I am surprised to find myself yearning for days when equities have a strong pullback. For some reason or another, I need to validate that my holdings in LT Treasuries and Gold are justified. Also, for the first time, my portfolio has posted a negative overall return on a day when US Domestic equitie...

Thanks MediumTex. Do you have any reservations to using VUSTX (VG Long-Term Treasury) over EDV? The effective duration (13.5) is substantially less than EDV (27.4) and closer to that of TLT (15.4, Barclay's LTT ETF). Knowing myself, I would prefer to hold a fund over an ETF to avoid any intra-day bu...

If it makes you more comfortable I would scale into PRPFX over a few months. That's probably what I would do right now.  I wouldn't mind the prospect of losing some gains to know that I was averaging over a period of time. But that's me.  I'm conservative and cost averaging makes me feel better (ev...

This is not the first time I find myself facing this investing dilemma. PRPFX is up 17.5% YTD and I have substantial cash holdings to commit to this investment in a taxable account (YE bonus). As of today, I am considering adding 50% of the cash to PRPFX at years end and witholding the remaining 50%...

Are others replacing tax-exempt municipal bonds or cash holdings with PRPFX in a taxable account? I am contemplating switching VG Limited-Term TE for PRPFX to restore AA to 65/35 from 60/40.

Obviously, you are still a fan of the pp If you consider the PP as a bond or cash like investment its great.  If however you have higher expectations of it being more of a stock like investment then you might have some regrets. At its core the PP is a form of stock, bond, currency and cash blend wh...

Current AA is 60/40 distributed across 401K and IRA accounts. PRPFX comprises 15% of this mix and is the only non FI investment maintained in a taxable account. The amount is too large in comparison to the balance of the portfolio to exclude from AA calculations. 75% of the fixed income holdings are...

According to a Permanent Porfolio representative, PRPFX paid out a dividend of .29 cents and long-term capital gain of .03 cents for a total distribution of .32 cents.

I've got some of my savings in the PRPFX.  But I wouldn't touch that - at least not until well into retirement when it might make sense. I would (and did) cash out everything in my 401k back in the run up to 2009.  As my company changed on me, I closed out the 401k and moved it into an IRA where I ...

PRPFX YTD returns exceeded 13% today and I decided to sell a portion of the fund (10%) and book the profits. In conjuction with this transaction, I also decided to shave a little off of my VGPMX holdings (20%) as this fund had reached 20% over cost basis. I am now evaluating whether it made sense to...

What is the relationship between the spot price of Gold and the PRPFX closing price (or any mutual fund that holds bullion/coins for that matter)? Gold rallied late in the trading day yesterday, but was not reflected in the closing price of PRPFX. Today, the spot price of gold during COMEX trading h...

What are the recommended rebalancing bands when adopting a 90% PRPFX 10% EDV portfolio? Both components are held in taxable accounts. Also, with respect to LTT, what is the rationale behind holding EDV over TLT? I prefer EDV for simplicity (portfolio is at VG) as well as the benefits of free transac...

Adding EDV to PRPFX compensates for the lack of long-term treasuries in the PP fund. How do proponents of this recommendation feel about shorting the S&P (Proshares SH as a proxy) in lieu of adding the additional treasury exposure? One reason that would preclude me from using this strategy, is t...

I agree that PRPFX is more volatile than the 4x25 PP and will provide less downside protection in a falling equity market. My hope is that the opposite will be true as well, and in a rising market, the fund will outperform the traditional 4x25 PP. I would prefer to hold each of the 4 PP components i...