Search found 23 matches

by spark
Mon Feb 04, 2013 8:50 am
Forum: Permanent Portfolio Discussion
Topic: EURO PP initiated on 21 th november 2012 performance (UPDATED Feb 4 2013)
Replies: 23
Views: 12705

Re: EURO PP initiated on 21 th november 2012 performance

frugal wrote: Spark,

you invested 2500EUR in each asset?

Huge commissions...

Where in Europe is your broker?

Regards
It is not 2500 of each it is approximately 2500 of each.
Assets have different prices you canot buy exactly 2500 of each.
by spark
Mon Feb 04, 2013 4:41 am
Forum: Permanent Portfolio Discussion
Topic: EURO PP initiated on 21 th november 2012 performance (UPDATED Feb 4 2013)
Replies: 23
Views: 12705

Re: EURO PP initiated on 21 th november 2012 performance

Update on feb-4-2013 Here is the update the % column is calculated from inital purchase price and current market value of the asset. The initial purchase includes broker fees. DATE Stocks     Long bonds  Cash        Gold Purchase    SXXEEX:GR    IBCL:GR    CBEONIA:GR    VZLD        Total          % ...
by spark
Wed Jan 23, 2013 6:49 am
Forum: Permanent Portfolio Discussion
Topic: EURO PP initiated on 21 th november 2012 performance (UPDATED Feb 4 2013)
Replies: 23
Views: 12705

Re: EURO PP initiated on 21 th november 2012 performance

Hi, these: IMEU EXSI CEU VGK ERO IUSQ IQQY DXET EXSA IERA EUEA IEUX Why not? Regards Choose and try. I can't look at all of them. You have to look a each etf and see what it contains and see if it feets with HB recommations. Nothing difficult. In a way i don't understand if you red the book how can...
by spark
Wed Jan 23, 2013 3:57 am
Forum: Permanent Portfolio Discussion
Topic: EURO PP initiated on 21 th november 2012 performance (UPDATED Feb 4 2013)
Replies: 23
Views: 12705

Re: EURO PP initiated on 21 th november 2012 performance

Hello  :) I would like to use more than ONE ETF Can you give me 2 more choices: EXSI  / SXXEEX / ... ??? The 2 etfs I choosed for stocks and bonds are the only one I found that feet fore eurozone PP. There is other but with no dividends. For cash and gold you have it in the book. Many solutions are...
by spark
Mon Jan 21, 2013 2:29 am
Forum: Permanent Portfolio Discussion
Topic: EURO PP initiated on 21 th november 2012 performance (UPDATED Feb 4 2013)
Replies: 23
Views: 12705

Re: EURO PP initiated on 21 th november 2012 performance

frugal wrote: Hi,

Can you help me selecting 4 diferent ETFs for European stocks?

Now I have one Amundi Index fund, but ETFs are less expensive.

Thanks.
If you are in eurozone you can use the same as mines.
In europe outside eurozone, you have to have a wilders etfs including uk and other european countries.
by spark
Fri Jan 18, 2013 3:59 am
Forum: Permanent Portfolio Discussion
Topic: EURO PP initiated on 21 th november 2012 performance (UPDATED Feb 4 2013)
Replies: 23
Views: 12705

Re: EURO PP initiated on 21 th november 2012 performance

frugal wrote: SPARK

Why don't you buy direct german bonds?

Regards

Image

Not really useful with a small portfolio. Look at the paperwork Marc Demessel has done for this.
On top i dont think you must only use german bounds if you are in eurozone.
by spark
Thu Jan 17, 2013 1:20 pm
Forum: Permanent Portfolio Discussion
Topic: EURO PP initiated on 21 th november 2012 performance (UPDATED Feb 4 2013)
Replies: 23
Views: 12705

Re: EURO PP initiated on 21 th november 2012 performance

"2-don't use the same etf provider for all your etfs because your pp will depend only on one firm. "

you wrote this  :)


Yes and i have 3 providers look at the bloomberg with the codes i gave.
by spark
Thu Jan 17, 2013 11:06 am
Forum: Permanent Portfolio Discussion
Topic: EURO PP initiated on 21 th november 2012 performance (UPDATED Feb 4 2013)
Replies: 23
Views: 12705

Re: EURO PP initiated on 21 th november 2012 performance

frugal wrote: No,

for example

Gold position = ETF 1 + ETF 2 + ETF 3

You rebalance one ETF each year and try to keep then as near as possible one from the others.

