Search found 4 matches

by jonas_eu
Thu Jan 26, 2017 11:14 am
Forum: Bonds
Topic: Political risk and EU Permanent Portfolio
Replies: 7
Views: 7853

Re: Political risk and EU Permanent Portfolio

Portugal in my case.
Great sunny country. :)
by jonas_eu
Thu Jan 26, 2017 8:05 am
Forum: Bonds
Topic: Political risk and EU Permanent Portfolio
Replies: 7
Views: 7853

Re: Political risk and EU Permanent Portfolio

Hi. I'm also from a small EU country and the answer to that question is not easy... It's been discussed on the forums and I think there isn't an right(or wrong) answer. I can only talk of my answer to that question (and how I implement that part of the Permanent Portfolio). For the long term bonds I...
by jonas_eu
Fri Jan 16, 2015 10:07 am
Forum: Permanent Portfolio Discussion
Topic: USA/Germany blended Permanent Portfolio
Replies: 16
Views: 8251

Re: USA/Germany blended Permanent Portfolio

I don't think that germany would do that also.German bondholders would have the most to gain from that exit. In a situation of transition from Euro to "new mark" every country from europe would like to get german bonds, as the most secure.Meanwhile all other european country bonds would fa...
by jonas_eu
Fri Jan 16, 2015 9:21 am
Forum: Permanent Portfolio Discussion
Topic: USA/Germany blended Permanent Portfolio
Replies: 16
Views: 8251

Re: USA/Germany blended Permanent Portfolio

Hi. I'm from Europe(southern countries  :) ) and I use a (kind of, all Europeans must tinker with the PP) european permanent portfolio for my investments. I struggled with the some worries that you had (more worries actually, specially on the bond side) and I share some conclusions that I had. I use...