Search found 12 matches

by gospodin_i
Wed Jul 17, 2019 7:30 am
Forum: Variable Portfolio Discussion
Topic: One spreadsheet to rule them all?
Replies: 1
Views: 1772

One spreadsheet to rule them all?

I've been running a PP for over a year now along with some additional investments I've made in different instruments: Industry/geography-targeting ETFs P2P lending (various platforms) I want to unite and track all my investments in one place to understand how they're performing. I tried searching on...
by gospodin_i
Wed Jul 17, 2019 2:39 am
Forum: Permanent Portfolio Discussion
Topic: How often should I rebalance when adding money to PP?
Replies: 8
Views: 3302

Re: How often should I rebalance when adding money to PP?

Wanted to thank everyone for the advice — I always get very useful suggestions when I ask people on the forums here.
by gospodin_i
Thu Jul 11, 2019 3:32 am
Forum: Permanent Portfolio Discussion
Topic: How often should I rebalance when adding money to PP?
Replies: 8
Views: 3302

Re: How often should I rebalance when adding money to PP?

I'm so sorry! That's costly. Are no-fee index mutual funds available through IB to Europeans, or do you pay €10 for those also? Mutual funds are kind of like your Dad's old way to invest, but if you're not trading, then they're OK. I haven't really looked into mutual funds — there's a whole bunch o...
by gospodin_i
Tue Jul 09, 2019 11:22 am
Forum: Permanent Portfolio Discussion
Topic: How often should I rebalance when adding money to PP?
Replies: 8
Views: 3302

Re: How often should I rebalance when adding money to PP?

**** Oh, are you in Europe? **** I am. I'm using IB and (currently) running a US-focussed PP, which is another pain because of European regulation requiring ETFs to disclose key information in a specific way (I've covered that in another thread on the forums). That means most of the ETFs I can buy ...
by gospodin_i
Mon Jul 08, 2019 2:21 pm
Forum: Permanent Portfolio Discussion
Topic: How often should I rebalance when adding money to PP?
Replies: 8
Views: 3302

How often should I rebalance when adding money to PP?

This might have been discussed on the forum before... I've been running a PP for about 18 months now, happy with the returns after an initial period of mixed (negative) results... Last year, after I had my initial allocation in the portfolio, I made investments in some other assets, which I don't co...
by gospodin_i
Mon Oct 29, 2018 10:36 am
Forum: Stocks
Topic: European ETF Alternatives
Replies: 10
Views: 9251

Re: European ETF Alternatives

Tyler wrote:
Thu Oct 25, 2018 8:04 pm

Try this: https://portfoliocharts.com/portfolio/index-funds/

It has a decent collection of ETFs listed on UK and German exchanges.

Also, Justetf.com is a great resource for European investors.
Thanks, those are super helpful!
by gospodin_i
Mon Oct 29, 2018 10:16 am
Forum: Stocks
Topic: European ETF Alternatives
Replies: 10
Views: 9251

Re: European ETF Alternatives

I'd guess these are broker restrictions. Open an account with another and it should work. Be aware of estate taxes since you are buying US-domiciled ETFs. Unfortunately, not broker restrictions, but just a decision by US fund managers not to comply (at least for now) with EU regulation. It seems th...
by gospodin_i
Thu Oct 25, 2018 2:01 am
Forum: Stocks
Topic: European ETF Alternatives
Replies: 10
Views: 9251

Re: European ETF Alternatives

Consumer protection supposedly, but it might also be a veiled attempt to prop the European ETF scene:

https://www.bloomberg.com/news/articles ... -an-option
by gospodin_i
Wed Oct 24, 2018 2:11 am
Forum: Stocks
Topic: European ETF Alternatives
Replies: 10
Views: 9251

European ETF Alternatives

I'm based in the EU, been running a US-based (USD) PP for about 6 months spread in ETFs. I am now looking at diversifying further by buying specific sector/industry-tracking ETFs (such as VGT, FINX, etc.) However, due to a recent change in regulation, I cannot trade most of the ETFs I'm interested i...
by gospodin_i
Thu Oct 04, 2018 3:16 am
Forum: Permanent Portfolio Discussion
Topic: 2 PP Portfolios, 6 months performance
Replies: 39
Views: 8429

Re: 2 PP Portfolios, 6 months performance

So does anyone here actually follow the PP as designed? Be honest. I didn't include that in my original post, but both portfolios I mentioned were split 4*25% in the beginning and the plan is to rebalance them back to this split each time they reach the 15/35 band. So, yes, I follow the PP as desig...
by gospodin_i
Sat Sep 29, 2018 3:34 am
Forum: Permanent Portfolio Discussion
Topic: 2 PP Portfolios, 6 months performance
Replies: 39
Views: 8429

Re: 2 PP Portfolios, 6 months performance

Thank you all!

It's my first foray in investing, so I was worried I might be "doing something wrong" :)
by gospodin_i
Fri Sep 28, 2018 10:01 am
Forum: Permanent Portfolio Discussion
Topic: 2 PP Portfolios, 6 months performance
Replies: 39
Views: 8429

2 PP Portfolios, 6 months performance

Hello, I opened two separate portfolios about 6 months ago and this is their performance up until now. Obviously not perfect, so I was curious to find out whether other members of the forum have had similar issues or you have any advice. Thanks! Here are the numbers: European PP (in EUR) Start date:...