Isn't this diversification of ETF issuers?
try it.
I tried 8 etfs (2 in each catégory) so i could see.
by spark
Thu Jan 17, 2013 9:24 am
Forum: Permanent Portfolio Discussion
Topic: EURO PP initiated on 21 th november 2012 performance (UPDATED Feb 4 2013)
Replies: 23
Views: 12705

Re: EURO PP initiated on 21 th november 2012 performance

frugal wrote: Spark,

you can rebalance in just one Asset each year.

Each year one.

How will you do in 15 years? Always 4 ETFs?


Regards
You canot do like this, HB says you re-equilibrate all once a year.
by spark
Thu Jan 17, 2013 8:22 am
Forum: Permanent Portfolio Discussion
Topic: EURO PP initiated on 21 th november 2012 performance (UPDATED Feb 4 2013)
Replies: 23
Views: 12705

Re: EURO PP initiated on 21 th november 2012 performance

SPARK, a) Why don't you use more than one ETF for each asset to diversify? --- If you have more than one etf per asset you will only multiply your fees reequilibrating. b) Germany has higher tax for the dividends, do you know how to make a PP on another country? With ETF's from Ireland for example,...
by spark
Thu Jan 17, 2013 5:10 am
Forum: Permanent Portfolio Discussion
Topic: EURO PP initiated on 21 th november 2012 performance (UPDATED Feb 4 2013)
Replies: 23
Views: 12705

Re: EURO PP initiated on 21 th november 2012 performance

Hi

No i did choose particularly SXXEEX:GR because it containes only the stocks of the eurozone being listed in the eurostoxx 600.
by spark
Thu Jan 17, 2013 3:26 am
Forum: Permanent Portfolio Discussion
Topic: EURO PP initiated on 21 th november 2012 performance (UPDATED Feb 4 2013)
Replies: 23
Views: 12705

Re: EURO PP initiated on 21 th november 2012 performance

Yes quite bad start as you see. I will keep the plan for at least one year to evaluate. In a way euro PP is quite complicated because there is 2 europes. One is the europe in the monetary union and a part outside of EMU the other one include the 27 countries. This peculiar situation makes it difficu...
by spark
Wed Jan 16, 2013 6:37 am
Forum: Permanent Portfolio Discussion
Topic: EURO PP initiated on 21 th november 2012 performance (UPDATED Feb 4 2013)
Replies: 23
Views: 12705

EURO PP initiated on 21 th november 2012 performance (UPDATED Feb 4 2013)

Hi The following euro pp was initiated on 21th nov 2012. Here is the performance Update on feb-4-2013 The % column in the data is calculated from inital purchase price and current market value of the asset. The initial purchase includes broker fees. Very poor performance until now. ------ CHART (Dat...
by spark
Tue Dec 11, 2012 8:27 am
Forum: Permanent Portfolio Discussion
Topic: Implementing GLOBAL PP
Replies: 23
Views: 11978

Re: Implementing GLOBAL PP

Hi, I have same doubt, but what about : 65% US HBPP + 35% EU HBPP Regards I was thinking about something little different As an ex : Gold - It  is already global so you can have the ETF in your own currency. Stocks - Its quite easy to get a tracker world (ex MCSI world ) that quote in the currency ...
by spark
Tue Dec 11, 2012 7:08 am
Forum: Permanent Portfolio Discussion
Topic: Implementing GLOBAL PP
Replies: 23
Views: 11978

Implementing GLOBAL PP

Hi, I see many topics where people face many difficulties setting up a PP. As we are in an economic melt down Harry Browne had probably not seen during his life time, I would suggess we share some ideas, etf solutions etc about how to implement a global PP. I am in the eurozone, we are facing here a...
by spark
Fri Nov 09, 2012 2:52 am
Forum: Permanent Portfolio Discussion
Topic: European PP achilles heel?
Replies: 45
Views: 23831

Re: European PP achilles heel?

