Search found 174 matches

by ppnewbie
Sat Nov 28, 2020 1:24 pm
Forum: Permanent Portfolio Discussion
Topic: Is the Permanent Portfolio Broken?
Replies: 44
Views: 2641

Re: Is the Permanent Portfolio Broken?

This is a great discussion and like many people reading participating in this thread a concerned about the PP. My vote is that @arunforthehills and @tyler collaborate on some portfolio chart posts or maybe do a podcast. And maybe discuss some of the points on this post. It’s very valuable.
by ppnewbie
Tue Nov 24, 2020 12:44 am
Forum: Gold
Topic: Eagles / Buffalos vs Lady Fortuna’s
Replies: 13
Views: 419

Re: Eagles / Buffalos vs Lady Fortuna’s

Thanks this is very helpful. Makes perfect sense. No more combibars or Fortunas. Back to good old Eagles and Buffaloes.
by ppnewbie
Sun Nov 15, 2020 12:27 am
Forum: Gold
Topic: Eagles / Buffalos vs Lady Fortuna’s
Replies: 13
Views: 419

Re: Eagles / Buffalos vs Lady Fortuna’s

Exactly! It’s beautiful. I want to start a collection but want understand if there are any inherent disadvantages to these bars vs eagles.
by ppnewbie
Sun Nov 15, 2020 12:24 am
Forum: Permanent Portfolio Funds
Topic: Best Fund for the Ignorant (i.e. me!)
Replies: 16
Views: 23478

Re: Best Fund for the Ignorant (i.e. me!)

Thanks for the nice comments about the book.  I feel so fortunate that things came together for Craig and I to do the book and that it has apparently been useful to lots of people.  Every time someone tells me that the book was well-written and/or that they enjoyed reading it, I get a little jolt o...
by ppnewbie
Sat Nov 14, 2020 11:53 pm
Forum: Gold
Topic: Eagles / Buffalos vs Lady Fortuna’s
Replies: 13
Views: 419

Eagles / Buffalos vs Lady Fortuna’s

Just got a beautiful Lady Fortuna 50g bar with PAMP Veriscan (so it’s easy to verify) - is there any reason why this easily verifiable gold would be less liquid than an eagle / buffalo. Also is there any legal difference between a bar and an Eagle / Buffalo?
by ppnewbie
Fri Nov 13, 2020 2:35 am
Forum: Gold
Topic: Pax Gold
Replies: 1
Views: 201

Re: Pax Gold

That looks very interesting. Perth Mint also has its own gold digital certificate program called goldpass.
by ppnewbie
Sun Nov 08, 2020 4:39 pm
Forum: Bonds
Topic: Asset class with high correlation to LTT’s?
Replies: 9
Views: 702

Re: Asset class with high correlation to LTT’s?

D1984 - thanks! I need to print this one out and reread carefully.
by ppnewbie
Sun Nov 08, 2020 4:29 pm
Forum: Bonds
Topic: Asset class with high correlation to LTT’s?
Replies: 9
Views: 702

Re: Asset class with high correlation to LTT’s?

Does anyone know of an asset class that correlates strongly with LTT’s. Like a lot of people in the forum, LTT’s at zero scare me and I want to figure out a way to keep my portfolio dynamics the same while reducing my exposure to LTT ’s. Unfortunately, there is no way to keep your current portfolio...
by ppnewbie
Sun Nov 08, 2020 1:00 am
Forum: Gold
Topic: The GOLD scream room
Replies: 2962
Views: 683286

Re: The GOLD scream room

I’m wondering if I should focus acquiring silver. It’s still quite undervalued compared to gold.
by ppnewbie
Sun Nov 08, 2020 12:54 am
Forum: Bonds
Topic: Asset class with high correlation to LTT’s?
Replies: 9
Views: 702

Re: Asset class with high correlation to LTT’s?

mathjak107 wrote:
Fri Nov 06, 2020 3:49 am
there really is nothing except holding way more intermediate term bonds or inflation adjusted
Thanks Mathjak. Been reading your posts on the Ray Dalio thread.
by ppnewbie
Sun Nov 08, 2020 12:53 am
Forum: Bonds
Topic: Asset class with high correlation to LTT’s?
Replies: 9
Views: 702

Re: Asset class with high correlation to LTT’s?

D1984 - throw out what you have please. I’m interested. But I remembered the LTT’s are a deflation hedge that will still work for that purpose. I guess the only thing they are now less of a hedge against is an economic contraction.
by ppnewbie
Thu Nov 05, 2020 10:29 pm
Forum: Bonds
Topic: Asset class with high correlation to LTT’s?
Replies: 9
Views: 702

Asset class with high correlation to LTT’s?

Does anyone know of an asset class that correlates strongly with LTT’s. Like a lot of people in the forum, LTT’s at zero scare me and I want to figure out a way to keep my portfolio dynamics the same while reducing my exposure to LTT’s.