Search found 155 matches

by ozzy
Mon Jan 06, 2020 6:37 am
Forum: Variable Portfolio Discussion
Topic: PP Inspired Leveraged Portfolios
Replies: 83
Views: 50325

Re: PP Inspired Leveraged Portfolios

Var - correct. I prefer the simple hands-off approach. Same allocation (45% UPRO, 35% TMF, 20% UGLD), rebalance yearly. The less I tinker the better. Its a roller coaster ride, but I only keep a portion of my net worth in the Leveraged PP.
by ozzy
Fri Jan 03, 2020 9:37 am
Forum: Permanent Portfolio Discussion
Topic: 2019 Permanent Portfolio Results
Replies: 18
Views: 1460

Re: 2019 Permanent Portfolio Results

Thanks dualstow! He's a standard tabby. Took him in as a stray kitten at 4 weeks old. He's been a real blessing in my life.
by ozzy
Fri Jan 03, 2020 8:28 am
Forum: Variable Portfolio Discussion
Topic: PP Inspired Leveraged Portfolios
Replies: 83
Views: 50325

Re: PP Inspired Leveraged Portfolios

Hi all,

My 2019 leveraged PP results are in. I implemented this 5 years ago and have gotten a 14.93% CAGR. I rebalance yearly. Last year was spectacular, a whopping 67.71%! Here's a 5 year screenshot: http://www.tightwadweb.com/3x2019.jpg

Take care.
-Ozzy
by ozzy
Fri Jan 03, 2020 8:06 am
Forum: Permanent Portfolio Discussion
Topic: 2019 Permanent Portfolio Results
Replies: 18
Views: 1460

Re: 2019 Permanent Portfolio Results

Hi all,

My JuicyPP returned 21.43% for 2019! Best year of the decade! I updated my website with the 2019 numbers: http://www.tightwadweb.com/customportfolio.html

Keep America Great! ;)
by ozzy
Wed Jan 02, 2019 2:08 pm
Forum: Permanent Portfolio Discussion
Topic: 2018 Results Post Here
Replies: 26
Views: 7163

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: 83
Views: 50325

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: 83
Views: 50325

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: 1979

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: 21267

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: 29490

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: 445
Views: 95920

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: 1240

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

I'm in Tampa Bay FL.