Search found 920 matches

by KevinW
Fri Jan 11, 2019 7:10 pm
Forum: Permanent Portfolio Discussion
Topic: Gyroscopic Portfolios Is Now Under Construction
Replies: 14
Views: 3526

Re: Gyroscopic Portfolios Is Now Under Construction

Glad you appreciate the site and the suggestions. I view the Golden Butterfly as a 4x25 PP plus a variable portfolio of small-cap value. This is compatible with PP dogma for an investor who wants to tilt toward prosperity. I think the GB is fine and I don't think I'd try to talk someone out of it. I...
by KevinW
Fri Jan 04, 2019 12:27 am
Forum: Permanent Portfolio Discussion
Topic: Gyroscopic Portfolios Is Now Under Construction
Replies: 14
Views: 3526

Re: Gyroscopic Portfolios Is Now Under Construction

Thanks for this effort, it's off to a great start. It'd be nice for this site to reprise Craig's tradition of an annual post on the PP's annual returns, with an explanation for why each of the four assets did what it did, and comparison to a couple benchmarks. Another useful resource would be a list...
by KevinW
Fri Aug 17, 2018 5:49 pm
Forum: Gold
Topic: GLDM - 0.18 exp. ratio 'Gold minishares'
Replies: 40
Views: 4186

Re: GLDM - 0.18 exp. ratio 'Gold minishares'

GLDM and AAAU are tied with respect to expense ratio, at 0.18%. Does anyone have an argument for why one is better than the other?
by KevinW
Tue Aug 07, 2018 3:08 pm
Forum: Gold
Topic: IAU is now commission-free at Fidelity
Replies: 18
Views: 1827

Re: IAU is now commission-free at Fidelity

Wow, between this, FZROX, and the T-bill auto-roll feature, Fidelity is looking like a great broker for PP investors.
by KevinW
Wed Jul 18, 2018 3:25 pm
Forum: Permanent Portfolio Discussion
Topic: Best Allocation: Living off just the interest
Replies: 26
Views: 3831

Re: Best Allocation: Living off just the interest

Ha, glad you guys appreciated that.
by KevinW
Wed Jul 18, 2018 3:15 pm
Forum: Permanent Portfolio Discussion
Topic: Which Assets in Roth IRA?
Replies: 19
Views: 2449

Re: Which Assets in Roth IRA?

There are two schools of thought, either "one big PP spread among all accounts" or "one separate 4x25 in each account." When I started out I did "one big PP" but later changed to "separate 4x25". Both approaches work fine and have their merits, so I think this is really a personal preference thing. ...
by KevinW
Tue Jul 17, 2018 12:08 am
Forum: Permanent Portfolio Discussion
Topic: Best Allocation: Living off just the interest
Replies: 26
Views: 3831

Re: Best Allocation: Living off just the interest

The question was whether or not a HBPP or GB should theoretically have a different weighting (primarily in its cash component) as it scales due to its underlying principles since a very wealthy person would be at less risk of liquidating lagging assets to make ends meet during a recession. No, acco...
by KevinW
Tue Feb 13, 2018 12:29 am
Forum: Permanent Portfolio Discussion
Topic: Is the PP going to hold up?
Replies: 108
Views: 16330

Re: Is the PP going to hold up?

I propose a portfolio which is a traditional permanent portfolio mix with a bitcoin variable portfolio sidecar. Hows: 24% gold 24% cash 24% stocks 24% long term bonds 4% bitcoin Turns out the back testing is amazing. Ill need your help with the name. How about the "Fifth Element Portfolio"? ~~~ Mom...
by KevinW
Tue May 02, 2017 7:37 pm
Forum: Permanent Portfolio Discussion
Topic: Options in 401k when i cannot implement PP
Replies: 8
Views: 3076

Re: Options in 401k when i cannot implement PP

The ETF picks look good. I hold IAU for my paper gold.

IMO, 30/70 total stock/total bond is a solid portfolio where the PP is unavailable.
by KevinW
Wed Mar 15, 2017 4:14 pm
Forum: Permanent Portfolio Discussion
Topic: Question for original forum members
Replies: 42
Views: 10381

Re: Question for original forum members

Member since 2010, just shy of 1000 posts. 1. About what % of your investments are still in the PP, if any? Nearly 100%. DW and I each have a 401k and IRA, and each of the 4 accounts is a separate, conventional 4x25 PP. There is a small legacy retirement account in PRPFX. The only ex-PP assets are o...
by KevinW
Tue Jan 10, 2017 2:58 pm
Forum: Permanent Portfolio Discussion
Topic: PP FORUM STAYING -- details here
Replies: 44
Views: 10824

Re: PP FORUM STAYING -- details here

Thanks, Craig, for years of gracious hosting.

And thanks, Xan, for carrying the torch forward.
by KevinW
Tue Jan 10, 2017 2:55 pm
Forum: Permanent Portfolio Discussion
Topic: PP Performance for 2016
Replies: 118
Views: 24620

Re: PP Performance for 2016

Most of our funds are in plain 4x25 PPs, so those were in the ballpark of the 5.88% Sophie cited. DW also has a PRPFX holding which, I see, was up about 9% in 2016.

No plans to do anything different in 2017; we'll just keep chipping in and rebalancing as needed.