Search found 896 matches

by frugal
Sun Sep 08, 2019 5:25 am
Forum: Permanent Portfolio Discussion
Topic: EU PP 2016-2019
Replies: 16
Views: 2211

Re: EU PP 2016-2019

Kike Moreno wrote:
Fri Sep 06, 2019 3:47 am
AMUNDI PHYSICAL GOLD ETC (C)

ISIN code FR0013416716

https://www.amundietf.fr/professional/p ... 0013416716
Good!

I like to use several tickers for the same asset.

This is not mentioned by HB but i believe it reduces the risk.

Please comment.

😎
by frugal
Fri Sep 06, 2019 12:04 am
Forum: Permanent Portfolio Discussion
Topic: EU PP 2016-2019
Replies: 16
Views: 2211

Re: EU PP 2016-2019

For info again: Amundi started a gold ETC last May. Perhaps of interest to European PP investors as Amundi is owned by Crédit Agricole, which is the biggest bank in France and so relatively secure. Backed by physically allocated gold, held by HSBC. Thank you very much! What is the TICKER symbol? 8)
by frugal
Wed Aug 07, 2019 12:40 am
Forum: Permanent Portfolio Discussion
Topic: EU PP 2016-2019
Replies: 16
Views: 2211

Re: EU PP 2016-2019

I see your point. The PP seems overly pessimistic in asking you to keep 25% in cash for a depression scenario. I find it hard as well to stick to it and kept the cash balance at 10-15% knowing that I could free up more cash if really necessary. So in my view you do need to keep a sufficient cash ba...
by frugal
Thu Jul 25, 2019 1:57 pm
Forum: Permanent Portfolio Discussion
Topic: EU PP 2016-2019
Replies: 16
Views: 2211

Re: EU PP 2016-2019

Hi,

what about doing EUPP only with:

GOLD
STOCKS
LT-BONDS

?

If you have more cash for any required adjust/balancing.

Thanks.
::)
by frugal
Sun Jun 16, 2019 12:35 pm
Forum: Permanent Portfolio Discussion
Topic: Yearly balancing or 15/35?
Replies: 13
Views: 1330

Re: Yearly balancing or 15/35?

Good to hear from you frugal!!! Have you been lurking all this time? I think there are others who can answer your question far better than I. If your question translates as "can I get better returns by eliminating the cash component" then the answer is "yes, probably but not enough to really make a...
by frugal
Sat Jun 15, 2019 11:21 am
Forum: Permanent Portfolio Discussion
Topic: Yearly balancing or 15/35?
Replies: 13
Views: 1330

Re: Yearly balancing or 15/35?

I've been checking monthly only because I got into the habit of tracking expenses and finances on a monthly basis. It's fun for tracking purposes, but checking asset proportions that often is like watching paint dry. Rebalance events happen every 2-3 years, more or less depending on how you're hand...
by frugal
Sun Jan 13, 2019 3:18 am
Forum: Permanent Portfolio Discussion
Topic: PP Europe (Germany)
Replies: 15
Views: 3699

Re: PP Europe (Germany)

Hello,

last 5 years EUPP made 18% ?

Please confirm.

Thank you.
by frugal
Sat Sep 22, 2018 1:45 am
Forum: Permanent Portfolio Discussion
Topic: European PP
Replies: 11
Views: 3025

Re: European PP

Shaymor I have been running a European PP for a while, also in France. I cannot say the results are good this year. For example, year to date: 1. My PP. This contains individual French blue chips and a DAX ETF: -1.3%. A paper four-ETF PP of CEU, MTH, GBS and C13 (similar to yours) which I follow fo...
by frugal
Sat Sep 22, 2018 1:34 am
Forum: Permanent Portfolio Discussion
Topic: European PP
Replies: 11
Views: 3025

Re: European PP

I have access to ETFs for eurozone. I choose this ETFs : 25% Stock : Amundi index MSCI EMU (12.5%) and Ishares MSCI EMU (12.5%) 25% Bond : Lyxor ultra long Duration euro (12.5%) and Xtrackers Eurozone Government Bond 25+ (12.5%) 25% Cash : french short-term bond 25% Gold : Gold Bullion Securities (...
by frugal
Sun Jul 01, 2018 4:57 am
Forum: Permanent Portfolio Discussion
Topic: Vanguard Dividend Appreciation ETF (VIG)
Replies: 2
Views: 1013

Vanguard Dividend Appreciation ETF (VIG)

Hello everyone,

for someone having EU-PP and low risk does it makes sense to buy VIG ETF?

Please share your opinions.


Thank you!


Vanguard Dividend Appreciation ETF (VIG)
by frugal
Mon Jun 18, 2018 12:36 am
Forum: Permanent Portfolio Discussion
Topic: European PP, update 6 months after starting
Replies: 29
Views: 8676

Re: European PP, update 6 months after starting

Wooow

What a waste!

Try another hobby.
by frugal
Sun Jun 17, 2018 2:18 am
Forum: Permanent Portfolio Discussion
Topic: European PP, update 6 months after starting
Replies: 29
Views: 8676

Re: European PP, update 6 months after starting

Do you admit to change from EUPP to USPP in function of these true results? Hope I understand you correctly. As a european I would definitely not use a USPP portfolio, I use and will continue to use a strict EUPP. The reason why I am deep diving into US funds now is that in US there are so much mor...