Search found 164 matches

by europeanwizard
Fri Sep 11, 2020 6:16 am
Forum: Bonds
Topic: Does it make sense to buy long bonds now?
Replies: 19
Views: 578

Re: Does it make sense to buy long bonds now?

What have investors been doing in germany We're confused and don't know what to do: https://www.gyroscopicinvesting.com/forum/viewtopic.php?f=3&t=10957 https://www.gyroscopicinvesting.com/forum/viewtopic.php?t=9082 https://www.gyroscopicinvesting.com/forum/viewtopic.php?f=1&t=9770&p=172861#p172861 ...
by europeanwizard
Wed Sep 02, 2020 12:32 am
Forum: Permanent Portfolio Discussion
Topic: HBPP 4x25 results, please.
Replies: 11
Views: 483

Re: HBPP 4x25 results, please.

To be honest, I don't like these questions. What do you want with them, check the performance? The PP isn't about performance, it's about risk-adjusted performance.
by europeanwizard
Tue Sep 01, 2020 12:47 am
Forum: Other Discussions
Topic: Recessions
Replies: 3
Views: 102

Re: Recessions

That's a good one, and certainly puts things in perspective. What I always found weird, is that it may never really concern you. A couple of years ago, I quit my job and started subcontracting in IT. Before I started however, I asked experienced freelancers: "how hard were you hit in the 2009 recess...
by europeanwizard
Sun Aug 30, 2020 1:00 am
Forum: Other Discussions
Topic: Politics
Replies: 12
Views: 194

Re: Politics

As a European, most topics look completely and utterly like, I don't know, an extremely biased yet very detailed review of the divorce of the neighbors next door.

I'm sure it's relevant when you're American, but even then, lots of topics are just link dumping.
by europeanwizard
Sat Aug 29, 2020 11:50 am
Forum: Permanent Portfolio Discussion
Topic: Winkelvoss Capital says Bitcoin is a 10x better inflation hedge than gold
Replies: 16
Views: 769

Re: Winkelvoss Capital says Bitcoin is a 10x better inflation hedge than gold

By all means, use it in your variable portfolio if you wish. Exactly. The PP method doesn't say you should never use bitcoin. It just says that as the basis, stick to the usual suspects. You can actually make your VP as large as you want it to be. My VP is ~6% of my PP. Half of that is in Bitcoin.
by europeanwizard
Sat Aug 15, 2020 4:21 am
Forum: Bonds
Topic: European inflation-linked bonds?
Replies: 6
Views: 454

Re: European inflation-linked bonds?

And there are indeed TIPS/ IL Bonds for the EU. For example: iShares € Inflation Linked Govt Bond UCITS ETF This is good news to me. The ISIN is IE00B0M62X26 and my broker (DEGIRO) does not charge costs when trading. The underlying assets aren't super great, though. France might be okay, but the re...
by europeanwizard
Sat Aug 08, 2020 3:17 pm
Forum: Gold
Topic: Michael cuggino on gold
Replies: 5
Views: 346

Re: Michael cuggino on gold

Very interesting, thanks for sharing.

What I find funny, is that people are no longer hide they have gold in their portfolio. For example on Reddit, posters used to be silent about it. No longer so.
by europeanwizard
Thu Aug 06, 2020 2:08 am
Forum: Gold
Topic: I told you to buy because I was selling earlier this year
Replies: 4
Views: 305

Re: I told you to buy because I was selling earlier this year

That reminds me, I should really rebalance. I've got 25% in cash, 25% in stocks, 25% in bonds and 40% in gold ;)
by europeanwizard
Thu Jul 30, 2020 2:05 pm
Forum: Bonds
Topic: European inflation-linked bonds?
Replies: 6
Views: 454

Re: European inflation-linked bonds?

Hal wrote:
Thu Jul 30, 2020 10:46 am
Just discovered there are Corporate Inflation Linked Bonds, perhaps that's what is being referred to?
Yeah, good find. That must be what he's referring to.

As for TIPS, we don't have those in the EU, as far as I know. Good graph. They're interesting.
by europeanwizard
Thu Jul 30, 2020 9:08 am
Forum: Bonds
Topic: European inflation-linked bonds?
Replies: 6
Views: 454

European inflation-linked bonds?

I just read an interview with Russell Napier, a Scotsman who writes about the market for institutional investors: https://themarket.ch/interview/russell-napier-central-banks-have-become-irrelevant-ld.2323 The following bit caught my attention: As an investor, how do I protect myself? European inflat...
by europeanwizard
Mon Jul 27, 2020 12:19 am
Forum: Other Discussions
Topic: "What is your age" poll
Replies: 15
Views: 762

Re: "What is your age" poll

Curiously even distribution. We seem to have people of all ages here.