Search found 38 matches

by stpeter
Thu Feb 13, 2020 3:45 pm
Forum: Permanent Portfolio Discussion
Topic: A popular blogger misses most of it with Gold and the PP
Replies: 11
Views: 2396

Re: A popular blogger misses most of it with Gold and the PP

2. I think it was craigr who pointed out that many of the largest companies in the S&P 500 have substantial commercial real estate holdings.That means an exposure to real property without the managerial risk and expenses associated with selecting and owning an individual REIT. That's a good point. ...
by stpeter
Sat Feb 08, 2020 8:15 pm
Forum: Permanent Portfolio Discussion
Topic: A popular blogger misses most of it with Gold and the PP
Replies: 11
Views: 2396

Re: A popular blogger misses most of it with Gold and the PP

The PP seems to avoids real estate, perhaps because many people are already heavily invested through home ownership (I'd need to revisit what HB says). OK, I checked: HB discusses real estate on pages 114-115 of Fail Safe Investing. He focuses on the fact that your home is not an investment - inste...
by stpeter
Sat Feb 08, 2020 6:56 pm
Forum: Permanent Portfolio Discussion
Topic: A popular blogger misses most of it with Gold and the PP
Replies: 11
Views: 2396

Re: A popular blogger misses most of it with Gold and the PP

Probably lost in my comment responding to ERN's article was this link to an article by the excellent financial advisor Steven Evanson: https://www.evansonasset.com/alternative-asset-classes-64.htm That's an interesting read. Thanks for sharing. Agreed. In his conclusion, the author states that "the...
by stpeter
Mon Oct 28, 2019 9:01 pm
Forum: Permanent Portfolio Discussion
Topic: What is your current portfolio?
Replies: 36
Views: 10399

Re: What us your current portfolio?

I initially went all in with the PP in 2008 but transitioned to the GB about 3 years ago. The reason I did that was precisely for the reason people often warn about with the standard 4x4 - that it will be hard to stick with in times of prosperity when stocks are outperforming (hello Bud and Mathjak...
by stpeter
Wed Oct 23, 2019 7:15 pm
Forum: Permanent Portfolio Discussion
Topic: Financial Planning Software
Replies: 4
Views: 4623

Financial Planning Software

Do folks here have preferred software for financial planning (e.g., running retirement scenarios)? I've used Silver Planner but it didn't seem ideal for modeling investments like gold. Any suggestions are welcome. Thanks!
by stpeter
Sat Oct 05, 2019 7:14 pm
Forum: Permanent Portfolio Discussion
Topic: Gold / Stock / Bonds at highs or near highs?
Replies: 65
Views: 24637

Re: Gold / Stock / Bonds at highs or near highs?

In sum I was all set to go full into the Permanent Portfolio and was describing it to someone who then pointed out to me that all three of these were near their all time highs. For those of you who have FULLY embraced the Permanent Portfolio and made your investment all at once can you reveal where...
by stpeter
Tue Sep 03, 2019 10:34 am
Forum: Gold
Topic: Texas Bullion Depository Open for Business
Replies: 19
Views: 9182

Re: Texas Bullion Depository Open for Business

It may be worth checking to see if Texas Bullion Repository outsources its website and cybersecurity, like Perth Mint does. I bet the answer is yes, in which case your data are actually in the hands of that company, not the one you think. I contacted the Texas Bullion Depository and they said "All ...
by stpeter
Mon Jan 02, 2017 12:46 pm
Forum: Permanent Portfolio Discussion
Topic: IMPORTANT: PP FORUM *NOT* GOING AWAY
Replies: 49
Views: 14621

Re: IMPORTANT: PP FORUM GOING AWAY

Update: Looks like a VPS hosted version could be as cheap as $10/mo, though that would depend on traffic. I have my own VPS, too. Easy enough to run such things. :-) Please reply to this message so I can gauge interest. I can set up a new Discourse forum today with the trial and we can figure out t...
by stpeter
Mon Jan 02, 2017 11:25 am
Forum: Permanent Portfolio Discussion
Topic: IMPORTANT: PP FORUM *NOT* GOING AWAY
Replies: 49
Views: 14621

Re: IMPORTANT: PP FORUM GOING AWAY

Ive posted before, but maybe it is worth another try for a Slack group. https://permanentportfolio.slack.com You can signup here: https://permanentportfolioslack.herokuapp.com/ Not a forum style with threads but can have a room for gold/bonds/etc +1 to Slack. Once you go Slack, you never go back! ;-)
by stpeter
Wed Dec 30, 2015 6:24 pm
Forum: Permanent Portfolio Discussion
Topic: Depressed
Replies: 39
Views: 7720

Re: Depressed

Perhaps you need to tighten up your rebalance bands.  Stocks were down 10% a few months back, then popped up near the highs.  Did you harvest any of this volatility?  IMO the 15/35 bands are too wide to capture small swings like we saw in the fall.  Using 20/30 or 22.5/27.5 bands would allow you to...
by stpeter
Wed Dec 30, 2015 2:13 pm
Forum: Gold
Topic: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion
Replies: 208
Views: 45213

Re: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion

Phalanx wrote:
Pointedstick wrote: I sold it all and replaced it with Schwab's commission-free SGOL. Too much drama for my taste.
Yep, just did the exact same.
Same here. I'm sad to see GTU go, it was the best option before Sprott got involved...
by stpeter
Mon Apr 06, 2015 8:13 pm
Forum: Permanent Portfolio Discussion
Topic: Sign Up at IRS.gov, SSA.gov, AnnualCreditReport.com Before Thieves Do It For You
Replies: 10
Views: 3946

Re: Sign Up at IRS.gov, SSA.gov, AnnualCreditReport.com Before Thieves Do It For You

sixdollars wrote: Is there anything else you can really do with ACR besides file forms periodically to monitor for fraud?
Not that I know of. I don't even see a way to register an account there, unless I'm missing something really obvious...