Search found 7 matches

by juandelarocha
Thu May 31, 2018 12:55 pm
Forum: Permanent Portfolio Discussion
Topic: In a small country (Sweden) that has severe limitations, what is the "next best" to Permanent Portfolio?
Replies: 30
Views: 19177

Re: In a small country (Sweden) that has severe limitations, what is the "next best" to Permanent Portfolio?

Current crop of 65-70-year olds has been able to retire on 70-80% of salary and have enjoyed at least 5x real house price increase. House bought with no money down so that is infinite return on investment. There is limitations on taking out pension outside of europe I think. And Spain/Portugal that...
by juandelarocha
Sun Apr 01, 2018 12:16 pm
Forum: Permanent Portfolio Discussion
Topic: European PP, update 6 months after starting
Replies: 43
Views: 30236

Re: European PP, update 6 months after starting

Thanks for sharing your portfolio, amounts and wealth strategy Europeanwizard. I'm also a European investor trying to build up my EU-PP. To be sincere, after almost one year I'm kind of disappointed with its performance, here's my distribution: Asset - % of weight - Name - Code Shares - 24,69% - Van...
by juandelarocha
Fri Nov 10, 2017 6:50 am
Forum: Permanent Portfolio Discussion
Topic: EU-PP whilst buying a house.
Replies: 6
Views: 4845

EU-PP whilst buying a house.

Hello. Some months ago I started my EU-PP placing on it almost 50% of my economic wealth. At the same time, I have almost reached my thirtysomething and considering the stability in professional space and personal life, I have decided to take roots and buy a house. Let's say that the total cost of t...
by juandelarocha
Fri Sep 29, 2017 3:10 am
Forum: Permanent Portfolio Discussion
Topic: Looking for feedback for EU/US PP
Replies: 12
Views: 10038

Re: Looking for feedback for EU/US PP

I'm also a young European running a EU PP. First of all I would recommend you to implement your portfolio using funds insted of ETFs. It is true that speaking about gold is not easy to go the hardcore way -buying coins, storing them, securing them and so on, so using Xetra Gold is the best approach....
by juandelarocha
Sat Sep 16, 2017 5:02 am
Forum: Permanent Portfolio Discussion
Topic: Starting EU PP, doubts about the bonds part
Replies: 59
Views: 47765

Re: Starting EU PP, doubts about the bonds part

Btw, I don't know what happened to the German Bond 2046. My google sheet stoped showing info from it and it seems that Frankufrt Boerse link does not work anymore: http://en.boerse-frankfurt.de/bonds/BundesrepDeutschlandAnlv2014_2046-Bond-2046-DE0001102341 Seems to work in Boerse Berlin. The trend i...
by juandelarocha
Thu Aug 24, 2017 8:32 am
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio in Europe (follow-up)
Replies: 66
Views: 52099

Re: Permanent Portfolio in Europe (follow-up)

It would be nice to check how all the EU PP commented here performed during these years -hoping that users still read this forum. For those -like me, who have recently started a European PP it's important to get some insights about PP dealing with the uncertainty of these past years.

Regards.
by juandelarocha
Thu Aug 24, 2017 4:17 am
Forum: Permanent Portfolio Discussion
Topic: Starting EU PP, doubts about the bonds part
Replies: 59
Views: 47765

Re: Starting EU PP, doubts about the bonds part

I have just started myself a European PP. After a whole month reading opinions, taking notes, doing backtesting... I sticked to the basics: Bundesrepublik Bond 2046 (DE0001102341). However, I decided to introduce another Bond Asset using Vanguard's 20+ YEAR EU fund (IE00B246KL88). I just made 60%-40...