Search found 19 matches

by atrus138
Thu Feb 25, 2016 1:02 pm
Forum: Permanent Portfolio Discussion
Topic: Antifragility Podcast from Nassim Taleb
Replies: 3
Views: 2278

Re: Antifragility Podcast from Nassim Taleb

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
by atrus138
Wed Feb 24, 2016 2:40 pm
Forum: Permanent Portfolio Discussion
Topic: Not many options in company's 401(k) plan
Replies: 5
Views: 1471

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...
by atrus138
Thu Oct 22, 2015 1:26 pm
Forum: Other Discussions
Topic: Sitting at work can be as bad as smoking
Replies: 11
Views: 1738

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.
by atrus138
Fri Oct 09, 2015 12:29 pm
Forum: Permanent Portfolio Discussion
Topic: PP End of Year Predictions
Replies: 6
Views: 1304

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.
by atrus138
Mon Oct 05, 2015 7:53 am
Forum: Permanent Portfolio Discussion
Topic: Tighter Rebalancing Bands For Low-Return Environment?
Replies: 9
Views: 2249

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.
by atrus138
Wed Sep 30, 2015 9:30 am
Forum: Permanent Portfolio Discussion
Topic: craig no longer blogging at crawling road
Replies: 19
Views: 2636

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.
by atrus138
Wed Aug 19, 2015 7:20 am
Forum: Gold
Topic: Jumping into ETFs
Replies: 7
Views: 1681

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.
by atrus138
Tue Aug 18, 2015 2:37 pm
Forum: Permanent Portfolio Discussion
Topic: I keep seeing GLD being recommended over IAU
Replies: 13
Views: 2199

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...
by atrus138
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: 2436

Re: Why does Permanent Portfolio work so well in the past few decades?

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.
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.
by atrus138
Mon Aug 17, 2015 2:51 pm
Forum: Permanent Portfolio Discussion
Topic: New portfolio sense check(UK)
Replies: 17
Views: 6636

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...
by atrus138
Tue Aug 04, 2015 7:29 am
Forum: Gold
Topic: What if you don't remember what you paid for bullion?
Replies: 8
Views: 1753

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...
by atrus138
Mon Aug 03, 2015 1:06 pm
Forum: Gold
Topic: What if you don't remember what you paid for bullion?
Replies: 8
Views: 1753

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?