Search found 926 matches

by frugal
Wed Mar 03, 2021 3:53 pm
Forum: Permanent Portfolio Discussion
Topic: 33,3 + 33,3 +33,3 = USPP
Replies: 39
Views: 928

Re: 33,3 + 33,3 +33,3 = USPP

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👨‍⚕️
by frugal
Sat Feb 27, 2021 4:31 am
Forum: Permanent Portfolio Discussion
Topic: 33,3 + 33,3 +33,3 = USPP
Replies: 39
Views: 928

Re: 33,3 + 33,3 +33,3 = USPP

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 ?

O0
by frugal
Sun Feb 21, 2021 3:55 am
Forum: Permanent Portfolio Discussion
Topic: 33,3 + 33,3 +33,3 = USPP
Replies: 39
Views: 928

Re: 33,3 + 33,3 +33,3 = USPP

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...
by frugal
Sat Feb 20, 2021 4:45 pm
Forum: Permanent Portfolio Discussion
Topic: 33,3 + 33,3 +33,3 = USPP
Replies: 39
Views: 928

33,3 + 33,3 +33,3 = USPP

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...
by frugal
Sun Feb 14, 2021 12:11 pm
Forum: Gold
Topic: Bitcoin On The Move Again
Replies: 20
Views: 7139

Re: Bitcoin On The Move Again

Hello,

any friend here still have Mark's bitcoin donation?

^-^
by frugal
Sat Jun 27, 2020 11:09 am
Forum: Permanent Portfolio Discussion
Topic: New Permanent Portfolio book: "Investing Equanimity"
Replies: 39
Views: 6053

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: 148910

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: 1069

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: 697

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: 697

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: 2123

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: 2823

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: 2442

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: 2442

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: 2442

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: 2442

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: 6578

Re: Stay cool...

Thank you Craig and HB !

You are the best.
by frugal
Sun Feb 09, 2020 8:16 am
Forum: Permanent Portfolio Discussion
Topic: Rebalance 2020 - what would you do ?
Replies: 3
Views: 3054

Re: Rebalance 2020 - what would you do ?

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

:)
by frugal
Sun Feb 09, 2020 6:07 am
Forum: Permanent Portfolio Discussion
Topic: Rebalance 2020 - what would you do ?
Replies: 3
Views: 3054

Rebalance 2020 - what would you do ?

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...
by frugal
Fri Dec 13, 2019 1:11 pm
Forum: Other Discussions
Topic: Do you buy land and houses/apartments or pavillions to rent ?
Replies: 22
Views: 2740

Re: Do you buy land and houses/apartments or pavillions to rent ?

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...
by frugal
Tue Dec 10, 2019 12:11 am
Forum: Other Discussions
Topic: Do you buy land and houses/apartments or pavillions to rent ?
Replies: 22
Views: 2740

Re: Do you buy land and houses/apartments or pavillions to rent ?

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
by frugal
Mon Dec 09, 2019 1:02 pm
Forum: Other Discussions
Topic: Do you buy land and houses/apartments or pavillions to rent ?
Replies: 22
Views: 2740

Re: Do you buy land and houses/apartments or pavillions to rent ?

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.
:) :D ;D
by frugal
Mon Dec 09, 2019 1:01 pm
Forum: Other Discussions
Topic: Do you buy land and houses/apartments or pavillions to rent ?
Replies: 22
Views: 2740

Re: Do you buy land and houses/apartments or pavillions to rent ?

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.
😎
by frugal
Mon Dec 09, 2019 12:28 am
Forum: Other Discussions
Topic: Do you buy land and houses/apartments or pavillions to rent ?
Replies: 22
Views: 2740

Re: Do you buy land and houses/apartments or pavillions to rent ?

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...
by frugal
Sun Dec 08, 2019 9:38 am
Forum: Other Discussions
Topic: Do you buy land and houses/apartments or pavillions to rent ?
Replies: 22
Views: 2740

Re: Do you buy land and houses/apartments or pavillions to rent ?

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...