Search found 171 matches
- Thu Oct 10, 2019 12:43 am
- Forum: Permanent Portfolio Discussion
- Topic: Read the Permanent Portfoilio Bible?
- Replies: 24
- Views: 20109
Re: Read the Permanent Portfoilio Bible?
Never actually read HB's book, just Craig & Lawson's book. And like OP, re-read it again.
- Thu Sep 05, 2019 12:54 am
- Forum: Permanent Portfolio Discussion
- Topic: Fancy Schmancy PPs
- Replies: 3
- Views: 2127
Re: Fancy Schmancy PPs
Even the summary is a bit over my head, but in their strategy they use long puts, right?
- Thu Aug 22, 2019 1:52 pm
- Forum: Permanent Portfolio Discussion
- Topic: Portfolio for European investor
- Replies: 5
- Views: 7007
Re: Portfolio for European investor
Looks good to me. Do you have a particular reason to go for 30/30/30/10 instead of 25% each?
Personally, I don't stick to 25% each either, I've got a lot more cash but I'm accumulating and am aiming for those percentages.
Personally, I don't stick to 25% each either, I've got a lot more cash but I'm accumulating and am aiming for those percentages.
- Wed Aug 21, 2019 2:53 am
- Forum: Variable Portfolio Discussion
- Topic: The Top 4 Portfolios to Recession-Proof Your Investments
- Replies: 12
- Views: 14161
Re: The Top 4 Portfolios to Recession-Proof Your Investments
Hoo boy, looks good. I'm going to make a nice cup of coffee and sit down for this one.
- Fri Aug 09, 2019 2:43 pm
- Forum: Other Discussions
- Topic: Jim Rickards new book is an interesting read - almost PP like
- Replies: 30
- Views: 17141
Re: Jim Rickards new book is an interesting read - almost PP like
Is it US-centric, or global in its narrative? Or is it rather about applying principles?
Great topic, by the way. I love me a good book review.
Great topic, by the way. I love me a good book review.
- Thu Jul 25, 2019 1:01 pm
- Forum: Gold
- Topic: Perth Mint thief stole gold to fund fiancee's lifestyle demands ('18)
- Replies: 5
- Views: 4324
Re: Perth Mint thief stole gold to fund fiancee's lifestyle demands ('18)
I actually think it's not super bad news. He was caught, and it got on the news instead of being buried somehow. Not a customer at the Perth, but they'd still be on my short list.
- Fri Jul 12, 2019 1:10 am
- Forum: Permanent Portfolio Discussion
- Topic: my global PP plan, your opinion please
- Replies: 3
- Views: 2705
Re: my global PP plan, your opinion please
I think it's a pretty good portfolio, I've got something almost similar myself but I haven't gone global on the bonds part yet. Meb Faber has said a few short words about the global permanent portfolio in past episodes, something to the tune of very low volatility, hasn't done better than the US PP,...
- Wed Jul 10, 2019 2:06 pm
- Forum: Permanent Portfolio Discussion
- Topic: Any PP Defectors Here?
- Replies: 18
- Views: 7992
Re: Any PP Defectors Here?
But what is the alternative then?
- Fri Jun 28, 2019 1:55 pm
- Forum: Permanent Portfolio Discussion
- Topic: The Peter Schiff portfolio: an evolutionary offshoot of the PP
- Replies: 100
- Views: 29939
Re: The Peter Schiff portfolio: an evolutionary offshoot of the PP
Nice work recreating that portfolio!
Schiff has a nice YouTube channel and podcast. He has zero faith in the political and monetary situation of the US, that's why he's called a permabear. One day he'll be right, but then we could all be dead.
Schiff has a nice YouTube channel and podcast. He has zero faith in the political and monetary situation of the US, that's why he's called a permabear. One day he'll be right, but then we could all be dead.
- Mon Jun 24, 2019 12:32 am
- Forum: Permanent Portfolio Discussion
- Topic: 3 years of PP returns
- Replies: 25
- Views: 15485
Re: 3 years of PP returns
what i find funny is when there is a short term market downturn everyone seems to cheer about how the pp did so well by not falling but when the results are weak for 3 years all of a sudden you can't tell much from the short term . Please keep posting. I very much appreciate your critical view.
- Mon Jun 24, 2019 12:27 am
- Forum: Permanent Portfolio Discussion
- Topic: Forget the numbers: why I know the PP is right for me
- Replies: 7
- Views: 4166
Re: Forget the numbers: why I know the PP is right for me
Oh yeah, this is a big one for me. I've seen my dad go in and out of stocks, because he started to feel unhappy about his investment. Later he'd say "it was the right time", and he'd buy back into the market without any particular strategy. The buffer of cash makes me feel secure. I know t...
- Sun Jun 23, 2019 12:58 am
- Forum: Permanent Portfolio Discussion
- Topic: EU PP 2016-2019
- Replies: 16
- Views: 12345
Re: EU PP 2016-2019
Thanks for reporting back. Very interesting. Since starting, I had severe doubts about the PP in this European environment but it looks like you've done pretty okay. This year also looks to be good, with how gold is doing.
- Fri Jun 07, 2019 3:16 am
- Forum: Permanent Portfolio Discussion
- Topic: Yearly balancing or 15/35?
