Search found 129 matches

by mukramesh
Wed Oct 12, 2016 2:40 pm
Forum: Bonds
Topic: Ques about the purchase/sale of Long Term Bonds
Replies: 4
Views: 2344

Re: Ques about the purchase/sale of Long Term Bonds

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

You can consider laddering your Cash portion.
by mukramesh
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?
by mukramesh
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...
by mukramesh
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.
by mukramesh
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...
by mukramesh
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...
by mukramesh
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
by mukramesh
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...
by mukramesh
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

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.
You should read this: http://www.relfe.com/wp/money/want-earth-plus-5/
by mukramesh
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!
by mukramesh
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%. :o
by mukramesh
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! :o