Search found 123 matches

by longeyes
Mon Nov 05, 2012 7:29 pm
Forum: Permanent Portfolio Discussion
Topic: To Check or Not to Check, That is the Question!
Replies: 8
Views: 4863

Re: To Check or Not to Check, That is the Question!

I check quarterly for rebalancing purposes. That is it.
by longeyes
Wed Oct 17, 2012 11:46 am
Forum: Permanent Portfolio Funds
Topic: PERM vs. PRPFX - which is best?
Replies: 71
Views: 61071

Re: PERM vs. PRPFX - which is best?

PERM is conceptually sound.

But it lacks trading volume.  Tread carefully.
by longeyes
Fri Sep 28, 2012 12:36 pm
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio Shakedown part 2
Replies: 12
Views: 9815

Re: Permanent Portfolio Shakedown part 2

But since the inception of Faber's GTAA etf that fund is down about one per cent compared with +15 pct for PRPFX...
by longeyes
Fri Mar 23, 2012 12:28 pm
Forum: Permanent Portfolio Discussion
Topic: PP mention in Mebane Faber's Risk Parity Video
Replies: 2
Views: 2703

Re: PP mention in Mebane Faber's Risk Parity Video

He should worry about GTAA, his flagship ETF for tactical asset allocation. 

http://stockcharts.com/c-sc/sc?s=GTAA&p ... 2523634378
by longeyes
Wed Mar 14, 2012 6:44 pm
Forum: Permanent Portfolio Discussion
Topic: I'm Done!
Replies: 327
Views: 147943

Re: I'm Done!

Since '99 PRPFX is up 220 per cent, Vanguard Wellington 190 per cent.  Think long-term.
by longeyes
Mon Mar 05, 2012 12:10 pm
Forum: Permanent Portfolio Discussion
Topic: PERM etf / Browne PP gets a write up - A for innovation B- for strategy
Replies: 34
Views: 17502

Re: PERM etf / Browne PP gets a write up - A for innovation B- for strategy

I think it's a good idea to check several translations of the Tao Te Ching for comparison's sake. So far, after looking at a few I like the one I've had since the 1970s. It seems the most inspired and poetic of those I've looked at. I found it on Amazon. You can check out the inside and the reviews...
by longeyes
Fri Mar 02, 2012 10:15 am
Forum: Permanent Portfolio Discussion
Topic: PERM etf / Browne PP gets a write up - A for innovation B- for strategy
Replies: 34
Views: 17502

Re: PERM etf / Browne PP gets a write up - A for innovation B- for strategy

Sorry, didn't see this thread before I posted the same on the "fund" column of this forum.  Yes, the author doesn't know the provenance of the strategy and offers some questionable "improvements." http://seekingalpha.com/article/404601-choose-carefully-before-making-a-permanent-m...
by longeyes
Fri Mar 02, 2012 10:13 am
Forum: Permanent Portfolio Funds
Topic: PERM/Global X
Replies: 4
Views: 6437

Re: PERM/Global X

Here's another "pro" offering his two cents, FWIW:

http://seekingalpha.com/article/404601- ... olio&ifp=0
by longeyes
Tue Feb 28, 2012 11:54 am
Forum: Permanent Portfolio Funds
Topic: PERM/Global X
Replies: 4
Views: 6437

Re: PERM/Global X

Wait for it to get critical mass is my advice.  See if the volume's there.  Global X likes to flirt with the margins and can be a fickle husband.
by longeyes
Fri Feb 17, 2012 10:51 am
Forum: Permanent Portfolio Funds
Topic: PERM Article by Nusbaum of Street.com
Replies: 7
Views: 7870

Re: PERM Article by Nusbaum of Street.com

PRPFX has walked the walk for a long time and has a lot of assets.  There is no surety that PERM, regardless of its merits, will attract enough investors to even be around two years from now.  ETFs come and go.  Make haste slowly.
by longeyes
Sat Feb 11, 2012 5:53 pm
Forum: Permanent Portfolio Funds
Topic: PERM Ads
Replies: 11
Views: 9154

Re: PERM Ads

Coming through loud and clear on Safari.  ;D
by longeyes
Thu Feb 09, 2012 9:52 am
Forum: Permanent Portfolio Funds
Topic: PERM vs. PRPFX - which is best?
Replies: 71
Views: 61071

Re: PERM vs. PRPFX - which is best?

