Search found 1111 matches

by dragoncar
Fri Aug 26, 2011 1:51 pm
Forum: Permanent Portfolio Discussion
Topic: Automatic rebalancing -- good idea?
Replies: 7
Views: 4552

Re: Automatic rebalancing -- good idea?

Historically, there have been only a handful of (annual) rebalancing events in the PP's 40-year life.  Perhaps when you're DCA'ing into the PP or transitioning it might be helpful, but once you're all in it really just works by itself.  I count 12 rebalancing events between 1972 and 2008 (based on ...
by dragoncar
Thu Aug 25, 2011 8:19 am
Forum: Gold
Topic: Rebalancing gold
Replies: 19
Views: 6877

Re: Rebalancing gold

You're not alone, budd. I have been watching the entire portfolio, as opposed to assets in isolation, an guess what?  The entire portfolio is down.  viewing the portfolio as a Package doesn't change that fact or make it easier to handle the swings. Speculation about gold pulling down the portfolio i...
by dragoncar
Tue Aug 23, 2011 9:48 pm
Forum: Permanent Portfolio Discussion
Topic: Today's Earthquake and the Importance of Geographic Diversification
Replies: 4
Views: 2223

Re: Today's Earthquake and the Importance of Geographic Diversification

I have to agree -- particularly about the compromised accounts.  I always thought that there must be some level of assets at which you would not have an online brokerage account.  Even if you use multiple brokerages, all it would take is one keylogger on your computer to compromise them.  Certainly,...
by dragoncar
Tue Aug 23, 2011 2:34 pm
Forum: Other Discussions
Topic: Fear ??
Replies: 16
Views: 5315

Re: Fear ??

Yeah, I mean more than one day-- the gold chart is scary.  I'm fine sticking with the allocations, but part of me is still trying to predict.

I was going to post "my pp is down .5% today, should I sell??" but I didn't want to start a flame war
by dragoncar
Tue Aug 23, 2011 11:26 am
Forum: Other Discussions
Topic: Fear ??
Replies: 16
Views: 5315

Re: Fear ??

I'm worried that gold and treasuries will sink in the short term, and stocks will not make up for that.  See, e.g., today.
by dragoncar
Wed Aug 17, 2011 12:10 pm
Forum: Permanent Portfolio Discussion
Topic: PP Allows Expansion Of Tax-Sheltered Space
Replies: 5
Views: 2519

Re: PP Allows Expansion Of Tax-Sheltered Space

What happens when you rebalance, selling gold at the collectible rate?  Does it make sense to hold at 20% (5/25) to 40% (10/25) of each asset in a tax-advantaged account, so that you can rebalance at least once without incurring tax liability? I've been trying to find discussion of this with the sea...
by dragoncar
Mon Aug 15, 2011 12:02 am
Forum: Permanent Portfolio Discussion
Topic: Boglehead PP Debate
Replies: 20
Views: 5374

Re: Boglehead PP Debate

Gold is "useless", but so are many things people pay premiums for (anything fashion related -- most clothes, handbags, Apple products).  Some day people might realize that gold is useless and sell it all.  Likewise, people might realize that they don't need an iPhone when they can have a cheap Nokia...