Search found 8 matches
- Thu Aug 22, 2019 5:31 pm
- Forum: Permanent Portfolio Discussion
- Topic: Portfolio for European investor
- Replies: 5
- Views: 7861
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. There are two reasons: - A lot of people express that gold is less useful for...
- Thu Aug 15, 2019 6:35 am
- Forum: Permanent Portfolio Discussion
- Topic: Portfolio for European investor
- Replies: 5
- Views: 7861
Portfolio for European investor
I am an European citizen, with a 2.75% mortgage (35 years pending). I need safety and I need euros (for paying the mortgage), even if euro is cheap. I finally decided to begin this portfolio: STOCKS (30%) - Total World BONDS (30%) - Vanguard 20+ Year Euro Treasury Index Fund Institutional EUR Accumu...
- Wed Jul 31, 2019 8:13 pm
- Forum: Gold
- Topic: What's going on with silver?
- Replies: 214
- Views: 236650
Re: What's going on with silver?
What do you think about this "silver" PP in transition to a standard PP: - 25% Stocks - 25% Bonds - 25% Cash - 25% Silver (because of the ratio) When I need to rebalance, I sell silver (if more than 25% in that moment) or I buy gold (if silver less than 25%). When I need to rebalance again...
- Fri Feb 09, 2018 5:45 pm
- Forum: Variable Portfolio Discussion
- Topic: Weekly managed portfolio with 3 month chart
- Replies: 6
- Views: 4903
Weekly managed portfolio with 3 month chart
What do you think about this strategy? You choose 4 funds: - Global (or American or European...) stock index - Inverse ETF for Global (or American or European...) stock index - Long-term treasury fund - Gold fund 100% of your variable portolio goes to the fund with the best performance in a 3 month ...
- Thu Sep 07, 2017 7:35 pm
- Forum: Permanent Portfolio Discussion
- Topic: Is the Permanent Portfolio useful for itinerant people?
- Replies: 2
- Views: 3312
Is the Permanent Portfolio useful for itinerant people?
There are several Permanent Portfolios for people living in different countries. But what if someone wants to leave his country, or he doesn't know where he will live, or for how much time? I guess there is problem here, specially if you don't let the PP to complete its cycle. What do you think abou...
- Thu Sep 07, 2017 7:23 am
- Forum: Permanent Portfolio Discussion
- Topic: Just stocks and gold. What allocation for European?
- Replies: 4
- Views: 4858
Re: Just stocks and gold. What allocation for European?
Thanks, Hal. Very interesting links.
- Wed Sep 06, 2017 10:24 am
- Forum: Permanent Portfolio Discussion
- Topic: Just stocks and gold. What allocation for European?
- Replies: 4
- Views: 4858
Re: Just stocks and gold. What allocation for European?
Thanks, barrett.
I guess that a possibility for confronting that problem is to divide the assets: 50% World, 50% Europe.
I guess that a possibility for confronting that problem is to divide the assets: 50% World, 50% Europe.
- Wed Sep 06, 2017 8:41 am
- Forum: Permanent Portfolio Discussion
- Topic: Just stocks and gold. What allocation for European?
- Replies: 4
- Views: 4858
Just stocks and gold. What allocation for European?
Hi all. I'm very interested in the Permanent Portfolio. After reading the 2012 book and a lot of messages of this forum, I think I will go for stocks and gold. I don't trust bonds. Specially European bonds (I live in Spain), but I don't trust US bonds either. I think Browne had good points about bon...