50% equity funds
33% ultra short to intermediate term bonds , some high yield and floating rate
6% gold , oil , bitcoin
11% cash instruments
Search found 4484 matches
- Thu Oct 10, 2024 3:41 am
- Forum: Permanent Portfolio Discussion
- Topic: New Here - What are folks investing in
- Replies: 18
- Views: 8722
- Mon Sep 23, 2024 6:33 pm
- Forum: Bonds
- Topic: Help Finding Least Bad 401k option
- Replies: 6
- Views: 3027
Re: Help Finding Least Bad 401k option
you have to see the yearly disclosure sheet that is required to be mailed to see your actual costs . recently i pointed out to our cfo that our 401k actually had 10x the cost the funds show . he was sure our vanguard institutional shares on the index fund were dirt cheap . he never realized the actu...
- Wed Sep 04, 2024 7:37 am
- Forum: Permanent Portfolio Discussion
- Topic: Anyone using the Permanent Portfolio as a second level emergency fund?
- Replies: 4
- Views: 3018
Re: Anyone using the Permanent Portfolio as a second level emergency fund?
there are times when all assets move the same way , it’s not low volatility.
in 2022 it was down the same as most balanced funds at about minus 15%
in 2022 it was down the same as most balanced funds at about minus 15%
- Mon Aug 19, 2024 12:11 pm
- Forum: Variable Portfolio Discussion
- Topic: GBTC - BTC
- Replies: 4
- Views: 3112
Re: GBTC - BTC
i believe they changed their structure when the bitcoin etfs were approved
- Mon Aug 19, 2024 7:57 am
- Forum: Variable Portfolio Discussion
- Topic: GBTC - BTC
- Replies: 4
- Views: 3112
Re: GBTC - BTC
i use IBIT
- Thu Jun 20, 2024 12:47 pm
- Forum: Permanent Portfolio Discussion
- Topic: This is the best time in 45 years to invest in the Permanent Portfolio
- Replies: 63
- Views: 44686
Re: This is the best time in 45 years to invest in the Permanent Portfolio
yes , that would be a version
- Sat Jun 08, 2024 5:56 am
- Forum: Gold
- Topic: Why the big move in gold?
- Replies: 95
- Views: 112128
Re: Why the big move in gold?
it was more then the report .
China was loading up on gold for 18 months and it was learned they paused.
it was really both that sent gold tumbling
China was loading up on gold for 18 months and it was learned they paused.
it was really both that sent gold tumbling
- Fri Jun 07, 2024 8:45 am
- Forum: Permanent Portfolio Discussion
- Topic: This is the best time in 45 years to invest in the Permanent Portfolio
- Replies: 63
- Views: 44686
Re: This is the best time in 45 years to invest in the Permanent Portfolio
considering that hit in bonds and gold today with the jobs report ,not to bad
for comparison
reaper is up a bit as dbmf the managed futures fund saves the day .
all terrain down ..39
the interest rate sensitive pp down 1.13
for comparison
reaper is up a bit as dbmf the managed futures fund saves the day .
all terrain down ..39
the interest rate sensitive pp down 1.13
- Fri Jun 07, 2024 4:46 am
- Forum: Permanent Portfolio Discussion
- Topic: This is the best time in 45 years to invest in the Permanent Portfolio
- Replies: 63
- Views: 44686
Re: This is the best time in 45 years to invest in the Permanent Portfolio
it was a no brainer since i already held so many of the holdings . i just beefed them all up enough to make it interesting. i need enough money in these experiments to make it worthwhile Excellent. Next achievement will be getting the portfolio onto Tyler's illustrious Portfolio Charts website. 8) ...
- Wed Jun 05, 2024 2:10 pm
- Forum: Permanent Portfolio Discussion
- Topic: This is the best time in 45 years to invest in the Permanent Portfolio
- Replies: 63
- Views: 44686
Re: This is the best time in 45 years to invest in the Permanent Portfolio
for comparison the reaper is up 1.51% right now for the day ,my all terrain .49
- Tue Jun 04, 2024 4:06 pm
- Forum: Permanent Portfolio Discussion
- Topic: This is the best time in 45 years to invest in the Permanent Portfolio
- Replies: 63
- Views: 44686
Re: This is the best time in 45 years to invest in the Permanent Portfolio
it was a no brainer since i already held so many of the holdings . i just beefed them all up enough to make it interesting.
i need enough money in these experiments to make it worthwhile
i need enough money in these experiments to make it worthwhile
- Tue Jun 04, 2024 3:35 pm
- Forum: Permanent Portfolio Discussion
- Topic: This is the best time in 45 years to invest in the Permanent Portfolio
- Replies: 63
- Views: 44686
Re: This is the best time in 45 years to invest in the Permanent Portfolio
I, too, must confess that I am no longer a user of the pure PP. There are just too many new developments, methodologies, investment paradigms, and considerations for me to warrant sticking with it. I follow the strategy in my avatar. I genuinely believe that this is not capitulation, but rather an ...
- Fri May 24, 2024 1:38 pm
- Forum: Permanent Portfolio Discussion
- Topic: 2023 Returns
- Replies: 31
- Views: 169307
Re: 2023 Returns
i took a shot experimenting with it using etfs available here in america .
i already owned the cash , ibit , pdbc and gold
i already owned the cash , ibit , pdbc and gold
- Wed May 22, 2024 4:38 am
- Forum: Permanent Portfolio Discussion
- Topic: 2023 Returns
- Replies: 31
- Views: 169307
Re: 2023 Returns
My All-Terrain Portfolio clocked in at 5.19% for the year. very interesting portfolio. those funds are not available thru fidelity but i guess if one wanted global coverage gld gold ibit bitcoin bndw. global bond vt global stock pdbc commodities and cash would work just fine . i always like trying ...
