Search found 178 matches

by Thomas Hoog
Tue Aug 26, 2014 3:21 am
Forum: Bonds
Topic: Is Today the Day?
Replies: 32
Views: 9234

Re: Is Today the Day?

I have a adjusted € PP: Strategic Bond allocation: 30 % consist of: 75 % iShares € Government 15-30 years Bond & 25 % ZROZ. Current allocation : 30,2% I just checked: YTD : 25 % up  :P Reading the reactions: we just don't know, do we ? Alright: I just stick to the PP strategy, close my eyes and do n...
by Thomas Hoog
Mon Aug 25, 2014 7:37 am
Forum: Bonds
Topic: Is Today the Day?
Replies: 32
Views: 9234

Re: Is Today the Day?

And how about today ? They are up 20 % YTD. That's is scary. And nowhere near a rebalance. I'm very confidence in the PP concept.
But now I'm in doubt. Sell some ?. Stay and pray. Sell all and buy cash(no), equities (no), gold (maybe).
by Thomas Hoog
Thu Aug 21, 2014 6:58 am
Forum: Variable Portfolio Discussion
Topic: Futures DAYTRADING
Replies: 37
Views: 6801

Re: Futures DAYTRADING

Day trading is like roulette.
You have a change of 48,5 % to win or lose. But one thing is sure: 3% of the profit is for the broker.
by Thomas Hoog
Tue Aug 19, 2014 6:50 am
Forum: Bonds
Topic: The PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
Replies: 5
Views: 1562

Re: The PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund

I use them (about 25 % of the LT part) in addition to the EURO bonds EFT as the € bonds have only a duration of 22 years. The ZROZ now has a duration of 27.3 years and therefore less volatile than the 30 years bond. ZROZ distribute 4 time a year dividend. This year 19% up  :P. That is nice but also ...
by Thomas Hoog
Tue Jul 15, 2014 8:45 am
Forum: Other Discussions
Topic: The Differences Between Men and Women
Replies: 18
Views: 1996

Re: The Differences Between Men and Women

10) men can distinguish about 10 11 differences, woman about 1000.
11) men are interested in differences between sexes, woman are not.
by Thomas Hoog
Thu Jul 03, 2014 8:50 am
Forum: Variable Portfolio Discussion
Topic: Variable portfolio based on "Timing" the 4 asset classes.
Replies: 48
Views: 11420

Re: Variable portfolio based on "Timing" the 4 asset classes.

Just an update:
Standaard PP = 7,1 % YTD 2014
VP Timed (4) (5) assets = 6,5 % YTD 2014
Since the start 1 april 2013
PP = 3,7 %
VP = 5,3 %
(including trading cost).
by Thomas Hoog
Tue Jun 17, 2014 7:47 am
Forum: Other Discussions
Topic: How Many Generations Has Your Family Been in Your Home Country?
Replies: 15
Views: 1685

Re: How Many Generations Has Your Family Been in Your Home Country?

Well, being non-US. Dutch, my ancestors arrived in Holland in 1650 from Germany. However that part of Germany was in those days dutch.
Most relatives lives in Saskatchewan, Canada, where they arrived in 1910.
by Thomas Hoog
Mon Apr 14, 2014 9:26 am
Forum: Other Discussions
Topic: World's 10 best cities to retire on a budget
Replies: 6
Views: 1271

Re: World's 10 best cities to retire on a budget

Me parece Boquete, Panamá o agradable
by Thomas Hoog
Fri Mar 14, 2014 11:47 am
Forum: Permanent Portfolio Discussion
Topic: Portfolio of Portfolios
Replies: 4
Views: 1548

Re: Portfolio of Portfolios

Ay

The possession of knowledge does not kill the sense of wonder and mystery. There is always more mystery.
by Thomas Hoog
Wed Mar 12, 2014 9:58 am
Forum: Permanent Portfolio Discussion
Topic: Portfolio of Portfolios
Replies: 4
Views: 1548

Portfolio of Portfolios

After a discussion with Marc, I have created three portfolios; 1) Core adjusted HB portfolio 2) An experimental VP portfolio based on the Ivy Timed model, see somewhere in the VP section 3) A global dividend portfolio, I love equities Details on a simple website: http://www.verstandig-beleggen.nl/in...
by Thomas Hoog
Wed Mar 05, 2014 9:24 am
Forum: Variable Portfolio Discussion
Topic: Variable portfolio based on "Timing" the 4 asset classes.
Replies: 48
Views: 11420

Re: Variable portfolio based on "Timing" the 4 asset classes.

Well, a milestone  ;D All assetsclasses are above their 200 days average. Isn't that weird. HB always assumed there was always one assetclass down the drain. Gold in 2013. However I just follow the strategy and I'm now fully invested in: Gold, LT Bonds, Equities, REIT, Commodities. Performance: YTD:...
by Thomas Hoog
Tue Mar 04, 2014 9:42 am
Forum: Other Discussions
Topic: Early Retirement
Replies: 161
Views: 25942

Re: Early Retirement

Well, my goal is financial independence, so some personal figures (in EUR). 51 years, 3 kids (studying, I hope), spending 60 k each year. Taking the 4% rule, I need 1,5 million, to be reach, according to Excel in the year 2027, (3 years early retirement). That's about 2 million $. However, if I calc...