Search found 3 matches

by neilk
Tue Jan 22, 2019 5:50 am
Forum: Permanent Portfolio Discussion
Topic: PP Europe (Germany)
Replies: 15
Views: 3700

Re: PP Europe (Germany)

Thanks for all the Input on this. I, quite honestly, still do not know how to implement the bond portion of the portfolio considering the free money policy and deliberate market distortion still being pursued by central banks. Given this fact, I've done the following for the bond portion: 10% LT (10...
by neilk
Sun Dec 16, 2018 1:23 pm
Forum: Permanent Portfolio Discussion
Topic: PP Europe (Germany)
Replies: 15
Views: 3700

Re: PP Europe (Germany)

Thanks for the replies. I think that for bonds the closest you can get to a PP in euros is to buy the longest German bond available, which currently is the one that expires at 2048 and ISIN DE0001102432 (current yield 0.90%). Remember that you get the long bonds not for the yield but for the deflati...
by neilk
Thu Dec 13, 2018 6:33 am
Forum: Permanent Portfolio Discussion
Topic: PP Europe (Germany)
Replies: 15
Views: 3700

PP Europe (Germany)

Hi everyone, I am looking for recommendations for implementing a PP in Europe, speciafically the bond/cash portion. There's an exchange rate risk with gold too - but that's simply the way it is. 1. Bonds - I was looking at buying a German government bond ETF, preferably spanning varying maturities t...