Here's another article talking about being antifragile financially. A lot of the concepts are already built in to the PP:
https://www.caseyresearch.com/articles/ ... th-builder
Search found 19 matches
- Thu Feb 25, 2016 1:02 pm
- Forum: Permanent Portfolio Discussion
- Topic: Antifragility Podcast from Nassim Taleb
- Replies: 3
- Views: 4015
- Wed Feb 24, 2016 2:40 pm
- Forum: Permanent Portfolio Discussion
- Topic: Not many options in company's 401(k) plan
- Replies: 4
- Views: 3554
Re: Not many options in company's 401(k) plan
Ask the administrator about a PCRA or brokerage window as well. That's what I use for my 401k with Schwab. You basically can invest as if it were an IRA. Here's a letter I got from one of the representatives. The fee mentioned in the body of the letter has since been waived. Dear XXXXXXX Thank you f...
- Thu Oct 22, 2015 1:26 pm
- Forum: Other Discussions
- Topic: Sitting at work can be as bad as smoking
- Replies: 11
- Views: 4586
Re: Sitting at work can be as bad as smoking
Not sure, but I've got a standing desk and I love it. I get antsy sitting for too long.
- Fri Oct 09, 2015 12:29 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP End of Year Predictions
- Replies: 6
- Views: 3743
Re: PP End of Year Predictions
I have been in for less than a year, but stocks have been far and away my worst performing asset, so I'm grateful for the diversification.
- Mon Oct 05, 2015 7:53 am
- Forum: Permanent Portfolio Discussion
- Topic: Tighter Rebalancing Bands For Low-Return Environment?
- Replies: 9
- Views: 5208
Re: Tighter Rebalancing Bands For Low-Return Environment?
I look forward to hearing from everyone on this. My PP is in my 401k and all funds are commission-free, so there is no monetary cost for frequent rebalancing for me.
- Wed Sep 30, 2015 9:30 am
- Forum: Permanent Portfolio Discussion
- Topic: craig no longer blogging at crawling road
- Replies: 17
- Views: 7563
Re: craig no longer blogging at crawling road
I think he meant physical diversification rather than buying international stocks (i.e. storing some gold offshore). That was my understanding anyway.
- Wed Aug 19, 2015 7:20 am
- Forum: Gold
- Topic: Jumping into ETFs
- Replies: 6
- Views: 3852
Re: Jumping into ETFs
If I recall, The Permanent Portfolio book says that ETFs are fine, but recommends keeping maybe 5% of your total portfolio in physical gold.
- Tue Aug 18, 2015 2:37 pm
- Forum: Permanent Portfolio Discussion
- Topic: I keep seeing GLD being recommended over IAU
- Replies: 13
- Views: 7117
Re: I keep seeing GLD being recommended over IAU
You must be out of your mind to own a (paper!) gold etf loaded with counterparty risk :D :D :D ps: there are etfs without counterparty risk, ZKB has one and i think there's at least 1 more. Newbie question: What do you mean by counterparty risk? Most of my gold is in SGOL, which is backed by physic...
- Tue Aug 18, 2015 12:19 pm
- Forum: Permanent Portfolio Discussion
- Topic: Why does Permanent Portfolio work so well in the past few decades?
- Replies: 11
- Views: 6374
Re: Why does Permanent Portfolio work so well in the past few decades?
Seconded. I was also really new to investing when I read it and it gave me a GREAT overview of the basics. Very helpful introduction.Tyler wrote: If you haven't already, I highly recommend reading the book in the banner at the top of the forum. It will teach you everything you'll want to know about the PP.
- Mon Aug 17, 2015 2:51 pm
- Forum: Permanent Portfolio Discussion
- Topic: New portfolio sense check(UK)
- Replies: 16
- Views: 13818
Re: New portfolio sense check(UK)
Later down the line you might consider holding a small proportion of the Gold in an EFT just for ease of rebalancing. How much gold are you buying each month? Google says that 700 pounds is about $1,100, which is about the price of an ounce of gold right now. It might be a good idea to put some int...
