Search found 27 matches

by johntaylor
Tue Jan 22, 2019 4:05 pm
Forum: Permanent Portfolio Discussion
Topic: PP Europe (Germany)
Replies: 15
Views: 3507

Re: PP Europe (Germany)

During 2015 and 2016 the 30-year German bund yield went to 0.5% and even below. The current yield is 0.88% I presume what you call 'yield' is called 'rendite' at the bundesbank. I don't understand how this 'rendite' is exactly calculated, maybe someone can explain ? I understand it is different the...
by johntaylor
Sat Jan 19, 2019 5:41 pm
Forum: Permanent Portfolio Discussion
Topic: Yahoo Data Accuracy
Replies: 5
Views: 795

Re: Yahoo Data Accuracy

Kbg wrote:
Sat Jan 19, 2019 10:54 am
A good free source is Tiingo. There are some restrictions on their free data, but I imagine it would cover 99% of the folks here.
Thanks for the tip. Quick look into it gives me no hits on european funds. I guess there are more then (100-99=)1% european's around here.
by johntaylor
Fri Jan 18, 2019 3:50 pm
Forum: Permanent Portfolio Discussion
Topic: Yahoo Data Accuracy
Replies: 5
Views: 795

Re: Yahoo Data Accuracy

Last year I also used different data sources to calculate my different versions of portfolio. I really got completely confused by it. Digging into it the differences did not make any sense to me and asking questions about it did hardly deliver any answers: https://www.bogleheads.org/forum/viewtopic....
by johntaylor
Thu Jan 17, 2019 11:45 am
Forum: Permanent Portfolio Discussion
Topic: 2018 Results Post Here
Replies: 26
Views: 5697

Re: 2018 Results Post Here

European PP: -1.5% 35% cash: 0% 22% bond: 5.2% 22% gold: 0.6% 22% stock: -12.7% stock: msci Europe bond: 50% exx6 etf 50% e20y etf gold: 90% gold, 10% silver IE00BSKRJX20 E20Y etf DE000A0D8Q31 EXX6 etf NL0010436671 msci Europe It is my first year on a PP and I started it in the second week of 2018. ...
by johntaylor
Thu Jan 17, 2019 10:43 am
Forum: Permanent Portfolio Discussion
Topic: PP Europe (Germany)
Replies: 15
Views: 3507

Re: PP Europe (Germany)

Hello, I am still fiddling with the results of my first year EU portfolio. On bonds I had 50% exx6 (2018 return:6.1%) and 50% e20y (2018 return 4.2%). I compared the results with the returns for german LT bonds (2018 returns between 9-11%). I am rather puzzled over this big difference in the results...
by johntaylor
Wed Jun 27, 2018 8:15 am
Forum: Permanent Portfolio Discussion
Topic: UK Permanent Portfolio with Vanguard
Replies: 5
Views: 1071

Re: UK Permanent Portfolio with Vanguard

Kriegsspiel wrote:
Wed Jun 27, 2018 8:08 am
There's no gold.
There once was gold, but he probably forgot to rebalance regularly and now it's ..... gone.
by johntaylor
Mon Jun 18, 2018 6:19 am
Forum: Permanent Portfolio Discussion
Topic: European PP, update 6 months after starting
Replies: 29
Views: 8376

Re: European PP, update 6 months after starting

frugal wrote:
Mon Jun 18, 2018 12:36 am
Wooow
What a waste!
Try another hobby.
Please don't care about my hobbies, but help me answering the question I ask about my portfolio calculations.
by johntaylor
Sun Jun 17, 2018 2:39 pm
Forum: Permanent Portfolio Discussion
Topic: European PP, update 6 months after starting
Replies: 29
Views: 8376

Re: European PP, update 6 months after starting

Do you admit to change from EUPP to USPP in function of these true results? Hope I understand you correctly. As a european I would definitely not use a USPP portfolio, I use and will continue to use a strict EUPP. The reason why I am deep diving into US funds now is that in US there are so much mor...
by johntaylor
Tue Jun 12, 2018 6:03 am
Forum: Permanent Portfolio Discussion
Topic: European PP, update 6 months after starting
Replies: 29
Views: 8376

Re: European PP, update 6 months after starting

Do you admit to change from EUPP to USPP in function of these true results? Hope I understand you correctly. As a european I would definitely not use a USPP portfolio, I use and will continue to use a strict EUPP. The reason why I am deep diving into US funds now is that in US there are so much mor...
by johntaylor
Mon Jun 11, 2018 5:56 pm
Forum: Permanent Portfolio Discussion
Topic: European PP, update 6 months after starting
Replies: 29
Views: 8376

Re: European PP, update 6 months after starting

I found a new subject that is causing the differences between the results of my own calculations and those of portfoliocharts and the simba spreadsheet. I am using (free) data of the morningstar data stream: http://globalquote.morningstar.com/globalcomponent/RealtimeHistoricalStockData.ashx?ticker=V...
by johntaylor
Wed Jun 06, 2018 10:15 am
Forum: Permanent Portfolio Discussion
Topic: European PP, update 6 months after starting
Replies: 29
Views: 8376

Re: European PP, update 6 months after starting

I don't see why I should need to do something extra to make the scheme balanced. Every year end I just calculate the average of the individual growth of each of the 4 portfolio parts. With the resulting average growth I calculate the cagr for the total. Is this not the right method ? I removed this...
by johntaylor
Mon Jun 04, 2018 4:49 pm
Forum: Permanent Portfolio Discussion
Topic: European PP, update 6 months after starting
Replies: 29
Views: 8376

Re: European PP, update 6 months after starting

I think it’s just a matter of reference dates. The column you’re pointing to shows the 15-year annualized return starting at the beginning of 2002 through the end of 2016. 2002-2017 is actually 16 years. So just make sure you’re comparing apples to apples. oops, thanks for noticing that. It's quite...