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...

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...

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...

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

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 ...

Thanks.

Thanks.

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...

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 ...

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...

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 ...

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?

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...

Bump.

I suppose that commodities are too volatile to be formed into a pure mutual fund that has a NAV trade once per day, thus demand for such is not profitable for fund creators. What's a NAV trade ? Net Asset Value trade or what? I don't know. What is your objection to ETF? The spread and trading commi...

Vanguard vs. DFA topic. I understand the BAM alliance may add higher fees to their DFA funds. But pls. correct me in that topic: http://gyroscopicinvesting.com/forum/permanent-portfolio-discussion/business-model-of-the-bam-alliance/ In my link there seems to be a cheaper option as well for DFA funds...

Khisanth wrote: For stocks, I prefer VTI or VTSAX. No trading fee, and 0.05% expense ratio. Index funds can also be ETFs so your understanding of ETFs may be flawed.

So what is the proper name of index funds which are not ETFs? Any gold index funds which are not ETFs? Is there a market or demand for it?

There's a sticky at the top of this section of the forum, called "Master list of PP component ETF/MFD options..."  It was last updated in January. http://gyroscopicinvesting.com/forum/permanent-portfolio-discussion/master-list-of-pp-component-etfmfd-options/ Your linked post is about ETFs...

I see many prefer here Vanguard (which I read somewhere is on the more expensive side) in the competition amongst current index fund offerings. How about DFA/IFA? To qoute Libertarian666 from http://gyroscopicinvesting.com/forum/permanent-portfolio-discussion/business-model-of-the-bam-alliance/msg71...

It's made up of wealth management funds, so wouldn't the standard fees apply? Dan Solin, author of the Smartest series of investment books is some big shot at the BAM Alliance: http://smartestinvestmentbook.com/about.php He is also a big advocate for low cost index funds. Wealth management funds ar...

Investor/trader education on CFDs from Investopedia: http://www.investopedia.com/university/hotforex-trade-cfd/introduction.asp Demo trade CFDs with a leading UK broker: http://www.gftuk.com/range-of-markets/cfd-pricing/ I have to say I have yet to do the above research for myself on the topic. Firs...

(http://www.thebamalliance.com/)

As far as I understand they sell low cost index funds(?). So how do they pay their advisers? Is this a win-win business model for advisers and customers alike?

And another:

Did I already mention that there is an unnecessary "Modify" under posts which you can't click on, only the top ones?

What are Sortino, Sharpe, Omega, etc. ratios? Sure, I can look them up on the Internet but found too complicated. Are they useful at all or just add unnecessary levels of complications? Craig only uses CAGR as a simple measure without standard deviation but is it enough? I don't know. https://web.ar...

No one? )