Get the free PERMANENT PORTFOLIO FAMILY OF FUNDS Form NPORT-P Filed 2023-09-27. Accession Number

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SECURITIES AND EXCHANGE COMMISSIONER NPORTPFiling Date: 20230927 | Period of Report: 20230731 SEC Accession No. 000175272423220009 (HTML Version on secdatabase.com)FILER PERMANENT PORTFOLIO FAMILY

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How to fill out permanent portfolio family of

01

Determine the asset allocation for the permanent portfolio family of funds.

02

Choose specific funds or investments that align with the desired allocation for each asset class (stocks, bonds, cash, and gold).

03

Setup automatic investments or regular contributions to each fund to maintain the desired allocation over time.

04

Rebalance the portfolio as needed to stay on track with the original allocation.

05

Monitor the performance of each fund and make adjustments as necessary based on market conditions or personal financial goals.

Who needs permanent portfolio family of?

01

Investors who are looking for a diversified investment strategy that is designed to weather different market conditions.

02

Individuals who prefer a set-it-and-forget-it approach to investing, with minimal maintenance required.

03

Those who want exposure to a variety of asset classes, including stocks, bonds, cash, and gold, within a single portfolio.

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What is permanent portfolio family of?

Permanent portfolio family of is a type of investment strategy that aims to create a diversified portfolio with assets that can withstand various economic scenarios.

Who is required to file permanent portfolio family of?

Investors who follow the permanent portfolio strategy are required to file permanent portfolio family of.

How to fill out permanent portfolio family of?

To fill out permanent portfolio family of, investors need to report the allocation of assets across different asset classes as per the permanent portfolio strategy.

What is the purpose of permanent portfolio family of?

The purpose of permanent portfolio family of is to track the performance and allocation of assets in line with the permanent portfolio strategy.

What information must be reported on permanent portfolio family of?

Investors must report the allocation of assets in different asset classes, any changes made to the portfolio, and the overall performance of the portfolio.

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