Search found 1362 matches

by Hal
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: 62
Views: 21266

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...
by Hal
Tue Jul 16, 2024 7:36 am
Forum: Permanent Portfolio Discussion
Topic: PP vs 60/40 Shares/Gold
Replies: 8
Views: 3747

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...
by Hal
Tue Jul 02, 2024 8:21 am
Forum: Variable Portfolio Discussion
Topic: The World’s Safest Portfolio
Replies: 1
Views: 962

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 ::)
by Hal
Sun Jun 23, 2024 3:33 am
Forum: Gold
Topic: Assorted Gold-related News
Replies: 11
Views: 3742

Re: Assorted Gold-related News

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

In particular, this chart.
by Hal
Wed May 29, 2024 2:09 am
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2477
Views: 1504333

Re: Daily "Check In" Thread For Us

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

Found the talk on Iceland particularly interesting.
by Hal
Tue May 21, 2024 1:00 am
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2477
Views: 1504333

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.
by Hal
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: 26673

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/
by Hal
Tue Apr 09, 2024 5:30 am
Forum: Politics
Topic: Taxes
Replies: 28
Views: 5651

Re: Taxes

Reminds me of this talk by Stefan Molyneux....
https://archive.org/details/StefanMolyn ... nslavement
by Hal
Fri Apr 05, 2024 3:07 pm
Forum: Politics
Topic: Occupied Land acknowledgements
Replies: 16
Views: 2907

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...
by Hal
Tue Apr 02, 2024 3:25 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3697
Views: 1862920

Re: The GOLD scream room

Interesting comparison between asset classes in Australia.
VGS=Vanguard Global Shares
VBND=Vanguard Global Bond Index (Hedged)
by Hal
Wed Mar 13, 2024 3:51 pm
Forum: Bonds
Topic: What's the actual rationale for investing in long term bonds?
Replies: 15
Views: 2557

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...
by Hal
Wed Mar 13, 2024 2:26 am
Forum: Stocks
Topic: What am I missing here?
Replies: 15
Views: 2469

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...
by Hal
Wed Mar 13, 2024 12:06 am
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2477
Views: 1504333

Re: Daily "Check In" Thread For Us

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 8)
by Hal
Tue Mar 12, 2024 10:42 pm
Forum: Stocks
Topic: What am I missing here?
Replies: 15
Views: 2469

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 ...
by Hal
Tue Mar 12, 2024 5:29 pm
Forum: Bonds
Topic: What's the actual rationale for investing in long term bonds?
Replies: 15
Views: 2557

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,...
by Hal
Tue Mar 12, 2024 9:31 am
Forum: Stocks
Topic: What am I missing here?
Replies: 15
Views: 2469

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?
by Hal
Wed Mar 06, 2024 4:30 am
Forum: Cash
Topic: Placement of cash (vs other PP assets)
Replies: 17
Views: 4058

Re: Placement of cash (vs other PP assets)

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...
by Hal
Mon Mar 04, 2024 9:16 pm
Forum: Permanent Portfolio Discussion
Topic: New interview with Craig Rowland
Replies: 70
Views: 10528

Re: New interview with Craig Rowland

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,...
by Hal
Mon Mar 04, 2024 2:57 pm
Forum: Cash
Topic: Placement of cash (vs other PP assets)
Replies: 17
Views: 4058

Re: Placement of cash (vs other PP assets)

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...
by Hal
Thu Feb 29, 2024 3:57 am
Forum: Other Discussions
Topic: Interview on Exters pyramid
Replies: 1
Views: 297

Interview on Exters pyramid

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
by Hal
Thu Feb 29, 2024 3:51 am
Forum: Permanent Portfolio Discussion
Topic: New interview with Craig Rowland
Replies: 70
Views: 10528

Re: New interview with Craig Rowland

Thanks! That was interesting listening.
by Hal
Sat Feb 24, 2024 4:41 am
Forum: Permanent Portfolio Discussion
Topic: Interesting discussion on the PP
Replies: 1
Views: 858

Interesting discussion on the PP

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

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