Welcome! I recommend stockanalysis.com. I like that I can hover over stats and a graph pops up to visually depict it.
Search found 155 matches
- Tue Mar 25, 2025 7:58 pm
- Forum: Stocks
- Topic: Stock Screener Recommendations
- Replies: 5
- Views: 6732
Re: Stock Screener Recommendations
- Wed Sep 04, 2024 9:07 pm
- Forum: Permanent Portfolio Discussion
- Topic: Anyone using the Permanent Portfolio as a second level emergency fund?
- Replies: 4
- Views: 5178
Re: Anyone using the Permanent Portfolio as a second level emergency fund?
I treat my cash clearing accounts like rain barrels: constantly drawing from them for my daily needs because the water is easily accessible. They are periodically replenished when it rains (on payday). Ideally, I draw less from these barrels than flows in, so over time they overflow into an undergro...
- Tue Jan 16, 2024 1:50 pm
- Forum: Permanent Portfolio Discussion
- Topic: I do not undestand the theory behind international PP at all
- Replies: 30
- Views: 40808
Re: I do not undestand the theory behind international PP at all
But then, what do you exactly mean by EU PP? Ultimately, Germany or France don't control the euro either, they might have more informal pull over the ECB than Greece, but I still wouldn't want to invest in debt guaranteed by "pull". And all productive economies in the EU except for Denmar...
- Mon Jan 15, 2024 10:51 pm
- Forum: Permanent Portfolio Discussion
- Topic: I do not undestand the theory behind international PP at all
- Replies: 30
- Views: 40808
Re: I do not undestand the theory behind international PP at all
I did not mention it in my original post, but the euro introduces another set of problems altogether. Sovereign bonds denominated in the issuer's currency are assumed to be free of credit risk, since the issuer always cannot run out of the monetary unit it creates. However, no eurozone country has ...
- Sun Jan 14, 2024 4:29 pm
- Forum: Permanent Portfolio Discussion
- Topic: I do not undestand the theory behind international PP at all
- Replies: 30
- Views: 40808
Re: I do not undestand the theory behind international PP at all
I would not replace gold with the USD. I would, if possible, replace Argentinian bonds and bills with American ones, and Argentinian TSM fund with American or global one. And if impossible, dollar banknotes would still be better investment than peso-denominated debt. Ahh, I follow. In the case of A...
- Sat Jan 13, 2024 10:29 pm
- Forum: Permanent Portfolio Discussion
- Topic: I do not undestand the theory behind international PP at all
- Replies: 30
- Views: 40808
Re: I do not undestand the theory behind international PP at all
However, I still cannot understand why exactly wouldn't a standard US-based PP work for any person anywhere in the world provided they have a convenient way to invest in US securities and the local currency is freely and legally convertible. If the portfolio generates real returns, is it really imp...
- Tue Jan 09, 2024 3:20 pm
- Forum: Permanent Portfolio Discussion
- Topic: 25 x 4 or 33 x 3
- Replies: 37
- Views: 83594
Re: 25 x 4 or 33 x 3
Over the years, the cash slice of the PP has grown on me the most. One of the reasons I love the PP is that it provides an integrated framework for merging "emergency funds" (i.e. x months/years of living expenses) into the portfolio management process: it gives cash a job; invites it to b...
- Wed Jan 03, 2024 10:59 pm
- Forum: Permanent Portfolio Discussion
- Topic: 2023 Returns
- Replies: 31
- Views: 174841
Re: 2023 Returns
9.3% nominal, 5.2% real (according to inflationcalculator.ca) for my Canadian classic PP. Solid rebound from last year; still recovering from the 2022 draw-down. 2024 prediction: LTTs will be the winning asset ; bearish on gold because I think deflation is the real threat (and so does the yield curv...
- Fri Dec 29, 2023 9:15 pm
- Forum: Permanent Portfolio Discussion
- Topic: The PP: the cockroach of investing strategies
- Replies: 2
- Views: 10447
The PP: the cockroach of investing strategies
I was browsing through passages that I highlighted years ago in the book Family Wealth Management (2013) and I came across a paragraph that perfectly encapsulates the classic PP approach. I thought I'd share it because it made me laugh, but also because it reminded me that the seemingly dumb simplic...
- Mon Dec 25, 2023 7:26 pm
- Forum: Cash
- Topic: Canada (finally) gets a T-Bill ETF
- Replies: 9
- Views: 49344
- Sun Dec 24, 2023 8:35 pm
- Forum: Cash
- Topic: Canada (finally) gets a T-Bill ETF
- Replies: 9
- Views: 49344
Canada (finally) gets a T-Bill ETF
https://horizonsetfs.com/ETF/cbil/
No provincial exposure, no Ontario Pension Plan crap, no commercial paper...just pure, unadulterated federal government treasury bills.
15 to 20 years late, but good to finally have this as an option.
No provincial exposure, no Ontario Pension Plan crap, no commercial paper...just pure, unadulterated federal government treasury bills.
15 to 20 years late, but good to finally have this as an option.
- Thu Aug 04, 2022 7:20 pm
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 230438
Re: Are most people here sticking with Treasuries?
All stock works great, until it doesn't. But pretty good odds that you might leave heirs considerably wealthier in the average case compared to other asset allocations. The third generation rule of thumb however is that there's also a good chance that such heirs will just waste that wealth away any...
- Wed Aug 03, 2022 10:26 pm
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 230438
Re: Are most people here sticking with Treasuries?
