Search found 3 matches

by Hal French
Sun Jul 14, 2019 7:49 pm
Forum: Permanent Portfolio Funds
Topic: Permanent Portfolio Fund - 2018 Returns.
Replies: 8
Views: 5341

Re: Permanent Portfolio Fund - 2018 Returns.

I haven't contributed to PRPFX in nearly a decade , and lost 6% on it in 2018. So I was pleasantly surprised by my YTD statement telling me that my PRPFX increased by 10.79% through 6/28/19. After last year's notable divergence between HBPP and PRPFX results, I'll take it!
by Hal French
Mon Dec 31, 2018 7:54 pm
Forum: Permanent Portfolio Discussion
Topic: Worst investing year ever...
Replies: 59
Views: 12672

Re: Worst investing year ever...

Well whaddya know? The 4x25 HBPP works. Without touching a thing(*) my personal portfolio was down only 1.97% for 2018, and it actually rebalanced itself. I only check my portfolio twice a year-- when I do my yearly rebalance and my year end check-in. Stocks: IWV(*) Bonds: TLT(*) Cash: Capital One 3...
by Hal French
Sat Aug 11, 2018 7:26 pm
Forum: Permanent Portfolio Discussion
Topic: Which Assets in Roth IRA?
Replies: 19
Views: 4297

Re: Which Assets in Roth IRA?

To the OP's question, I too am starting to feel that parts of my PP may be better served outside of my Roth. I hold physical gold in a safe deposit box, but the balance of my PP is in an ETrade Roth- 33% IWV, 33% TLT and 33% SHY + SCHO, rebalanced annually. Like the OP, I'm less than thrilled with t...