Search found 25 matches
- Sun Jan 24, 2021 11:35 am
- Forum: Cash
- Topic: Forex Diversification
- Replies: 2
- Views: 75
Forex Diversification
of 25% cash, I am considering keeping 5% in different currencies. I couldn't find any HB thoughts on this, he advocated the dollar because of its reserve status. The Euro is considered to be the 2nd reserve currency, and you can pick up shares of FXE to get Euro exposure. And maybe some FXC for Cana...
- Tue Jan 19, 2021 1:59 pm
- Forum: Permanent Portfolio Discussion
- Topic: Jeffrey Gundlach on PP
- Replies: 18
- Views: 682
Re: Jeffrey Gundlach on PP
good points, but its called cryptocurrency not cryptoasset

- Mon Jan 18, 2021 2:19 pm
- Forum: Permanent Portfolio Discussion
- Topic: Jeffrey Gundlach on PP
- Replies: 18
- Views: 682
Re: Jeffrey Gundlach on PP
yeah, my core thought is where bitcoin fits into the PP - I think the cash quadrant if any and not the gold onebitcoininthevp wrote: ↑Mon Jan 18, 2021 1:24 pmAll value is still subjective though, which is the point Im trying to make to perfect_simulation.

- Mon Jan 18, 2021 8:55 am
- Forum: Permanent Portfolio Discussion
- Topic: Jeffrey Gundlach on PP
- Replies: 18
- Views: 682
Re: Jeffrey Gundlach on PP
I can't quite wrap my head around bitcoin being an asset like gold. Gold is a tangible commodity that also happens to be money. Bitcoin is a fiat currency in my mind - backed by nothing like the dollar and euro, etc. Might as well have some for diversification, buts its akin to cash IMHO!
- Wed Jan 13, 2021 4:58 pm
- Forum: Permanent Portfolio Discussion
- Topic: Jeffrey Gundlach on PP
- Replies: 18
- Views: 682
- Wed Jan 13, 2021 11:04 am
- Forum: Permanent Portfolio Discussion
- Topic: Jeffrey Gundlach on PP
- Replies: 18
- Views: 682
- Fri Jan 08, 2021 9:53 am
- Forum: Gold
- Topic: Gold outflows, bitcoin inflows
- Replies: 10
- Views: 459
Re: Gold outflows, bitcoin inflows
I think there probably is some gold flowing to bitcoin. A lot of traditional investors view Gold/Bitcoin as insurance, not strictly as an inflation hedge.
In my view bitcoin is a currency like cash, although without the backing of a government. Of 25% cash, I put 2.5% into crypto.
In my view bitcoin is a currency like cash, although without the backing of a government. Of 25% cash, I put 2.5% into crypto.
- Mon Dec 14, 2020 2:46 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP* Portfolio
- Replies: 12
- Views: 654
Re: PP* Portfolio
Hmm, good point. Perhaps I am underestimating the VPEven the Golden Butterfly is a 80%/20% PP/VP with small-caps in the VP.
- Sun Dec 13, 2020 11:05 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP* Portfolio
- Replies: 12
- Views: 654
- Sun Dec 13, 2020 9:31 am
- Forum: Permanent Portfolio Discussion
- Topic: PP* Portfolio
- Replies: 12
- Views: 654
Re: PP* Portfolio
the cash is also acting as an option , to buy assets that have fallen at a later date , except unlike options , cash has no expiration date . cash is also the other side of the barbel that balances out duration on the long term treasuries to something in the intermediate term range . you no longer ...
- Sun Dec 13, 2020 8:50 am
- Forum: Permanent Portfolio Discussion
- Topic: PP* Portfolio
- Replies: 12
- Views: 654
PP* Portfolio
The vanilla PP is a perfect concept, but I see 2 modifications that enhance it (based on what Harry said). I call it PP* 25% Growth Stocks (eg, VUG, SPG, SCHG) - Harry said that stocks do well in times of prosperity. In times of prosperity he said that interest rates are often low and the economy ex...
- Wed Dec 09, 2020 8:03 am
- Forum: Permanent Portfolio Discussion
- Topic: USD exposure in the PP
- Replies: 5
- Views: 676
Re: USD exposure in the PP
In the 25% stock portion, Harry recommended having 3 different stock funds in case one of the funds screwed up. I see nothing wrong with applying that logic to cash as well. You could easily do a 50/50 USD CAD and rebalance as normal since you can't predict the future 
