Search found 8 matches

by Hal French
Sat Apr 30, 2022 2:57 pm
Forum: Gold
Topic: Overseas Gold? 2022
Replies: 19
Views: 1188

Overseas Gold? 2022

ps: On the gold front...I'm curious how many people actually hold cold outside of their home country? I'm looking at the Perth mint...we still need to do some more research...hell maybe I'll become a real libertarian when it's all said and done! I was surprised when my wife didn't completely roll h...
by Hal French
Sat Apr 23, 2022 2:03 pm
Forum: Permanent Portfolio Discussion
Topic: Jeffrey Gundlach on PP
Replies: 41
Views: 8463

Re: Jeffrey Gundlach on PP

Interesting, in that the PP ETF, PRPFX, deviates from the HBPP with additional investments in silver, Swiss Francs and... real estate. Not that it's any great shakes, but PRPFX was (just barely) ahead for the year as of earlier this week, but took a tumble starting Wednesday.
by Hal French
Thu Nov 04, 2021 8:35 pm
Forum: Cash
Topic: Highest I bond rate ever: 7.12%
Replies: 35
Views: 6802

Re: Highest I bond rate ever: 7.12%

Yup, took the plunge in late October myself. The NEXT, obvious question is when, and how much to invest in I Bonds in 2022? Plunk that $10k down in January to take full advantage of that sweet, sweet 7.12% rate? Do it in April or even later once the next period's rate is known? Or split two- $5k inv...
by Hal French
Wed Oct 13, 2021 10:01 pm
Forum: Bonds
Topic: Sucks to Be An I-Bond Hater
Replies: 53
Views: 12779

Re: Sucks to Be An I-Bond Hater

So, silly question: if I were to buy now, will I enjoy 2 weeks at 3.54%, and then everything resets to the 7.12% rate... Or would I be locked in to 3.54% for 6 months?

In other words, buy now, or wait until 11/1?
by Hal French
Sun Jul 12, 2020 2:09 pm
Forum: Permanent Portfolio Funds
Topic: Permanent Portfolio Fund - 2018 Returns.
Replies: 11
Views: 34731

Re: Permanent Portfolio Fund - 2018 Returns.

Just received my 6/28/20 PRPFX statement (again, I haven't contributed to this fund in a decade+, having since moved to a HBPP 4x classes approach).

Comparing dollars-to-dollars (automatic dividend reinvest, so YMMV):

YTD 2020 +2.7%
YOY (6/28/19 to 6/28/20) +8.4%
by Hal French
Sun Jul 14, 2019 7:49 pm
Forum: Permanent Portfolio Funds
Topic: Permanent Portfolio Fund - 2018 Returns.
Replies: 11
Views: 34731

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: 67
Views: 29659

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: 26
Views: 14466

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...