Somewhat similar alternative? The All-Weather portfolio integrates a fuller spectrum of defences – including assets with a better record against the withering winds of inflation. (Hmm, smooth metaphor mixology – Ed). Not really All-Weather. Ray Dalio now says he doesn't want to hold debt and cash i...

This video has been blowing my mind today (among other current events). My takeaways: [*] With a 5 year horizon, 20% stocks / 80% gold is safer than 40% stocks / 60% tbills. [*] At a 10 year horizon, 40 % stocks / 60% gold has the same average returns as 50% stocks / 50% tbills, but had much better...

An article on combining cash with the PP.

https://crusoeeconomics.com/2021/09/17/ ... portfolio/

Might consider it if I make it to 90 years old

Interesting Morningstar/Firstlinks article
https://www.firstlinks.com.au/how-gold- ... -portfolio

In particular, this chart.

https://www.youtube.com/watch?v=ek75vuGa1l0

No, this is not a joke YouTube clip!

Been watching this channel. https://www.youtube.com/@lom6170

Found the talk on Iceland particularly interesting.

Congratulations on your new laptop Smithy.

Here's a fun program to run on it -> https://transceive.app

Since you studied engineering, you will probably get an exemption on the licensing requirements.

Sounds very similar to BelangP's approach, with your cash allocation being 25%.

All the best for your investing success!
Edit: Link for anyone curious => https://palisadesradio.ca/paul-belanger ... ate-hedge/

Enjoy

https://www.macrobusiness.com.au/2024/0 ... y-podcast/

Reminds me of this talk by Stefan Molyneux....
https://archive.org/details/StefanMolyn ... nslavement

I can't believe I was vaguely aware of this song (as in I recognize the tune) yet I've never associated it with Australia or any political themes. "Give it back" is a quite creepy line. And it seems somewhat grotesque to me that such a song is sung by a guy who looks like elderly Reinhard...

Interesting comparison between asset classes in Australia.
VGS=Vanguard Global Shares
VBND=Vanguard Global Bond Index (Hedged)

I think I should read Mr Grahams book. Based on the passages quoted, a 50% stock, 50% cash and gold portfolio seems perfectly reasonable and also in line with your formula of "1/2 savings, 1/2 investments" (However, unlike you, he seems to place bonds more in the "savings" compo...

OK, so according to Harry Browne, Shares out perform during prosperity. Running the Portfolio Visualiser again with Long Term Bonds, it can be seen that the Total Share Market far outperformed the LT Bonds. So for the the USA forum members (or anyone else who wants to comment), did the past 15 years...

Mountaineer wrote: ↑Tue Mar 12, 2024 8:15 am
No biggie. It could be worse, or better depending on your perspective. You could be of Scottish descent and not know about haggis.

https://www.youtube.com/watch?v=2pNswjoJsuM

How does it look priced in other currencies inc gold and btc Here's a chart in AUD. With respect to Gold, if you look at the original chart at the top of the thread, it seems as Gold is pretty much a straight line across the bottom compared to the US Total Stock Market. Not sure how to get a chart ...

Good Morning ArthurPooh, Maybe look at the issue from a different perspective. This is how I explained the PP to my late mother. 1. We put your money into 1/2 savings and 1/2 investments. 2. The savings are in 50% Gold, 50% Cash, just in case the AUD loses value 3. The investments are in 50% Shares,...

The attached chart indicates an inflation adjusted return from approx 50K to nearly 350K for US shares in the past 15 years. Could anyone explain to me what caused such a dramatic increase? Has US productivity increased that much?

Heh, heh! Agreed. Absolutely no chance of Western Australian succession. Why that would mean cancelling our BBQ's :o Also not concerned about straight out confiscation of Gold/Superannuation....but...I was advised by a few older folk that the Government mandated holding Gov't Bonds in retirement acc...

Great to hear Craig's voice after so many years, and to learn more about how his professional background led him to embrace the PP. <snip> Interesting that he still cites inflation protection as a primary reason to own gold despite it being quite decisively proven that it doesn't fulfill that role,...

At one time, not sure if it still holds, Australia prepared for a currency run such that all of the legislation to lock gold within the country, no exporting it, and being compulsory purchased at a price level it set, was just a Prime Ministers signature away. Or something along those lines. This a...

Incase you haven't heard of John Exter
https://en.wikipedia.org/wiki/John_Exter

And the interview.
https://www.youtube.com/watch?v=XuELup6F5Q0

Thanks! That was interesting listening.

Discussion on the PP by MMT advocates. Interesting insights by non Austrian economists. Enjoy!

https://www.youtube.com/watch?v=OwW1aTjkqbI