Search found 260 matches

by steve
Sat May 16, 2020 7:26 am
Forum: Permanent Portfolio Discussion
Topic: Is your pp passing the coronavirus test?
Replies: 34
Views: 3444

Re: Is your pp passing the coronavirus test?

Annotation 2020-04-26 093306.jpg
Annotation 2020-04-26 093306.jpg (175.41 KiB) Viewed 1077 times
by steve
Mon Apr 13, 2020 10:00 am
Forum: Gold
Topic: Do you insure your Gold?
Replies: 43
Views: 27830

Re: Do you insure your Gold?

Yes I insure my gold.
I use https://safedepositboxinsurance.com/
by steve
Fri Apr 03, 2020 11:19 am
Forum: Stocks
Topic: Tax-Loss Harvesting Recommendation (Vanguard Total Stock Index)
Replies: 11
Views: 1608

Re: Tax-Loss Harvesting Recommendation (Vanguard Total Stock Index)

Vanguard VOO or S&P 500 correlate to total market.
by steve
Fri Apr 03, 2020 11:16 am
Forum: Permanent Portfolio Discussion
Topic: Question on adding new money
Replies: 13
Views: 1345

Re: Question on adding new money

Basically you can level the field or just put money into cash until it becomes 35% of total and then re balance or what ever re balance band you use some use 30%.
by steve
Wed Oct 09, 2019 9:48 am
Forum: Permanent Portfolio Discussion
Topic: The Bond Purchase Question!
Replies: 6
Views: 5129

Re: The Bond Purchase Question!

Everyone has an opinion but for me it is just easier to use ETFs like TLT, VGLT and EDV
by steve
Wed Oct 03, 2018 8:13 am
Forum: Permanent Portfolio Discussion
Topic: 2 PP Portfolios, 6 months performance
Replies: 39
Views: 9673

Re: 2 PP Portfolios, 6 months performance

I follow it and have been for a long time. The last time I re balanced was Dec 4 2015 I normally re balance when I get very close to the 15/35 band. Since I re balanced my portfolio it has increased just over 15% this year it is down less then 1% from the beginning of the year. At present I am aroun...
by steve
Sun Feb 25, 2018 11:47 am
Forum: Permanent Portfolio Discussion
Topic: Spreadsheets to Track PP
Replies: 44
Views: 96024

Re: Spreadsheets to Track PP

Steve, Do you have long term data showing the performance over decade or more. If so can you share exactly what you used and how you obtained the data. You can go to https://www.etfreplay.com/combine.aspx and play around comparing different portfolios I shared what I could to help the group without...
by steve
Sat Feb 17, 2018 7:32 am
Forum: Permanent Portfolio Discussion
Topic: Spreadsheets to Track PP
Replies: 44
Views: 96024

Re: Spreadsheets to Track PP

I made this sample for a friend last November 2017, You can download it and edit it for your own purposes and upload to your own google account.

https://docs.google.com/spreadsheets/d/ ... sp=sharing
by steve
Thu Jan 25, 2018 7:05 am
Forum: Permanent Portfolio Discussion
Topic: Out of balance
Replies: 58
Views: 15721

Re: Out of balance

If I hit the 35% band I would re-balance.
by steve
Thu Jan 04, 2018 9:00 am
Forum: Permanent Portfolio Discussion
Topic: Out of balance
Replies: 58
Views: 15721

Re: Out of balance

Way I look at it I would gladly by long term bonds to re balance , If interest rates keep rising and the value goes down I would just keep tax loss harvesting, No one can predict the future and things do not always go as expected. If the value keeps going down until it once again hit the lower re ba...
by steve
Sat Dec 23, 2017 8:19 am
Forum: Permanent Portfolio Discussion
Topic: Out of balance
Replies: 58
Views: 15721

Re: Out of balance

If my portfolio were out of balance I would buy bonds in a heartbeat! I remember some years back when everyone was talking about interest rate hikes and how bonds were going down. I taxed loss harvested a bond position that I had, I sold tlt and immediately replaced it with the 50/50 split of edv an...
by steve
Thu Apr 20, 2017 5:03 pm
Forum: Gold
Topic: Where and how do you purchase physical gold?
Replies: 132
Views: 41251

Re: Where and how do you purchase physical gold?

ochotona wrote:Most local dealers won't be competitive. You need to get comfortable with using insured shipping.
In my area I found a local dealer that is competitive, I agree not all are, I once walked out of a place when a dealer would not meet the price he quoted over the phone.