Search found 46 matches

by fishdrzig
Sat Mar 14, 2015 5:47 am
Forum: Permanent Portfolio Discussion
Topic: Replacing Cash with VWINX, the results look juicy
Replies: 77
Views: 25293

Re: Replacing Cash with VWINX, the results look juicy

Hey Ozzy
  Just out of curiosity why didn't you include REITS or TIPS?
I have a modified portfolio similar to yours and will be finalizing it today so will post it later.
by fishdrzig
Sat Jul 26, 2014 3:52 pm
Forum: Permanent Portfolio Discussion
Topic: Replacing Cash with VWINX, the results look juicy
Replies: 77
Views: 25293

Re: Replacing Cash with VWINX, the results look juicy

Hey Ozzy
  Give us an update on your current holdings in the Juicy variable permanent portfolio and let us know how it is doing now that we are more than half way through with 2014.  Thanks
by fishdrzig
Fri Jul 25, 2014 6:31 pm
Forum: Gold
Topic: Buying GTU now?
Replies: 41
Views: 11500

Re: Buying GTU now?

I own some GTU  in a tax advantaged account --do I still need to file special forms??
by fishdrzig
Sun Jul 20, 2014 8:11 am
Forum: Gold
Topic: Buying GTU now?
Replies: 41
Views: 11500

Buying GTU now?

Discount premium now is -2.28 according to Morningstar - - does this indicate a good time to buy?
by fishdrzig
Thu May 22, 2014 10:18 am
Forum: Variable Portfolio Discussion
Topic: Modified Rick Ferri portfolio vs Permanent portfolio
Replies: 3
Views: 2339

Modified Rick Ferri portfolio vs Permanent portfolio

Any comments on this portfolio would be welcome.  I backtested it to 1972 and CAGR was over 11%

30%  VTI    Total Stock Market
15%  VXUS  Total international
15%  VGLT  Long bond
10%  VBR    Small cap value
10%  VNQ    REIT
10%  VTIP  Short term tips
  5%  Gold
  5%  VWO  Emerging markets
by fishdrzig
Sat May 17, 2014 6:48 am
Forum: Variable Portfolio Discussion
Topic: David Swenson portfolio vs Permanent portfolio
Replies: 4
Views: 2305

Re: David Swenson portfolio vs Permanent portfolio

- 25% in Vanguard Total Stock Market Index (VTSMX) - 10% in Vanguard Wellesley Income Fund (VWINX) - 10% in Gold - 10% in Vanguard REIT Index (VGSIX) - 15% in Vanguard Total International Stock (VGTSX) - 5% in Vanguard Emerging Markets Stock Index Fund(VEIEX) - 10% in Vanguard Inflation Protected S...
by fishdrzig
Tue Apr 15, 2014 3:34 pm
Forum: Variable Portfolio Discussion
Topic: David Swenson portfolio vs Permanent portfolio
Replies: 4
Views: 2305

David Swenson portfolio vs Permanent portfolio

- 30% in Vanguard Total Stock Market Index (VTSMX) - 20% in Vanguard REIT Index (VGSIX) - 20% in Vanguard Total International Stock (VGTSX) or (15% in VGTSX and 5% in VEIEX) - 15% in Vanguard Inflation Protected Securities (VIPSX) - 15% in Vanguard Long Term Treasury Index (VUSTX) If someone could r...
by fishdrzig
Sun Mar 23, 2014 1:48 pm
Forum: Permanent Portfolio Discussion
Topic: What does Draw down mean exactly?
Replies: 5
Views: 2212

Re: What does Draw down mean exactly?

Got it, thank you
by fishdrzig
Sun Mar 23, 2014 12:54 pm
Forum: Permanent Portfolio Discussion
Topic: What does Draw down mean exactly?
Replies: 5
Views: 2212

What does Draw down mean exactly?

Could someone explain this concept to me please?
FISH
by fishdrzig
Sun Mar 23, 2014 12:42 pm
Forum: Permanent Portfolio Discussion
Topic: Replacing Cash with VWINX, the results look juicy
Replies: 77
Views: 25293

Re: Replacing Cash with VWINX, the results look juicy

Ozzy
Have you ever considered VT for your stock portion instead of VTI and international.  It would also give you a little Emerging Market exposure.
FISH
by fishdrzig
Sun Mar 16, 2014 5:25 am
Forum: Bonds
Topic: Redemption fee of Vanguard LT treasuries?
Replies: 6
Views: 3032

Re: Redemption fee of Vanguard LT treasuries?

It is not a commission charge, it is a redemption fee that I was asking the question about.
by fishdrzig
Mon Mar 03, 2014 11:10 am
Forum: Permanent Portfolio Discussion
Topic: Question on rebalancing
Replies: 1
Views: 1301

Re: Question on rebalancing

Got it, thanks