Is anyone else on the forum doing the the two fund route when implementing the PP? A simple Vanguard stock/bond fund plus a gold fund? What about Treasury bonds? Er, what about them? 8) PP requires Treasuries (they make up 50% of the portfolio). Vanguard stock/bond mix funds typically include mainl...

Hi Kevin, Don't worry about it. As Mark Leavy mentioned, there is a lot of "nothingness" between the East Coast and Perth. https://www.google.com/search?q=nullarbor+plain&client=safari&channel=mac_bm&source=lnms&tbm=isch&sa=X&ved=2ahUKEwjq0KuU5OnmAhWO4nMBHU0oA94Q_AUoAnoECBIQBA&biw=800&bih=537 I live...

Interesting discussion on money and the economy

https://www.youtube.com/watch?v=FnAfKeYot58

If you see Sally

https://www.youtube.com/channel/UChZzjR ... kBuXlYJA4g

Short term treasuries in the EU have a negative yield. We have "bank loans" that provide a couple of percent interest (at the cost of not being allowed to use it for a year or two). Can I use that for the GB instead? Or do short-term treasuries provide some special behavior that is essential? With ...

When I tried the allocation on Portfolio Charts using 25% each SCV,LT,ST,GLD I got a BL-LT return of 5.3% vs 5.5% for the GB and 4.2% for the PP as you mentioned. Its quite interesting that the PP using SCV went from a BL-LT return ranking of 14 to 3 I think 25% each SCV,LT,BIL,GLD goes to 5.0%? I ...

For those interested in a prima facie comparison, here's an SCV tilted Permanent Portfolio (in blue) vs the Golden Butterfly (in red). How is the data you are using different from PortfolioCharts? Here the baseline LT return for the GB is 5.5% versus 4.2% for the PP: https://portfoliocharts.com/por...

Just a quick query regarding the USA Golden Butterfly and the PP As I understand it, the GB share allocation is expanded by adding SCV to take advantage of "prosperity" which is the most common economic climate. I found that using the standard PP and with 25% SCV instead of TSM (and 25% ST) the resu...

But I read parts of Rickard's book as well, and he advocates 30% cash, which helped convince me I need to raise my cash level. Why does he advocate such a large cash component? And regardless, is his record as a prognosticator any better than the other gurus who are wrong at least half the time? Yo...

You may wish to research Marc Fabers asset allocation. https://mebfaber.com/2015/06/01/chapter-8-the-marc-faber-portfolio/ It's been a while since I have listened to him, however a few years back he was purchasing land in SE Asia. He doesn't use REITS, so rebalancing may be an issue for small portfo...

The very first investing book I ever read was the Intelligent Investor by Benjamin Graham, Buffet’s mentor, which has a section IIRC correctly concerning someone who just doesn’t want to get into value investing/do the work etc. For this kind of investor he recommended a 50/50 stock/bond portfolio....