Search found 7 matches

by Jim Taylor
Mon Aug 06, 2018 6:26 pm
Forum: Permanent Portfolio Discussion
Topic: Help Diversifying the PP for Global World
Replies: 3
Views: 2981

Re: Help Diversifying the PP for Global World

Good points there thank you. I see the logic of keeping the PP simple and using the VP for more complex and concentrated bets.
by Jim Taylor
Mon Aug 06, 2018 1:33 pm
Forum: Permanent Portfolio Discussion
Topic: Help Diversifying the PP for Global World
Replies: 3
Views: 2981

Help Diversifying the PP for Global World

I have read people say that the global economy is much more relevant today than it was when Harry came up with the PP. I wonder if a global PP is better than doing a US or any other country specific one. Or would adding some global aspects to the PP be the best course of action. Browne always said t...
by Jim Taylor
Sun Aug 05, 2018 11:19 pm
Forum: Bonds
Topic: Reducing the 50% US Dollar allocation Exposure? Reason for 3x33
Replies: 4
Views: 5117

Re: Reducing the 50% US Dollar allocation Exposure? Reason for 3x33

I agree with Desert. Although, I have diversified into intl bonds for the past several years. Probably not worth it, at least not if things go bad. I do see the concern over how to hold gold securely. Each method of holding gold has some risk, and/ or costs quite a bit to mitigate the risk. Still, ...
by Jim Taylor
Sun Aug 05, 2018 2:27 pm
Forum: Bonds
Topic: Reducing the 50% US Dollar allocation Exposure? Reason for 3x33
Replies: 4
Views: 5117

Re: Reducing the 50% US Dollar allocation Exposure? Reason for 3x33

You'd probably be so much richer than anyone around you, you'd have to be more concerned with defending your wealth than worrying about the demise of the treasury. Very good point and this is actually one of my main concerns. If the Gold is held at home then there is risk or robbery. If the Gold is...
by Jim Taylor
Sun Aug 05, 2018 12:50 pm
Forum: Bonds
Topic: Reducing the 50% US Dollar allocation Exposure? Reason for 3x33
Replies: 4
Views: 5117

Reducing the 50% US Dollar allocation Exposure? Reason for 3x33

I like the idea of 25%x4, but with cash held in short term treasures, and bonds held in long term treasuries half the portfolio is devoted to US government paper. I heard someone call into Browne's show complaining about this. Browne said he could buy long term corporate bonds instead, but that woul...
by Jim Taylor
Sat Aug 04, 2018 11:16 pm
Forum: Permanent Portfolio Discussion
Topic: Reducing 25% Gold portion out of fear of its safe keeping?
Replies: 7
Views: 5482

Re: Reducing 25% Gold portion out of fear of its safe keeping?

Good points thank you for the response. I think spreading out how you hold it is the best approach. I guess I just wish there was a simpler way to have it all in one brokerage or buying prpfx. But I guess to get the full protection the PP provides it takes a little extra effort. The other thing that...
by Jim Taylor
Sat Aug 04, 2018 7:12 pm
Forum: Permanent Portfolio Discussion
Topic: Reducing 25% Gold portion out of fear of its safe keeping?
Replies: 7
Views: 5482

Reducing 25% Gold portion out of fear of its safe keeping?

Once one's PP gets really large, I'm not close to there yet, but it would seem that the gold portion could become a conundrum. I fully agree with the importance of having Gold in the PP. I think it is the most important component as it is the only one that doesn't have counterparty risk. But for thi...