Search found 33 matches

by johntaylor
Mon Jun 18, 2018 6:19 am
Forum: Permanent Portfolio Discussion
Topic: European PP, update 6 months after starting
Replies: 43
Views: 10773

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: 43
Views: 10773

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: 43
Views: 10773

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: 43
Views: 10773

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: 43
Views: 10773

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: 43
Views: 10773

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...
by johntaylor
Sun Jun 03, 2018 10:01 pm
Forum: Permanent Portfolio Discussion
Topic: European PP, update 6 months after starting
Replies: 43
Views: 10773

Re: European PP, update 6 months after starting

Thanks for replying @Tyler, I am sure I can learn things from you ;) First, the real CAGR for this portfolio from Jan 2002 - Dec 2017 is 4.98%. Your 5.5% number is from 2003-2017. So make sure you're comparing apples-to-apples on the start date. I took the 5.5% from your '15-yr Rolling returns' grap...
by johntaylor
Sun Jun 03, 2018 12:17 pm
Forum: Permanent Portfolio Discussion
Topic: European PP, update 6 months after starting
Replies: 43
Views: 10773

Re: European PP, update 6 months after starting

- Stocks: why you use this unknown ETF ? I presume you mean DE0001134922. I don't actually use these german bonds, because my brokers don't offer them. But I used them for my calculations because it is the only bonds option I know which exists and offers data since 2000. If anyone knows an european...
by johntaylor
Fri Jun 01, 2018 9:14 pm
Forum: Permanent Portfolio Discussion
Topic: European PP, update 6 months after starting
Replies: 43
Views: 10773

Re: European PP, update 6 months after starting

Hello to you all. I am also an european (dutch) PP user. Many years ago I already wanted to organize myself a simple and failsafe portfolio and Harry Brown's PP was always anywhere back in my head for that. But then again I hate financials and bookkeeping so lost sight of the project. Begin this yea...