Search found 99 matches

by europeanwizard
Thu Oct 10, 2019 12:43 am
Forum: Permanent Portfolio Discussion
Topic: Read the Permanent Portfoilio Bible?
Replies: 6
Views: 213

Re: Read the Permanent Portfoilio Bible?

Never actually read HB's book, just Craig & Lawson's book. And like OP, re-read it again.
by europeanwizard
Thu Sep 05, 2019 12:54 am
Forum: Permanent Portfolio Discussion
Topic: Fancy Schmancy PPs
Replies: 3
Views: 275

Re: Fancy Schmancy PPs

Even the summary is a bit over my head, but in their strategy they use long puts, right?
by europeanwizard
Thu Aug 22, 2019 1:52 pm
Forum: Permanent Portfolio Discussion
Topic: Portfolio for European investor
Replies: 5
Views: 2427

Re: Portfolio for European investor

Looks good to me. Do you have a particular reason to go for 30/30/30/10 instead of 25% each?

Personally, I don't stick to 25% each either, I've got a lot more cash but I'm accumulating and am aiming for those percentages.
by europeanwizard
Wed Aug 21, 2019 2:53 am
Forum: Variable Portfolio Discussion
Topic: The Top 4 Portfolios to Recession-Proof Your Investments
Replies: 12
Views: 3932

Re: The Top 4 Portfolios to Recession-Proof Your Investments

Hoo boy, looks good. I'm going to make a nice cup of coffee and sit down for this one.
by europeanwizard
Fri Aug 09, 2019 2:43 pm
Forum: Other Discussions
Topic: Jim Rickards new book is an interesting read - almost PP like
Replies: 5
Views: 1942

Re: Jim Rickards new book is an interesting read - almost PP like

Is it US-centric, or global in its narrative? Or is it rather about applying principles?

Great topic, by the way. I love me a good book review.
by europeanwizard
Thu Jul 25, 2019 1:01 pm
Forum: Gold
Topic: Perth Mint thief stole gold to fund fiancee's lifestyle demands ('18)
Replies: 5
Views: 1345

Re: Perth Mint thief stole gold to fund fiancee's lifestyle demands ('18)

I actually think it's not super bad news. He was caught, and it got on the news instead of being buried somehow. Not a customer at the Perth, but they'd still be on my short list.
by europeanwizard
Fri Jul 12, 2019 1:10 am
Forum: Permanent Portfolio Discussion
Topic: my global PP plan, your opinion please
Replies: 3
Views: 803

Re: my global PP plan, your opinion please

I think it's a pretty good portfolio, I've got something almost similar myself but I haven't gone global on the bonds part yet. Meb Faber has said a few short words about the global permanent portfolio in past episodes, something to the tune of very low volatility, hasn't done better than the US PP,...
by europeanwizard
Wed Jul 10, 2019 2:06 pm
Forum: Permanent Portfolio Discussion
Topic: Any PP Defectors Here?
Replies: 19
Views: 1838

Re: Any PP Defectors Here?

But what is the alternative then?
by europeanwizard
Fri Jun 28, 2019 1:55 pm
Forum: Permanent Portfolio Discussion
Topic: The Peter Schiff portfolio: an evolutionary offshoot of the PP
Replies: 33
Views: 3047

Re: The Peter Schiff portfolio: an evolutionary offshoot of the PP

Nice work recreating that portfolio!

Schiff has a nice YouTube channel and podcast. He has zero faith in the political and monetary situation of the US, that's why he's called a permabear. One day he'll be right, but then we could all be dead.
by europeanwizard
Mon Jun 24, 2019 12:32 am
Forum: Permanent Portfolio Discussion
Topic: 3 years of PP returns
Replies: 25
Views: 2998

Re: 3 years of PP returns

what i find funny is when there is a short term market downturn everyone seems to cheer about how the pp did so well by not falling but when the results are weak for 3 years all of a sudden you can't tell much from the short term . Please keep posting. I very much appreciate your critical view.
by europeanwizard
Mon Jun 24, 2019 12:27 am
Forum: Permanent Portfolio Discussion
Topic: Forget the numbers: why I know the PP is right for me
Replies: 7
Views: 966

Re: Forget the numbers: why I know the PP is right for me

Oh yeah, this is a big one for me. I've seen my dad go in and out of stocks, because he started to feel unhappy about his investment. Later he'd say "it was the right time", and he'd buy back into the market without any particular strategy. The buffer of cash makes me feel secure. I know that any lo...
by europeanwizard
Sun Jun 23, 2019 12:58 am
Forum: Permanent Portfolio Discussion
Topic: EU PP 2016-2019
Replies: 16
Views: 3242

Re: EU PP 2016-2019

Thanks for reporting back. Very interesting. Since starting, I had severe doubts about the PP in this European environment but it looks like you've done pretty okay. This year also looks to be good, with how gold is doing.