Search found 178 matches

by Thomas Hoog
Wed Dec 12, 2012 6:37 am
Forum: Permanent Portfolio Discussion
Topic: 80-90% of your Total Savings in PP
Replies: 44
Views: 11503

Re: 80-90% of your Total Savings in PP

95 %
Real estate not included
5 % cash separate for unseen risks; broken car, washing machine etc..
by Thomas Hoog
Tue Dec 11, 2012 7:56 am
Forum: Permanent Portfolio Discussion
Topic: Implementing GLOBAL PP
Replies: 23
Views: 5817

Re: Implementing GLOBAL PP

Funny, the more people speak about a economic melt down the better the performance
My portfolio performance this year (half global, half euopa): 13%
Cash: 2,0 %
LR eur Bonds: 11 %
Gold: 10 %
Stocks (50 % allocation): 16 %

I think i just act like a ostrich
by Thomas Hoog
Tue Dec 11, 2012 7:45 am
Forum: Variable Portfolio Discussion
Topic: Real ASSETS
Replies: 19
Views: 5458

Re: Real ASSETS

almost agree with K9

You can make the cash asset out of:
Eonia: Euro OverNight Index Average (Marc de Messel) uses this one
or
iShares Barclays Euro Treasury Bond 0-1
performs almost close to zero, but riskfree as intented
by Thomas Hoog
Tue Dec 11, 2012 7:29 am
Forum: Variable Portfolio Discussion
Topic: best BROKER for US and EU
Replies: 27
Views: 6934

Re: best BROKER for US and EU

No, I don't pay a monthly fee. But my broker is Lynx, custody is IB
I pay only for transactions and optional for actual stockprices (but i don't need actual prices).
Lynx is in NL, FR, BE en DE (sorry, no portugal)
by Thomas Hoog
Tue Dec 11, 2012 5:38 am
Forum: Variable Portfolio Discussion
Topic: best BROKER for US and EU
Replies: 27
Views: 6934

Re: best BROKER for US and EU

I'm with IB and yes it is designed as active trading platform with a complex interface.
However I pay nothing except when trading and trading costs are very low
by Thomas Hoog
Thu Dec 06, 2012 5:40 am
Forum: Permanent Portfolio Discussion
Topic: Rebalancing every day
Replies: 11
Views: 4212

Re: Rebalancing every day

Nice
that solves certain uncertainties. I will stick to the 10 %.
Thanks
by Thomas Hoog
Tue Dec 04, 2012 6:31 am
Forum: Permanent Portfolio Discussion
Topic: Rule #7 Leverage and Mortgages: Is it broken?
Replies: 46
Views: 9870

Re: Rule #7 Leverage and Mortgages: Is it broken?

To make the mortgage dilemma more harsh In Holland the tax service governement reduces your paid mortgage rent about 50 %. So if your rent is 5 %, you only pay 2,5 % On the other side on your free financial means you have to pay 1,2 % taxes. Will you still make the extra payment ? The investement mu...
by Thomas Hoog
Mon Dec 03, 2012 4:43 am
Forum: Permanent Portfolio Discussion
Topic: Important News: A New Permanent Portfolio Book Is On The Way!
Replies: 117
Views: 25446

Re: Important News: A New Permanent Portfolio Book Is On The Way!

Bought it. Am I the first Dutch buyer ?
The paper is a bit "newspaper" quality
Shall  read with X-mas
by Thomas Hoog
Thu Nov 29, 2012 9:56 am
Forum: Variable Portfolio Discussion
Topic: Most Stocks Lose Money
Replies: 7
Views: 1335

Re: Most Stocks Lose Money

interesting My results: dated: 1 -11 -2012 (dividend & costs not included) Period: 2002 - 2012; 10 years Global stocks Benchmark: MCSI AC World standaard core: (- 5 %,  >:() My stocks: 1 %  :( Stocks with negatieve return: 38 % worse then 75 %: 6 % Top 3: IBM: + 64 % Fidelity Funds - South East Asia...
by Thomas Hoog
Thu Nov 22, 2012 5:40 am
Forum: Permanent Portfolio Discussion
Topic: EUROPEAN PP family
Replies: 22
Views: 6597

Re: EUROPEAN PP family

Hi

I'm a Dutch follower of the PP since about 2002.
Even got a website (in Dutch) for the results:
http://www.verstandig-beleggen.nl/
However you can read the grahics and the assetallocation

Gerard