Search found 125 matches

by blue_ruin17
Sat Aug 01, 2020 11:28 am
Forum: Permanent Portfolio Discussion
Topic: Stay cool...
Replies: 40
Views: 3918

Re: Stay cool...

I didn't "opportunistically" rebalance. I did it when I crossed a band. I was watching for when that happened using a google sheet I designed to give the indication, without my having to actually check my portfolio. I remember being a little disappointed though, that I didn't rebalance when stocks ...
by blue_ruin17
Sun Jul 26, 2020 12:16 am
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio in an overvalued economy
Replies: 7
Views: 503

Re: Permanent Portfolio in an overvalued economy

A very subtle, sly approach to planting the 'seed' of the Permanent Portfolio concept in someone's mind. The best advice is often that which is only alluded to. No one knows the future, yet it is entirely natural to nonetheless harbour our own beliefs and inclinations regarding what we consider to b...
by blue_ruin17
Wed Jul 08, 2020 8:25 pm
Forum: Permanent Portfolio Discussion
Topic: The Elephant in the room: How should we prepare for the collapse of the US?
Replies: 54
Views: 3458

Re: The Elephant in the room: How should we prepare for the collapse of the US?

So a gold/cash portfolio would have been the best choice then if choosing more than one asset? Tech would like that portfolio! A gold/cash portfolio sure would have been tough to live with in the early 2000s when stocks were on a rampage year after year. And remember, during this time the Permanent...
by blue_ruin17
Wed Jul 08, 2020 1:26 pm
Forum: Permanent Portfolio Discussion
Topic: The Elephant in the room: How should we prepare for the collapse of the US?
Replies: 54
Views: 3458

Re: The Elephant in the room: How should we prepare for the collapse of the US?

With that said I would definitely agree that in a country as small and economically un-diversified as Iceland one should hold at LEAST half of one's stock allocation in non-Icelandic stocks (i.e. in a world index fund or something of that nature); doing so would've chipped a few performance points ...
by blue_ruin17
Wed Jul 08, 2020 12:43 pm
Forum: Permanent Portfolio Discussion
Topic: The Elephant in the room: How should we prepare for the collapse of the US?
Replies: 54
Views: 3458

Re: The Elephant in the room: How should we prepare for the collapse of the US?

Marc DeMessel(?) covered what happened to the PP in Iceland during the GFC. Gold did not increase in value to cover the losses in the rest of the PP. https://www.thepermanentportfolio.com/wp-content/uploads/2009/08/PP_Iceland_2003_2009_Purchasing_Power.gif From the article " Permanent Portfolio Res...
by blue_ruin17
Sun Jul 05, 2020 3:59 pm
Forum: Permanent Portfolio Discussion
Topic: The Elephant in the room: How should we prepare for the collapse of the US?
Replies: 54
Views: 3458

Re: The Elephant in the room: How should we prepare for the collapse of the US?

Always maintain physical exposure to lead and brass. i've got this covered. The problem I see with fiddling and fussing with the Permanent Portfolio in reaction to current events is that it puts you on the path of forever having to do so, which nullifies who whole reason for utilizing the Permanent...
by blue_ruin17
Sun Jun 28, 2020 11:28 am
Forum: Permanent Portfolio Discussion
Topic: Canadian Portfolio
Replies: 25
Views: 2166

Re: Canadian Portfolio

One vote for the Sprott "PHYS" fund, here. (...) @blue_ruin17 Yes, a colleague of mine also swears by PHYS. The problem I see with PHYS is the current situation with MNT. To me their close-end fund structure looks quite similar to the ETR structure of MNT. Both may end up not tracking NAV which ren...
by blue_ruin17
Sun Jun 28, 2020 11:21 am
Forum: Permanent Portfolio Discussion
Topic: New Permanent Portfolio book: "Investing Equanimity"
Replies: 37
Views: 2537

Re: New Permanent Portfolio book: "Investing Equanimity"

HELLO, when shall we stop following PERMANENT PORTFOLIO? NEVER ? WHY? All the best my friend! My view is that the Permanent Portfolio was specifically designed to operate within the context of the post-1971 fiat currency/fractional reserve banking system. I maintain a very strong conviction in the ...
by blue_ruin17
Fri Jun 26, 2020 8:28 pm
Forum: Permanent Portfolio Discussion
Topic: Canadian Portfolio
Replies: 25
Views: 2166

Re: Canadian Portfolio

One vote for the Sprott "PHYS" fund, here. I like the relative transparency of the fund. It is a bit less of a "black box" than many of its peers. I have more confidence that the NAV is matched ounce for ounce by actual gold stashed in a vault, and that the redeemability of shares for deliverable go...
by blue_ruin17
Sun Jun 21, 2020 6:31 pm
Forum: Permanent Portfolio Discussion
Topic: New Permanent Portfolio book: "Investing Equanimity"
Replies: 37
Views: 2537

Re: New Permanent Portfolio book: "Investing Equanimity"

Post more often and btw tell us more about what inspired you to write this?? Well, I've been fascinated by the concept and philosophy of the Permanent Portfolio for years. I've thought a lot about it and accumulated countless pages of notes, reflections, and ideas regarding the topic. Eventually I ...
by blue_ruin17
Sat Jun 20, 2020 9:41 pm
Forum: Permanent Portfolio Discussion
Topic: New Permanent Portfolio book: "Investing Equanimity"
Replies: 37
Views: 2537

Re: New Permanent Portfolio book: "Investing Equanimity"

Read the book this afternoon in essentially one sitting (aside from getting up to cut watermelon to eat while continuing to read). Vinny Thanks for the initial reaction! I am very curious to see what people get out of the book. "Inspirational personal finance" is not a term or concept that I at all...