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: 68
Views: 41567

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: 68
Views: 41567

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: 36
Views: 18067

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: 36
Views: 18067

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: 2
Views: 2981

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: 3129

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: 3129

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: 3444

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: 3444

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: 68
Views: 41567

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: 4773

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: 1758

Re: Question on rebalancing

Got it, thanks
by fishdrzig
Mon Mar 03, 2014 10:06 am
Forum: Permanent Portfolio Discussion
Topic: Question on rebalancing
Replies: 1
Views: 1758

Question on rebalancing

Lets say I have the PP 25% IAU/SGOL/GTU, 25%VT, 25% TLT, 25% BIL Let us assume gold reaches 35% band to trigger a rebalance event, I then would sell some of the gold ETF's and purchase whatever is lagging.  But now I only would have less than 25% in gold in the PP----ahh nevermind I think I just ans...
by fishdrzig
Sun Mar 02, 2014 12:19 pm
Forum: Gold
Topic: Help me understand this dilemma?
Replies: 6
Views: 3077

Re: Help me understand this dilemma?

NS3
Thanks for the response.  May I ask, did you buy American Eagle coins?  Not to be nosy but what eventual storage solution did you settle on?
Did you ever consider physical gold in an IRA account?  Thanks
by fishdrzig
Sun Mar 02, 2014 8:05 am
Forum: Gold
Topic: Help me understand this dilemma?
Replies: 6
Views: 3077

Help me understand this dilemma?

Ok, I am a PP investor and have heard/read everything I can from Harry Browne et al...... Presently 25% of my PP is in gold ETF's  IAU, SGOL, GTU all in a tax deferred IRA (I am not even sure if these ETF's pay me any income in dividends) but it is highly liquid. I own no physical gold bullion/coins...
by fishdrzig
Sat Mar 01, 2014 12:28 pm
Forum: Gold
Topic: Where and how do you purchase physical gold?
Replies: 160
Views: 105504

Re: Where and how do you purchase physical gold?

Thanks for the lead, I read the whole site.  Just out of curiosity, does anyone actually put the physical gold into an IRA account through a third party brokerage firm?  If not, where do you have it delivered and how do you store it safely?
by fishdrzig
Sat Mar 01, 2014 11:11 am
Forum: Gold
Topic: Where and how do you purchase physical gold?
Replies: 160
Views: 105504

Where and how do you purchase physical gold?

Can you make some recommendations please?
by fishdrzig
Sun Feb 02, 2014 9:16 pm
Forum: Variable Portfolio Discussion
Topic: Bitcoin giveaway! :)
Replies: 378
Views: 159756

Re: Bitcoin giveaway! :)

Marc Are you still doing the giveaway if we have a wallet? My 16 year old son has been bugging me about starting a Bitcoin wallet and I was thinking it may be a good experience for him to follow this.  I just read this thread and thought  "boy that is nice of this guy to do this" and I could tell m...
by fishdrzig
Sun Dec 22, 2013 8:04 am
Forum: Other Discussions
Topic: How would you stereotype a PP investor?
Replies: 5
Views: 2916

Re: How would you stereotype a PP investor?

Libertarian thinking without guns or a bunker, frugal, smart enough to have a PP but too late to the game when trying to fight the FED
by fishdrzig
Tue Dec 17, 2013 1:58 pm
Forum: Variable Portfolio Discussion
Topic: Bitcoin giveaway! :)
Replies: 378
Views: 159756

Re: Bitcoin giveaway! :)

Marc Are you still doing the giveaway if we have a wallet? My 16 year old son has been bugging me about starting a Bitcoin wallet and I was thinking it may be a good experience for him to follow this.  I just read this thread and thought  "boy that is nice of this guy to do this" and I could tell my...
by fishdrzig
Sat Nov 30, 2013 1:51 pm
Forum: Bonds
Topic: Redemption fee of Vanguard LT treasuries?
Replies: 6
Views: 4773

Redemption fee of Vanguard LT treasuries?

Hello I read the tutorial for buying bonds or bills or notes on the secondary market from Vanguard and I am a Voyager client.  I didn't pull the trigger yet and will call them when they open next week.  I was just wondering if someone can answer my question here, first: Q.  The Vanguard order form s...
by fishdrzig
Fri Nov 29, 2013 7:03 am
Forum: Gold
Topic: GTU
Replies: 19
Views: 12480

Re: GTU

Does form 8261 need to be filled out if GTU is owned in a tax deferred account?  Does anybody know?