I'd have felt better if PERM came from an investment packager with a more traditional legacy.  Vanguard, among others, comes to mind.  Global X trolls the margins of investing looking for "innovative niches."  In practice this means they slice and dice the market into often undigestible bi...
by longeyes
Thu Feb 09, 2012 12:49 am
Forum: Permanent Portfolio Funds
Topic: PERM vs. PRPFX - which is best?
Replies: 71
Views: 61071

Re: PERM vs. PRPFX - which is best?

You know what they say about v1.0...

Patience.
by longeyes
Wed Feb 08, 2012 11:14 am
Forum: Permanent Portfolio Discussion
Topic: New Permanent Portfolio-style ETF filed with SEC
Replies: 19
Views: 13909

Re: New Permanent Portfolio-style ETF filed with SEC

I'm surprised that Cuggino & Co. let Global X beat them to the punch with an ETF variant.  Well, there goes the "PERM" symbol. :)

I don't buy new funds, but I think it's at least worth tracking.  I've done that with GTAA, another pretender to the throne.
by longeyes
Fri Dec 30, 2011 9:06 pm
Forum: Permanent Portfolio Discussion
Topic: Post ACTUAL 2011 PP Gain
Replies: 12
Views: 7048

Re: Post ACTUAL 2011 PP Gain

I began my HB PP at the beginning of February 2011, using SGOL, TLT, SHY, and VTI.  Average gain: 11.64 per cent.
by longeyes
Fri Nov 25, 2011 12:42 pm
Forum: Permanent Portfolio Discussion
Topic: The Harry Browne Permanent Portfolio Is No Turkey
Replies: 5
Views: 4605

Re: The Harry Browne Permanent Portfolio Is No Turkey

I only wish my PRPFX were doing as well as my HBPP.  :(
by longeyes
Sat Nov 19, 2011 12:08 pm
Forum: Permanent Portfolio Funds
Topic: new PRPFX-type ETF on the way via Global X
Replies: 17
Views: 18537

new PRPFX-type ETF on the way via Global X

It appears Global X is about to offer a PRPFX-like ETF.

http://etfdailynews.com/2011/11/15/glob ... anent-etf/
by longeyes
Sat Nov 19, 2011 9:31 am
Forum: Permanent Portfolio Discussion
Topic: Have you told anyone about the Permanent Portfolio?
Replies: 14
Views: 6861

Re: Have you told anyone about the Permanent Portfolio?

Several people.  Some get the idea right off; most don't.  Two have bought into PRPFX; one is about to go 50/50 with PRPFX and an HB PP.
by longeyes
Thu Nov 10, 2011 5:05 pm
Forum: Permanent Portfolio Discussion
Topic: Some Questions about the Permanent Portfolio from a Newbie
Replies: 14
Views: 9801

Re: Some Questions about the Permanent Portfolio from a Newbie

I am tracking my portfolio closely via spreadsheet; no problem there.  But that requires inputting the data and seeing the numbers--exactly what I'd like to avoid:D
by longeyes
Thu Nov 10, 2011 12:24 pm
Forum: Permanent Portfolio Discussion
Topic: Some Questions about the Permanent Portfolio from a Newbie
Replies: 14
Views: 9801

Re: Some Questions about the Permanent Portfolio from a Newbie

In the matter of not checking one's PP portfolio too frequently...

Is there software that will trigger a re-balancing alert?  Please advise.
by longeyes
Sat Nov 05, 2011 4:41 pm
Forum: Permanent Portfolio Funds
Topic: UK listed PP-type fund
Replies: 10
Views: 7661

Re: UK listed PP-type fund

Do we have a long-term record for it?  Can Americans buy it?
by longeyes
Fri Oct 28, 2011 12:50 pm
Forum: Permanent Portfolio Funds
Topic: Cuggino the analyst genius
Replies: 1
Views: 3754

Re: Cuggino the analyst genius

As a shareholder of PRPFX I'm glad he's skeptical.