Nothing specific, other than wondering if there will be an asset sale based on panic selling. I think this is a real possibility, and we may see the case where ALL asset classes (possibly excepting cash) take it in the ear. Thanks to B52 Ben's liquidity pump, NOTHING qualifies as cheap right now. E...

Here's a breakdown of what I'd do if I only wanted to use funds: Stock - VTI, IWV, SPY or IVV Thanks, Craig. Here's more info on the equity ETFs:           ER    Vol VTI    .06  1.9k IWV    .2    .4k SPY    .09  197k  IVV    .09  3.7k So, for me, IWV is out, I guess. How to sort out if the higher t...

I need to clarify my previous append. The "losses" for GLD and VTI were not absolute losses. They were relative losses to what you'd have made with a buy and hold strategy. As a straight trading vehicle the weekly ATR close only P&F charts don't generate much profit unless you've had a...

Scottrade isn't a great PP-friendly broker, for just the reason you've discovered. I used to use Scottrade, but now I use Vanguard, Schwab, and TDAmeritrade, and they all have commission-free cash options such as SCHO, SHY, VGSH, and of course, good old-old-fashioned T-bill purchases. What do you d...

K9 is correct; Faber only reviewed the portfolio monthly. While this works well in his stats, it wouldn't have worked so well if the timing of market downturns were such that much of the damage was done before his review date. Those who claim he could always intervene early when things looked bad ar...

What's wrong with just using an interest bearing insured bank or brokerage account to hold the cash asset class right now? I'm using Scottrade right now, and each move into or out of the cash portion costs a $7 commission, and there are still small ETF management fees. In a higher short term interes...

I've read  the whole article, and it's an excellent introduction and the reason I became interested in the HBPP. It doesn't contain anything new which isn't found early in the book.

The IVY Portfolio has some similarities to the HBPP. Faber has 5 asset classes: U.S. Stocks, U.S. Bonds, non-U.S. stocks, commodities, and real estate. He doesn't include cash as an asset class, but individual investors can do that themselves. He has a re-balancing strategy (don't recall what it is,...