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IRA Transfer FormIf this is for a new IRA, an IRA Application must accompany this form.!Mail to: Permanent Portfolio Family of Funds c/o U.S. Bank Global Fund Services PO Box 701 Milwaukee, WI 532010701Overnight
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01
Allocate 25% of your portfolio to US stocks, such as through an index fund or individual stocks.
02
Allocate 25% of your portfolio to long-term US Treasury bonds, typically through a bond fund or ETF.
03
Allocate 25% of your portfolio to cash or cash equivalents, such as a money market fund or savings account.
04
Allocate 25% of your portfolio to gold or other precious metals, either through physical holdings or an ETF.

Who needs permanent portfolio family of?

01
Investors who are looking for a diversified portfolio that can withstand various economic conditions.
02
Individuals who are seeking a simple investment strategy that requires minimal rebalancing.
03
Those who are concerned about inflationary pressures and want to hedge against it.
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The Permanent Portfolio family refers to a specific investment strategy designed to protect and grow wealth through a diversified allocation of assets across different economic conditions.
Typically, individuals and entities who utilize the Permanent Portfolio strategy in their investment accounts may need to file relevant forms depending on their specific financial situations and jurisdictions.
Filling out the Permanent Portfolio family of documents usually involves providing detailed information about asset allocation, investment goals, and personal financial data as required by relevant regulations.
The purpose of the Permanent Portfolio family is to build a resilient investment strategy that balances risk and returns by spreading investments across various asset classes.
Required information typically includes asset valuations, holdings, investment performance, and compliance with relevant investment strategies and regulations.
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