Search found 921 matches

by frugal
Sat Jun 27, 2020 11:09 am
Forum: Permanent Portfolio Discussion
Topic: New Permanent Portfolio book: "Investing Equanimity"
Replies: 39
Views: 3484

Re: New Permanent Portfolio book: "Investing Equanimity"

"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...
by frugal
Sat Apr 11, 2020 4:09 am
Forum: Variable Portfolio Discussion
Topic: Golden Butterfly Portfolio
Replies: 521
Views: 129405

Re: Golden Butterfly Portfolio

Hello !

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

... how is this possible?

Please let me know your thoughts.

???

:o
by frugal
Sat Apr 11, 2020 3:22 am
Forum: Permanent Portfolio Discussion
Topic: PP article
Replies: 6
Views: 727

Re: PP article

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?

^-^
by frugal
Sun Mar 29, 2020 2:33 am
Forum: Permanent Portfolio Discussion
Topic: PP Audiobooks
Replies: 2
Views: 466

Re: PP Audiobooks

That one I have hard copy ^-^
by frugal
Sat Mar 28, 2020 11:31 am
Forum: Permanent Portfolio Discussion
Topic: PP Audiobooks
Replies: 2
Views: 466

PP Audiobooks

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!
???
by frugal
Sat Mar 28, 2020 10:52 am
Forum: Permanent Portfolio Discussion
Topic: YouTube: Harry Browne's The Money Show
Replies: 13
Views: 1352

Re: YouTube: Harry Browne's The Money Show

So calm !

Love HB

thank you for your idea.

What would be HB comments regarding todays market?

???
by frugal
Sat Mar 28, 2020 7:15 am
Forum: Permanent Portfolio Discussion
Topic: Who's had to rebalance?
Replies: 18
Views: 1833

Re: Who's had to rebalance?

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...
by frugal
Sat Mar 28, 2020 7:11 am
Forum: Permanent Portfolio Discussion
Topic: EU-PP and PPeers
Replies: 13
Views: 1626

Re: EU-PP and PPeers

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...
by frugal
Sat Mar 28, 2020 7:05 am
Forum: Permanent Portfolio Discussion
Topic: EU-PP and PPeers
Replies: 13
Views: 1626

Re: EU-PP and PPeers

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...
by frugal
Mon Mar 23, 2020 12:08 pm
Forum: Permanent Portfolio Discussion
Topic: EU-PP and PPeers
Replies: 13
Views: 1626

Re: EU-PP and PPeers

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...
by frugal
Wed Mar 18, 2020 8:47 am
Forum: Permanent Portfolio Discussion
Topic: EU-PP and PPeers
Replies: 13
Views: 1626

EU-PP and PPeers

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!

:-[

:'(
by frugal
Mon Mar 09, 2020 5:18 pm
Forum: Permanent Portfolio Discussion
Topic: Stay cool...
Replies: 40
Views: 4545

Re: Stay cool...

Thank you Craig and HB !

You are the best.