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...

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...

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...

Where are Craig's and Tyler's podcasts?

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

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.

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.

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.

OK, thanks!

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...

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.

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...