Search found 69 matches

by tarentola
Mon Dec 24, 2018 1:44 am
Forum: Cash
Topic: How to withdraw cash in retirement?
Replies: 4
Views: 535

Re: How to withdraw cash in retirement?

That helped reinforce thinking about money once a year and spending the rest of my time enjoying retirement. :) Tyler: thanks, that is a useful idea. Recently I had to spend a lot of time and paperwork organising the payment of state and private pensions, so I would particularly like to stop thinki...
by tarentola
Sun Dec 23, 2018 5:41 am
Forum: Cash
Topic: How to withdraw cash in retirement?
Replies: 4
Views: 535

How to withdraw cash in retirement?

I have held a Permanent Portfolio for a several years and the time has come for me to draw on it. Up to now, all my cash reserve was in the PP in a short bond ETF and a bank deposit account. I use a current or checking account from the same bank for day-to-day expenses. To draw on the PP, I intend t...
by tarentola
Tue Oct 23, 2018 3:32 am
Forum: Permanent Portfolio Discussion
Topic: Purpose of the PP
Replies: 146
Views: 16623

Re: Purpose of the PP

Primary is Euro PP: 60% of savings
Also dividend growth portfolio: 25%
and Merriman-type multi-asset: 15%

Having several porfolios is just a way of diversifying, as different strategies do better at different times.
by tarentola
Mon Oct 01, 2018 8:13 am
Forum: Permanent Portfolio Discussion
Topic: 2 PP Portfolios, 6 months performance
Replies: 39
Views: 3907

Re: 2 PP Portfolios, 6 months performance

Since 1 Jan: My Euro PP (includes blue chip shares so not completely conventional): -1.23% Conventional Euro PP which I track for comparison (25% each ETFs CEU, MTH, GBS, C13): -1.19% Similar to the US PPs. Gold in Euros is -7% since 1 Jan and the Euro is down relative to the dollar so the Euro pric...
by tarentola
Wed Sep 05, 2018 3:21 am
Forum: Permanent Portfolio Discussion
Topic: European PP
Replies: 11
Views: 1836

Re: European PP

Shaymor I have been running a European PP for a while, also in France. I cannot say the results are good this year. For example, year to date: 1. My PP. This contains individual French blue chips and a DAX ETF: -1.3%. A paper four-ETF PP of CEU, MTH, GBS and C13 (similar to yours) which I follow for...
by tarentola
Sun Mar 11, 2018 3:46 am
Forum: Stocks
Topic: Dividend Growth Investing
Replies: 13
Views: 6030

Re: Dividend Growth Investing

A recent article on Seeking Alpha which provides a good classification of dividend growth shares to consider:
https://seekingalpha.com/article/415331 ... wth-stocks
by tarentola
Wed Feb 21, 2018 7:12 am
Forum: Stocks
Topic: Dividend Growth Investing
Replies: 13
Views: 6030

Re: Dividend Growth Investing

What would be everyone’s opinion here on dividend growth investing? For example, buying 20-25 stocks like MMM and Johnson & Johnson and just holding them forever. Live off of the rising dividend stream and leave the shares for my children. I know it will have more ups and downs than a Balanced port...
by tarentola
Mon Jan 22, 2018 1:14 am
Forum: Variable Portfolio Discussion
Topic: A multi-asset portfolio in Euros
Replies: 6
Views: 1626

Re: A multi-asset portfolio in Euros

Frugal there are numerous authors on the internet running real dividend portfolios, and I have already given you a pointer to some of them: There is no official dividend portfolion on Seeking Alpha, look for articles by David Van Knapp, David Crosetti, Chuck Carnevale. A good introduction here: http...
by tarentola
Sun Jan 21, 2018 4:12 am
Forum: Variable Portfolio Discussion
Topic: A multi-asset portfolio in Euros
Replies: 6
Views: 1626

Re: A multi-asset portfolio in Euros

Frugal - There is a lot of information available on the construction of dividend portfolios and I don't claim to be an expert. One thing I would say is that it is much easier to construct a dividend portfolio of US shares than of Euro shares, as there is a far better choice of dividend-paying shares...
by tarentola
Tue Jan 16, 2018 2:21 pm
Forum: Variable Portfolio Discussion
Topic: A multi-asset portfolio in Euros
Replies: 6
Views: 1626

Re: A multi-asset portfolio in Euros

Frugal To answer the questions: 1.Relative performance of Eu and US PPs. You can look this up yourself by comparing simple 4 -ETF portfolios, or comparing published results such as Marc de Mesel's EU results with US results. Portfoliocharts.com has similar average performances for US and German PPs ...
by tarentola
Wed Jan 10, 2018 11:58 am
Forum: Permanent Portfolio Discussion
Topic: How much is "enough" in the Permanent Portfolio?
Replies: 37
Views: 6895

Re: How much is "enough" in the Permanent Portfolio?

To continue from my post earlier in this thread: It seems to me that there are relatively few sane investing strategies that can be considered by a retired or retiring person - a non-gambler. The following come to mind: The PP and variants - unbeatable in its historic low drawdown, and as good as ma...
by tarentola
Wed Jan 10, 2018 11:48 am
Forum: Variable Portfolio Discussion
Topic: A multi-asset portfolio in Euros
Replies: 6
Views: 1626

A multi-asset portfolio in Euros

Following on from the discussion started by Sophie ( https://www.gyroscopicinvesting.com/forum/viewtopic.php?f=1&t=9289&start=24 ), I thought I would start a new topic here as the subject is variable portfolios. I wrote: PS It seems to me that there are relatively few sane investing strategies that ...