"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.