Search found 120 matches

by hedgehog
Thu Dec 05, 2013 11:35 pm
Forum: Permanent Portfolio Discussion
Topic: PP returns USA 2013?
Replies: 43
Views: 22513

Re: PP returns USA 2013?

I just reread parts of HB's Failsafe Investing, aka the bible http://www.harrybrowne.org/Archives/Archives.htm How does the Radio Show (dated 2005) compares to the book (dated (2001)? I am listening to the shows now, my assumption is Harry's latest knowledge arisen from the time he published the bo...
by hedgehog
Thu Dec 05, 2013 8:06 am
Forum: Permanent Portfolio Discussion
Topic: Book: Misconceptions of Risk: Terje Aven (Wiley)
Replies: 1
Views: 1974

Book: Misconceptions of Risk: Terje Aven (Wiley)

I have found this book: http://www.amazon.com/Misconceptions-Risk-Terje-Aven/dp/0470683880 At least the manuscript as a some seemingly legit download from Diderot University Paris: http://didel-old.script.univ-paris-diderot.fr/claroline/backends/download.php?url=L01pc2NvbmNlcHRpb25zX29mX1Jpc2sucGRm&...
by hedgehog
Thu Dec 05, 2013 6:59 am
Forum: Permanent Portfolio Discussion
Topic: Direct Registration (in your name) vs "street name" for top SIPC protection
Replies: 9
Views: 5125

Re: Direct Registration (in your name) vs "street name" for top SIPC protection

Then again, I've heard TD has horrible fraud protections, meaning if someone hacks your account, they tell you to f-off, whereas a legit brokerage would assist you in recovering your assets, or make you whole out of their pocket if necessary. That sentence peaked my interest in this resurrected top...
by hedgehog
Thu Dec 05, 2013 6:57 am
Forum: Permanent Portfolio Discussion
Topic: Direct Registration (in your name) vs "street name" for top SIPC protection
Replies: 9
Views: 5125

Re: Direct Registration (in your name) vs "street name" for top SIPC protection

smurff wrote: You can also have direct registration if you buy stock via DRIP and DSP (direct stock purchase) plans, usually  fee-free or low fee.
I know. The question is can you do it with ETFs and is it worth it? Compared to Interactive Brokers (for a non US person) for example.
by hedgehog
Thu Dec 05, 2013 6:54 am
Forum: Permanent Portfolio Discussion
Topic: Geared ETFs for creating a PP?
Replies: 2
Views: 2505

Re: Geared ETFs for creating a PP?

I would really like to d this - ON PAPER:

http://gyroscopicinvesting.com/forum/pe ... /#msg84784

If you are not a US person you can use CFDs.
by hedgehog
Thu Dec 05, 2013 6:51 am
Forum: Permanent Portfolio Discussion
Topic: PP returns USA 2013?
Replies: 43
Views: 22513

Re: PP returns USA 2013?

Peak2Trough wrote: I like to set the detail level to 'daily' and run the YTD results.
Who played with this a lot: how often is best to rebalance?
by hedgehog
Wed Dec 04, 2013 10:24 am
Forum: Permanent Portfolio Discussion
Topic: PP returns USA 2013?
Replies: 43
Views: 22513

Re: PP returns USA 2013?

buddtholomew wrote: Marc, there is a site www.peaktotrough.com created by a  member of this board (I believe) which displays the YTD return for the PP.
I would like to know the forum nick of the author. Thanks.
by hedgehog
Wed Dec 04, 2013 10:18 am
Forum: Permanent Portfolio Discussion
Topic: Leveraged PP?
Replies: 39
Views: 21058

Re: Leveraged PP?

Could you make a dummy simulation of this one - just for education purposes? Having another PP for a VP but with a 2:1 leverage (using CFDs)? http://gyroscopicinvesting.com/forum/variable-portfolio-discussion/having-another-pp-for-a-vp-but-with-a-21-leverage-(using-cfds)/ To see at what times it get...
by hedgehog
Sat Nov 30, 2013 7:50 pm
Forum: Permanent Portfolio Discussion
Topic: Direct Registration (in your name) vs "street name" for top SIPC protection
Replies: 9
Views: 5125

Re: Direct Registration (in your name) vs "street name" for top SIPC protection

Long story short: pros and cons of maintaining my portfolio with a 'street name' brokerage vs. an 'equities in my name' brokerage? And a separate list of both types? I greatly appreciate you.
by hedgehog
Sat Nov 30, 2013 7:41 pm
Forum: Variable Portfolio Discussion
Topic: Having another PP for a VP but with a 2:1 leverage (using CFDs)?
Replies: 9
Views: 5181

Re: Having another PP for a VP but with a 2:1 leverage (using CFDs)?

That is already to complicated to me where he says he is tweaking it here, changing it there I lost the line. What I would be looking for is simply leveraging a solid PP 2:1.

Thanks for sharing, nonetheless.
by hedgehog
Sat Nov 30, 2013 7:37 pm
Forum: Permanent Portfolio Discussion
Topic: What software do you use to keep track of your pp ?
Replies: 45
Views: 22025

Re: What software do you use to keep track of your pp ?

