Search found 4 matches

by sylvainpbe
Sat Jan 23, 2021 11:04 am
Forum: Permanent Portfolio Discussion
Topic: Questions concerning implementation of a GB/Weird portfolio
Replies: 9
Views: 6082

Re: Questions concerning implementation of a GB/Weird portfolio

Hello, No my issue with 30 years german bond is the impression to get a bad deal. I feel like the bond market is manipulated by the ECB.The balance sheet of the ECB has increased by 55% this year. Also, I have never heard of negative long term rates in the financial history so I feel like this is go...
by sylvainpbe
Wed Jan 20, 2021 6:53 am
Forum: Permanent Portfolio Discussion
Topic: Questions concerning implementation of a GB/Weird portfolio
Replies: 9
Views: 6082

Re: Questions concerning implementation of a GB/Weird portfolio

Hello, I have to think more about all the very interesting points you make.. If we were in the 90s we'd all be talking about how terrible gold is and trying to rationalize how to minimize or even eliminate our exposure to gold. ==> This is a very interesting way to look at it!! In case I have furthe...
by sylvainpbe
Tue Jan 19, 2021 7:25 am
Forum: Permanent Portfolio Discussion
Topic: Questions concerning implementation of a GB/Weird portfolio
Replies: 9
Views: 6082

Re: Questions concerning implementation of a GB/Weird portfolio

Thank you very much for the time you took to answeer me!!! I still need to figure out what I will do concerning the LT bonds... That is very hard for me to buy something that has negative yield. I come from deep value investing (net-net stocks) so I am kind of allergic to something that screams"...
by sylvainpbe
Mon Jan 18, 2021 7:17 am
Forum: Permanent Portfolio Discussion
Topic: Questions concerning implementation of a GB/Weird portfolio
Replies: 9
Views: 6082

Questions concerning implementation of a GB/Weird portfolio

Hello, I have never interacted on this forum but I have read a lot of the threads and I would like first to thank you all for the knowledge that is freely available here. It is changing the way I see investing. I am a very conservative person so for me the best way to invest is  -by limiting drawdow...