Search found 158 matches

by ozzy
Fri Jan 06, 2017 10:19 pm
Forum: Permanent Portfolio Discussion
Topic: PP Performance for 2016
Replies: 118
Views: 32982

Re: PP Performance for 2016

Hi All,

For 2016 my "Juicy" Permanent Portfolio returned 9.69%. My sloppy website: http://www.tightwadweb.com/customportfolio.html

Make America Great Again!
by ozzy
Thu Jul 28, 2016 8:09 am
Forum: Variable Portfolio Discussion
Topic: Golden Butterfly Portfolio
Replies: 521
Views: 129951

Re: Golden Butterfly Portfolio

However, I'm considering IJS (small cap value) in taxable, to reduce dividends. It's a commission-free fund at Fidelity. The expense ratio is a lot to stomach though. You may want to look at IJR (SmallCap Blend). Also commission-free at Fidelity. Broader diversification, low expense ratio (0.12%), ...
by ozzy
Mon Jul 04, 2016 5:09 pm
Forum: Permanent Portfolio Discussion
Topic: ***Florida PP Meetups- @ ?***
Replies: 2
Views: 1485

Re: ***Florida PP Meetups- @ ?***

I'm in Tampa Bay FL.
by ozzy
Thu Jun 30, 2016 10:44 pm
Forum: Variable Portfolio Discussion
Topic: 20% annual returns over 40 years...interested?
Replies: 576
Views: 193494

Re: 20% annual returns over 40 years...interested?

Wow is right my friend! Happy days are hear again...! ;D
by ozzy
Sat Jun 25, 2016 1:06 pm
Forum: Permanent Portfolio Discussion
Topic: Brexit
Replies: 39
Views: 11201

Re: Brexit

dualstow wrote:It bears repeating: Harry Browne was a smart man.
Amen. It's days like these when I thank my lucky stars I ran across Fail Safe Investing and this forum.[/quote]

Ditto. Most solid portfolio out there.
by ozzy
Thu Jun 09, 2016 8:36 pm
Forum: Variable Portfolio Discussion
Topic: PP with 2x leverage (no 2x funds)
Replies: 28
Views: 8903

Re: PP with 2x leverage (no 2x funds)

I also use the leveraged ETFs (as part of my Variable Portfolio) and find them to be the best choice for a leveraged PP. Yes there’s decay, but as KBG points out, it does seem to balance out. Plus it’s the cost of doing business. I don’t buy the ETFs on margin, so I never worry about margin calls.
by ozzy
Fri Jan 08, 2016 1:59 pm
Forum: Permanent Portfolio Discussion
Topic: Average Investor Return for 2015 was -3.09%
Replies: 9
Views: 4244

Average Investor Return for 2015 was -3.09%

Cheer up PP'rs, 2015 was a rough year for all portfolios:

https://insights.openfolio.com/in-2015- ... .xwhe2nolw
by ozzy
Wed Sep 16, 2015 8:58 pm
Forum: Permanent Portfolio Discussion
Topic: Role of cash in the absence of tight money
Replies: 7
Views: 2328

Re: Role of cash in the absence of tight money

I Shrugged – I'm in your camp too.  Aside from my emergency fund, I don't hold any cash in my portfolio.  That said, I'm in the accumulation phase with steady employment.
by ozzy
Sat Sep 12, 2015 2:10 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 278
Views: 46396

Re: PSA: I now have a 3-year period with no gains

what you have to wonder is if harry could see 40 years off in to the future would he have allocated differently . harry likely never imagined a world of zero interest rates , or bonds and stocks both being in what some call a bubble at the same time  . or gold having so few opportunity's to do its ...
by ozzy
Thu Sep 03, 2015 3:44 pm
Forum: Other Discussions
Topic: 200 year performance of the PP assets (Real Returns)
Replies: 13
Views: 2379

Re: 200 year performance of the PP assets (Real Returns)

Thanks for the feedback guys. I'm sure the chart's purpose is to illustrate that in the VERY long run, stocks are the most profitable.  But if you examine the stock graph closely, I see some very long stretches of bear markets, some lasting over 20 years. So, for stock-heavy investors, returns are d...