Search found 889 matches

by frugal
Sat Sep 22, 2018 1:45 am
Forum: Permanent Portfolio Discussion
Topic: European PP
Replies: 11
Views: 1065

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: 1065

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: 395

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: 5241

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: 5241

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...
by frugal
Tue Jun 12, 2018 12:10 am
Forum: Permanent Portfolio Discussion
Topic: European PP, update 6 months after starting
Replies: 29
Views: 5241

Re: European PP, update 6 months after starting

Hi,

Do you admit to change from EUPP to USPP in function of these true results?

Why is it so important to you to know this real cagr?

My best regards.
by frugal
Sun Jun 03, 2018 2:06 am
Forum: Permanent Portfolio Discussion
Topic: European PP, update 6 months after starting
Replies: 29
Views: 5241

Re: European PP, update 6 months after starting

Hello to you all. I am also an european (dutch) PP user. Many years ago I already wanted to organize myself a simple and failsafe portfolio and Harry Brown's PP was always anywhere back in my head for that. But then again I hate financials and bookkeeping so lost sight of the project. Begin this ye...
by frugal
Fri Apr 06, 2018 4:05 pm
Forum: Permanent Portfolio Discussion
Topic: European PP, update 6 months after starting
Replies: 29
Views: 5241

Re: European PP, update 6 months after starting

Hi Juandelarocha, -0.5% and 1.8% in a year doesn't mean much and sounds to me like you're focussing too much on short-term results. Both the PP and a more conventional stock-heavy porftfolio can go nowhere for 10 years. 1 year results are meaningless. It also seems you were expecting something diff...
by frugal
Sun Mar 04, 2018 11:18 am
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio in Europe (follow-up)
Replies: 63
Views: 15426

Re: Permanent Portfolio in Europe (follow-up)

In that highly unlikely event, I would lose ~14% of the portfolio (but I'm sure the EU part would grow that much more as a consequence). I don't see any of those two extremes happening. That said, if I would have to bet on likelihood, I'd say it's far higher for the EUR to get devalued against the ...
by frugal
Sun Mar 04, 2018 5:20 am
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio in Europe (follow-up)
Replies: 63
Views: 15426

Re: Permanent Portfolio in Europe (follow-up)

@frugal: I am comfortable with currency risk at 20% in USD, for the benefit of having exposure to US economy. @WhiteElephant: If that's concerning local taxes, we have a fixed capital gains tax on everything so that does not affect me. @stuper1: Thanks, good catch! I've changed that to iShares Trea...
by frugal
Sun Mar 04, 2018 12:05 am
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio in Europe (follow-up)
Replies: 63
Views: 15426

Re: Permanent Portfolio in Europe (follow-up)

@frugal: I am comfortable with currency risk at 20% in USD, for the benefit of having exposure to US economy. @WhiteElephant: If that's concerning local taxes, we have a fixed capital gains tax on everything so that does not affect me. @stuper1: Thanks, good catch! I've changed that to iShares Trea...
by frugal
Sat Mar 03, 2018 10:22 am
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio in Europe (follow-up)
Replies: 63
Views: 15426

Re: Permanent Portfolio in Europe (follow-up)

Hi everyone, here's my portfolio I'm looking to implement in the coming weeks. I'm in EU, so it's focused on Eurozone, however with 20% of assets in/related to US. I added symbols since I lost a ton of time looking for the right ones. Stocks - xTrackers MSCI EMU, EUR ( XD5E ) - 20% - Vanguard US To...