Search found 82 matches

by Khisanth
Tue Jan 07, 2020 1:06 pm
Forum: Permanent Portfolio Discussion
Topic: Putting your mouth in the money: What is your current allocation?
Replies: 45
Views: 23914

Re: Putting your mouth in the money: What is your current allocation?

50/50 VP/PP

PP allocation has been pretty stable, been letting VTI ride:
VTI: 33.5%
TLT: 23.5%
IAU: 23.5%
cash: 19.5%

VP is heavily into tech
by Khisanth
Wed Mar 15, 2017 2:56 pm
Forum: Permanent Portfolio Discussion
Topic: Question for original forum members
Replies: 42
Views: 30196

Re: Question for original forum members

Still around since September 2011, but pretty much just lurking: Currently 50% PP / 50% VP PP consists of: 30.20% Cash 27.36% VTI 20.40% IAU / PHYS / GLD 22.05% TLT VP Consists of individual stock in: AAPL TSLA FB NVDA I did dabble in the 3X ETFs for a short period of time in 2012/2013? but didn't l...
by Khisanth
Thu Nov 05, 2015 12:15 pm
Forum: Other Discussions
Topic: Facebook
Replies: 31
Views: 14138

Re: Facebook

Khisanth wrote: IF GlobalFinancialArmageddon == True
  THEN Facebook = 20
  ELSE Facebook = 100


My predictions have usually been wrong.
I am kicking myself.
by Khisanth
Wed Mar 18, 2015 2:42 pm
Forum: Permanent Portfolio Funds
Topic: YTD Performance for PERM & PRPFX
Replies: 16
Views: 18404

Re: YTD Performance for PERM & PRPFX

I'm still PRPFX+EDV in my IRA accounts. However, I just took a look at Yahoo Finance and learned that Facebook is one of the top 10 holdings in PRPFX.

I'm -10% in this account.

http://finance.yahoo.com/q/hl?s=PRPFX+Holdings
by Khisanth
Fri Jan 30, 2015 9:56 am
Forum: Gold
Topic: Accurate gold coin offer price scraping for the spreadsheet nerds
Replies: 21
Views: 15814

Re: Accurate gold coin offer price scraping for the spreadsheet nerds

Sometimes APMEX has different tables or something which fixes itself later on, so I have two formulas that I switch between. =Index(ImportHTML("http://www.cmegroup.com/trading/metals/precious/gold_quotes_globex.html","table",1),3,9) or =Index(ImportHTML("http://apmex.com/","table",1),2,2) Right now ...
by Khisanth
Tue Jan 20, 2015 3:35 pm
Forum: Permanent Portfolio Discussion
Topic: Transfer some assets to another broker ( 3 days make difference in the return?)
Replies: 6
Views: 4220

Re: Transfer some assets to another broker

I don't think there needs to be any type of liquidation, unless it's related to 401k/IRA rollovers. All the brokerages I've dealt with were able to transfer my securities in kind without it being a buy/sell transaction. The only problems I've had were the cost-basis didn't get added at the new broke...
by Khisanth
Thu Sep 26, 2013 8:14 am
Forum: Permanent Portfolio Discussion
Topic: Starting the Perm Port Soon
Replies: 40
Views: 41372

Re: Starting the Perm Port Soon

1. I consider savings/checking as part of my taxable permanent portfolio cash allocation. I keep a larger allocation (30%) as a result. 2. I don't know how you wish to put a credit card in your account? See #1 3. If you are able to balance your portfolio fairly equally across taxable and sheltered a...
by Khisanth
Wed Sep 25, 2013 3:51 pm
Forum: Permanent Portfolio Funds
Topic: What's happening to PERM?
Replies: 35
Views: 29566

Re: What's happening to PERM?

PERM also seems to have such a low trading volume it's still pretty scary.

Global X Permanent ETF (PERM)
-NYSEArca

23.76 Up 0.08(0.34%) 4:00PM EDT

Volume: 100
Avg Vol (3m): 5,470
by Khisanth
Wed Sep 25, 2013 2:32 pm
Forum: Permanent Portfolio Discussion
Topic: Starting the Perm Port Soon
Replies: 40
Views: 41372

Re: Starting the Perm Port Soon

I agree with the 30/30/30/10 split. Here's why. You are young (23) and therefore I will assume (yes I know) that what you have in your IRA/401k is tiny compared to what you will be earning. Also, your yearly IRA contributions in cash will still be a significant portion of your whole IRA. You should ...
by Khisanth
Mon Sep 23, 2013 8:40 am
Forum: Other Discussions
Topic: Any "Breaking Bad" Fans Here?
Replies: 348
Views: 128895

Re: Any "Breaking Bad" Fans Here?

It paced pretty slowly I'll give you that. But I think that's a set up for an explosive finale.

Kind of like witness protection I assume you go off to become a much more mundane person as a cover.
by Khisanth
Mon Sep 23, 2013 8:34 am
Forum: Other Discussions
Topic: Gold iPhone
Replies: 6
Views: 3792

Re: Gold iPhone

Looks like I might be waiting a month for delivery. Should I be freaking out?!
by Khisanth
Mon Sep 23, 2013 8:30 am
Forum: Other Discussions
Topic: Gold iPhone
Replies: 6
Views: 3792

Gold iPhone

So... I ordered a Gold iPhone. Despite the iOS 7 shenanigans I want physical gold. Does this count as PP approved?
by Khisanth
Fri Sep 20, 2013 5:16 pm
Forum: Other Discussions
Topic: Facebook
Replies: 31
Views: 14138

Re: Facebook

FB closing near 47.50 today. Shoulda-woulda-coulda.
by Khisanth
Wed Sep 18, 2013 1:08 pm
Forum: Permanent Portfolio Discussion
Topic: Taper Predictions?
Replies: 37
Views: 14974

Re: Taper Predictions?