- Tue Aug 04, 2015 7:29 am
- Forum: Gold
- Topic: What if you don't remember what you paid for bullion?
- Replies: 8
- Views: 4353
Re: What if you don't remember what you paid for bullion?
I've got some bank records - good advice. I can probably just use the charge, minus the sales tax, and divide by the spot price around the time to figure out the price per coin. I used to buy from the local coin shop, but realized that paying sales tax was essentially taking an immediate loss and ha...
- Mon Aug 03, 2015 1:06 pm
- Forum: Gold
- Topic: What if you don't remember what you paid for bullion?
- Replies: 8
- Views: 4353
What if you don't remember what you paid for bullion?
If/when I need to sell my gold and silver, how can I calculate my gains or losses if I didn't realize I needed to know what I paid until recently? Should I just try to do my best guess?
- Tue Jul 14, 2015 1:55 pm
- Forum: Permanent Portfolio Discussion
- Topic: Why do you use the PP?
- Replies: 177
- Views: 86192
Re: Why do you use the PP?
Today, as inflation and interest rates slowly creep upwards, non-US investors flock to the "least dirty shirt and least low-yielding sort-of safe haven (for now) US Dollar". The rising US Dollar kills gold, all other metals, and oil (why I lost my job here in Texas in March. Yes, that got...
- Thu Jul 02, 2015 8:52 am
- Forum: Stocks
- Topic: Rate My Stock Allocation
- Replies: 0
- Views: 2959
Rate My Stock Allocation
I'm fairly new to implementing the Permanent Portfolio and thought I'd get some feedback for my stock allocation. Schwab Brokerage SCHB - 15% Traditional 401(k) Russell 2000 Small Cap Index (Expense Ratio 0.02%) - 3% Prospectus - https://www.schwabplan.com/FundDetail/EBDLN1.pdf Russell 3...
- Sun Jun 28, 2015 7:12 pm
- Forum: Variable Portfolio Discussion
- Topic: What do you think of Doug Casey? Is he legit?
- Replies: 8
- Views: 8822
Re: What do you think of Doug Casey? Is he legit?
He is definitely intelligent and always worth reading, but he makes a lot of predictions that simply do not happen (crippling depression by 1983 in Crisis Investing, for example), though at other times he can be prescient. On the whole though, I definitely prefer Browne's market agnosticism.
- Fri Jun 26, 2015 12:26 pm
- Forum: Permanent Portfolio Discussion
- Topic: If I go PP, do I still need a Cash Emergency Fund?
- Replies: 26
- Views: 21424
Re: If I go PP, do I still need a Cash Emergency Fund?
I keep mine separate. The emergency fund for me is for unforeseen events now. My Permanent Portfolio is for my future. Personally, I don't want to use my emergency fund money to rebalance if the other pieces drop. I feel that that would add risk in an area intended for security.
- Wed Jun 24, 2015 12:07 pm
- Forum: Bonds
- Topic: TLO better then TLT ?
- Replies: 11
- Views: 7223
Re: TLO better then TLT ?
Looks like I unwittingly broke Harry Browne's Rule #9 

- Wed Jun 24, 2015 12:05 pm
- Forum: Bonds
- Topic: TLO better then TLT ?
- Replies: 11
- Views: 7223
Re: TLO better then TLT ?
Yikes! That's good to know. What made you decide to start owning this fund?
- Wed Jun 24, 2015 10:37 am
- Forum: Bonds
- Topic: TLO better then TLT ?
- Replies: 11
- Views: 7223
Re: TLO better then TLT ?
First time poster here and fairly new to investing and the Permanent Portfolio. I'd like to resurrect this thread since my brokerage window with Schwab offers TLO commission free. It looks like the expense ratio has dropped to 0.1% and total net assets increased to ~$177 million. All else being equa...