Search found 31 matches

by happyspec
Tue Nov 11, 2014 11:21 am
Forum: Permanent Portfolio Discussion
Topic: EU-PP is still valid?
Replies: 18
Views: 6995

Re: EU-PP is still valid?

Hello, if my calculations are correct, dividends and returns since begining of 2013 , Europe has: +8,4% Please confirm if it is right. Thank you. Hello Frugal, I calculated the numbers from the beginning of 2014 as this is year in question. For my portfolio the performance until now is around 7 % s...
by happyspec
Tue Nov 11, 2014 9:41 am
Forum: Permanent Portfolio Discussion
Topic: EU-PP is still valid?
Replies: 18
Views: 6995

Re: EU-PP is still valid?

Strange, I have the greatest year ever: (10% cash, 20 % Gold, 30 % Bonds, 40 % equities allocation): ETFS Gold Trust 5,44% iShares Euro Govt Bond 1-3yr UCITS ETF 0,74% iShares Euro Govt Bond 15-30yr UCITS ETF 19,15% iShares MSCI World UCITS ETF DIST 14,95% SPDR Gold Trust 5,40% Totaal YTD 14,00% Co...
by happyspec
Tue Nov 11, 2014 5:09 am
Forum: Permanent Portfolio Discussion
Topic: EU-PP is still valid?
Replies: 18
Views: 6995

Re: EU-PP is still valid?

Frugal, You have a European PP already, correct? I am curious how it has done so far this year. Year-to-date the US PP seems to be up about 7%. We are all slightly negative in the gold slice, but you should be up 5-6% in gold because of the falling value of the Euro relative to the dollar. I don't ...
by happyspec
Wed Oct 29, 2014 12:48 pm
Forum: Stocks
Topic: European PP: Investing in U.S. stocks too?
Replies: 33
Views: 11634

Re: European PP: Investing in U.S. stocks too?

We live in a global economy; so I think you have to invest Global, despite the currency risk. So I have 30 % EU stock, 30 % US stock, 30 %  Asia, Pacific, Latin Amer. & 10 % national stocks. Or just take VT / VTI I agree with you that we live in a globalized economy. But I doubt that we therefore s...
by happyspec
Wed Oct 29, 2014 12:36 pm
Forum: Stocks
Topic: European PP: Investing in U.S. stocks too?
Replies: 33
Views: 11634

Re: European PP: Investing in U.S. stocks too?

Hi Jake, thanks for your advice which would be fine if I'd have a VP. The point is: I don't wanna have a VP which may sound strange. But I have been trading and speculating so long that I have enough from screening charts, filtering buy candidates, shorting wheat etc. If I had a VP I couldn't help ...
by happyspec
Wed Oct 29, 2014 5:08 am
Forum: Stocks
Topic: European PP: Investing in U.S. stocks too?
Replies: 33
Views: 11634

Re: European PP: Investing in U.S. stocks too?

We live in a global economy; so I think you have to invest Global, despite the currency risk. So I have 30 % EU stock, 30 % US stock, 30 %  Asia, Pacific, Latin Amer. & 10 % national stocks. Or just take VT / VTI I agree with you that we live in a globalized economy. But I doubt that we therefore s...
by happyspec
Tue Oct 28, 2014 9:17 am
Forum: Stocks
Topic: European PP: Investing in U.S. stocks too?
Replies: 33
Views: 11634

Re: European PP: Investing in U.S. stocks too?

Hi Jake, thanks for your advice which would be fine if I'd have a VP. The point is: I don't wanna have a VP which may sound strange. But I have been trading and speculating so long that I have enough from screening charts, filtering buy candidates, shorting wheat etc. If I had a VP I couldn't help b...
by happyspec
Mon Oct 27, 2014 2:53 pm
Forum: Stocks
Topic: European PP: Investing in U.S. stocks too?
Replies: 33
Views: 11634

European PP: Investing in U.S. stocks too?

Hi dear all, ah you Americans, I envy you. As to investing you are the lucky ones. Got the world's biggest financial markets, the longest investment tradition and people who are willing to take risks. For Germans things are quite different. Born in a country of savers, insurance buyers and risk avoi...
by happyspec
Tue Oct 01, 2013 8:47 am
Forum: Gold
Topic: Should €-Investors hedge Gold against $?
Replies: 4
Views: 2163

Re: Should €-Investors hedge Gold against $?

You should be buying physical gold. Not ETFs, and especially not some hedged ETFs. It's clear: nothing else than physical gold, there's no question about that for me. But you could hedge it with a currency option. I am skeptical towards non-US PP. HB stated clearly that during the crisis people run...
by happyspec
Tue Oct 01, 2013 2:46 am
Forum: Gold
Topic: Should €-Investors hedge Gold against $?
Replies: 4
Views: 2163

Should €-Investors hedge Gold against $?

HB states in his books that investors should invest primarily in their own currency. So American investors should buy primarily U.S. stocks while Europeans should at least have a good exposure to the European market? How about gold? It trades in $ - should investors from other world regions hedge th...
by happyspec
Thu Sep 19, 2013 2:05 am
Forum: Permanent Portfolio Discussion
Topic: 5th Economic Climate? Financial repression
Replies: 3
Views: 2263

Re: 5th Economic Climate? Financial repression

All asset classes move in lockstep, how can that be great for the PP? In the longterm that will not work  :o. But congratulation to all PP holders for holding course.  ::) As we have seen yesterday stocks, bonds and gold simultaneously shot through the roof as BB announced that there will be no tap...
by happyspec
Tue Sep 17, 2013 10:33 am
Forum: Permanent Portfolio Discussion
Topic: Investing in the PP - Why Do I Feel Like My Head is in the Sand?
Replies: 62
Views: 11503

Re: Investing in the PP - Why Do I Feel Like My Head is in the Sand?

I sometimes think a basket of high-quality dividend-paying stocks would be the best way; however, nowadays, EVERYONE thinks dividend paying stocks are the way to go, so my instinct is to avoid them Christina, Your instinct is right ;). Stocks are REALLY volatile and the opposite of an "ultra-safe m...