- Mon May 20, 2024 12:17 pm
- Forum: Bonds
- Topic: Just made a purchase at 5.088 for 30 year LTTs
- Replies: 46
- Views: 28366
Re: Just made a purchase at 5.088 for 30 year LTTs
because there are better ways today to get on deflation in lower risk portfolios with much better risk to reward profiles then the pp has proven to provide. in more modern times.
odds of deflation are also very slight . certainly i would never bet the same money on deflation as i would prosperity
odds of deflation are also very slight . certainly i would never bet the same money on deflation as i would prosperity
- Tue May 14, 2024 2:33 am
- Forum: Permanent Portfolio Discussion
- Topic: Permanent Portfolio concept continues to live on
- Replies: 82
- Views: 36212
Re: Permanent Portfolio concept continues to live on
nope , long term bonds are not a place i want to be.
i am finding there are far better defensive portfolios using leveraged risk parity
i am finding there are far better defensive portfolios using leveraged risk parity
- Thu May 09, 2024 11:37 am
- Forum: Bonds
- Topic: Just made a purchase at 5.088 for 30 year LTTs
- Replies: 46
- Views: 28366
- Thu May 09, 2024 3:02 am
- Forum: Bonds
- Topic: Just made a purchase at 5.088 for 30 year LTTs
- Replies: 46
- Views: 28366
Re: Just made a purchase at 5.088 for 30 year LTTs
IMHO using LTT's at all in these circumstances makes no sense. What about insurance for a deflation? If bond interest rates drop significantly, LTT could provide an outsized payoff. it reminds me of waiting so long for the ship to come in that the pier collapses . like peter lynch said , Far more m...
- Thu May 09, 2024 2:58 am
- Forum: Permanent Portfolio Discussion
- Topic: New interview with Craig Rowland
- Replies: 74
- Views: 32934
Re: New interview with Craig Rowland
well they did it to gold at one time
- Mon May 06, 2024 7:00 am
- Forum: Permanent Portfolio Discussion
- Topic: This is the best time in 45 years to invest in the Permanent Portfolio
- Replies: 63
- Views: 44686
Re: This is the best time in 45 years to invest in the Permanent Portfolio
so far it is proving to be exactly the way to go as a conservative investor . it has performed admirably where other supposed portfolios like the pp and all weather dropped the ball. all results include all expenses. evd is centered around 20-30 year exposure, tyd is centered around 7-10 year bonds ...
- Sun May 05, 2024 9:01 am
- Forum: Permanent Portfolio Discussion
- Topic: This is the best time in 45 years to invest in the Permanent Portfolio
- Replies: 63
- Views: 44686
Re: This is the best time in 45 years to invest in the Permanent Portfolio
which is why i went back to 2020 in my look originally as to how it behaved in both covid and the rising rates and inflation which crushed conventional portfolios. others have looked at it too https://photos.smugmug.com/photos/i-WZDwcF8/0/DfNGGTksPgc4xXrsnsPg3QD4krmHqNfGQ9pbsqkQW/L/i-WZDwcF8-L.jpg a...
- Sun May 05, 2024 2:57 am
- Forum: Permanent Portfolio Discussion
- Topic: This is the best time in 45 years to invest in the Permanent Portfolio
- Replies: 63
- Views: 44686
Re: This is the best time in 45 years to invest in the Permanent Portfolio
yep , i believe its day came and went for conventional investing …2022 showed us how vulnerable the pp is to rates and inflation and a strong dollar unlike the 1970s with all the once in a lifetime events for gold i believe for someone who wants a defensive portfolio today there are far better risk ...
- Sat May 04, 2024 7:40 am
- Forum: Permanent Portfolio Discussion
- Topic: This is the best time in 45 years to invest in the Permanent Portfolio
- Replies: 63
- Views: 44686
Re: This is the best time in 45 years to invest in the Permanent Portfolio
like the buggy , conventional investing for lower risk may be a thing of the past . harry could never imagine the masses having simple access to the funds of today that are leveraged as well as go long and short or able to have managed futures working for them in a reliable fashion to create what ma...
- Fri May 03, 2024 2:32 pm
- Forum: Permanent Portfolio Discussion
- Topic: This is the best time in 45 years to invest in the Permanent Portfolio
- Replies: 63
- Views: 44686
Re: This is the best time in 45 years to invest in the Permanent Portfolio
depends on the bond funds held and their duration as far as how bad they would get hit. a leveraged risk parity portfolio performed very differently in the 2022 down turn as well .. it had better returns , lower risk , less draw down then the pp did. i posted the carolina reaper results above which ...
- Fri May 03, 2024 9:32 am
- Forum: Permanent Portfolio Discussion
- Topic: This is the best time in 45 years to invest in the Permanent Portfolio
- Replies: 63
- Views: 44686
Re: This is the best time in 45 years to invest in the Permanent Portfolio
long term bonds and if short term bonds funds were used , them too, plus a negative year for equities in 2022.
like i said years ago , rising rates would be kryptonite to the pp
like i said years ago , rising rates would be kryptonite to the pp