June 2021 Permanent Portfolio Update

Not much to report this month. Still a “blah” year versus the broad equity market, and the US equity market in particular. Data is here. Summary chart below.

Source: Portfolio Visualizer & Demonetized Calculations

Current Allocation:

35% S&P 500 Futures

23% Laddered Treasury Futures

31% Gold

30% ex-US Equity

~119% gross exposure

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