Search found 894 matches

by frugal
Sun Jan 21, 2018 10:59 am
Forum: Variable Portfolio Discussion
Topic: A multi-asset portfolio in Euros
Replies: 6
Views: 2251

Re: A multi-asset portfolio in Euros

Frugal - There is a lot of information available on the construction of dividend portfolios and I don't claim to be an expert. One thing I would say is that it is much easier to construct a dividend portfolio of US shares than of Euro shares, as there is a far better choice of dividend-paying share...
by frugal
Sat Jan 20, 2018 11:19 am
Forum: Variable Portfolio Discussion
Topic: A multi-asset portfolio in Euros
Replies: 6
Views: 2251

Re: A multi-asset portfolio in Euros

Frugal To answer the questions: 1.Relative performance of Eu and US PPs. You can look this up yourself by comparing simple 4 -ETF portfolios, or comparing published results such as Marc de Mesel's EU results with US results. Portfoliocharts.com has similar average performances for US and German PPs...
by frugal
Sat Jan 13, 2018 5:12 am
Forum: Variable Portfolio Discussion
Topic: A multi-asset portfolio in Euros
Replies: 6
Views: 2251

Re: A multi-asset portfolio in Euros

Following on from the discussion started by Sophie ( https://www.gyroscopicinvesting.com/forum/viewtopic.php?f=1&t=9289&start=24 ), I thought I would start a new topic here as the subject is variable portfolios. I wrote: PS It seems to me that there are relatively few sane investing strategies that...
by frugal
Tue Dec 19, 2017 3:52 pm
Forum: Permanent Portfolio Discussion
Topic: European PP, update 6 months after starting
Replies: 29
Views: 8384

Re: European PP, update 6 months after starting

Hi

ETFs are very easy yes!

I only have affraid of brokers...
by frugal
Sun Dec 17, 2017 1:48 pm
Forum: Permanent Portfolio Discussion
Topic: How much is "enough" in the Permanent Portfolio?
Replies: 37
Views: 8689

Re: How much is "enough" in the Permanent Portfolio?

Frugal I already have exposure to US shares in my VP so I have none in the PP. Otherwise I would probably have about 50% US in the PP, or a global share ETF. There is currency risk though: the dollar has lost about 11% against the Euro this calendar year, so my mostly US VP is only breaking even fo...
by frugal
Sun Dec 17, 2017 1:58 am
Forum: Permanent Portfolio Discussion
Topic: How much is "enough" in the Permanent Portfolio?
Replies: 37
Views: 8689

Re: How much is "enough" in the Permanent Portfolio?

Good questions, Sophie. Q1 .The PP as a « base » portfolio could be complemented (or even replaced) by a stock portfolio. There are dividend share diehards on seekingalpha.com for example who seem to live exclusively off dividends and never sell a share unless forced to by a merger or similar event...
by frugal
Sun Dec 17, 2017 1:54 am
Forum: Permanent Portfolio Discussion
Topic: European PP, update 6 months after starting
Replies: 29
Views: 8384

Re: European PP, update 6 months after starting

buddtholomew wrote:Hi Frugal, I think OP was building an emergency fund before investing in the other PP assets. At least that is what I gathered from the post.

EuropeanWizard, why do you maintain such a large cash position?
Hi,

I think it is smarter to be 100% PP.

The main problem are ETF's and brokers...
by frugal
Sat Dec 16, 2017 1:37 pm
Forum: Permanent Portfolio Discussion
Topic: European PP, update 6 months after starting
Replies: 29
Views: 8384

Re: European PP, update 6 months after starting

Some time ago, a forum member asked me how my European PP was doing. Since I owe so much to this forum, here's a little update. First of all, I'm in the experimental phase because until recently, I was still saving. I'm a contractor and this means no social security in The Netherlands. Since I have...
by frugal
Sat Dec 09, 2017 2:31 am
Forum: Variable Portfolio Discussion
Topic: Bitcoin giveaway! :)
Replies: 383
Views: 58636

Re: Bitcoin giveaway! :)

The show got me fired up to use my bitcoins, and maybe even buy some more. Ive routinely gotten 20%+ off purchases on amazon using purse.io. Check it out. Coinbase has a bitcoin debit card (Visa) that lets you spend your bitcoin pretty much anywhere. You can read more about it here https://blog.coi...
by frugal
Sat Dec 09, 2017 2:26 am
Forum: Variable Portfolio Discussion
Topic: Marc De Messel Portfolio
Replies: 20
Views: 5344

Re: Marc De Messel Portfolio

you recover 0,1 btc ? Nah. What will you do? Not much that can be done. There's one thing I'm trying, and I guess I could also recheck my old USB keys. But, mainly I'm just going to shrug and smile and think, how awesome is Marc that he gave so many of us free bitcoin to encourage us to invest in i...
by frugal
Thu Dec 07, 2017 2:19 pm
Forum: Variable Portfolio Discussion
Topic: Marc De Messel Portfolio
Replies: 20
Views: 5344

Re: Marc De Messel Portfolio

... What do you mean your password doesn't work and what type of wallet do you have? I set mine up at blockchain.info per Marc's advice on the giveaway thread. I have no idea where the electronic copy of my password is, but I have always kept my "Paper Wallet", a printout from them, in a binder on ...