Search found 61 matches
- Fri Aug 28, 2020 4:47 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP Critique
- Replies: 13
- Views: 4526
Re: PP Critique
Perfect_simulation, You may want to re-think this. Lots of information in that thread, thanks for sharing. Someone in there confirmed this strategy has been great since 2009, but clearly it didn't work too well in the early 2000s. I'll have to reconsider, but I'm doing so well right now I don't wan...
- Thu Aug 27, 2020 12:59 pm
- Forum: Permanent Portfolio Discussion
- Topic: POLL: How did you overcome the fear of tracking error?
- Replies: 62
- Views: 15702
- Mon Aug 24, 2020 8:34 pm
- Forum: Permanent Portfolio Discussion
- Topic: Question: Rebalancing - Dick and Jane Version.
- Replies: 12
- Views: 4943
Re: Question: Rebalancing - Dick and Jane Version.
Just for fun for those interested in more advanced rebalancing techniques. A basic strategy is to rebalance not at all (or very infrequently) when volatility is low and rebalance frequently when volatility is high. For those of you who follow my leveraged posts in the VP, this is basically why I am...
- Mon Aug 24, 2020 12:47 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP Critique
- Replies: 13
- Views: 4526
Re: PP Critique
How did you backtest it? You would have to know the top 8 stocks on Jan 1 of every year. Is that information available somewhere? I haven’t had any luck finding that data. I used portfoliovisualizer.com and yes I don't have the SP500 components for each year but I did ok googling like "sp500 c...
- Sat Aug 22, 2020 10:56 pm
- Forum: Stocks
- Topic: Momentum ETFs
- Replies: 4
- Views: 2817
- Sat Aug 22, 2020 10:53 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP Critique
- Replies: 13
- Views: 4526
- Sat Aug 22, 2020 9:34 am
- Forum: Stocks
- Topic: Momentum ETFs
- Replies: 4
- Views: 2817
Re: Momentum ETFs
I have started delving into the new Factor ETFs that are out there. Momentum seems to be an interesting one. For example the S&P LC, MC and SC Momentum ETFs from Invesco (SPMO, XMMO,XSMO) backtested for the past 5 years of their existence very handily beat the basic S&P indexes to which the...
- Sat Aug 22, 2020 9:20 am
- Forum: Stocks
- Topic: Growth Stocks vs Total Market
- Replies: 14
- Views: 6236
Re: Growth Stocks vs Total Market
I recently re-read the books on the PP. And I have a general question about the stock portion. If stocks are in the portfolio for times of prosperity and economic growth, why would you want to own stocks that do not fit that description? Why would you want to own Utilities or Consumer Staples? Woul...
- Sat Aug 22, 2020 12:25 am
- Forum: Permanent Portfolio Discussion
- Topic: PP Critique
- Replies: 13
- Views: 4526
Re: PP Critique
I'm curious, what was your reasoning for using the 8 largest companies instead of SPY or VTI? The short answer is better returns. I did quite a bit of backtesting on portfoliovisualizer.com. I think the strategy is a bit aggressive, but I want that if I'm only having 25% allocated to stocks. I thin...
- Fri Aug 21, 2020 1:25 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP Critique
- Replies: 13
- Views: 4526
Re: PP Critique
Looks like TSLA is in the top8 now - that was quick. I'm already up on Walmart so I don't mind switching it out sooner than later. Long term I'm a little bit concerned about EDV but I take the PP as a whole and not actually worried if it starts to dip
- Mon Aug 17, 2020 4:27 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP Critique
- Replies: 13
- Views: 4526
PP Critique
I changed to PP after the March 2020 lows due to covid19. I read Harry Browne's book and I am going along with it pretty closely but with some twists. 25% IAU (I don't have a secure location for physical) 25% EDV (longest term treasuries I can find in an etf) 25% SHV (cash / short treasury etf) 25% ...