Marc's real quest is: Is there a portfolio (VP) which "make a large fortune from investments". Answer: yes, but I haven't met it (yet) I think bitcoins are a great speculation. High risk, but very high potential reward also. I've integrated them into my Variable Portfolio, and am very hap...

Would it be an idea to have a sperate entry for performance. There are a lot of differences in implementing HB permanent or semi permanent or VP's around the world. A separate forum entry would be much easier to track those different portfolio's

You have to remember that those of us on here (and Bogleheads, Fatwallet, Retire-Early, etc) are in a distinctly small minority when it comes to how much we think over and analyze our investment situations. Best guess: memberlist x 2 x 4 (boogleheads etc..)= 6000 = 0,0001% of the world population W...

There have been several useful threads on this topic.  I was strongly considering trying this out with a portion of VP, but I was dissuaded by two things.  First, keeping up with the required calculations is kind of a pain, and for most of us it violates Rule #1:  put your major effort into your ca...

rickb wrote: Faber has written about using Ivy timing for the HB PP, see http://www.mebanefaber.com/2010/10/28/t ... bernstein/ .

Thanks, I have already found that post. That's one of the reason I don't use cash in the allocation.
I will post the results

No one ? I will start this VP, some kind of Ivy timing strategy, however with the HB assets (although a bit modified). Assets will be Stocks (VT), Gold (IAU), REIT (in €), LT Bonds (€). Sell/Buy signals will be the 200 days SMA (simple moving average) on a montly base. Not invested money wil be park...

Maybe, it seems second best to physical gold at home, however it is in $ en cost a bit more then ETF commission rate of 0.8% and a custody charge of 0.12% per annum for gold http://www.bullionvault.com/ In europa we have the seems problem, only ZGLD is in € so I have some physical, 2 ETF en in the a...

Doorn, The Netherlands

I wonder what Warren Buffett would think of the long bonds in the context of the pp, though. That is, I wonder what he thinks of the pp. I think he's ok with index funds for the average investor, and by average I really mean most of us. I thought this thread was going to be about a TV show about co...

AMSTERDAM (Belegger.nl) - Investor Warren Buffet is despite the price increase is still positive on equities and stock market expert stated still shares. Shares now offer a good value and are currently cheaper than other investments. This allows Buffett in an interview with CNBC. Buffett buys shares...

sorry, misinterpretation I have used your "rangorder", so 19 % CAGR means it belongs to the top 19% on CAGR. The actual CAGR is stated somewhere in earlier posts. The objective is  a decrease in CAGR en increase in safety (in terms of StD en MAXDD). Your strategy on  ratio VP and PP seems ...

You could plan your financial life with it. The changeover is rather smooth. Age     Invest period           Style         Cash LT Bonds   Gold     Stocks 20 - 50 > 30 years           aggressive   10       30           20       40 50 - 70 10 / 30 years       equable         10       40           20 ...

I have also been playing around (great data) with set of allocations with round figures 0, 10, 20 etc. and the 40 years periode and the 30 years period. In the 30 years period the HP allocation performs less compared to the 40 years period. However the final conclusion was a 10 % (cash), 20 % (Gold...

never been so lucky
best performer is Diageo, which I bought because they sell whisky
Seems without risk for me, if they went bankrupt, I should get some bottle's out of their stock as shareholder.

I think you just prove HB's: Rule #1: Your career provides your wealth. You most likely will make far more money from your business or profession than from your investments. Only very rarely does someone make a large fortune from investments. Marc's real quest is: Is there a portfolio (VP) which &qu...

I have also been playing around (great data) with set of allocations with round figures 0, 10, 20 etc. and the 40 years periode and the 30 years period. In the 30 years period the HP allocation performs less compared to the 40 years period. However the final conclusion was a 10 % (cash), 20 % (Gold)...

It looks very like my own allocation; I use 40 % stocks & 30 % Bonds Backtesting (simba) P1: HP PP P2: 40 % stocks, 30 % Bonds, 20 % Gold, 10 % Cash P3: 30 % stocks, 40 % Bonds, 20 % Gold, 10 % Cash P1 P2 P3 Average 9,46% 10,18% 9,97% Std. Dev. 7,79% 8,62% 7,94% Down SD 2,53% 3,33% 2,64% Up SD 6...

I have made a small PP-like portfolio for my wife at a different broker Allocation: Stocks 40%, Bonds 30 %, Gold 20 %, Cash 10 %. This broker provides a riskvalue of the portfolio using: To calculate the risk value of the portfolio xxBank uses the following system. The performance of your current po...

I think I agree with K9 There is not such a thing like equity investment in your domestic country. I could buy the AEX index (Netherlands), but the componies have almost nothing to do with the local economic situation. 80 % of their revenues are global. BMW sells more cars in China then in Germany a...

There is no ideal world
My compromise:
SPDR Gold, ZKB Gold EFT (EUR), ETFS Physical Swiss Gold Trust ETF (SGOL), about 70 %
Boullion vault, about 20 %, that's really nice, altough I really don't know how secure it is.
Coins, about 10 %

You are from Portugal, that's still Europa, so you can buy the Europa Stocks (in EUR)
Isreal is definitly no Europa Country with their own currency (Shekel ??)

Nice question I'm afraid that a Middle East index (if exist) is mostly a oil based index, which will be not very diversed. Why no be very practical and just take a World stock index (DM+EM) maybe in your own currency, otherwise dollars. I really don't know if the world index is contrair to Israel Bo...

Thomas Hoog, another option which is not common for here: Amundi Funds Index Equity Euro – AE what do you think about this in terms of performance, tax, dividends, and fees ? Regards. I don't know exactly the difference, but it seems this one is more actieve managed in compare with Amundi ETF MSCI ...

Dutch tax on dividends of 15% is not a problem. You can ask it back in your Tax appliance There is no one tracker that is perfect. You want: a broad EUR stock tracker non including UK no dividend (accumulate) (tracker (acc) lowest TER ratio A quick scan: http://www.indexvolger.nl/ Aandelen: db x-tra...

I disagree They are 2 different worlds Investing & modern portfolio strategy is based on the assumption that every piece of news is reflected in the value of the concerning assets. Trading fills the gape between actual news and the value. They don't have a strategy so there is nothing to post on...