I wouldn't mind kicking in a few dollars to keep the forums going, in it's current form. It would be a sad day, if all momentum from the past years that went into building this community went to waste. In my humble opinion a community like this needs to exists, where would everyone go to b*tch about...

I have said in other threads that if the U.S. bonds get under 1% I'm selling them due to horrible risk profile. Craig, could you please talk a bit more about the risk profile of long bonds when they go under 1%? Also, it's not entirely clear to me, why the long bonds would provide little insurance ...

MachineGhost wrote:People forgot all too easily that the driver of the PP is Prosperity... everything else are HEDGES.

Got a lot out of this. Thanks!

Huzzah! Finally a concentrated momentum fund with downside risk protection. http://www.aptusfund.com/index.html http://s19.postimg.org/5z022w3ub/screenshot_2016_09_04_at_15_10_00.png Wonder what happend in 2011, that's pretty bad underperformance. Why would you add a fund like this to your portfoli...

And agreed that negative rates on long instruments like the 50-year Swiss bond can't be good. I just don't know where the breaking point is, and until we reach that point, bonds seem to still be capable of positive returns. Lang posted in the one-day Swiss currency crisis thread that his bonds are ...

Lang wrote: - The longest Swiss government bond (maturity in 2064) is up 30.6%.

Thanks indeed for the update, always interesting to see how the PP is doing in other parts of the world.

Could you tell me what the coupon rate is on the Swiss LTT? (I'm guessing its a bond from 2014?)

Yeah, that was what I started out with but after about a year I changed it to VTI & VEU. I think at the time the overall expense ratio went down very slightly. But I really liked the idea of letting whichever was doing better, i.e. domestic or foreign stocks, just run without the frequent rebal...

He says he came to an agreement with a real estate agency about the price of a house and asks all kinds of questions about it. Questions regarding a notary, a loan from his bank, some type of rebuilding etc. Not sure where these properties are located though. Lots of French speaking countries around...

Yeah, that was what I started out with but after about a year I changed it to VTI & VEU. I think at the time the overall expense ratio went down very slightly. But I really liked the idea of letting whichever was doing better, i.e. domestic or foreign stocks, just run without the frequent rebal...

Great to see the forum's back up and sincerely appreciate all the effort that went into it. Can't thank you enough, this community means a lot to me. :) I don't mean to b*tch but will this current blue theme be the permanent one or will it eventually be replaced with another one? (Perhaps more simil...

I don't think equalizing your size, value and growth exposure with the GB concept is an increased bet on Prosperity.  It's just distributing the Prosperity risk less concentrated into Mega Caps.  It's all a matter of degree.  Tyler's version is less precise than mine. Agreed. My view on this also. ...

@ ochotona

Cool, no problem. I can respect that.

ochotona wrote: I will send you a PM

Why not post the info here so all of us can benefit from what you have the say. : )

I haven't seen the returns for a EU PP posted. Anyone has them? Thanks!

dualstow wrote:

ILoveMoney wrote: Could you please post the link to the thread where Tyler originally talked about this? Thanks!

http://portfoliocharts.com/portfolios/

{tyler's site}

Thanks!

I reviewed the portfolios Tyler highlighted and decided to go with two: the Ivy Portfolio and Swedroe's Minimize Fat Tails Portfolio. I realized that I am much calmer and I'm not worried about the performance of individual stocks. That's a great relief for me. Nice. Could you please post the link t...

My personal implementation is one annual rebalance except for the XIV component which I use and then I only rebalance that with the SHY component and leave the rest alone. #1 Can I ask what your rules are for re-balancing the XIV component? (How much does XIV have to go up (or down?) before you tak...

I read somewhere Desert keeps the bonds until maturity? So he has essentially a 10-0 year laddered bond allocation. Is that right?

Google finance?

https://www.google.com/finance/portfoli ... WcUN3NtbgN

Thanks Frugal. I figured that would be the case. Didn't know you could do that in Google fiance though. Overall the portfolio is still up 5% YTD. Long bonds - 25% of their highs. Large cap stocks depending on what index are - 5% to - 10% of their highs. Think gold is down 5% down as well.  I am not ...

frugal wrote: That is EU-PP.

What's the ticker symbol Frugal? Do you have a direct link?

For the European Investor YTD

Stocks: YTD +16%
Long Bonds: -3%  (lost 19% of NAV in one month).
Gold: + 8%

Thanks for posting!

I have gold deposits in Euros, I wish I would have them in Dollars. It's frustrating to see what has happened when the Dollar was raising the some weeks ago. The Euro price was exploding and in Dollars, not a significantly big price increase. Tricky with different currencies. I'm sure this is na�ve...

European long-term bonds - you get a very low yield in a depreciating currency. Unheard of in decades of financial history. ECB QE is competetitive devaluation. Exporting deflation. Onshoring jobs. Driving up inflation, devaluing debts. That's all fine by me - but I wouldn't put my savings into EUR...