Search found 152 matches

by ozzy
Wed Jan 02, 2019 2:08 pm
Forum: Permanent Portfolio Discussion
Topic: 2018 Results Post Here
Replies: 26
Views: 4931

Re: 2018 Results Post Here

For 2018 my JuicyPP returned -6.68%. It consists of:

Stocks: 55%
LT Bonds: 30%
Gold: 15%
Cash: 0%

http://www.tightwadweb.com/customportfolio.html
by ozzy
Fri Jul 20, 2018 10:04 pm
Forum: Variable Portfolio Discussion
Topic: PP Inspired Leveraged Portfolios
Replies: 65
Views: 12072

Re: PP Inspired Leveraged Portfolios

Hi all, adding my 2 cents. My leveraged PP is the following: 45% UPRO 35% TMF 20% UGLD I keep it simple and just rebalance annually. Its returned 22.23% CAGR over the past 5 years (2013-2017), here's a performance screenshot: http://www.tightwadweb.com/3x-2013-2017.jpg So far, the first 6 months of ...
by ozzy
Fri Feb 02, 2018 7:34 pm
Forum: Variable Portfolio Discussion
Topic: PP Inspired Leveraged Portfolios
Replies: 65
Views: 12072

Re: PP Inspired Leveraged Portfolios

Here's a good article released today on combining leveraged and non-leveraged PP assets to increase overall performance. I've been implementing my own version of this for years and its been great:

https://seekingalpha.com/article/414276 ... erage#alt1
by ozzy
Sun Dec 31, 2017 7:32 pm
Forum: Permanent Portfolio Discussion
Topic: My 2017 Juicy PP returned 16.47%
Replies: 3
Views: 1555

My 2017 Juicy PP returned 16.47%

Happy New year all! Fantastic year as all PP assets were profitable. My Juicy PP returned 16.47%. It's 55% Stock, 30% LTT, 15% Gold, 0% Cash.

http://www.tightwadweb.com/customportfolio.html

-Ozzy
by ozzy
Fri Jun 02, 2017 10:53 pm
Forum: Permanent Portfolio Discussion
Topic: PP at new high for the year...
Replies: 54
Views: 17903

Re: PP at new high for the year...

Yup, great post. Lovin' the returns so far this year!
by ozzy
Fri Jan 06, 2017 10:19 pm
Forum: Permanent Portfolio Discussion
Topic: PP Performance for 2016
Replies: 118
Views: 26821

Re: PP Performance for 2016

Hi All,

For 2016 my "Juicy" Permanent Portfolio returned 9.69%. My sloppy website: http://www.tightwadweb.com/customportfolio.html

Make America Great Again!
by ozzy
Thu Jul 28, 2016 8:09 am
Forum: Variable Portfolio Discussion
Topic: Golden Butterfly Portfolio
Replies: 377
Views: 79251

Re: Golden Butterfly Portfolio

However, I'm considering IJS (small cap value) in taxable, to reduce dividends. It's a commission-free fund at Fidelity. The expense ratio is a lot to stomach though. You may want to look at IJR (SmallCap Blend). Also commission-free at Fidelity. Broader diversification, low expense ratio (0.12%), ...
by ozzy
Mon Jul 04, 2016 5:09 pm
Forum: Permanent Portfolio Discussion
Topic: ***Florida PP Meetups- @ ?***
Replies: 2
Views: 1016

Re: ***Florida PP Meetups- @ ?***

I'm in Tampa Bay FL.
by ozzy
Thu Jun 30, 2016 10:44 pm
Forum: Variable Portfolio Discussion
Topic: 20% annual returns over 40 years...interested?
Replies: 574
Views: 151960

Re: 20% annual returns over 40 years...interested?

Wow is right my friend! Happy days are hear again...! ;D
by ozzy
Sat Jun 25, 2016 1:06 pm
Forum: Permanent Portfolio Discussion
Topic: Brexit
Replies: 39
Views: 8970

Re: Brexit

dualstow wrote:It bears repeating: Harry Browne was a smart man.
Amen. It's days like these when I thank my lucky stars I ran across Fail Safe Investing and this forum.[/quote]

Ditto. Most solid portfolio out there.
by ozzy
Thu Jun 09, 2016 8:36 pm
Forum: Variable Portfolio Discussion
Topic: PP with 2x leverage (no 2x funds)
Replies: 28
Views: 6589

Re: PP with 2x leverage (no 2x funds)

I also use the leveraged ETFs (as part of my Variable Portfolio) and find them to be the best choice for a leveraged PP. Yes there’s decay, but as KBG points out, it does seem to balance out. Plus it’s the cost of doing business. I don’t buy the ETFs on margin, so I never worry about margin calls.