Search found 72 matches

by tarentola
Mon Feb 04, 2019 7:03 am
Forum: Permanent Portfolio Discussion
Topic: 2018 Results Post Here
Replies: 26
Views: 5434

Re: 2018 Results Post Here

FTSE MTS Eurozone Government Bond IG 25Y+ (Mid Price) Index. Sold by Lyxor, traded in Paris. ISIN LU1686832194.

https://www.boursorama.com/bourse/track ... rs/1rTMTH/
by tarentola
Sun Feb 03, 2019 1:29 pm
Forum: Permanent Portfolio Discussion
Topic: 2018 Results Post Here
Replies: 26
Views: 5434

Re: 2018 Results Post Here

My Euro PP: -1.41% A generic Euro PP of four ETFs: CEU -12.14% MSCI Europe Index MTH 5.29% 25+year bonds GBS 3.09% Gold C13 -0.33% 1-3 year bonds Combined -1.02% Interesting that the best performer in Europe was long bonds, which many people (including me) thought should be abandoned because of risi...
by tarentola
Sun Feb 03, 2019 5:35 am
Forum: Cash
Topic: How to withdraw cash in retirement?
Replies: 11
Views: 1819

Re: How to withdraw cash in retirement?

Thanks for the replies. For the first quarter of this year, I estimated the amount I would need for spending in Jan-Mar, and transferred a top-up from the PP to my checking account to complement the pension money I expect to receive in those three months. I will see how it looks on 1 April and adjus...
by tarentola
Mon Dec 24, 2018 1:44 am
Forum: Cash
Topic: How to withdraw cash in retirement?
Replies: 11
Views: 1819

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: 11
Views: 1819

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: 22873

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: 5933

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: 2730

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: 28
Views: 7745

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: 28
Views: 7745

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: 2162

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: 2162

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...