BOOM.
by Khisanth
Mon Sep 09, 2013 2:09 pm
Forum: Permanent Portfolio Discussion
Topic: In for a penny, in for a pound
Replies: 30
Views: 14568

Re: In for a penny, in for a pound

I've been in this for two years now (Sept 2011) at all time high of gold, and so far it hasn't been performing as swimmingly as I would have expected. Based off http://www.peaktotrough.com/hbpp.cgi I only have a 1.90% CAGR over two years which feels like I might be losing out to inflation. I've done...
by Khisanth
Tue Aug 27, 2013 9:14 am
Forum: Other Discussions
Topic: Facebook
Replies: 31
Views: 14138

Re: Facebook

I'm out at 40.82 from a cost basis of $25. Commence the big FB rocket launch.
by Khisanth
Thu Aug 22, 2013 1:22 pm
Forum: Gold
Topic: Rick Ferri Dissing HBPP
Replies: 25
Views: 14767

Re: Rick Ferri Dissing HBPP

Rick Ferri wrote: I don't buy it, literally.
Like others have suggested, just getting over the hump and buying that first gold coin can be a game changer. I just might start collecting some junk silver just to have smaller units of value too!
by Khisanth
Tue Aug 20, 2013 12:43 pm
Forum: Bonds
Topic: How to value direct bond holdings on Google Docs?
Replies: 42
Views: 35357

Re: How to value direct bond holdings on Google Docs?

@Khisanth, I followed your advice and changed only the dates and yield, leaving the Index portion unchanged, and it worked. No CUSIP necessary I guess, since the dates and % are supplied by me. Can I ask a question that is probably obvious to most? Where did you get the Index(ImportHTML("http://mon...
by Khisanth
Tue Aug 20, 2013 9:49 am
Forum: Bonds
Topic: How to value direct bond holdings on Google Docs?
Replies: 42
Views: 35357

Re: How to value direct bond holdings on Google Docs?

Once you figure out that =PRICE formula it's pretty easy to plug in the values you need: =PRICE(DATE(2013,05,15),DATE(2043,05,15),2.875%,Index(ImportHTML("http://money.cnn.com/data/bonds/","table",3),6,2),100,2,0) Here's how I've set mine up. Basically, the only thing you need to adjust for your own...
by Khisanth
Tue Aug 13, 2013 4:40 pm
Forum: Permanent Portfolio Discussion
Topic: Another re-balancing question
Replies: 7
Views: 5132

Re: Another re-balancing question

My preference is not to sell at all, so buy the lowest asset at the time if you are cash-heavy. This reduces taxes, transaction costs, and whatever else. Each of our situations will be unique in how we prioritize taxes, cash, or other assets of the Permanent Portfolio. We even have different sleep-a...
by Khisanth
Thu Jul 11, 2013 9:15 am
Forum: Permanent Portfolio Discussion
Topic: Everything Is Up Today
Replies: 38
Views: 19404

Re: Everything Is Up Today

May I just kick myself for not rebalancing my 37% cash last week?
by Khisanth
Thu Jul 11, 2013 9:11 am
Forum: Permanent Portfolio Discussion
Topic: Good, inexpensive index fund providers?
Replies: 13
Views: 6695

Re: Good, inexpensive index fund providers?

I haven't found a Permanent Portfolio "approved" gold mutual fund aside from GTU which is a close-ended fund that is traded on the exchange. I suppose that commodities are too volatile to be formed into a pure mutual fund that has a NAV trade once per day, thus demand for such is not profitable for ...
by Khisanth
Tue Jul 09, 2013 12:33 pm
Forum: Permanent Portfolio Discussion
Topic: Watching the PP work. Thanks Harry
Replies: 32
Views: 13672

Re: Watching the PP work. Thanks Harry

This is interesting. I suspect this thread may be more revealing of our personalities than we expect.
by Khisanth
Tue Jul 09, 2013 12:29 pm
Forum: Permanent Portfolio Discussion
Topic: Good, inexpensive index fund providers?
Replies: 13
Views: 6695

Re: Good, inexpensive index fund providers?

For stocks, I prefer VTI or VTSAX. No trading fee, and 0.05% expense ratio. Index funds can also be ETFs so your understanding of ETFs may be flawed. For bonds, I prefer US Treasuries held at Vanguard For gold, I have IAU (0.25%), GTU (0.40%), and EEEEAAGLES (4% one-time fee) Cash I track as part of...
by Khisanth
Sun Jul 07, 2013 5:38 pm
Forum: Permanent Portfolio Discussion
Topic: Watching the PP work. Thanks Harry
Replies: 32
Views: 13672

Re: Watching the PP work. Thanks Harry

Congrats on staying the course annieB. That's all I can say at this point. Down 6% in 6 months? I don't see what the problem is. 6 months is far too short a time period to judge the performance of an investment portfolio, especially a newly-adopted one . If your time horizon is that short, you need ...