3 Risks Of The Permanent Portfolio Oct. 08, 2020 8:32 PM Summary What's changed since the strategy was created. Why 2020's great performance can't continue. Three potential strategy improvements. I want to like the permanent portfolio. It’s a simple low-cost strategy with an excellent track record. ...

"Tax on Corporate Profit Margins" finally someone says it. Funny cuz reddit loves corporate tax but they're in shambles over tariffs. Trump's not going to betray his megacorp donors....if markets drop more than 20% we'll get the printer. Well we better cuz Ive been bagholding EDV since Ob...

From over 4+ years ago. Don't know if anyone ever put it here, though. But now here it is! https://seekingalpha.com/article/4378268-3-risks-of-the-permanent-portfolio 3 Risks Of The Permanent Portfolio Oct. 08, 2020 8:32 PM Summary What's changed since the strategy was created. Why 2020's great perf...

"Tax on Corporate Profit Margins" finally someone says it. Funny cuz reddit loves corporate tax but they're in shambles over tariffs. Trump's not going to betray his megacorp donors....if markets drop more than 20% we'll get the printer. Well we better cuz Ive been bagholding EDV since Ob...

https://www.mcsweeneys.net/articles/our-plan-worked-stocks-are-skyrocketing-back-to-less-than-they-were-before?fbclid=IwY2xjawJlKchleHRuA2FlbQIxMQABHgKWuJols4FnQVN1SmT7u-LPEg1KnSpNqlhitB9mQbkiZ2Y-yP5wPrHak7cI_aem_5MSyEmU7_bjTsdukAsX3Ig Excellent! Trump, the genius himself, could not have said it be...

I highly recommend subscribing to Cullen's newsletter (and reading his book & perusing his website). One of the smartest guys out there for sure, and when it comes to monetary policy there's no one better. I've often said he ought to be running the Fed, but knowing as much as he know he'd proba...

Well friends Tyler @ Portfolio Charts has truly outdone himself with this new, ultra-timely offering: https://portfoliocharts.com/2025/04/09/how-to-succeed-in-the-worst-stock-markets/ Like many others who frequent this board I'm a great admirer of Tyler's work. Here you have so many of his virtues ...

flyingpylon wrote: ↑Wed Apr 09, 2025 3:10 pm You shouldn't take Trump literally... except for when you should.

!!!!!!!!!!!!!!!!!!!!

i think after it got hammered with everything else in 2022 many realized there is no free lunch . there are very real risks today at what are still historically low rates for a rise in rates to be kryptonite to the pp . there are so many new funds that can likely outperform the pp with less risk to...

This is a great message from a financial advisor. I think you will enjoy the perspective: “CALMNESS: Much as many companies ascribe to "core values", Stonecrop Wealth Advisors claims five virtues that we try to live by. One of them is "calmness." Over the years, we have heard on...

dualstow wrote: ↑Sun Apr 06, 2025 5:09 pm What about T.P.?

More of the same.

I'm not a shop every week for what I need each week person. I buy on sale or large quantities. Hopefully, both at the same time.

I may have ordered a large quantity from Amazon during that time which I'm still using.

And here I thought this post was about a literal bunker haha. That's how we keep all of the Boglehead's riff raff off of this board. They think we all live in bunkers stocked with AR-15's, gold bars and MRE's. ;) I have plenty of Larabars on hand! Actually, have plenty of several items on hand. Jus...

Every day I see news about people getting arrested for social media posts, but Muslim immigrants given a pass for assembling and shouting about how they want Sharia law in their new home country. Is this right wing propaganda or is it real? I can’t tell, because I don’t know what news sources are r...

dualstow wrote: ↑Sun Apr 06, 2025 9:40 am Case of?

I don’t understand your question, Vin.

Then you must be too young to get the reference to ....

https://en.wikipedia.org/wiki/Have_Gun_ ... ill_Travel

One thing that I think would really help is to revamp the sticky threads under each asset. I mean the links don't go anywhere, right? If someone finds their way here, shouldn't they be able to read about some of the basic PP philosophy. For example, what if the Permanent Portfolio Discussion sectio...

Historically when we've had similar times as this ... there have been people coming here for an alternative? Is it really that bad (yet)? I mean stocks are down sure, but I think S&P 500 is only down ~13% YTD. Excepting some federal employees (and not to make light of their situation), employme...

Historically when we've had similar times as this ... there have been people coming here for an alternative? However, from the last time I checked on March 28, 2025 -- 8 days ago -- the forum has only gained 4 new members. We are not getting new people here: Here are total posts going backwards from...

mathjak107 wrote: ↑Sat Apr 05, 2025 8:05 am total market fund down 9.13 for the week

tlt up 3.37

gld. down 1.53

bil zero

No. The actual fund: PRPFX

In comparison how did the Permanent Portfolio fund do?

I wonder how that "taking him seriously, but not literally" thing is working out for everyone who doesn't have TDS. Listening to somewhere today that there is the 32% who will never leave him no matter what. But all the new ones he captured for the 2024 election ... came because they want...

dualstow wrote: ↑Thu Apr 03, 2025 2:36 pm #savedYouAClick

It’s the pp

But certainly NOT Classic Permanent Portfolio. Not ever close!

https://www.fa-mag.com/news/a-fund-for- ... ?issue=380


A Fund For Uncertain Times
December 1, 2024 • Jeff Schlegel

https://www.etf.com/sections/news/gld-etf-gold-price-all-time-high-contrarian?utm_medium=email&utm_campaign=43%20-%20Morning%20Exchange%20-%20IVVs%20Shot%20to%20Become%20Worlds%20Biggest%20ETF%20Nears&utm_content=43%20-%20Morning%20Exchange%20-%20IVVs%20Shot%20to%20Become%20Worlds%20Biggest%...

Smith1776 wrote: ↑Thu Apr 03, 2025 11:21 am How/why are there like 700 guest users suddenly?

Presently down to 31.