Search found 9 matches
- Thu Sep 13, 2012 5:22 pm
- Forum: Gold
- Topic: Ray Dalio talks a bit about Gold
- Replies: 10
- Views: 6070
Re: Ray Dalio talks a bit about Gold
Wow I am listening some more...listen at 47:00 when he talks about 4 economic cycle. hmm...sounds like PP to me!
- Thu Sep 13, 2012 5:17 pm
- Forum: Gold
- Topic: Ray Dalio talks a bit about Gold
- Replies: 10
- Views: 6070
- Wed Aug 15, 2012 1:11 am
- Forum: Variable Portfolio Discussion
- Topic: Three Fund Portfolio
- Replies: 4
- Views: 3621
Re: Three Fund Portfolio
Try it out for yourself on http://www.riskcog.com/ . You'll find that for most asset weightings, it barely beats a PP despite having 5-8 times the volatility. Portfolios like that are attractive for their simplicity, but there's no logic behind the chosen funds or their weightings like there is wit...
- Wed Aug 15, 2012 12:38 am
- Forum: Variable Portfolio Discussion
- Topic: Three Fund Portfolio
- Replies: 4
- Views: 3621
Three Fund Portfolio
Any thoughts on this vs. PP??
Lots of Bogleheads swear by it.
http://www.bogleheads.org/wiki/Three-fund_portfolio
Lots of Bogleheads swear by it.
http://www.bogleheads.org/wiki/Three-fund_portfolio
- Fri Aug 10, 2012 2:21 pm
- Forum: Gold
- Topic: Scared to Take the PP Jump Because of Gold
- Replies: 48
- Views: 33841
Re: Scared to Take the PP Jump Because of Gold
For non-taxable acct (eg. Roth), is GTU a good choice still?
- Thu Aug 02, 2012 11:06 am
- Forum: Permanent Portfolio Discussion
- Topic: Is the Permanent Portfolio The Gold Medal Winner For Investing?
- Replies: 63
- Views: 28145
Re: Is the Permanent Portfolio The Gold Medal Winner For Investing?
I am not sure what SCV is and am assuming that EM is emerging markets. That said this looks like an interesting VP. But unless you are wealthy and can afford to take a hit I would be cautious about using this as a substitute for a PP. Emerging markets are very speculative as are LTT's in such a con...
- Wed Aug 01, 2012 10:48 pm
- Forum: Permanent Portfolio Discussion
- Topic: Is the Permanent Portfolio The Gold Medal Winner For Investing?
- Replies: 63
- Views: 28145
Re: Is the Permanent Portfolio The Gold Medal Winner For Investing?
Two caveats: One, if we ever get a period of ungodly high rates a la Volcker that portfolio may get creamed and would have no cash to provide ammo for rebalancing when stocks and LTTs got knocked down as everyone rushed to short-term investments like T-bills and CDs to take advantage of the high re...
- Wed Aug 01, 2012 6:03 pm
- Forum: Permanent Portfolio Discussion
- Topic: Is the Permanent Portfolio The Gold Medal Winner For Investing?
- Replies: 63
- Views: 28145
Re: Is the Permanent Portfolio The Gold Medal Winner For Investing?
Just a quick comment on Wellesley. If you build a portfolio of 70% Wellesley, 20% Gold, 10% Cash, then you get a better return and lower SD than the PP since 1972: SD = 7.02% CARG = 10.17% PP: SD = 7.99% CARG = 9.67% 100% Wellesley gives the following: SD = 9.28% CARG = 9.98% I thought it was inte...
- Wed Aug 01, 2012 4:55 pm
- Forum: Permanent Portfolio Discussion
- Topic: Is the Permanent Portfolio The Gold Medal Winner For Investing?
- Replies: 63
- Views: 28145
Re: Is the Permanent Portfolio The Gold Medal Winner For Investing?
Just a quick comment on Wellesley. If you build a portfolio of 70% Wellesley, 20% Gold, 10% Cash, then you get a better return and lower SD than the PP since 1972: SD = 7.02% CARG = 10.17% PP: SD = 7.99% CARG = 9.67% 100% Wellesley gives the following: SD = 9.28% CARG = 9.98% I thought it was inte...