Which can you recommend for non-US residents investing in the US market?
by hedgehog
Wed Nov 27, 2013 3:39 am
Forum: Other Discussions
Topic: That "other" investment forum is really retarded
Replies: 57
Views: 23968

Re: That "other" investment forum is really retarded

I didn't make it through there posting my very first post. Did I win? :D
by hedgehog
Tue Nov 26, 2013 4:12 pm
Forum: Variable Portfolio Discussion
Topic: best BROKER for US and EU
Replies: 25
Views: 14306

Re: best BROKER for US and EU

Also worth taking into consideration if equities are held in your name or the broker's name. In Australia it is called CHESS sponsored, I don't know about the US. Interactive Brokers doesn't have segregated user accounts; equities are held in the name of the broker. See this thread (featuring IB): h...
by hedgehog
Tue Nov 26, 2013 3:25 pm
Forum: Variable Portfolio Discussion
Topic: best BROKER for US and EU
Replies: 25
Views: 14306

Re: best BROKER for US and EU

To protect yourself against heavy US estate taxes on foreigners, you buy government debt (50% of PP) directly as it is exempted from estate taxes, and you buy Vanguard or iShares S&P500 on a EU exchange (LSE maybe the best). If you are not buying physical, you can also buy Rowland's PP book-rec...
by hedgehog
Tue Nov 26, 2013 3:23 pm
Forum: Variable Portfolio Discussion
Topic: Having another PP for a VP but with a 2:1 leverage (using CFDs)?
Replies: 9
Views: 5181

Re: Having another PP for a VP but with a 2:1 leverage (using CFDs)?

My four rules for speculative investing... *Never speculate with money you can't afford to lose. *Never dip into your PP or other dedicated investments to cover speculations that go south. *Never speculate or invest in anything if you don't have a good understanding of how it works and what the ris...
by hedgehog
Tue Nov 26, 2013 3:18 pm
Forum: Variable Portfolio Discussion
Topic: best BROKER for US and EU
Replies: 25
Views: 14306

Re: best BROKER for US and EU

frugal wrote: And, you can do a free of commissions US-PP at Schwab , right?

Tks
- I am not a native speaker

- I am also a noob to this investing game

- I have no idea what point do you want to get across

Thanks
by hedgehog
Tue Nov 26, 2013 5:01 am
Forum: Variable Portfolio Discussion
Topic: best BROKER for US and EU
Replies: 25
Views: 14306

Re: best BROKER for US and EU

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) Interesting. How does Lynx compares to IB in overall fees for PP? Maybe Lynx has no ...
by hedgehog
Sun Nov 24, 2013 1:24 pm
Forum: Variable Portfolio Discussion
Topic: best BROKER for US and EU
Replies: 25
Views: 14306

Re: best BROKER for US and EU

Thanks.
by hedgehog
Sun Nov 24, 2013 5:18 am
Forum: Permanent Portfolio Discussion
Topic: PP Heresy: Recommendations for a Boglehead 401k
Replies: 56
Views: 33212

Re: PP Heresy: Recommendations for a Boglehead 401k

There is no magic formula. But a common Boglehead portfolio would be an S&P 500 index fund or near equivalent ETF and a total bond market index fund with 1% in bonds for every year of your age up to around 70%.  Some use static allocations like 60/40 or even 50/50 and just rebalance ever couple...
by hedgehog
Sun Nov 24, 2013 5:10 am
Forum: Variable Portfolio Discussion
Topic: best BROKER for US and EU
Replies: 25
Views: 14306

Re: best BROKER for US and EU

Thanks for your further insights! Let's say I don't give a damn about government backed investor protection for now (it may have its value but let's assume I am not interested for now) but I conclude stronger banks in respected jurisdictions give better protection (HK has a low government guarantee ...
by hedgehog
Sun Nov 24, 2013 3:14 am
Forum: Variable Portfolio Discussion
Topic: best BROKER for US and EU
Replies: 25
Views: 14306

Re: best BROKER for US and EU

Lazy Investor: Thank you! So if I understand correctly, I buy various assets all on IB's platform but different assets on either US or EU markets which is more beneficial tax-wise for each? PS. I just realized we are discussing this in the Variable Portfolio thread. Actually, my very same question a...
by hedgehog
Sun Nov 24, 2013 2:27 am
Forum: Variable Portfolio Discussion
Topic: best BROKER for US and EU
Replies: 25
Views: 14306

Re: best BROKER for US and EU

Please recommend me a broker! I am EU resident but want to invest in a US PP . I am more bullish on the US economy than the EU. And sorry, the notion that if you are from the - UK - invest in the UK - US - invest in the US - Germany - invest in Germany - Russia - invest in Russia, etc. sounds weird ...
by hedgehog
Wed Nov 20, 2013 5:26 am
Forum: Variable Portfolio Discussion
Topic: Having another PP for a VP but with a 2:1 leverage (using CFDs)?
Replies: 9
Views: 5181

Re: Having another PP for a VP but with a 2:1 leverage (using CFDs)?

So now you have learned what is to be learned about CFDs. I am still looking for a good provider, though.

As I said before this is for your variable portfolio, definitely.

Anyone tried this? At least on paper/computer?
by hedgehog
Wed Nov 20, 2013 4:58 am
Forum: Permanent Portfolio Discussion
Topic: PP Heresy: Recommendations for a Boglehead 401k
Replies: 56
Views: 33212

Re: PP Heresy: Recommendations for a Boglehead 401k

Quick question. I did not want to open a new thread. I understand the permanent portfolio is called: the Permanent Portfolio. Simple. But is there a name of a John Bogle Portfolio? Index Funds, etc. But do you have a fancy name for Bogle portfolios like the PP is named? I understand if you adjust th...