Search found 5 matches
- Fri Jun 05, 2020 7:37 am
- Forum: Variable Portfolio Discussion
- Topic: Lethargic Asset Allocation
- Replies: 1
- Views: 1571
Lethargic Asset Allocation
Here is a recent paper in which the author tests a tactical asset allocation strategy based on the HBPP: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3498092 AllocateSmartly also put this strategy to the test and compared it to HBPP and 60/40: https://allocatesmartly.com/blending-buy-hold-wit...
- Sun Mar 29, 2020 6:40 am
- Forum: Variable Portfolio Discussion
- Topic: The tech-dumbell portfolio
- Replies: 69
- Views: 29706
Re: The tech-dumbell portfolio
2/3rd actual physical gold (geographically diverse) 1/3rd US T-Bills Comments? No doubt there are periods when this portfolio will do quite well, and the next 10-20 years could very well be one of them, but... If you plug this into portfoliocharts.com, this portfolio is impressive in the fact that ...
- Mon Jan 06, 2020 10:29 am
- Forum: Cash
- Topic: Vanguard Treasury Money Market Fund (VUSXX) Questions!
- Replies: 19
- Views: 13869
Re: Vanguard Treasury Money Market Fund (VUSXX) Questions!
I'm trying to do my due diligence research on Vanguard Treasury Money Market Fund (VUSXX). But when I go down the page for "Portfolio composition" I see: U.S. Govt. Obligations 9.2% U.S. Treasury Bills 90.8% I'm pretty sure that earlier this year, it was nearly 100% T-Bills, but I just to...
- Thu Nov 14, 2019 10:46 am
- Forum: Permanent Portfolio Discussion
- Topic: What is your current portfolio?
- Replies: 35
- Views: 28151
Re: What is your current portfolio?
My overall portfolio is broken up into a few different buckets: Welcome! I'm curious, how much effort goes into maintaining all of this? One of the nice things about the HBPP is it's incredibly low-maintenance. How much time do you spend maintaining your allocations in a given month? Since I'm foll...
- Thu Nov 14, 2019 6:09 am
- Forum: Permanent Portfolio Discussion
- Topic: What is your current portfolio?
- Replies: 35
- Views: 28151
Re: What is your current portfolio?
Long time lurker here, first time poster. While I started following Harry Browne's work more than 20 years, I have never held a strictly PP portfolio, but have nevertheless been strongly influenced by it. I try to diversify not just across asset classes, but also across strategies, to hopefully get ...