if all you want to do is stop a loss then yes same idea but I also want to have an idea of when to get back in..

dualstow, stop loss is  more of a price-point whereas what I was suggesting is more of a momentum indicator.  Half of my liquid assets are following the 25/25/25/25 PP.  However,  I just cannot sit back and watch an asset class fall 10%-30%. Too much volatility for me even though one or two of the r...

Here is a thought for those holding Gold ETFs as all or part of their Gold holdings... When the 50 day SMA crosses below the 200 day SMA, sell the Gold ETF, keep it in cash, until the 50 SMA crosses back above the 200 SMA. Then you will not have to watch the ugly fall. For that matter, you can "...

With unprecedented Fed bond buying and the inevitable coming rise in interest rates, would it be an acceptable option to move from a passive LT bond index fund like TLT to a more actively managed bond fund like SUBYX to better cope with the coming Bond Bear Market?

Brownhead, Basics of the DAA: Acknowledged as mimicking principles of Harry's PP, the DAA holds the top 3 performing of six ETFs (designed to react to economic conditions) on a monthly basis. The ETFs are stock index, LT bonds, ST bonds, REIT, Gold, Int. stock. At the end of each month, if you are h...

Has anyone looked at Sound Mind Investing's Dynamic Asset Allocation stratedgy? They have also automated the strategy into a Mutual Fund symbol SMIDX. Looks like a very promising VP!

I almost feel sorry for Catacomb... until, I remember losing over $200,000.00 in 2008-2009 with my Boglehead-type Portfolio. No one that I know or follow... I mean no one... saw that coming! Not even Bob Brinker, the MarketTimer! At least Goldman Sachs predicted the sell down of gold back in May. Ha...

I agree with melveyr! Investment is fraught with risk...even market manipulation risk! A stock and bond market that depends upon cash infusions from the Federal Reserve through the banks for stability and at the same time throwing retirees/savers under the bus. Massive selling of gold positions to c...

Gold down 20% and my Permanent Portfolio is only down less than 4% since last fall! Looks like the Permanent Portfolio is working like Craig, Medium Tex, and Harry said it should! Since the market disaster in 2008, I only concern myself with the downside of investing while letting the upside take ca...

Stocks, Bonds, and Gold have given a historical average return of 9%. Therefore, when adjusted down for the 25% Cash position, the PP must return a percentage above inflation. Without the cash position, the PP would be unable to take advantage of buying opportunities while giving the rest of the por...

Not looking for an endorsement just wondering what they are all about?

Anyone use Silver Saver to purchase their Gold? They advertise on this blog site and look like an up and coming company.

TennPaGa: I guess the only solution to our debt problem [that appears to be a big part of this economy otherwise why would the U.S. borrow for stimulus spending] is more debt! I suppose a monetary system built on borrowed money can only thrive on more borrowed money! Debt has become so mainstream th...

Medium Tex: is your point that the prosperity of the 80s and 90s bought on credit is to be viewed as a good thing? I am confused as to your point because I recall prosperity coming about in the 80s by a more favorable tax environment with pro-business and less government leadership affecting the eco...

I find very interesting the postings in this thread of those who contemplate changing their investment direction to chase returns from an economy engineered to look like prosperity! What economy in the past has borrowed its way to prosperity? I wish I had an Investing Crystal Ball but I could not fi...

Julian, I enjoy listening to your show! Your explanation of how you advise your clients makes more clear sense than any other financial planning program I have listened to in the past 40 years... Well done! Having said that, I was just curious as to how you are able to get 2-3% more out of your port...

GT, Julian Rubenstein reports earning 8% after fees on his PP look-alike for year 2012 during his daily radio show broadcast on WSBR Boca Raton, Fla. This is great for his clients... but, as I listen to his program, I wonder what he does differently to the PP to squeeze out 2% more return from a por...

Any guesses as to how Julian Rubenstein of American Asset Management achieves 8% 2012 return after fees on his firm's version of the ETF PP when Craig R. reports a 6.8% ETF PP return? Could he have tighter rebalancing bands?

Everytime and in every scenario when backtesting the performance of the Permanent Porfolio Philosophy... a reduction in the percentage of cash in the mix with equal weighting for the rest of the portfolio increases long-term return and increases volitivity. Therefore, the conclusion is consistently ...

Steve: You have made the best point that I have read regarding the "Recent Performance" question so far! I have never been convinced that compounding works well when a portfolio is vulnerable to major downward market swings [like the lossess experienced in 80/20, 60/40, or 50/50 porfolios ...

As I see it, we do not have Prosperity, Recession, traditional Inflation, or heavy Deflation. Therefore, PP short term balance fluxations makes sense! Having said that, until our economy finds a direction, up or down, what should the PP deliver in performance? What do you realistically expect "...

Best strategy to take 401k or IRA RMDs from a Permanent Portfolio in retirement?

Anyone have any experience with silversaver.com for the purchase and storage of the gold portion of the HB PP?

American Asset Management Inc. Boca Raton, Fl. looks like they are selling advice on an asset portfolio that looks identical to HB's PP. Anyone know anything more about this company and it's founder?