Search found 178 matches

by Lonestar
Wed Aug 10, 2011 8:36 am
Forum: Permanent Portfolio Discussion
Topic: Ready For PP, But Gold Is Holding Me Back
Replies: 12
Views: 3152

Re: Ready For PP, But Gold Is Holding Me Back

An equal blend of Larry Swedroe's Fat Tail Minimisation and the PP has had similar risk/reward characteristics since the mid 1920's, whilst reducing both gold and LTT holdings down by a half. 7.5% Small Cap Value, 7.5% Emerging Markets, 12.5% TSM, 12.5% Gold, 12.5% Long dated T, 17.5% TIPS, 30% ST....
by Lonestar
Mon Aug 08, 2011 3:11 pm
Forum: Gold
Topic: How High?
Replies: 25
Views: 6631

Re: How High?

I too vividly remember Mr. Ferri's remarks.  IIRC in that thread were many of his supporters casting aspersions at the mere ownership of gold when used in the context of the PP.  I see very few threads over there regarding gold anymore.  I often wonder why??
by Lonestar
Sat Aug 06, 2011 11:14 am
Forum: Bonds
Topic: U.S. loses triple-A credit rating from S&P
Replies: 79
Views: 18818

Re: U.S. loses triple-A credit rating from S&P

As for the politicians, a society cannot ask its politicians to be more enlightened than the general population.  That's one of the many problems our country is facing--we are living in a collective fantasyworld fueled by successes in the distant past, like the aging athlete trying to regain past g...
by Lonestar
Sat Jul 09, 2011 5:03 pm
Forum: Permanent Portfolio Discussion
Topic: Past Returns data
Replies: 11
Views: 3690

Re: Past Returns data

Thanks.  That's what I'm looking for.  Just can't find how to get there from the main page.

Under the 2009 results; at the end of the data for the PP components it states "2008 End of Year Result: +7.8%".  This must be a typo, as I assume this is year end results for 2009??
by Lonestar
Sat Jul 09, 2011 9:22 am
Forum: Permanent Portfolio Discussion
Topic: Past Returns data
Replies: 11
Views: 3690

Past Returns data

A couple of years ago I ran across a spreadsheet of Craig's that showed annual and cumulative returns for the PP over many years.  This even broke out annual returns on each of the 4 components. I have not been able to find that data again.  Also, at the time the data went through the end of 2008.  ...
by Lonestar
Sat Dec 04, 2010 9:19 am
Forum: Gold
Topic: How to not get ripped off
Replies: 13
Views: 6261

Re: How to not get ripped off

I agree with Craig.  What I've done is use digital calipers and a digital scale for verification.  As long as the width, diameter & weight are accurate, I'm comfortable.  I've done this test on every gold coin I've purchased--even though they were purchased from reputable dealers.  It just gave me ...
by Lonestar
Fri Oct 01, 2010 8:20 am
Forum: Gold
Topic: which coin?
Replies: 20
Views: 8536

Re: which coin?

I've had good results from Tulving.com but think I will shop the above dealers on next purchase.  I owned Krugs in the past and felt comfortable but mixed with Eagles may be a good option. Not to change the hijack (but since I started it anyway) when does the dealer "reporting" go into effect?  Will...
by Lonestar
Thu Sep 30, 2010 11:28 am
Forum: Gold
Topic: which coin?
Replies: 20
Views: 8536

Re: which coin?

Not worth it to spend $5 more on the new ones?  I did on my last purchase and they were shiny.  Problem is if you ever sell them they are going to be bought as "old coins" regardless of the dates or new condition.

Why "no" on the Kruggers?
by Lonestar
Thu Sep 30, 2010 9:39 am
Forum: Gold
Topic: which coin?
Replies: 20
Views: 8536

which coin?

Gold American Eagles sell at a small premium over Krugerrands.  Brand new Eagles sell at a small premium over "our choice of dates" Eagles.  Which one of these 3 is the best to hold given the pricing differential?  These would be for long term buy and hold.
by Lonestar
Thu Jun 17, 2010 11:27 am
Forum: Bonds
Topic: What moves the long bond?
Replies: 2
Views: 2911

What moves the long bond?

I'm sure this may have been covered here or on the Bogleheads thread but what moves the price/rates of the 30 year bond?  I know ultra short rates are controlled by the Fed, and that trickles on up to intermediates, but seems there are other factors that pertain to the long end of the curve. Also, a...