- Replies: 13
- Views: 12032
Re: Yearly balancing or 15/35?
You check once a year. And only rebalance when the boundaries were hit.
- Tue May 07, 2019 3:01 pm
- Forum: Other Discussions
- Topic: Puri.sm
- Replies: 2
- Views: 2042
Re: Puri.sm
I really like them. Very privacy-friendly, no communication with the mothership or external parties. Due to work, I'm using a Mac but this would definitely be my next choice.
- Sun Apr 28, 2019 1:55 pm
- Forum: Other Discussions
- Topic: Wonder how the PP acts in this scenario....
- Replies: 13
- Views: 6317
Re: Wonder how the PP acts in this scenario....
76 minutes? I would need an executive summary. :) I think it's too long as well, however -- in the first couple of minutes, he refers to a debate he had with Christopher Joye: https://www.youtube.com/watch?v=nQuKMsmVq5c It's about 25 minutes long and very fast paced. What I like, is that both sides...
- Sat Apr 27, 2019 1:42 am
- Forum: Bonds
- Topic: TLT Study - Inverting History
- Replies: 25
- Views: 19270
Re: TLT Study - Inverting History
Interesting... so even if interest rates would rise, we won't get the same performance from bonds -- due to the drag inherent in bonds. Anyway, to counteract this, they say they do the following: We take a different approach. Our portfolios are designed by “currentizing” historical bond returns. Thi...
- Sun Apr 21, 2019 12:24 am
- Forum: Other Discussions
- Topic: The left should resist the siren song of ‘modern monetary theory’
- Replies: 5
- Views: 2910
Re: The left should resist the siren song of ‘modern monetary theory’
When I read this stuff, I'm so glad a decent portion of my portfolio is gold.
- Thu Apr 11, 2019 7:53 am
- Forum: Other Discussions
- Topic: BOA - $20 an hour
- Replies: 16
- Views: 7428
Re: BOA - $20 an hour
Some weeks back, Peter Schiff analyzed this in a podcast. He figured that this benefits the big boys, because they have enough money for robotization/automation. They either replace workers, or augment them, such that they can do with a smaller workforce. Smaller companies can only downsize when the...
- Wed Apr 10, 2019 12:52 am
- Forum: Cash
- Topic: For JeffreyAlan
- Replies: 4
- Views: 10073
Re: For JeffreyAlan
Wow, that's an extremely interesting thread. Fascinating how the topic author, "Calais", updates his topic over the years. Also interesting: he jumps out of equities, and then most recently, reveals how he's been taking pretty huge risks which lost 45% of his usually very steady 2% yields:...
- Mon Apr 08, 2019 1:37 pm
- Forum: Variable Portfolio Discussion
- Topic: Schwab Financial Decoder episodes
- Replies: 1
- Views: 1867
Re: Schwab Financial Decoder episodes
Pretty good podcast on diversification https://www.schwab.com/resource-center/insights/content/financial-decoder-season-2-episode-1?cmp=em-QYD I'm always on the lookout for good financial podcasts, added it straight away! Edit: so I listened to it. Basically it's a very, very well done overview of ...
- Sat Feb 23, 2019 1:08 pm
- Forum: Permanent Portfolio Discussion
- Topic: Viability of HBPP with perpetually low interest rate Fed
- Replies: 21
- Views: 14105
Re: Viability of HBPP with perpetually low interest rate Fed
How has Euro PP performed in that environment? Gold: 1,7% Bonds: 0,9% Stocks: -0,5% Cash: 0,7% So an average of 0.7% in 2018, thanks to gold. I'm switching out of a Euro PP, and taking steps toward a global PP. I've already moved out of EU stocks, and taken a global stocks fund. I'll probably do th...
- Sat Feb 23, 2019 12:31 am
- Forum: Permanent Portfolio Discussion
- Topic: Viability of HBPP with perpetually low interest rate Fed
- Replies: 21
- Views: 14105
Re: Viability of HBPP with perpetually low interest rate Fed
These low (or for EU zero) interest rates have been likened to drugs by Peter Schiff.
- Mon Feb 11, 2019 2:59 am
- Forum: Gold
- Topic: Good Podcast On Gold
- Replies: 3
- Views: 3014
Re: Good Podcast On Gold
I listened to it, and it's pretty good. I'll listen to it twice, to be honest. A lot of information that requires me to "let it sink in".
Great tip!
Great tip!
- Fri Jan 04, 2019 12:31 am
- Forum: Permanent Portfolio Discussion
- Topic: Where to Start Out...
- Replies: 26
- Views: 18711
Re: Where to Start Out...
Just to make sure, you're based in the US? Because if not, then you'd get different advice.
- Wed Dec 26, 2018 2:30 am
- Forum: Other Discussions
- Topic: Merry Christmas
- Replies: 17
- Views: 6730
Re: Merry Christmas
Happy Christmas!
Off to my sister-in-law. Last time I had a pretty interesting conversation on investments there, with one of her friends. Probably no such luck this time Oh well.
Off to my sister-in-law. Last time I had a pretty interesting conversation on investments there, with one of her friends. Probably no such luck this time Oh well.