Search found 158 matches

by ozzy
Wed Sep 02, 2015 6:21 pm
Forum: Other Discussions
Topic: 200 year performance of the PP assets (Real Returns)
Replies: 13
Views: 2379

200 year performance of the PP assets (Real Returns)

Hi all,

  I came accross this chart and thought I'd share it.  Its shows the 200 year performance of the PP assets adjusted for inflation (Real Returns).  To me, the scariest part is the declining dollar.

Image
by ozzy
Wed Aug 26, 2015 5:50 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 278
Views: 46397

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

I think investing in assets you like and minimizing assets you don't is more important than we've all thought, because the assets you hate are the ones that make you question your plan at the worst possible time, and the ones you love are the ones whose wild rides you're more easily able to tolerat...
by ozzy
Tue Aug 18, 2015 1:44 pm
Forum: Permanent Portfolio Discussion
Topic: I keep seeing GLD being recommended over IAU
Replies: 13
Views: 2790

Re: I keep seeing GLD being recommended over IAU

I've been using IAU for years, its fine in my opinion.

Warning – get ready for a deluge of gold bugs telling you to only own physical.  :P
by ozzy
Sun Aug 16, 2015 9:57 am
Forum: Variable Portfolio Discussion
Topic: What do you think of Doug Casey? Is he legit?
Replies: 9
Views: 4497

Re: What do you think of Doug Casey? Is he legit?

I like Doug Casey, but all these doom and gloom guys do is preach the same thing year after year.  And even a broken clock is right twice a day.  I would not take any investment advice from him, although I agree with most of his ideology.  I bought his book Totally Incorrect and enjoyed it.  Inciden...
by ozzy
Wed Aug 12, 2015 1:10 pm
Forum: Stocks
Topic: Total Market Stocks vs. Diverse Mix
Replies: 15
Views: 6704

Re: Total Market Stocks vs. Diverse Mix

Sam, I totally agree with all your points.  My own research shows much better performance and diversification with the inclusion of Small/Midcaps.  But the expense ratio on RSP is a whopping 0.40%!  Yikes! Why not use individual Small/Midcap ETFs instead?  For example, replace RSP with IJR, IJH, VTI...
by ozzy
Tue Aug 11, 2015 9:37 pm
Forum: Other Discussions
Topic: Ozzy's juicy portfolio
Replies: 3
Views: 1430

Re: Ozzy's juicy portfolio

Thanks Tyler.
by ozzy
Tue Aug 11, 2015 7:55 pm
Forum: Other Discussions
Topic: Ozzy's juicy portfolio
Replies: 3
Views: 1430

Re: Ozzy's juicy portfolio

Hi rickb, Thanks for the feedback.  I'm personally comfortable with my heavy dose of iShares.  That said, I certainly have no problem with your suggestion of using similar funds.  Depending on your broker, various funds are commission-free, so that needs to be considered too, especially if you're in...
by ozzy
Tue Aug 11, 2015 4:16 pm
Forum: Bonds
Topic: TLT Suffers Record Outflows
Replies: 30
Views: 9847

Re: TLT Suffers Record Outflows

And now people are piling back into TLT.  I guess it just goes to show its all noise.  Just stick to one passive portfolio allocation and ignore all the hype. "Without the Federal Reserve pulling the trigger on an interest rate hike, overseas fixed-income investors have piled into more attractive U....
by ozzy
Fri Aug 07, 2015 1:39 pm
Forum: Stocks
Topic: Total Market Stocks vs. Diverse Mix
Replies: 15
Views: 6704

Re: Total Market Stocks vs. Diverse Mix

Mathjak- I totally agree that Small/Midcap increase long-term performance.  Which is why I use them in my JuicyPP:  http://www.tightwadweb.com/customportfolio.html Tyler, PointedStick- Here's the results of Small/Mid vs Large (S&P500).  Chart below shows the difference from 1972-2014.  I realize tha...
by ozzy
Sat Jul 25, 2015 6:00 pm
Forum: Permanent Portfolio Discussion
Topic: The Desert Portfolio
Replies: 72
Views: 18891

Re: The Desert Portfolio

The Desert Portfolio looks pretty solid to me.  I just ran it through PortfolioVisualizer.com and it shows a 9.06% CAGR:

Image
by ozzy
Mon Jul 13, 2015 7:51 pm
Forum: Permanent Portfolio Discussion
Topic: Why do you use the PP?
Replies: 184
Views: 33483

Re: Why do you use the PP?

I also use the PP because I believe in the theory behind it.  After studying the PP for a couple years I realized its the only truly diversified portfolio.  A 50/50 Boglehead portfolio just doesnt cover all the bases. Of course I have fiddled with the percentages and made mine more juicy, but I’m co...
by ozzy
Fri Jul 10, 2015 1:56 pm
Forum: Permanent Portfolio Discussion
Topic: POLL: How Old Are You?
Replies: 22
Views: 4094

Re: POLL: How Old Are You?

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