That really is the whole point of the PP, isn't it? PP investors tend to be self-selecting conservative, defensive stewards of their wealth for a reason. Stock heavy investors are more inclined to looking to have that and also hope to see substantial wealth expansion. They'll cite that in the worst...
- Tue Aug 02, 2022 9:13 pm
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 230438
Re: Are most people here sticking with Treasuries?
What kind of allocation are you considering switch to? This is a game that I love to play, because I enjoy tinkering with portfolio backtesters. There are certain potential long-term environments in which the best we might be able to do is to limit losses rather than maximize gains. In such "d...
- Thu Jul 28, 2022 10:48 pm
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 230438
Re: Are most people here sticking with Treasuries?
Morgan Houssel likes to say having a diversified portfolio means "always saying I'm sorry." As for LTT's....if you believe in David Bahnsen in this interview on Jonah Goldberg's Remnant Podcast, we're looking at long term deflation. If so LTT's might be handy, even with these pitiful rate...
- Thu Jul 28, 2022 10:29 pm
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 230438
Re: Are most people here sticking with Treasuries?
One of the assets in the PP is almost always going to be rat poison, often for a decade or longer. Right now that is LTTs. There is nothing new under the PP sun. [...] Thanks, Blue Ruin, I always enjoy reading your thoughtful, philosophical posts about the PP. Over the past couple of years, I've be...
- Thu Jul 28, 2022 8:28 am
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 230438
Re: Are most people here sticking with Treasuries?
As an avid reader of Gyroscopic and Bogleheads threads from years, even a decade ago, this thread gave me a strange sense of deja vu. It is remarkable how quaint the turmoil of the past seems when viewed in retrospect. I can't help but feel that all this panic about LTT will one day seem amusing (.....
- Sat Jul 02, 2022 10:39 am
- Forum: Gold
- Topic: Safe deposit boxes: Revisited
- Replies: 34
- Views: 24026
Safe deposit boxes: Revisited
https://upload.wikimedia.org/wikipedia/commons/b/b6/Safe_deposit_vault_after_EF5_tornado.jpg Safe deposit vault in Joplin, Missouri after the 2011 Joplin tornado, remaining intact despite the destruction of the bank that housed it. The "safe deposit box for gold storage" debate is as old ...
- Thu Jan 28, 2021 8:42 pm
- Forum: Permanent Portfolio Discussion
- Topic: Adding new funds - advanced
- Replies: 7
- Views: 4087
Re: Adding new funds - advanced
There was an epic thread about this a few years back...I seem to remember that most prefer the "add to the lagging asset" approach. Ultimately it probably comes down mostly to temperament and personal disposition though. I have a tough time putting money into an asset that is doing really ...
- Wed Jan 27, 2021 9:24 pm
- Forum: Permanent Portfolio Discussion
- Topic: Poll: Which asset will be the winner in 2021?
- Replies: 26
- Views: 13987
Re: Poll: Which asset will be the winner in 2021?
100% GameStop is incredibly risky...you gotta diversify:
25% GameStop
25% AMC
25% BlackBerry
25% Dogecoin (black swan hedge)
- Tue Jan 19, 2021 9:11 pm
- Forum: Permanent Portfolio Discussion
- Topic: Newbie Question
- Replies: 10
- Views: 3711
Re: Newbie Question
I have some physical silver. Its my SHTF money. Gold is too valuable to buy food and fuel with. My silver is strictly an insurance policy. If it never pays out, my kids inherit it. A practical reason to not use silver in the Permanent Portfolio is that the bid/ask spreads at a dealer are very steep ...
- Tue Jan 19, 2021 9:53 am
- Forum: Permanent Portfolio Discussion
- Topic: Questions concerning implementation of a GB/Weird portfolio
- Replies: 9
- Views: 6081
Re: Questions concerning implementation of a GB/Weird portfolio
Thank you very much for the time you took to answeer me!!! I still need to figure out what I will do concerning the LT bonds... That is very hard for me to buy something that has negative yield. I come from deep value investing (net-net stocks) so I am kind of allergic to something that screams&quo...
- Mon Jan 18, 2021 10:40 am
- Forum: Permanent Portfolio Discussion
- Topic: Questions concerning implementation of a GB/Weird portfolio
- Replies: 9
- Views: 6081
Re: Questions concerning implementation of a GB/Weird portfolio
1. 30Y German bonds which is the safest bond in the Euro zone is -0.12% so a guaranteed loss after 30 years not even taking into account the inflation for the 30Y.So, I have the impression that I have to change the portfolio and not take LT bonds but more cash.Normally those high quality bonds are...
- Wed Jan 06, 2021 8:22 pm
- Forum: Permanent Portfolio Discussion
- Topic: SS & the PP
- Replies: 20
- Views: 7831
Re: SS & the PP
LTT's are a safe haven asset that hedge against periods of deflation, economic contraction, and fear. During a deflationary crisis, LTTs spike, compensate for losses in stocks and/or gold, and provide the capacity to rebalance capital into those assets at discount prices. SS is not a flight-to-safet...
- Wed Jan 06, 2021 10:17 am
- Forum: Permanent Portfolio Discussion
- Topic: 2020 Permanent Portfolio Return Poll
- Replies: 15
- Views: 8917
Re: 2020 Permanent Portfolio Return Poll
Never underestimate just how long a roll of central banking duct-tape is or how long it'll stick. Brilliant! For Canada, I'll bet gold. Heard the other day that Trudeau created more debt during this term than every other PMs before him COMBINED! Didn't verify this but I wouldn't be surprised if it ...