Search found 8 matches

by DonM
Fri Jan 06, 2012 10:39 pm
Forum: Permanent Portfolio Discussion
Topic: Important News: A New Permanent Portfolio Book Is On The Way!
Replies: 116
Views: 64744

Re: Important News: A New Permanent Portfolio Book Is On The Way!

That overly wordy commentary I wrote some months ago might best say how I came to the Permanent Portfolio.  I think translating Harry Browne's ideas to today's investment products (like ETFs), the tax deferred investment plans, how the PP mutual fund developed to where it is (where it leads and dive...
by DonM
Tue Nov 22, 2011 3:11 pm
Forum: Permanent Portfolio Discussion
Topic: Is this a crazy idea?
Replies: 52
Views: 19799

Re: Is this a crazy idea?

HB Reader...you've got some good comments there. I always really liked the rigor of formally dividing investments into a PP and a VP. I also find that to be an experience I enjoy.  I've had some successes and some failures in our VP, but the successes have seldom been consistent ... And that is the ...
by DonM
Sun Nov 13, 2011 6:29 pm
Forum: Permanent Portfolio Discussion
Topic: New Roth - which brokerage?
Replies: 12
Views: 5446

Re: New Roth - which brokerage?

For IRAs I've found that Fidelity has done a consistently nice job over many years.  I prefer companies that have someone I can yell at.  I've had enough account issues over the years that I find it particularly difficult not to be able to talk to a person.  (note: I've never had to yell at Fidelity)
by DonM
Sun Nov 13, 2011 5:02 pm
Forum: Permanent Portfolio Discussion
Topic: Is this a crazy idea?
Replies: 52
Views: 19799

Re: Is this a crazy idea?

HB Reader...You really are way ahead of me.  I may have come across Harry Browne, but was too stubborn to seriously consider it. 
by DonM
Fri Nov 11, 2011 10:52 am
Forum: Permanent Portfolio Discussion
Topic: Is this a crazy idea?
Replies: 52
Views: 19799

Re: Is this a crazy idea?

I love being a "junior member", makes me grin.
And I love the graphs.  This is great!
by DonM
Fri Nov 11, 2011 1:21 am
Forum: Permanent Portfolio Discussion
Topic: Is this a crazy idea?
Replies: 52
Views: 19799

Re: Is this a crazy idea?

The wisdom of these forums is truly wonderful. I'm going to probably say too much, I'll try to keep myself under control, but if this gets irritating just let me know.  Let me first try to establish some credibility. I am 60 years old.  I too have those conversations...with the 16 year old ("st...
by DonM
Mon Nov 07, 2011 2:00 am
Forum: Permanent Portfolio Discussion
Topic: Chart of Permanent Portfolio 2004-Present
Replies: 20
Views: 11364

Re: Chart of Permanent Portfolio 2004-Present

Yes, another nice aspect of a good and trusted plan.  You know what you're going to do next.  I have extensive stock portfolios at very low bases.  But, as I shift out of various choices I can use the ratios to provide some focus.  That's nice. 
by DonM
Wed Nov 02, 2011 12:03 am
Forum: Permanent Portfolio Discussion
Topic: Chart of Permanent Portfolio 2004-Present
Replies: 20
Views: 11364

Re: Chart of Permanent Portfolio 2004-Present

I'm fascinated by the thickness of the various investment elements as the total climbs.  This has to be the best illustration I've seen to visualize the Permanent Portfolio. It's interesting to see the cash component (and the others as well) increase in size as the general markets increase. You can ...