Friction Update Year 1x 3xAnn 3xQtr LevAnn LevQtr 2012 20.85 37.35 31.99 1.79 1.53 2013 14.18 27.04 19.55 1.91 1.38 2014 17.32 27.78 30.03 1.60 1.73 2015 06.81 05.5 10.46 0.81 1.54 2016 09.81 15.74 19.59 1.60 2.00 2017 03.19 5.89 6.71 1.85 2.10 Sorry...this pretty much sucks as a table, maybe one d...

I'd be interested in what your friend did during/after the tech bust in 2000/2001 and the RE bubble in 2008? Just hang on to whatever he had? Sold? Bought? Does he have an advisor recommending things or does it himself? Cash not earning anything, long bonds scare him, gold has no return, yet he's c...

My friend Charles (Retired) asked me why we only have about 600 registered members. For a world wide forum and a recent book he suggested we were very much on the fringe of the investment world. Charles just can't buy the idea of Cash not earning anything. Long bonds scare him to death. Also he can'...

I dunno. I've long since given up this kind of crunchy quantification and performance chasing. I like the GB portfolio better because it matches my emotions and predictions for the future better. If it ever gets really out of whack, I'll rebalance. If it does better than the PP, that means I was ri...

Pointedstick wrote:

modeljc wrote:

Pointedstick wrote:I'm pretty happy with my Golden Butterfly portfolio's performance this year.

Are you 100% invested in Golden Butterfly?

Not 100%; About 50%.

I sent this too fast and should have asked about your Rebalance bands. Also what do you hope to net extra after 5 years over a normal PP?

Pointedstick wrote:I'm pretty happy with my Golden Butterfly portfolio's performance this year.

Are you 100% invested in Golden Butterfly?

How much did you make on Paper? vs, no taxes, no commisions and good fills?

Sorry it is Global debt!

Any one believe the 152 Trillion debt is too much?

Any one think you or your friend will be stiffed?

Ray Dalio's boomshell to NY Fed!

http://www.zerohedge.com/news/2016-10-0 ... w-york-fed

stuper1 wrote: Agreed 100%.  And not just a 3-year focus, but a 3-year focus on real returns, as you suggested.  That's where the PP differentiates itself from a lot of portfolios.

Rarely after a book come out that the returns match the book. 

As of May 8, 2016 I have REAL RETURNS: YTD +8.1% 12 months +4.5% 24 months +4.1% 36 months +3.0% Very much like 40 years of long term returns.  Just like the book suggested. Before any one would want to bail out of The Permanent Portfolio I would recommend you KEEP a three year foucus.  I think medi...

I can get much better returns for the amount of risk the relative momentum adds with other strategies. What strategies do you prefer if you don't mind me asking? Me too MG.  I hope you have a strategy or something that you believe in and have finally settle on.  I made fun of you about a year ago. ...

So far the morningstar site appears to have the best current premium or discount.

The premium or discount shown is from the day before.  I looking for a link that has the current NAV and current price in real time. Thanks. 1) Go to Schwab.com 2) bottom of page type in ticker click quote 3) Under 'Symbol', click on the hyperlink of the ticker 4) On the right hand side, premium/dis...

Thanks.

Jay-UMN wrote: 1) Go to Schwab.com
2) bottom of page type in ticker click quote
3) Under 'Symbol', click on the hyperlink of the ticker
4) On the right hand side, premium/discount is a point of information in the table of Details.

Jay-UMN wrote: Schwab shows the premium/discount for SGOL/GLD/IAU/etc.

how do you get this if you don't have a Schwab account.  Any other source?

ochotona wrote: The expense ratio for SGOL is much higher than IAU

One of my heroes Pointedstick recently bought SGOL.

Xan

Morningstar does show a current Intraday Indicative Value that I have not seen before.  Thanks

Is there a way to find the premium or discount on SGOL before you purchase it?  Or maybe just don't worry about it.  Any help will be appreciated.

I would love to hear from the folks that have some or all money in 2XPP or 3XPP.  I still can't find the DECAY!  If there is no decay than what is wrong with some VP or big VP with TMP, UPRO, UGLD? Also would love to hear how many are following on Paper. I would love to hear from Wong and when he m...

I would love to hear from the folks that have some or all money in 2XPP or 3XPP.  I still can't find the DECAY!  If there is no decay than what is wrong with some VP or big VP with TMP, UPRO, UGLD? Also would love to hear how many are following on Paper. I would love to hear from Wong and when he mi...

ETF replay is reporting the 1 years PP did 9.5% and inflation was 1.6% for a real return of 7.9%.  Two year is shy of a good return as it did 7.8% or CAGR of 3.8% less inflation of 1.3% for a real return of 2.5%. Three years did 16.4% for a CAGR of 5.2% less inflation of 1.6% for a real return of 3....

A great thread title!  Who would have thought bonds would be ruling the roost this year.  I thought rates had nowhere to go but up. Check out the poll on TLT: http://gyroscopicinvesting.com/forum/bonds/2014-low-price-of-tlt/msg88412/#msg88412 I been wrong and several others!  The future is very unp...

The insurance policy paid off and I have a deeper understanding of the role gold is intended to play in the portfolio. How long is your understanding?  I have followed your posts and I don't ever believe you can be happy with the PP.  Ever body on this board tried to help you with a lot of patience...

budd...how u feel today? The insurance policy paid off and I have a deeper understanding of the role gold is intended to play in the portfolio. How long is your understanding?  I have followed your posts and I don't ever believe you can be happy with the PP.  Ever body on this board tried to help y...