Search found 688 matches

by rocketdog
Fri Sep 04, 2015 4:00 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 278
Views: 46119

Re: PSA: I now have a 3-year period with no gains

Pardon the intrusion, but I didn't have time to read all 17 pages of posts in this thread.  I dusted off my PP historical performance spreadsheet and wanted to share some food for thought.  (Note:  the numbers below assume you bought a PP on 1/1 of each year and held it without rebalancing until 1/1...
by rocketdog
Thu Jul 16, 2015 11:03 am
Forum: Permanent Portfolio Discussion
Topic: The Permanent Portfolio is dead
Replies: 79
Views: 16111

Re: The Permanent Portfolio is dead

I kind of lobbed that article out there to see what everyone thought of it without actually saying what I thought of it myself!  In a nutshell, it doesn't make me want to change my overall investing plan.  Very few things do these days... and I read a lot about different approaches to investing. I p...
by rocketdog
Fri Apr 17, 2015 3:33 pm
Forum: Gold
Topic: Gold Funds Compared By Efficiency, Physical Redemption And Audit Policy
Replies: 4
Views: 1620

Gold Funds Compared By Efficiency, Physical Redemption And Audit Policy

Hi kids!  Long time no post.  Saw this and wanted to share: Gold Funds Compared By Efficiency, Physical Redemption And Audit Policy Executive summary: "GLD is the best choice for short term traders but has a high decay rate, IAU for long-term holders, and PHYS has the best redemption and auditing po...
by rocketdog
Sun Jul 20, 2014 8:56 pm
Forum: Permanent Portfolio Discussion
Topic: How should contributions/withdrawals be treated for rebalancing?
Replies: 7
Views: 2441

Re: How should contributions/withdrawals be treated for rebalancing?

Personally, I'd always aim to keep things as balanced as possible.  So $10K in new cash would get invested in such a way as to even out my investments (assuming there are no transaction costs).  Same for withdrawals, where I'd skim more from the best performing assets than from the worst performers,...
by rocketdog
Sun Jul 20, 2014 8:49 pm
Forum: Permanent Portfolio Discussion
Topic: Your Personal Mortality Estimate
Replies: 12
Views: 3835

Re: Your Personal Mortality Estimate

There seems to be something suspicious with this site.  Mine came out to 98, as with most of the rest of you. Seems fishy to me. 
by rocketdog
Sun Jul 20, 2014 8:39 pm
Forum: Permanent Portfolio Discussion
Topic: Your Personal Mortality Estimate
Replies: 12
Views: 3835

Re: Your Personal Mortality Estimate

EDIT: you have to give an email address at the end. Know that before you start. Well, yes.  The key word there is "an" e-mail address, as opposed to "your" e-mail address.  Take a look at e4ward.com.  I've been using them to anonymize my "real" e-mail address for many years.  I've even turned my fa...
by rocketdog
Sun Jul 20, 2014 8:34 pm
Forum: Permanent Portfolio Discussion
Topic: PP and contributions
Replies: 7
Views: 1986

Re: PP and contributions

I'm with the others:  I put new money and dividends into cash until I'm ready to deploy the funds.  This cuts down on transactions and commissions and makes my life easier*.  It also forces me to pick the "best" (cheapest) asset when it's time to invest those funds.  * My wife works for a registered...
by rocketdog
Sun Jul 20, 2014 8:28 pm
Forum: Permanent Portfolio Discussion
Topic: I broke the golden rule
Replies: 20
Views: 6480

Re: I broke the golden rule

I have to confess. I couldn't stop myself. Last week I reduced my stock exposure to 9%, bonds to 14%, gold up to 30% and the rest in cash. I guess I'll ask the obvious question:  why did you do this with your PP instead of your VP?  This, of course, is assuming you're not already 100% PP.  The reas...
by rocketdog
Sun Jul 20, 2014 8:16 pm
Forum: Permanent Portfolio Discussion
Topic: Who Routinely Trounces the Stock Market? Try 2 Out of 2,862 Funds
Replies: 2
Views: 1853

Who Routinely Trounces the Stock Market? Try 2 Out of 2,862 Funds

Hey there PP investors! :D Yes, I've been totally AWOL for a while now, but circumstances have prevented me from even logging in, let alone posting to the PP forums (i.e. work restrictions).  But I saw this article and wanted to share: http://www.nytimes.com/2014/07/20/your-money/who-routinely-troun...
by rocketdog
Mon May 05, 2014 10:28 am
Forum: Permanent Portfolio Discussion
Topic: Will invest for food
Replies: 0
Views: 989

Will invest for food

by rocketdog
Sun Apr 13, 2014 4:26 pm
Forum: Permanent Portfolio Discussion
Topic: Whitepaper by R. Ferri & A. Benke (2013) - Compares Index Portfolios v. Managed
Replies: 3
Views: 2223

Re: Whitepaper by R. Ferri & A. Benke (2013) - Compares Index Portfolios v. Managed

Rick Ferri may be a smart guy but when it comes to gold he has a major blind spot. So I take anything he says with several grains of salt. Lots of otherwise experienced and intelligent people have blind spots in regards to gold.  Here are a few of them: "Gold is a speculation.  It has absolutely no...