Search found 40 matches

by Kike Moreno
Mon Dec 17, 2018 6:15 am
Forum: Permanent Portfolio Discussion
Topic: PP Europe (Germany)
Replies: 15
Views: 2773

Re: PP Europe (Germany)

During 2015 and 2016 the 30-year German bund yield went to 0.5% and even below. The current yield is 0.88%, so yes, the yield can still go down and the bund up. If at 1% you are skipping long bonds, when are you going to buy them? When the yield is at 1.5%? At 2%? At 3%? Maybe then you will think th...
by Kike Moreno
Thu Dec 13, 2018 12:55 pm
Forum: Permanent Portfolio Discussion
Topic: PP Europe (Germany)
Replies: 15
Views: 2773

Re: PP Europe (Germany)

I think that for bonds the closest you can get to a PP in euros is to buy the longest German bond available, which currently is the one that expires at 2048 and ISIN DE0001102432 (current yield 0.90%). Remember that you get the long bonds not for the yield but for the deflation protection. If you pr...
by Kike Moreno
Tue Dec 11, 2018 3:50 am
Forum: Permanent Portfolio Discussion
Topic: How does the PP respond to a devaluing currency
Replies: 3
Views: 1452

Re: How does the PP respond to a devaluing currency

If there is inflation also in the US then gold will work as expected. In case of an euro-only inflation we can get some protection by holding international stocks. So a possible allocation is: - 12.5% eurozone stocks - 12.5% global stocks - 25% gold - 25% cash in euros - 25% 30-year german bund (the...
by Kike Moreno
Mon Nov 13, 2017 11:59 am
Forum: Permanent Portfolio Discussion
Topic: PP Podcasts
Replies: 2
Views: 1317

Re: PP Podcasts

Where are Craig's and Tyler's podcasts?
by Kike Moreno
Sat Oct 21, 2017 1:32 am
Forum: Other Discussions
Topic: How to subscribe to new topics (and not to replies)?
Replies: 10
Views: 2969

Re: How to subscribe to new topics (and not to replies)?

I have not received the notification of your last reply after unchecking "Someone replies to a topic to which you are subscribed". :(

I have found some info here: https://www.phpbb.com/community/viewtop ... &t=2111838
by Kike Moreno
Fri Oct 20, 2017 12:53 pm
Forum: Other Discussions
Topic: How to subscribe to new topics (and not to replies)?
Replies: 10
Views: 2969

Re: How to subscribe to new topics (and not to replies)?

Thanks, I have done that, let see how it goes. My doubt is if, after unchecking "Someone replies to a topic to which you are subscribed", I will continue receiving the replies to the topic to which I am subscribed.

I am subscribed to this topic so if you reply to this we will find out soon. :)
by Kike Moreno
Fri Oct 20, 2017 9:00 am
Forum: Other Discussions
Topic: How to subscribe to new topics (and not to replies)?
Replies: 10
Views: 2969

Re: How to subscribe to new topics (and not to replies)?

Feedly has a feature that could be used to remove unwanted forum topics. It is called Mute Filters but it is only available to paying customers which is not my case.
by Kike Moreno
Fri Oct 20, 2017 5:51 am
Forum: Other Discussions
Topic: How to subscribe to new topics (and not to replies)?
Replies: 10
Views: 2969

Re: How to subscribe to new topics (and not to replies)?

Thanks, I use Feedly so an RSS feed would be an option, but unfortunately the feed that you linked includes topics from all the forums, not just the "Permanent Portfolio Discussion" forum. I tried to get (or build) a URL to include topics restricted to 1 forum but I couldn't find it.
by Kike Moreno
Thu Oct 19, 2017 9:35 am
Forum: Other Discussions
Topic: How to subscribe to new topics (and not to replies)?
Replies: 10
Views: 2969

How to subscribe to new topics (and not to replies)?

Hi. I would like to subscribe to receive an email every time a new topic is posted in the Permanent Portfolio Discussion forum. Then, if I find the topic interesting I would click on the "Subscribe" link in the topic to receive the replies. This is how I would expect it to work. But the problem is t...
by Kike Moreno
Fri Jun 16, 2017 4:21 pm
Forum: Permanent Portfolio Discussion
Topic: Starting EU PP, doubts about the bonds part
Replies: 60
Views: 20795

Re: Starting EU PP, doubts about the bonds part

What happens to this allocation if the euro appreciates for example a 20% to the level where it was just 3 years ago? 3 of the 4 assets have currency exchange risk in this portfolio.
by Kike Moreno
Thu Jun 15, 2017 2:56 am
Forum: Permanent Portfolio Discussion
Topic: Starting EU PP, doubts about the bonds part
Replies: 60
Views: 20795

Re: Starting EU PP, doubts about the bonds part

Just to say something in favor of the Euro PP, during the 18 years of the euro the portfolio has got a 6.36% annualized nominal return ( http://www.carterapermanente.es/evolucion-cartera-permanente/ ). So it has been doing its job during these years. As always past returns do not guarantee future re...