Yes. It's very interesting that they sold longterm treasuries, but I wouldn't go into corporate bonds.

In their current prospectus, you can see on page 2 (fixed income holdings) that the Permanent Portfolio fund, once advised by Harry Browne, doesn't seem to invest in longterm Treasury bonds anymore (only 5,69% allocated to Treasury bonds with a maturity of about 3 years...) and the main allocation i...

Social justice investing will draw interest until it sorely lags the S&P 500, which it ultimately will. And then only idiots will invest that way. ::) It's like the restaurant that told customers to pay whatever they wanted, and then went bankrupt in 6 months because they weren't profitable. :o...

Some more anti-bond sentiment:

https://investingsignal.com/2020/10/03/ ... t-plunges/

Strongly considering adding some TIPS over time. Maybe just keep it simple LTTs and STTs/Cash by adjusting to 50% nominal bonds/50% TIPs...not like we are making huge amounts of interest or anything right now. Even simpler, just go with IT Ts/TIPS It's a compromise, but the Bridgewater argument I t...

So for the defensive investor (surely most who are drawn to the PP) I'm guessing that a Bernstein-inspired, Bridgewater-informed portfolio (for these times - nothing "Permanent" about it - or the PP, it would seem) might be something along the lines of 30% STT's, 10% 1-5 year TIPS, 30% TS...

Hello, I like both the Permanent Portfolio and the similar All Weather portfolio, I read a couple of Harry Browne's books and the whole thread about the PP on bogleheads, as well a lot here. The following is of great importance for both portfolios in my opinion: Ray Dalio recently said "you wou...

Just discovered there are Corporate Inflation Linked Bonds, perhaps that's what is being referred to? Yeah, good find. That must be what he's referring to. As for TIPS, we don't have those in the EU, as far as I know. Good graph. They're interesting. Hello. I think he means Government Inflation Lin...