Search found 5 matches

by fireplan
Fri Jun 05, 2020 7:37 am
Forum: Variable Portfolio Discussion
Topic: Lethargic Asset Allocation
Replies: 1
Views: 1538

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...
by fireplan
Sun Mar 29, 2020 6:40 am
Forum: Variable Portfolio Discussion
Topic: The tech-dumbell portfolio
Replies: 69
Views: 28479

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 ...
by fireplan
Mon Jan 06, 2020 10:29 am
Forum: Cash
Topic: Vanguard Treasury Money Market Fund (VUSXX) Questions!
Replies: 19
Views: 13572

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 took a look ...
by fireplan
Thu Nov 14, 2019 10:46 am
Forum: Permanent Portfolio Discussion
Topic: What is your current portfolio?
Replies: 35
Views: 27382

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...
by fireplan
Thu Nov 14, 2019 6:09 am
Forum: Permanent Portfolio Discussion
Topic: What is your current portfolio?
Replies: 35
Views: 27382

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 ...