i didn't refer to the pp as a doomsday portfolio . i was referring to mitigating short term temporary dips having no logic for a long term investor with a long term perspective . heavy betting against each other is for mitigating things in the short term as long term these dips have no meaning . Ac...

Here is his take on gold and a rebuttal to Buffet's idea that "gold does nothing."

http://alephblog.com/2012/04/06/gold-does-nothing/

the zero capital gains bracket is a gift from the tax gods . unfortunately i learned what i needed to had i done roths i would have been in better shape . there is so much linked to your magi in retirement that roths can be so much better even if tax rates were a bit higher Can you elaborate on thi...

Woohoo!

dualstow wrote:

ochotona wrote:Meb also points out that rebalancing bands are a form of trend-following.

Not really.

Aren't rebalancing bands technically a form of mean-reversion/volatility harvesting? That's the opposite of trend-following.

My understanding is that the mouse is supposed to get something crazy like 9 hours worth of charge in < 2 minutes. That's less than a coffee/bathroom break.

Why buy 25yr bonds? Just buy 30. No laddering needed for the Bond portion of the PP.

You can consider laddering your Cash portion.

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?

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...

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.

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...

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...