Why buy 25yr bonds? Just buy 30. No laddering needed for the Bond portion of the PP.
You can consider laddering your Cash portion.
Search found 129 matches
- Wed Oct 12, 2016 2:40 pm
- Forum: Bonds
- Topic: Ques about the purchase/sale of Long Term Bonds
- Replies: 4
- Views: 2344
- Fri Aug 19, 2016 5:01 pm
- Forum: Variable Portfolio Discussion
- Topic: 20% annual returns over 40 years...interested?
- Replies: 576
- Views: 170497
Re: 20% annual returns over 40 years...interested?
My understanding is that in a flat market, XIV will do very well. But in a situation where stocks are dropping, won't holding XIV magnify your losses?
- Fri Aug 19, 2016 12:54 pm
- Forum: Variable Portfolio Discussion
- Topic: 20% annual returns over 40 years...interested?
- Replies: 576
- Views: 170497
Re: 20% annual returns over 40 years...interested?
kbg, does your personal mix still include XIV? If so, can you describe how much what this is supposed to add to the leveraged PP?
I'm sure you've already explained this but I am having a hard time finding the post in this thread...
I'm sure you've already explained this but I am having a hard time finding the post in this thread...
- Wed Aug 17, 2016 2:39 pm
- Forum: Variable Portfolio Discussion
- Topic: 20% annual returns over 40 years...interested?
- Replies: 576
- Views: 170497
Re: 20% annual returns over 40 years...interested?
Hasn't kbg already shown that for trending non/inversely correlated assets, the decay actually works in your favor? I'd be most worried when all PP assets are in a sideways market.
- Mon Aug 01, 2016 2:45 pm
- Forum: Variable Portfolio Discussion
- Topic: Golden Butterfly Portfolio
- Replies: 377
- Views: 89985
Re: Golden Butterfly Portfolio
Let me try another way of explaining my point: ... If you reworked your excellent website such that all backtesting results started in 1975, the results of *comparisons* of various portfolios would change dramatically. ... Tyler has a graph that actually tracks Start Date Sensitivity https://portfo...
- Wed Jul 20, 2016 3:52 pm
- Forum: Permanent Portfolio Discussion
- Topic: Things about the PP that do not make sense to me
- Replies: 37
- Views: 9429
Re: Things about the PP that do not make sense to me
Answers to many of these questions used to be listed in the full Cash FAQ on crawlingroad.com, but it seems like all of that material has been removed. The best way to get get the details on the Permanent Portfolio is probably by reading Craig and MediumTex's book. https://www.amazon.com/Permanent-P...
- Mon Apr 11, 2016 12:22 pm
- Forum: Bonds
- Topic: Managing IT Treasury allocation
- Replies: 15
- Views: 5436
Re: Managing IT Treasury allocation
This message states that Fidelity does add a markup to bonds purchased on the secondary market. I assume this is placed on the Bid/Ask price listed.
https://www.fidelity.com/about-fidelity ... -investors
https://www.fidelity.com/about-fidelity ... -investors
- Fri Apr 08, 2016 1:15 pm
- Forum: Bonds
- Topic: Managing IT Treasury allocation
- Replies: 15
- Views: 5436
Re: Managing IT Treasury allocation
I was once told by a forum member named Joe that commissions aren't the only type of charge. Brokerages can also apply a markup on treasury transactions. I am also with Fidelity and am not exactly sure if they apply markups to treasuries on the secondary market. For that reason, it may be slightly b...
- Fri Apr 01, 2016 12:02 pm
- Forum: Permanent Portfolio Discussion
- Topic: Staggering World Debt Points toward Crisis
- Replies: 63
- Views: 12413
Re: Staggering World Debt Points toward Crisis
You should read this: http://www.relfe.com/wp/money/want-earth-plus-5/jafs wrote: I still don't buy it, though, even conceptually. Banks have to have more money coming in than going out, since they're in business to make money, not to lose it or just break even.
- Tue Mar 29, 2016 4:02 pm
- Forum: Other Discussions
- Topic: Free copy of my book (featuring PP)
- Replies: 43
- Views: 11148
Re: Free copy of my book (featuring PP)
Thanks, Jake! Just grabbed a copy and am enjoying it so far!
- Tue Mar 08, 2016 11:49 am
- Forum: Permanent Portfolio Funds
- Topic: PRPFX -6.58% YTD, 4x4 +6.69% YTD
- Replies: 7
- Views: 12118
Re: PRPFX -6.58% YTD, 4x4 +6.69% YTD
Eh? Google Finance shows +6.19% YTD
https://www.google.com/finance?q=MUTF%3 ... 2AaAg5HwBQ
Not sure why Google Search shows -6.58%.
https://www.google.com/finance?q=MUTF%3 ... 2AaAg5HwBQ
Not sure why Google Search shows -6.58%.

- Mon Feb 15, 2016 2:11 pm
- Forum: Permanent Portfolio Discussion
- Topic: Permanent Portfolio is only for US
- Replies: 24
- Views: 8431
Re: Permanent Portfolio is only for US
I don't really understand the fuss... Those charts make it look like the Japanese and Swedish PP are GREAT investments! 
