Search found 167 matches

by europeanwizard
Sun Nov 08, 2020 2:05 am
Forum: Bonds
Topic: Does it make sense to buy long bonds now?
Replies: 48
Views: 1974

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

I don't understand...who is holding japanese and european bonds then? Is it all being held by the central banks? Old topic, but I figured it's worth replying. As I understand, here in The Netherlands, insurance companies, pension funds and housing cooperatives are tied to regulations that more or l...
by europeanwizard
Sun Nov 08, 2020 1:56 am
Forum: Politics
Topic: Do You Really, Really Want to Know What Trump Did That Was So Bad?
Replies: 31
Views: 714

Re: Do You Really, Really Want to Know What Trump Did That Was So Bad?

my psychiatrist says as long as I take my meds at least twice a day I have nothing to worry about regarding my sanity. ;D he didn't start any new wars in four years in office and existing wars were scaled back I'm European and I don't have a dog in this race. But I was visiting mom and pop this wee...
by europeanwizard
Fri Oct 09, 2020 12:32 am
Forum: Permanent Portfolio Discussion
Topic: Is the Permanent Portfolio Broken?
Replies: 43
Views: 2230

Re: Is the Permanent Portfolio Broken?

Interesting, will read it. Yesterday, I sold all my Euro bonds and increased the size of my world stock market.
by europeanwizard
Fri Sep 11, 2020 6:16 am
Forum: Bonds
Topic: Does it make sense to buy long bonds now?
Replies: 48
Views: 1974

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: 770

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: 118

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: 324

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: Variable Portfolio Discussion
Topic: Winkelvoss Capital says Bitcoin is a 10x better inflation hedge than gold
Replies: 49
Views: 3021

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: 695

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: 485

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: 441

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 ;)