Search found 5 matches

by msauer
Fri Jul 05, 2013 6:19 pm
Forum: Cash
Topic: 1-5 year short term bond etf for cash portion in Canada?
Replies: 4
Views: 3512

1-5 year short term bond etf for cash portion in Canada?

I wondering what you guys think about this.  In Canada, there are no ETFs that hold canadian government treasury-bills available. On crawling road, it is mentioned that you use a 1-3 year short term US goverment bond etf in the place of a T-Bill ETF for slightly higher returns.  In Canada, you can't...
by msauer
Mon Apr 02, 2012 1:04 pm
Forum: Permanent Portfolio Discussion
Topic: printing money does not equal inflation
Replies: 22
Views: 9081

Re: printing money does not equal inflation

I think one also has to look at total debt levels.  If people/companies/governments start defaulting on debt, then the total money supply will drastically decrease.  A little money printing in such an environment will help to prevent a catastrophic deflation event.  I think this is why we aren't see...
by msauer
Fri Mar 23, 2012 4:54 pm
Forum: Permanent Portfolio Discussion
Topic: PermPort taxable accounts - IAU
Replies: 9
Views: 5898

Re: PermPort taxable accounts - IAU

Another thought, if you are contributing new money to your PP, you could just purchase whatever has the lowest percentage (rather than just put the new funds into the t-bill account).  This would have the tendency of keeping the portfolio balanced automatically, and probably even further defer the n...
by msauer
Tue Mar 20, 2012 1:49 pm
Forum: Permanent Portfolio Discussion
Topic: I just want reassurance that the canadian PP is ok
Replies: 6
Views: 3911

Re: I just want reassurance that the canadian PP is ok

I would say the PP is fine in Canada with your allocation, and agree with the comments.  Although, one thing of note is that the canadian stock index does have a lot of gold companies, so if gold does go down in price (as it has done a bit over the past little while), the index may also do so... unl...
by msauer
Thu Mar 15, 2012 1:00 pm
Forum: Permanent Portfolio Discussion
Topic: Document your international Permanent Portfolio
Replies: 39
Views: 26253

Re: Document your international Permanent Portfolio

I live in Canada, and I have been using a Canadian version of the PP for about 1 year.  I used to use other methods to manage my funds/portfolio, but I must say, since I have switched to the PP I find I can sleep so soundly, and it seems to perform reasonably well.  Here is my allocation.  It is ver...