mathjak107 wrote: ↑

Wed Mar 03, 2021 10:15 am

My pp is 630k in each asset class

Hi mat.

Your PP will be totally used to your retirement or what is your strategy ?

Will you donate 100% to your sons?

Regards

Kbg wrote: ↑

Tue Feb 23, 2021 11:02 pm

It's a fine portfolio. Has the exact same Sharpe Ratio as the PP and gives you about 1.2% CAGR points a year more.

However, an even better portfolio is 50 stock and 25 each to LTTs and gold.

Hi,

what about MAX. DD ?

Hello PPeers, in fact since I have EU-PP I added new savings for rebalancing. Cash is there doing nothing, only a safe amount of money I believe. Short term bonds in several years stayed the same. Maybe I have to read again about PP to remember the importance of CASH. I work and my income is increas...

Dear friends, Hope you are totally healthy and away from pandemic. I would like to know your opinion about this transformation of portfolio in US-PP. Having only: 1/3 GOLD + 1/3 LTB + 1/3 STOCKS It is a new portfolio to me and I want to add NEW fresh money every year to it, so I don't think I need t...

Hello,

any friend here still have Mark's bitcoin donation?

"Investing Equanimity: The Logic & Wisdom of the Permanent Portfolio" I decided to write this book because the only way to truly satisfy my fascination with the concept of the Permanent Portfolio was to just write a book about it and "get it out of my system". I wrote it in such a manner that it is...

Hello !

The annual % profit on GBis bigger and the drawdowns are lower than PP

... how is this possible?

Please let me know your thoughts.

europeanwizard wrote: ↑

Sat Apr 11, 2020 1:34 am

Yeah with all the volatility in stocks, the PP is definitely getting more attention. I still get downvoted on Reddit though ;-) Thanks for posting.

Hi!

Which link is it?

That one I have hard copy

Dear PP-friends ,

please inform if is there any HB or other audio-books about PP.

Do you know any MP3 book about this type of investing?

Thank you!

So calm !

Love HB

thank you for your idea.

What would be HB comments regarding todays market?

Yes. I'm still hesitating. I figured that the entire stock allocation, total market + small caps, was still above threshold even though small caps had dropped below the band. No other asset has crossed a band. So - a mandatory rebalance yet. Hi SOPHIE!!! I am adding stocks to rebalance. New fresh m...

Frugal Why do you use C13 and MTH ? C13 is an ETF of 1-3 year bonds, and MTH is 25+ year bonds, the longest-bond Euro ETF I can find. If you have other suggestions I would love to hear them. CEU is the MSCI Europe index ETF, but there is also the Eurostoxx 600 as well as individual country ETFs lik...

Frugal Why do you use C13 and MTH ? C13 is an ETF of 1-3 year bonds, and MTH is 25+ year bonds, the longest-bond Euro ETF I can find. If you have other suggestions I would love to hear them. CEU is the MSCI Europe index ETF, but there is also the Eurostoxx 600 as well as individual country ETFs lik...

Figures for today (ETFs traded in Paris) and on 1 Jan 2020, with difference %. Vanilla EU PP in Euros: CEU 166.78 245.32 -32.02% MTH 131.00 125.16 4.67% GBS 131.08 127.04 3.18% C13 168.09 168.61 -0.31% Combined -6.12% EUR/USD 1.0673 1.12375 -5.28% The vanilla US PP in dollars seems to have done bet...

Hi my friends,

how are you handling this fall of the markets?

Will you rebalance soon or you are waiting ?

What do you advise ? Wait some weeks for rebalancing?

Thank you!

Thank you Craig and HB !

You are the best.

Kriegsspiel wrote: ↑

Sun Feb 09, 2020 8:06 am

IMO, either contribute to the lagging asset (which is cash), or contribute new earnings to cash until a rebalancing band is triggered.

Hi Krie

4 x 25 % is your opinion?

NOTE: I do not use cash for REBALANCING.

Thank you mate

Hi my PP friends! I now have the followig percentages: Asset Class Actual Percent Stock 22,93% Bonds 29,74% Cash 17,76% Gold 29,57% Total PP Assets 100,00% Because I can add fresh new cash, I don't think I will add more ETF's fo CASH. In this moment, what should I do? Add now more stocks or wait for...

I can't imagine why you're daytrading unless it's for the thrill. ("$200 for a mouse click" in that thread this afternoon). You must be beyond set for life. Hi. Yes MJ, if you have millions the PP also give you the free money or not? Daytrading is profitable for you? Regards yes day trading for dec...

dualstow wrote: ↑

Mon Dec 09, 2019 3:12 pm

I can't imagine why you're daytrading unless it's for the thrill. ("$200 for a mouse click" in that thread this afternoon).
You must be beyond set for life.

Hi.

Yes MJ, if you have millions the PP also give you the free money or not?

Daytrading is profitable for you?

Regards

boglerdude wrote: ↑

Mon Dec 09, 2019 12:42 am

Why bother with more complexity. PP is good enough. Unless you want the part-time job of finding, managing, and improving houses.

dualstow wrote: ↑

Mon Dec 09, 2019 8:27 am

boglerdude wrote: ↑

Mon Dec 09, 2019 12:42 am

Why bother with more complexity. PP is good enough. Unless you want the part-time job of finding, managing, and improving houses.

+1 If you’re into it, frugal, it can obviously be very lucrative. I’m not handy, so I own REITs.

Id rather be all in PP but got pushed into real estate by the hype in 05 With Real estate you can put in time, sweat equity, and boost your return. Plus the leverage. If the true inflation rate is 5%, a 4% mortgage is free money. But you're making a concentrated bet on the demographic future of the...

we owned lots of investment real estate in manhattan ... we sold it all off over the years . we want no more investment real estate in retirement or dealing with tenants . i want only liquid investments with no dealings with tenants now that can be swapped , sold or rebalanced with the click of a m...