Search found 178 matches

by Thomas Hoog
Tue Jul 23, 2019 6:49 am
Forum: Permanent Portfolio Discussion
Topic: What have we learned over last 10 years?
Replies: 41
Views: 10044

Re: What have we learned over last 10 years?

You've been using the PP for 17 years?? Wow, there is a story there if you want to tell it? 17 years ago there were not a lot of people on that bandwagon. That's the kind of long view I hope to have about 12 years from now. It's a refreshing perspective, compared to loading up on angst over the per...
by Thomas Hoog
Tue Jul 02, 2019 9:06 am
Forum: Permanent Portfolio Discussion
Topic: What have we learned over last 10 years?
Replies: 41
Views: 10044

Re: What have we learned over last 10 years?

Agree, you can vary your allocations but after that you have to stick to it to make it work. The funny thing is, I have 17 years PP experience (I have a 20 % Gold allocation) and I did my calculations this weekend (I do that quarterly). And beside the 13 % yield Year to Day, really not normal !, the...
by Thomas Hoog
Thu Mar 07, 2019 3:49 am
Forum: Stocks
Topic: European ETF Alternatives
Replies: 10
Views: 6174

Re: European ETF Alternatives

And whats the intent of the regulations To protect the customer. The products of the EFT provider should be in the language of the buyer of the EFT. So if you live in Norway the EFT product information should be in Norwegian. I doubt if Vanguard knows where Norway is. So it is stupid antique regula...
by Thomas Hoog
Tue Feb 05, 2019 10:13 am
Forum: Permanent Portfolio Discussion
Topic: 2018 Results Post Here
Replies: 26
Views: 6504

Re: 2018 Results Post Here

Thx. Top.
by Thomas Hoog
Mon Feb 04, 2019 4:20 am
Forum: Permanent Portfolio Discussion
Topic: 2018 Results Post Here
Replies: 26
Views: 6504

Re: 2018 Results Post Here

My Euro PP: -1.41% A generic Euro PP of four ETFs: CEU -12.14% MSCI Europe Index MTH 5.29% 25+year bonds GBS 3.09% Gold C13 -0.33% 1-3 year bonds Combined -1.02% Interesting that the best performer in Europe was long bonds, which many people (including me) thought should be abandoned because of ris...
by Thomas Hoog
Wed Jan 09, 2019 8:55 am
Forum: Permanent Portfolio Discussion
Topic: 2018 Results Post Here
Replies: 26
Views: 6504

Re: 2018 Results Post Here

European PP: -0,4 %
My own version with 40 % global equities: -1,1 %.
by Thomas Hoog
Wed Apr 04, 2018 5:42 am
Forum: Permanent Portfolio Discussion
Topic: PP performance for Q1 2018
Replies: 19
Views: 7040

Re: PP performance for Q1 2018

European PP is exactly 0,0 % for Q1 2018.
by Thomas Hoog
Wed Jan 03, 2018 4:16 am
Forum: Permanent Portfolio Discussion
Topic: HBPP Predictions for 2018
Replies: 8
Views: 2862

Re: HBPP Predictions for 2018

sophie wrote:Once again, I'm pretty sure we are all predicting bonds will go down. How many years and counting has that prediction been made, and turned out false?

This might very well be the year when it happens...we'll see.
12 years ? :)
by Thomas Hoog
Wed Jan 03, 2018 4:15 am
Forum: Permanent Portfolio Discussion
Topic: 2017 PP Return Poll
Replies: 33
Views: 8263

Re: 2017 PP Return Poll

Only 2,1 % due to the depreciation of the dollar against the Euro.
by Thomas Hoog
Tue Nov 14, 2017 6:38 am
Forum: Permanent Portfolio Discussion
Topic: How to convince someone to use HB-PP
Replies: 19
Views: 6204

Re: How to convince someone to use HB-PP

Now, my advice is to be made to my brothers, not for my neighbors. I think I should spread the word inside the family. Am I right? Never this happened to you? Several years ago I gave copies of "Fail Safe Investing" to both of my brothers and also my brother-in-law. The last time I checked, none of...
by Thomas Hoog
Wed Oct 11, 2017 8:29 am
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio in Europe (follow-up)
Replies: 63
Views: 23307

Re: Permanent Portfolio in Europe (follow-up)

Of course it will, the government has pumped billions into the economy. That money will also go out again, so inflation and thus the cash yield rates will increase. It may be next year or over 10 years but it will happen. And when inflation is rising it is very hard to control it so it may be quite ...
by Thomas Hoog
Tue Oct 10, 2017 6:38 am
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio in Europe (follow-up)
Replies: 63
Views: 23307

Re: Permanent Portfolio in Europe (follow-up)

Thx, the figures slightly differs but the conclusion is the same; it wont make you rich but it is the best sleep well approach.