Every n 2.4 -th stock (ignoring fractions) in the Wilshire 5000, listed by market cap: 1 1 Microsoft (1.1 trillion) 2 5 Alphabet GOOGL (853 billion) 3 13 AT&T (277 billion) 4 27 Cisco Systems (210 billion) 5 47 Union Pacific (117 billion) 6 73 General Electric (82 billion) 7 106 Charles Schwab (...

Fibonacci! To spread out the small-caps. From the Wilshire 5000, by market cap: 1 Microsoft (1.1 trillion) 2 Apple (983 billion) 3 Amazon (887 billion) 5 Alphabet GOOGL (853 billion) 8 Johnson & Johnson (347 billion) 13 AT&T (277 billion) 21 Coca-Cola (230 billion) 34 Oracle (176 billion) 55...

Every 100th component of the Wilshire 5000, by market cap. 1 Cigna (61 billion) 2 TE Connectivity (31 billion) 3 Synopsys (20 billion) 4 Broadridge Financial Solutions (14 billion) 5 Viacom (11 billion) 6 Gaming & Leisure Properties (8.0 billion) 7 XPO Logistics (6.6 billion) 8 Hanesbrands (5.2 ...

Here's every 100th component of the Wilshire 5000, picked alphabetically! (Who knew? There are only 3540 holdings in the '5000.) 1 Applied Genetic Technologies (62 million) 2 American Woodmark (1.4 billion) 3 Allegheny Technologies (2.5 billion) 4 Brandywine Realty Trust (2.6 billion) 5 BioSig Techn...

Thanks for the feedback, Kbg. I'm not considering "active" management. Just buy and hold, check it annually, reinvest dividends if necessary, or buy a new holding. I wouldn't turn over the whole portfolio annually. Of course, I would like to beat an index, say the SP500, by holding, say, t...

Here, for example, is the list of every 16th company in the SP500: 1 Home Depot (market cap: $245 billion) 2 Citigroup 3 Broadcom 4 Lowe's 5 Intuit 6 Boston Scientific 7 Marsh and McLennan 8 Phillips 66 9 Activision Blizzard 10 Public Storage 11 Lam Research 12 SunTrust Banks 13 McKesson 14 T-Mobile...

I've been mulling for a while getting out of holding total-market ETFs as my stock holdings in my PP and setting up my own fund of perhaps 30 to 50 individual company stocks. For a few reasons: to cut out the middleman (avoid counter-party risk and fees, albeit tiny), to experiment with an equal-wei...

This post might seem like a joke, but I'm serious. If anyone wants my help to manage their PP, I'm happy to log in to your account(s) quarterly and reinvest dividends, buy the lagging asset, sell the leading asset, or fully rebalance. I'm comfortable handling individual stocks, ETFs, and mutual fund...

For those of you who have FULLY embraced the Permanent Portfolio and made your investment all at once can you reveal where each of the three volatile investments stood at the time of your investment? In other words, how close was each to its market high or low at the time of your investment. I comp...

If you are in the ETF space I'd probably go with VGLT or SPLT which are 50% cheaper in mngt fees than TLT. Thanks for posting these ETFs, Kbg. Just a slight correction: SPTL, not SPLT (a platinum ETF). I am 100% in actual bonds myself, but good to know there are alternatives to TLT. VGLT and SPTL s...

I found the Peter Attia Drive three-part sleep podcast with Matthew Walker to be most fascinating. I first heard him on Joe Rogan and also on Rhonda Patrick, but this conversation with Peter Attia is the most comprehensive. #47 – Matthew Walker, Ph.D., on sleep – Part I of III: Dangers of poor sleep...

I've recently started using the Adblock Browser (not to be confused with any Adblock plugin) on my phone. I believe it's a barebones version of Firefox with DuckDuckGo as the default browser. I'm a light user of the web on my phone and it's been great so far.

Smith1776, I feel exactly the same way. Before I adopted the PP, every day there would be more than a tinge of anxiety as I opened up Yahoo Finance first thing to see what the stock market was doing. And if it was up or down that would affect my mood. Now, I open up my browser and don't even check f...

Others probably understand this better than I do, but I'll give it a shot. I think gold is best considered a currency, rather than a commodity. It has its own exchange rate, if you will, with respect to all of the other currencies. So gold measured in GBP can be considered without worrying about its...

I think 36% physical gold in taxable and 64% ETF gold in a Roth account would be a very tax-efficient strategy. One thing to consider is if/when you sell your gold ETFs to withdraw from the Roth you would be increasing your percentage of physical gold. May or may not be a concern. I'm not sure what ...

Not sure on your math for the 911 rule. It seems like if 36.4% of each asset is in a deep never-to-be-sold condition, then 36.4% of my PP is also in that state, not 36/4. Yes, poorly worded on my part. I meant 9.11% of total PP value in each asset class. So, for a $100,000 portfolio, $9110 in physi...

My question is how should one decide what percentage of one's gold asset should be held in either ETFs or closed end funds (CEFs) for rebalancing purposes? If you're using the 35/15 rebalancing bands, then you could have 71.4% of your gold assets in physical when you rebalance out of gold for the f...

Is it really better to use this whole 25% to buy one issue of treasuries (whether all 30 year at auction, or one issue somewhere between 25 and 30 years per the PP book), or is it better to buy a ladder of treasuries with the rungs of the ladder being 25, 26, 27, 28, 29, and 30 years to maturity? O...

With similar logic, if we have hyperinflation, $190 in 30 years' time would literally be worthless, so the minimum value of a $100 bond is zero. Well to be fair it wouldn't be 0. In a true hyperinflation it would be very small, but it still would not be 0 because a nominal coupon will be paid out o...

Who would have thought a year ago when they were raising rates like crazy that we would be potentially entering a new official uptrend in long treasuries now? I think there are many members of this forum who didn't (and still don't) believe "there's nowhere for rates to go but up!" TM I'm...

What is the maximum value of a $100 - 30 Year treasury bond paying 3 percent. Is it $190. Also for this case assuming interest rates do not go negative. What is the minimum value? If interest rates go to zero and there's no inflation, then I think you're right that the maximum value of that bond is...

We already have the CPI-U data for March: 254.202. Last September it was 252.439. So that gives a new variable rate of 1.40% from May 1. So if the fixed rate stays at 0.50% we're looking at 1.90% combined.

https://apmex.exceda.com/images/Catalog%20Images/Products/50994_Slab.jpg?v=20160812050906&width=900&height=900 Is it just me, or does Lady Liberty resemble TJ Dillashaw? https://ufc-video.s3.amazonaws.com/styles/event_results_athlete_headshot/s3/2019-01/DILLASHAW_TJ_BELT_LS.png?4yNP_bzX7Vp1...

Uncork the champagne!  According to peaktotrough.com, the PP started on January 1 1972 with 35/15 bands and reinvested dividends reached its all-time high (nominally) yesterday, surmounting the previous peak established on February 2 last year.  Hopefully, your portfolio is at its all-time high, to...

Just make sure you express your interest in the auction before the 15th so you don't miss it. So I'll be submitting the order for the 30 year treasury auction tomorrow morning when I have access to the funds. Sorry, I made a mistake. The auction in on Thursday the 7th -- so, yes, put your order in ...