Search found 77 matches

by europeanwizard
Mon Feb 11, 2019 2:59 am
Forum: Gold
Topic: Good Podcast On Gold
Replies: 3
Views: 236

Re: Good Podcast On Gold

I listened to it, and it's pretty good. I'll listen to it twice, to be honest. A lot of information that requires me to "let it sink in".

Great tip!
by europeanwizard
Fri Jan 04, 2019 12:31 am
Forum: Permanent Portfolio Discussion
Topic: Where to Start Out...
Replies: 14
Views: 2004

Re: Where to Start Out...

Just to make sure, you're based in the US? Because if not, then you'd get different advice.
by europeanwizard
Wed Dec 26, 2018 2:30 am
Forum: Other Discussions
Topic: Merry Christmas
Replies: 18
Views: 704

Re: Merry Christmas

Happy Christmas!

Off to my sister-in-law. Last time I had a pretty interesting conversation on investments there, with one of her friends. Probably no such luck this time :D Oh well.
by europeanwizard
Sat Dec 15, 2018 1:05 am
Forum: Permanent Portfolio Discussion
Topic: PP Europe (Germany)
Replies: 15
Views: 2388

Re: PP Europe (Germany)

Here's an interesting discussion about these lower yields. It's also why I avoid these longest maturities. But calculate it for .75%, .5% and .25% yields and it still holds up because the duration is also increasing to make up for the "missing" yields, i.e. it just becomes more like a zero coupon bo...
by europeanwizard
Thu Dec 13, 2018 7:33 am
Forum: Permanent Portfolio Discussion
Topic: PP Europe (Germany)
Replies: 15
Views: 2388

Re: PP Europe (Germany)

For bonds, I've got the iShares E GOV7-10, IE00B1FZS806. As you'd guess from the name, maturity is 7 to 10 years. This is the longest maturity I'm willing to buy. I may get rid of the whole thing, and get some sort of global bond ETF. I also no longer hold EU stocks, I went global. For cash, I went ...
by europeanwizard
Tue Dec 11, 2018 1:14 am
Forum: Permanent Portfolio Discussion
Topic: How does the PP respond to a devaluing currency
Replies: 3
Views: 1330

Re: How does the PP respond to a devaluing currency

I think Hal's conclusion is correct; you'd just have the bond interest + stock dividends. However with the Euro as it is, I think gold serves a nice backup in case something else than inflation happens.
by europeanwizard
Mon Dec 03, 2018 12:46 am
Forum: Other Discussions
Topic: How I Found Freedom
Replies: 14
Views: 903

Re: How I Found Freedom

eBook version not working for you?
by europeanwizard
Tue Nov 13, 2018 12:03 am
Forum: Gold
Topic: Old HB radio show about Gold
Replies: 14
Views: 1161

Re: Old HB radio show about Gold

I've got an EU/Global PP, and indeed I feel that gold in the EU PP will behave differently. It's not clear what the alternatives would be, though.
by europeanwizard
Wed Oct 17, 2018 12:36 am
Forum: Permanent Portfolio Discussion
Topic: Purpose of the PP
Replies: 146
Views: 17987

Re: Purpose of the PP

It's an investment besides saving, for now. Although I consider making it my primary savings. It's meant for being able to retire a couple of years earlier than usual.
by europeanwizard
Sat Oct 13, 2018 12:38 am
Forum: Permanent Portfolio Discussion
Topic: 10 years of PP ownership
Replies: 5
Views: 1098

Re: 10 years of PP ownership

Yeah, those are very decent returns. With a European PP, these are not feasible. So I'd say very nice indeed.
by europeanwizard
Mon Aug 27, 2018 1:27 am
Forum: Permanent Portfolio Discussion
Topic: European PP
Replies: 11
Views: 1997

Re: European PP

I have a EU PP (coming from The Netherlands) but I'm not happy about the stocks part, atrocious returns last year when compared to the US. I'm thinking about getting a global stocks ETF, instead of European.