Search found 1368 matches
- Fri Aug 30, 2024 7:18 am
- Forum: Permanent Portfolio Discussion
- Topic: Are you always taking a bath on at least one asset?
- Replies: 16
- Views: 1255
Re: Are you always taking a bath on at least one asset?
<snip> I thoroughly believe that the typical investor, particularly ones of the boglehead variety, drastically underestimates: 1. Their overall risk of ruin 2. Their own risk tolerance when facing massive loses and where the bottom is unknown 3. How much "timing", e.g. the unexpected loss...
- Thu Aug 29, 2024 1:16 am
- Forum: Permanent Portfolio Discussion
- Topic: Are you always taking a bath on at least one asset?
- Replies: 16
- Views: 1255
Re: Are you always taking a bath on at least one asset?
I think both gold and Bitсoin are assets that should be kept in reserve with a wait-and-see policy regarding their deployment. In other words, during a true currency crisis, one should wait until the economic and political situation stabilizes before deploying these hard assets. This is in contrast...
- Tue Aug 27, 2024 7:38 am
- Forum: Permanent Portfolio Discussion
- Topic: Are you always taking a bath on at least one asset?
- Replies: 16
- Views: 1255
Re: Are you always taking a bath on at least one asset?
I guess more generally, how do folks here psychology insulate themselves from the tracking error inherent in these types of portfolios? Interestingly enough, I find it easier with just two items (Gold & VDCO). All the rebalancing between Bonds & Shares is not seen, and my mindset is that Go...
- Mon Aug 26, 2024 5:03 pm
- Forum: Permanent Portfolio Discussion
- Topic: New Here - What are folks investing in
- Replies: 2
- Views: 447
Re: New Here - What are folks investing in
I'm curious. Are most people here invested in a traditional PP, a GB, or something else entirely? Good Morning Burley, Depends on the funds available where you live, and the tax sheltered retirement account rules. For us in Australia, we just do 25% Gold, 75% Vanguard VDCO. The Early Retirement Ext...
- Fri Aug 23, 2024 2:02 am
- Forum: Other Discussions
- Topic: Kat Klub
- Replies: 606
- Views: 391220
Re: Kat Klub
https://www.politico.eu/article/ukraine-russia-war-cat-army-social-media/ Watch the video or you will be missing out. ;D This is fantastic, Smithers. Thanks! They must be watching old "Outer Limits" episodes over in the Ukraine ;D https://www.youtube.com/watch?v=zhfVgNKjFKE https://www.da...
- Thu Aug 15, 2024 7:23 am
- Forum: Other Discussions
- Topic: The Meme Thread
- Replies: 296
- Views: 278868
- Tue Jul 16, 2024 7:18 pm
- Forum: Permanent Portfolio Discussion
- Topic: This is the best time in 45 years to invest in the Permanent Portfolio
- Replies: 63
- Views: 34247
Re: This is the best time in 45 years to invest in the Permanent Portfolio
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...
- Tue Jul 16, 2024 7:36 am
- Forum: Permanent Portfolio Discussion
- Topic: PP vs 60/40 Shares/Gold
- Replies: 8
- Views: 5731
Re: PP vs 60/40 Shares/Gold
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...
- Tue Jul 02, 2024 8:21 am
- Forum: Variable Portfolio Discussion
- Topic: The World’s Safest Portfolio
- Replies: 1
- Views: 2927
The World’s Safest Portfolio
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![Roll Eyes ::)](./images/smilies/rolleyes.gif)
https://crusoeeconomics.com/2021/09/17/ ... portfolio/
Might consider it if I make it to 90 years old
![Roll Eyes ::)](./images/smilies/rolleyes.gif)
- Sun Jun 23, 2024 3:33 am
- Forum: Gold
- Topic: Assorted Gold-related News
- Replies: 11
- Views: 5689
Re: Assorted Gold-related News
Interesting Morningstar/Firstlinks article
https://www.firstlinks.com.au/how-gold- ... -portfolio
In particular, this chart.
https://www.firstlinks.com.au/how-gold- ... -portfolio
In particular, this chart.
- Sun Jun 02, 2024 4:18 am
- Forum: Other Discussions
- Topic: BelangP is back after a years absence
- Replies: 1
- Views: 1774
- Sat Jun 01, 2024 5:31 am
- Forum: Politics
- Topic: The absurdity of Australia’s ‘Minister for Men's Behaviour’
- Replies: 2
- Views: 2500
- Wed May 29, 2024 2:09 am
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 2517
- Views: 1565836
Re: Daily "Check In" Thread For Us
Been watching this channel. https://www.youtube.com/@lom6170
Found the talk on Iceland particularly interesting.
Found the talk on Iceland particularly interesting.
- Tue May 21, 2024 1:00 am
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 2517
- Views: 1565836
Re: Daily "Check In" Thread For Us
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.
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.
- Thu Apr 25, 2024 9:57 pm
- Forum: Permanent Portfolio Discussion
- Topic: I do not undestand the theory behind international PP at all
- Replies: 30
- Views: 30653
Re: I do not undestand the theory behind international PP at all
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/
All the best for your investing success!
Edit: Link for anyone curious => https://palisadesradio.ca/paul-belanger ... ate-hedge/
- Sat Apr 20, 2024 4:43 am
- Forum: Other Discussions
- Topic: Money for the Masses: The Introductory Podcast
- Replies: 0
- Views: 3191
Re: Taxes
Reminds me of this talk by Stefan Molyneux....
https://archive.org/details/StefanMolyn ... nslavement
https://archive.org/details/StefanMolyn ... nslavement
- Fri Apr 05, 2024 3:07 pm
- Forum: Politics
- Topic: Occupied Land acknowledgements
- Replies: 16
- Views: 5456
Re: Occupied Land acknowledgements
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...
- Tue Apr 02, 2024 3:25 pm
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3718
- Views: 1917419
Re: The GOLD scream room
Interesting comparison between asset classes in Australia.
VGS=Vanguard Global Shares
VBND=Vanguard Global Bond Index (Hedged)
VGS=Vanguard Global Shares
VBND=Vanguard Global Bond Index (Hedged)
- Wed Mar 13, 2024 3:51 pm
- Forum: Bonds
- Topic: What's the actual rationale for investing in long term bonds?
- Replies: 15
- Views: 5269
Re: What's the actual rationale for investing in long term bonds?
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...
- Wed Mar 13, 2024 2:26 am
- Forum: Stocks
- Topic: What am I missing here?
- Replies: 15
- Views: 5040
Re: What am I missing here?
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...
- Wed Mar 13, 2024 12:06 am
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 2517
- Views: 1565836
Re: Daily "Check In" Thread For Us
https://www.youtube.com/watch?v=2pNswjoJsuMMountaineer 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.![]()
![Cool 8)](./images/smilies/cool.gif)
- Tue Mar 12, 2024 10:42 pm
- Forum: Stocks
- Topic: What am I missing here?
- Replies: 15
- Views: 5040
Re: What am I missing here?
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 ...
- Tue Mar 12, 2024 5:29 pm
- Forum: Bonds
- Topic: What's the actual rationale for investing in long term bonds?
- Replies: 15
- Views: 5269
Re: What's the actual rationale for investing in long term bonds?
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,...
- Tue Mar 12, 2024 9:31 am
- Forum: Stocks
- Topic: What am I missing here?
- Replies: 15
- Views: 5040
What am I missing here?
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?