathjak107 »

i kind of like the equity break down in that global x permanent portfolio fund . nice mix in that section .
Jack Jones
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Re: How to Fix the Flawed Tilt with the PP's Equity Component

Post by Jack Jones »

Jack Jones wrote: If one only had access to an SP500 fund and a small cap index fund, what's the best you could do? 50/50 in each?
For the two funds I'm interested in (VSCPX and FXAIX) a 50/50 split would result in:

Market Capitalization
Size    % of Portfolio
Mega    25.8%
Large    18.2%
Mid    25.3%
Small    25.3%
Micro    5.4%

Not bad.
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