Bump.

So now what do y'all think about RSXJ?   

Today:

TLT: +1.58%
GLD (and SLV): +0.85%
VTI: +0.15%
SHY: +0.05%

PERM: -0.34%

Another mass exit (percentage-wise) from PERM today.  Market cap went from 19 M to 15 M. 

A mere 5% difference in stock allocation doesn't explain much. On www.etfreplay.com, increasing the HBPP's stock allocation from 25% to 30% only increased the total return from -1.6% to -0.5%. With PERM, we're seeing a much larger discrepancy than that. I guess a few other possibilities are: 1. You...

If we compare PERM and PRPFX it's hard not to notice their portfolio similarities. It might be that PRPFX served as an example for the folks behind PERM. Yes, PERM almost looks like a blend of the HBPP and PRPFX (sans PRPFX’s 10% Swiss Fran assets).  But I wouldn't think PERM's stock allocation and...

JonathanH wrote: After all this Cyprus stuff, PERM is up and PRPFX is down! Perhaps a correlation with long term treasuries going up at this time as well?

Yes, and PRPFX's 10% Swiss Franc assets are not helping.

Stocks for deflation?  Could someone explain how that works?

Thanks for a good read.  Figure 2 is interesting. 

You can easily get the capital gains tax on gold down by using GTU instead of IAU, and I do this in my DIY taxable PP. So you have to fill out an 8621 form every year to allow you to pay 15% tax on GTUs long-term capital gains?  This form is not currently supported by TurboTax so I'd have to file m...

FYI, in the months since I posted in this thread, I've accumulated about 12K in PERM that I consider as a sort of high-risk, extra-volatile, supercharged savings account. Knowing all the risks going in, I'm very happy with its performance so far. On most days, it very closely tracks the performance...

The author says, "all of the assets on Brown's portfolio are prohibitively expensive today" and he proposes a much more complex strategy.  I thought this article might stimulate some good discussion: http://seekingalpha.com/article/762731-turning-the-world-s-most-successful-investment-stra...

EDIT:  Never mind, I get different results using other charting  software so those returns I cited were apparently wrong. 

Abstract: authoritative estimates suggest that about three quarters of the achievable world supply of gold has already been mined

Is this true?  If so wouldn't it nearly guarantee higher gold prices in the long term?

Since PRPFX is so big (total net assets $17.4 billion), if a large proportion of PRPFX holders start selling because, say, gold or the Swiss Franc is tanking, wouldn't that also results in a large sell off of the individual stocks in PRPFX which could cause the stocks in PRPFX to perform much worse ...

If you are aware of the weakness of the PP to rising real interest rates, it goes double whammy for the PRPFX.  It is too commodity heavy.  That's why its had a better peformance vs PP the last decade. What kind of investments do well (or less poorly) in an environment of rising interest rates?  I ...

The most vivid memories I have of bad investment experiences are not the bad calls so much as that alternating feeling of excitement (which is basically greed) and desperation (which is basically fear). Any person toggling between two intense emotional states is unlikely to be making good decisions...

I have been lurking.  I feel like I don’t know enough to contribute too much of value but I do enjoy reading.  Thanks to all for sharing your wisdom.   JediClampet-- Will you please make this your avatar? http://a3.ec-images.myspacecdn.com/images01/94/0e1a6b36df96c9ba371038721d71d53d/l.jpg Thanks! ...

Simonjester wrote: .22 long rifle and plenty of it.. and don't forget the chaps to protect against leg bites...

welcome to the forum lurkers...

I have been lurking.  I feel like I don’t know enough to contribute too much of value but I do enjoy reading.  Thanks to all for sharing your wisdom. 

I can very easily imagine bonds dropping 50% as it would simply require a 2.5% rise in interest rates. A 5.5% 30 year interest rate doesn't seem absurd. Eventually the Fed will run out of ability to keep the rate down. I can also imagine gold dropping 50%. Perhaps partly due to gold going out of fa...

Hello! I am new to investing but I have already learned a lot from you all. Although this is my first post, I have been reading here for awhile. I see that one way to implement the PP is to use 25% of each of the following ETFs:  VTI, SHY, TLT and IAU.  But when I look at the annual performance of e...