Search found 8 matches

by Someguy
Thu Aug 22, 2019 5:31 pm
Forum: Permanent Portfolio Discussion
Topic: Portfolio for European investor
Replies: 5
Views: 1192

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...
by Someguy
Thu Aug 15, 2019 6:35 am
Forum: Permanent Portfolio Discussion
Topic: Portfolio for European investor
Replies: 5
Views: 1192

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...
by Someguy
Wed Jul 31, 2019 8:13 pm
Forum: Gold
Topic: What's going on with silver?
Replies: 129
Views: 17935

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, I sell s...
by Someguy
Fri Feb 09, 2018 5:45 pm
Forum: Variable Portfolio Discussion
Topic: Weekly managed portfolio with 3 month chart
Replies: 6
Views: 2091

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 ...
by Someguy
Thu Sep 07, 2017 7:35 pm
Forum: Permanent Portfolio Discussion
Topic: Is the Permanent Portfolio useful for itinerant people?
Replies: 2
Views: 1738

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...
by Someguy
Thu Sep 07, 2017 7:23 am
Forum: Permanent Portfolio Discussion
Topic: Just stocks and gold. What allocation for European?
Replies: 4
Views: 2461

Re: Just stocks and gold. What allocation for European?

Thanks, Hal. Very interesting links.
by Someguy
Wed Sep 06, 2017 10:24 am
Forum: Permanent Portfolio Discussion
Topic: Just stocks and gold. What allocation for European?
Replies: 4
Views: 2461

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.
by Someguy
Wed Sep 06, 2017 8:41 am
Forum: Permanent Portfolio Discussion
Topic: Just stocks and gold. What allocation for European?
Replies: 4
Views: 2461

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...