Search found 35 matches

by johntaylor
Tue Mar 10, 2020 3:20 am
Forum: Permanent Portfolio Discussion
Topic: The Permanent Portfolio May Be About To Break
Replies: 25
Views: 3455

Re: The Permanent Portfolio May Be About To Break

Very pleased to meet you Craig. Two years into german PP now and your book is always near me. I'm likely to just rebalance according to plan. I don't have any better options or ideas right now. Each person is different and I can't offer specific advice due to varying circumstances. Ask me again whe...
by johntaylor
Mon Mar 09, 2020 7:38 pm
Forum: Permanent Portfolio Discussion
Topic: The Permanent Portfolio May Be About To Break
Replies: 25
Views: 3455

Re: The Permanent Portfolio May Be About To Break

Very pleased to meet you Craig. Two years into german PP now and your book is always near me. I'm likely to just rebalance according to plan. I don't have any better options or ideas right now. Each person is different and I can't offer specific advice due to varying circumstances. Ask me again when...
by johntaylor
Sun Jan 05, 2020 12:13 pm
Forum: Permanent Portfolio Discussion
Topic: European PP, update 6 months after starting
Replies: 43
Views: 12492

Re: European PP, update 6 months after starting

@Tyler, you up for a coffee? Always! ;D BTW, while we’re talking about European investing — for anyone who would like to read or share PC in a language other than English, there’s a hidden little feature on the site that I’m not sure many people are aware of. You see those little flags near the top...
by johntaylor
Sat Jan 04, 2020 9:56 pm
Forum: Permanent Portfolio Discussion
Topic: European PP, update 6 months after starting
Replies: 43
Views: 12492

Re: European PP, update 6 months after starting

I can't wait! :P @Tyler is The hero. But I would also like to point you to @brownehead and his carterapermanente.es (use google translate). It gives valuable information about the european peculiars of the PP. And there is also kind of a community hanging around. @Tyler on your site, it says "Total...
by johntaylor
Sat Jan 04, 2020 8:57 pm
Forum: Permanent Portfolio Discussion
Topic: Spreadsheets to Track PP
Replies: 44
Views: 90408

Re: Spreadsheets to Track PP

Hmm pity, I'll keep on looking then. Maybe try to build something simple myself. I just started PP for two years now. First year I also took a deep dive in making my own system and took data from different sources. I made things too complicated at first and it did not work out for me. I finally kep...
by johntaylor
Sat Jan 04, 2020 8:44 pm
Forum: Permanent Portfolio Discussion
Topic: Throwing in the Towel because Harry is Right!!!
Replies: 45
Views: 9346

Re: Throwing in the Towel because Harry is Right!!!

According to @tyler max drawdown was 14% and longest drawdown took 5 years:
https://portfoliocharts.com/portfolio/p ... portfolio/
by johntaylor
Sat Jan 04, 2020 5:35 pm
Forum: Permanent Portfolio Discussion
Topic: 2019 Permanent Portfolio Results
Replies: 18
Views: 2234

Re: 2019 Permanent Portfolio Results

My european PP resulted 13.1% in 2019. I had new cash in the portfolio in januar, which I only divided in 25/25/25/25 in march.
If I had full 25/25/25/25 from begin 2019 on the result would have been 15.1%: Gold: +20.2%, Bond:+13.8%, Stock:26.8%, Cash:-0.2%
by johntaylor
Thu Sep 05, 2019 4:09 pm
Forum: Permanent Portfolio Discussion
Topic: Portfolio for European investor
Replies: 5
Views: 4088

Re: Portfolio for European investor

tarentola wrote:
Thu Sep 05, 2019 3:08 pm
Yes, this year gold in Europe (GBS) has gained 19%
To the best of my calculations today gold in euro had gained 23%, 3% lower then yesterday.
My eu portfolio gains for 2019 right now:
stock: +15.8%
bond: +24.6%
gold: +23.2%
cash: 0%
PP: 15.9%
by johntaylor
Fri Jul 12, 2019 11:03 am
Forum: Bonds
Topic: price German LT bonds suddenly plummeted
Replies: 0
Views: 13721

price German LT bonds suddenly plummeted

In a few days time price of german 30yr bund fell strongly: https://www.boerse-berlin.com/index.php/Bonds?isin=DE0001102432 Is there a logical reason for this or is it just general 'market sentiment' ? I can't imagine it is caused by the news Christine Lagarde being new head of ecb, because general ...
by johntaylor
Wed Jul 10, 2019 7:14 am
Forum: Gold
Topic: Why are older gold coins often pricier than new ones?
Replies: 10
Views: 3752

Re: Why are older gold coins often pricier than new ones?

For example, 1 oz gold krugerrands. Random year is cheaper than 2019 coins, fine. 1980 coins are on sale at Apmex, but they are more expensive than 2019 issue coins. Are they collectors’ items or something? Checked, but couldn't confirm. 'Old' coins are cheaper then 2019 coins here: https://www.the...
by johntaylor
Wed Jul 03, 2019 2:15 pm
Forum: Gold
Topic: Rethinking the Permanent Portfolio
Replies: 50
Views: 9770

Re: Rethinking the Permanent Portfolio

bitcoininthevp wrote:
Wed Jul 03, 2019 2:00 pm
I am also happy to answer any direct messages for people who have specific questions.
when moon, sir ? :)
by johntaylor
Tue Jul 02, 2019 6:26 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2772
Views: 579897

Re: The GOLD scream room

If the last month in gold doesn't have your head spinning, you are a very calm person. I am only in my first year in PP and my head is spinning constantly, can't stop checking the charts. Or you're not paying attention. Which the PP is good at letting you do. They assured me go into PP and you can ...