Hi arturo,


My broker is not in europe. I pay more fees but i think it is better to have a broker outside europe for the moment.
by spark
Wed Nov 07, 2012 5:51 am
Forum: Permanent Portfolio Discussion
Topic: European PP achilles heel?
Replies: 45
Views: 23831

Re: European PP achilles heel?

Arturo,

You mention VYETS where does it quote, what currency, what volume this is all we have to look at for choosing assets.


Sincerely
by spark
Wed Nov 07, 2012 5:46 am
Forum: Permanent Portfolio Discussion
Topic: European PP achilles heel?
Replies: 45
Views: 23831

Re: European PP achilles heel?

Hi Arturo, It is true about the bonds like spain or italy but do you really think they would let them default ? Greece can default but it is unlikely the case of spain or italy or france. If one of these default the euro is finished and in this case i still have my german bonds. Anyway what will hap...
by spark
Wed Nov 07, 2012 4:43 am
Forum: Permanent Portfolio Discussion
Topic: European PP achilles heel?
Replies: 45
Views: 23831

Re: European PP achilles heel?

@Arturo Hi arturo, I do not use eurostoxx 50. iShares EURO STOXX DE is the eurozone part of the euro stoxx 600. I have 2 long bonds etfs and 2 short bonds etfs because in each case one is german and the other one is eurozone bonds. i have 2 gold etfs to equilibrate with other assets. Each asset is i...
by spark
Tue Nov 06, 2012 12:19 pm
Forum: Permanent Portfolio Discussion
Topic: European PP achilles heel?
Replies: 45
Views: 23831

Re: European PP achilles heel?

Hi Spark, Have you reviewed my last propositions to Slotine? if you are looking for serious management company (iShares), ETFs, serious Total Net Assets, daily volumen, and 100% german assets, i think the bests right now are the ones i wrote to Slotine. By the way, if you want to get better results...
by spark
Tue Nov 06, 2012 2:30 am
Forum: Permanent Portfolio Discussion
Topic: European PP achilles heel?
Replies: 45
Views: 23831

Re: European PP achilles heel?

@Arturo I thought about using these etfs   iShares Barclays Capital Euro Treasury Bond 0-1 (DE) iShares Barclays Germany Treasury Bond (IDEU) Instead of iShares eb.rexx® Government Germany 1.5-2.5 (DE) iShares Barclays Capital Euro Government Bond 1-3 The main problem is that the 2 first ones have n...
by spark
Mon Nov 05, 2012 10:03 am
Forum: Permanent Portfolio Discussion
Topic: European PP achilles heel?
Replies: 45
Views: 23831

Re: European PP achilles heel?

Hi, I am french. Building a eurozone PP is really difficult. Trying to evaluate the different possibilities it seems logical to have a eurozone index as the ishares euro stoxx de that covers the eurozone part of the eurostoxx 600, eurozone long bonds 15-30 and eurozone short bonds 1-3 years. Germany...
by spark
Tue Sep 04, 2012 9:42 am
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio in Europe (follow-up)
Replies: 66
Views: 51876

Re: Permanent Portfolio in Europe (follow-up)

Hi Tarentola I did read few of your posts and did some research about the Eurozone PP. I am also trying to set up one. I try to concentrate on the same market place (as you stated there are many in the EMU). Having the etfs on the same exchange give all the assets of the PP the same trade fees. Abou...