Only good things to say about Fidelity Superb web site that allows full view of all assets( home mortgage, insurance, etc.) whether held at Fidelity or not Great customer service Banking services if you want it Broad range of no commission ETFs at lots of fund families Easy to transfer money out to ...

http://www.quantext.com/DiversificationMetric.pdf I have long followed Jeff's work and used QPP as one tool to evaluate portfolios.    After I learned about the PP over on the big Bogleheads site, I ran lots of lazy portfolios through the Quantext QPP tool, and the diversification benefit of the PP...

Craig,  Why don't you set up three or four model PP portfolios of static PP portfolio's on the site that folks who are trying hard not to look at their own portfolio's can look at on a daily basis?  Sort of like using a nicotine patch to stop smoking?  That way we can still come here to peak at the ...

Didn't know it was supporting PP until I got to the end of the article, but makes the point very well.

http://seekingalpha.com/article/949001- ... rket-alone

Doing nothing is often the hardest thing!

Lots to like about them in my opinion.   

http://seekingalpha.com/instablog/696-g ... sification

Ben Stein.  He wrote a book on Monte Carlo simulation and the markets that lead me to the PP.

I struggled with that point myself.  From an overall perspective the PP overall has great low-beta, low-volatility characteristics.  The studies that have come out recently, however, are discussing the low beta stock phenomenon as "the greatest anomaly in finance".  We have all been progra...

Another article in support of low beta.  With the absolute outperformance of low-beta over high volitility, I have switched my stock piece to SPLV which has two beneifts, I sleep even better at night with the stock portion of my PP, and I think my absolute PP returns may be better.  http://portfolio...

Craig,  Agree with your statements.  Interesting the different paths we take to come to those conclusions. 

My path to PP was heavily influenced by the Book the Dick Davis Dividend.  If you haven't read it, it is on one the most common sense, straightforward reads on investing.  His summary advice: Investors have a predisposition to fail Most news is irrelevant Homework is Hogwash It is a curse to be inst...

My first step is to look at my charitable giving and to contribute appreciated securities to a community foundation with no tax conseqences.  I then fund my charitable contributions from that account.  If I have already funded my charitable contributions for the year and depending upon your tax circ...

I found the pp through two sources: the large post on the Bogelheads forum and by running all of the standard lazy portfolio's though Geoff Consodine's Monte Carlo simulator.  I have found his writing about diversification very enlightning, and wanted to share this article with the group. http://adv...

I will definately buy a copy of the book.    Like many, I started reading the monster PP thread over at the Bogleheads site.  It was interesting how the PP was attacked as not a Boglehead approach.  All of the "stay the course" and "rebalance regularly" talked seemed to me to app...

I do it for the following reasons: I want to create an income stream from the Dividends in 15-20 years that will yield 10% of my investment costs I select only companies with more than 10 years of higher dividends per share with attractive valuations, the bluest of the blue I only select low beta co...

I am curious how many of us populate our VP with Dividend Growth Stocks?  My VP consists of 25 stocks that are all Dividend Achievers or Aristocrats that I screen as low Beta.  I use a total market index fund for the stock component of my PP, but find having the ability to do some stock picking in t...

Thanks Clive, I appreciate the update, and am glad my memory was somewhat correct!

I am trying to find a Post on the board that had to do with a timing method that one of the regular posters had discussed whereby he had a stop loss on each component of the PP and moved in and out of those positions based upon this method, I think it was called HL7 or some such, I have gone back th...

I don't know, I think his article reflects what most of the world thinks about the PP.  If you have half of your money in SHY and TLT when interest rates rise  and GLD reverts to the mean, you have a very low probability of success.  When I tell most people how I invest my money, they think I have l...

I have been a fan of Geoff's for some time, and indeed found the PP through the use of his tool, QPP.  I highly recommend it.  I took a number of the static or lazy portfolio's and put them though this tool and the PP was by far the most balanced relative to projected average annual return and beta....

I just switched my equity portion of my PP to 20% PRF, 5% VEU.  Beta of the fundamental index is 1.2 vs the market and I feel better not being weighted so much to the large caps.  Hopefully it will resist the urge to tinker.  My VP is all low beta dividend stocks which temper the higher beta of my i...

I did this very thing in both 09 and 2010.  Most communities have community foundations where you can get the full value of your appreciated assets as a tax deduction.  In other words, with the run up in Gold, you gift the GLD to the foundation and get the full value of your gift as a tax deduction ...

Thanks for the feedback.  PP seems to me one of the most rational abeit non-traditional investment strategies around, and the simple Monte Carlo tool I use QP40 projects it to have the lowest AAR/SD around.  Like many folks, however, conviction to my AA is directly corelated to how the market is doi...

Using stop losses with the PP components that have done really well,  Gold and LT Bond component.  Not a market timer by any means, but are folks using stop/loss or other techniques other the rebalancing bands to protect gains?  Thanks!