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...

Funny, we discuss daytrading during X-mas dinner, because one brother-in-law will start daytrading because he has lost his job, something in the financial world. The other brother-in-law know really one couple who makes a living out of daytrading and more. figures about 500 k a year. And they fitted...

The performance of Gold is excellent. Is it because of the Yen-dollar exchange rate ??

Also Dutch And yes, you are correct "And some paperwork" is an underestimation. I have never try it, but as far I have read about it, it is very bureacratic. You have to fill in a lot of papers and sent it tom the embassy (??). I never met anyone who has done. So you loss something like 0....

I have proven in the past to be the worst prophet of all, so be aware
VTI: +32 %
TLT: - 8 %
GLD  -12 %
SHY  + 4 %
makes + 4 % portfolio

European Portfolio (Marc de Mesel) Portfolio: 8 % Stocks (MSCI EMU Index (net): 19 % Bonds (iBoxx € Germ. 10+ (Tot Ret): 8 % Gold (National Bank Belgium (kg): 4% Cash ( iBoxx EONIA Index (Tot Ret): 0 % Dutch Design (own portfolio) Portfolio: 12,7 % Stocks (50 % allocations; global): 16,4 % Bonds 20%...

That makes a 42,5%, 32,5%, 12,5%, 12,5 % allocation. That's not HB PP nor conventional, but a Budd portfolio. SIMBA results (1985 - 2011) Budd, average: 9,7 %,  Std dev: 8,3 % PP, average: 8,3 %, Std dev: 5,7% witch means that the changes you like a idiot with a PP portfolio is much smaller then con...

recognizable & funny I follow the same trail with a 50 % stocks, 20 % Bonds &  Gold & 10 Cash and with individual stocks. I have lost against the full PP portfolio by 0.3 % a year (2002/2012). I beat the global world stock index with 12 % (2002 / 2012). That is only 1 % a year. So it is ...

I think it depends on your personal situation and risk sensitivity. The PP is almost riskfree (until now) en performs well. However I can permit to take a higher risk and hold only 10 % cash mainly for balance purposes. When retirement is near I will increase the Cash allocation just like Lifestyle ...

In the netherlands (also europa) there are no taxes on dividend or interest only on capital
In your case I would take reinvesting funds

95 %
Real estate not included
5 % cash separate for unseen risks; broken car, washing machine etc..

Funny, the more people speak about a economic melt down the better the performance
My portfolio performance this year (half global, half euopa): 13%
Cash: 2,0 %
LR eur Bonds: 11 %
Gold: 10 %
Stocks (50 % allocation): 16 %

I think i just act like a ostrich

almost agree with K9

You can make the cash asset out of:
Eonia: Euro OverNight Index Average (Marc de Messel) uses this one
or
iShares Barclays Euro Treasury Bond 0-1
performs almost close to zero, but riskfree as intented

No, I don't pay a monthly fee. But my broker is Lynx, custody is IB
I pay only for transactions and optional for actual stockprices (but i don't need actual prices).
Lynx is in NL, FR, BE en DE (sorry, no portugal)

I'm with IB and yes it is designed as active trading platform with a complex interface.
However I pay nothing except when trading and trading costs are very low

Nice
that solves certain uncertainties. I will stick to the 10 %.
Thanks

To make the mortgage dilemma more harsh In Holland the tax service governement reduces your paid mortgage rent about 50 %. So if your rent is 5 %, you only pay 2,5 % On the other side on your free financial means you have to pay 1,2 % taxes. Will you still make the extra payment ? The investement mu...

Bought it. Am I the first Dutch buyer ?
The paper is a bit "newspaper" quality
Shall  read with X-mas

interesting My results: dated: 1 -11 -2012 (dividend & costs not included) Period: 2002 - 2012; 10 years Global stocks Benchmark: MCSI AC World standaard core: (- 5 %,  >:() My stocks: 1 %  :( Stocks with negatieve return: 38 % worse then 75 %: 6 % Top 3: IBM: + 64 % Fidelity Funds - South East ...

Hi

I'm a Dutch follower of the PP since about 2002.
Even got a website (in Dutch) for the results:
http://www.verstandig-beleggen.nl/
However you can read the grahics and the assetallocation

Gerard