Search found 77 matches

by tarentola
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...
by tarentola
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
by tarentola
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...
by tarentola
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...
by tarentola
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...
by tarentola
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 ...
by tarentola
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...
by tarentola
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 ...
by tarentola
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)
by tarentola
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...
by tarentola
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...
by tarentola
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....