Search found 77 matches
- Wed Sep 05, 2018 3:21 am
- Forum: Permanent Portfolio Discussion
- Topic: European PP
- Replies: 11
- Views: 3445
Re: European PP
Shaymor I have been running a European PP for a while, also in France. I cannot say the results are good this year. For example, year to date: 1. My PP. This contains individual French blue chips and a DAX ETF: -1.3%. A paper four-ETF PP of CEU, MTH, GBS and C13 (similar to yours) which I follow for...
- Sun Mar 11, 2018 3:46 am
- Forum: Stocks
- Topic: Dividend Growth Investing
- Replies: 30
- Views: 21549
Re: Dividend Growth Investing
A recent article on Seeking Alpha which provides a good classification of dividend growth shares to consider:
https://seekingalpha.com/article/415331 ... wth-stocks
https://seekingalpha.com/article/415331 ... wth-stocks
- Wed Feb 21, 2018 7:12 am
- Forum: Stocks
- Topic: Dividend Growth Investing
- Replies: 30
- Views: 21549
Re: Dividend Growth Investing
What would be everyone’s opinion here on dividend growth investing? For example, buying 20-25 stocks like MMM and Johnson & Johnson and just holding them forever. Live off of the rising dividend stream and leave the shares for my children. I know it will have more ups and downs than a Balanced port...
- Mon Jan 22, 2018 1:14 am
- Forum: Variable Portfolio Discussion
- Topic: A multi-asset portfolio in Euros
- Replies: 6
- Views: 2593
Re: A multi-asset portfolio in Euros
Frugal there are numerous authors on the internet running real dividend portfolios, and I have already given you a pointer to some of them: There is no official dividend portfolion on Seeking Alpha, look for articles by David Van Knapp, David Crosetti, Chuck Carnevale. A good introduction here: http...
- Sun Jan 21, 2018 4:12 am
- Forum: Variable Portfolio Discussion
- Topic: A multi-asset portfolio in Euros
- Replies: 6
- Views: 2593
Re: A multi-asset portfolio in Euros
Frugal - There is a lot of information available on the construction of dividend portfolios and I don't claim to be an expert. One thing I would say is that it is much easier to construct a dividend portfolio of US shares than of Euro shares, as there is a far better choice of dividend-paying shares...
- Tue Jan 16, 2018 2:21 pm
- Forum: Variable Portfolio Discussion
- Topic: A multi-asset portfolio in Euros
- Replies: 6
- Views: 2593
Re: A multi-asset portfolio in Euros
Frugal To answer the questions: 1.Relative performance of Eu and US PPs. You can look this up yourself by comparing simple 4 -ETF portfolios, or comparing published results such as Marc de Mesel's EU results with US results. Portfoliocharts.com has similar average performances for US and German PPs ...
- Wed Jan 10, 2018 11:58 am
- Forum: Permanent Portfolio Discussion
- Topic: How much is "enough" in the Permanent Portfolio?
- Replies: 37
- Views: 9234
Re: How much is "enough" in the Permanent Portfolio?
To continue from my post earlier in this thread: It seems to me that there are relatively few sane investing strategies that can be considered by a retired or retiring person - a non-gambler. The following come to mind: The PP and variants - unbeatable in its historic low drawdown, and as good as ma...
- Wed Jan 10, 2018 11:48 am
- Forum: Variable Portfolio Discussion
- Topic: A multi-asset portfolio in Euros
- Replies: 6
- Views: 2593
A multi-asset portfolio in Euros
Following on from the discussion started by Sophie ( https://www.gyroscopicinvesting.com/forum/viewtopic.php?f=1&t=9289&start=24 ), I thought I would start a new topic here as the subject is variable portfolios. I wrote: PS It seems to me that there are relatively few sane investing strategies that ...
- Thu Jan 04, 2018 11:13 am
- Forum: Permanent Portfolio Discussion
- Topic: 2017 PP Return Poll
- Replies: 33
- Views: 8375
Re: 2017 PP Return Poll
For my euro PP: + 1.4% in 2017. A vanilla Euro PP of four ETFs would have gained about 1.2% in 2017:
CEU (MSCI Europe) +10.5%
MTH (25y+ bonds) -0.9%
GBS (gold) -1.3%
C13 (1-3y bonds) -0.3%
EUR/USD +15% in 2017and rising
(Figures from the French site boursorama.com)
CEU (MSCI Europe) +10.5%
MTH (25y+ bonds) -0.9%
GBS (gold) -1.3%
C13 (1-3y bonds) -0.3%
EUR/USD +15% in 2017and rising
(Figures from the French site boursorama.com)
- Mon Dec 18, 2017 2:32 am
- Forum: Permanent Portfolio Discussion
- Topic: How much is "enough" in the Permanent Portfolio?
- Replies: 37
- Views: 9234
Re: How much is "enough" in the Permanent Portfolio?
hi I couldn't find the explanation and a model of that DIVIDEND portfolio . Please help. There is no official dividend portfolion on Seeking Alpha, look for articles by David Van Knapp, David Crosetti, Chuck Carnevale. A good introduction here: https://seekingalpha.com/article/254416-road-map-for-m...
- Sun Dec 17, 2017 4:00 am
- Forum: Permanent Portfolio Discussion
- Topic: How much is "enough" in the Permanent Portfolio?
- Replies: 37
- Views: 9234
Re: How much is "enough" in the Permanent Portfolio?
Frugal I already have exposure to US shares in my VP so I have none in the PP. Otherwise I would probably have about 50% US in the PP, or a global share ETF. There is currency risk though: the dollar has lost about 11% against the Euro this calendar year, so my mostly US VP is only breaking even for...
- Sat Dec 16, 2017 8:11 am
- Forum: Permanent Portfolio Discussion
- Topic: How much is "enough" in the Permanent Portfolio?
- Replies: 37
- Views: 9234
Re: How much is "enough" in the Permanent Portfolio?
Good questions, Sophie. Q1 .The PP as a « base » portfolio could be complemented (or even replaced) by a stock portfolio. There are dividend share diehards on seekingalpha.com for example who seem to live exclusively off dividends and never sell a share unless forced to by a merger or similar event....