I Shrugged wrote: ↑Tue Mar 08, 2022 9:47 am I like wide rebalance bands.

I missed rebalancing last time on the wake of pandemics. Missed by 2-3% because I was sticking to 15/35% :-)

Hmm. This is now a good problem to have! Most of my gold is physical. How do I actually take advantage of this? Am I buying puts on GLD as a method of rebalancing? Mine is all IAU... Good, bad or ugly. But a bit easier to move around than physical. Well, while ETFs are still an option, till SHTF an...

My 4x25 HBPP gold is about 28%. Should I rebalance at 30% or wait for possible 35%, as 15/35% my rebalance bands. I'm in the same boat/been wondering the same thing. I wish I had rebalanced out of bonds right after the COVID market shift as some here did, so hoping to take advantage the volatility ...

Cortopassi wrote: ↑Sun Mar 06, 2022 7:20 pm $2000. Wow.

My 4x25 HBPP gold is about 28%.
Should I rebalance at 30% or wait for possible 35%, as 15/35% my rebalance bands.

Cortopassi wrote: ↑Sun Mar 06, 2022 7:20 pm $2000. Wow.

Where is Bud these days? :-)

Last post for ppnewbie. Run far away ppnewbie, the PP is a lifetime of disappointment. I was in Analytics/BI for 15 years at a Fortune 300 company so I understand your mental makeup. The agnostic nature of the portfolio sounds great on the surface but you lose to equities on the upside and there is...

PP hurting bad. Gold and LTT’s cannibalizing each other to the downside as rates rise. Sucks for sure. Budd, you never answered my question from a few days ago on when you got into the portfolio, and what your expectations were at that time? I setup a taxable PP in 2010. Took literally that one or ...

Golds turn to take a beating again. This portfolio can lose in countless ways. TLT up 1% but it lost 1.2% yesterday so blah. Budd Where did you get your PP info that has the portfolio performance being judged on daily results? I have the book Fail- Safe Investing and Harry suggests a yearly portfol...

Golds turn to take a beating again. This portfolio can lose in countless ways. TLT up 1% but it lost 1.2% yesterday so blah. You're a broken record. Why continue to post here, unless your goal in life is to drive off the few folks who still frequent these forums thanks to this kind of pointless tro...

buddtholomew wrote: ↑Thu Jan 27, 2022 8:00 am Golds turn to take a beating again.
This portfolio can lose in countless ways.
TLT up 1% but it lost 1.2% yesterday so blah.

YTD
PP is about -3.8%
SP500 -8.7%

PP hurting bad. Gold and LTT’s cannibalizing each other to the downside as rates rise. Sucks for sure. Budd, you never answered my question from a few days ago on when you got into the portfolio, and what your expectations were at that time? I setup a taxable PP in 2010. Capture_______.JPG

If people are concerned about maintaining a clean, well-lit place to educate others about the PP, perhaps there should be a separate Permanent Portfolio Skepticism forum. E.g. every second when gold is down, the guy is screaming about it and about the portfolio. :-\ Budd is just trolling. In some w...

flyingpylon wrote: ↑Fri Jan 21, 2022 12:31 pm If people are concerned about maintaining a clean, well-lit place to educate others about the PP, perhaps there should be a separate Permanent Portfolio Skepticism forum.

E.g. every second when gold is down, the guy is screaming about it and about the portfolio.

It’s clear that if someone were curious about the pp, they would have to dig deep to find posts that correspond with the principles in the book(s). This is exactly why (though I frequently recommend the PP to others for consideration) I never suggest this forum. I have no problem with Mathjak, but ...

I bought PHYS years ago and dislike it but I don't want to pay taxes to switch out of it. I guess I'm stuck. PHYS is a Trust & therefore isn't taxed at the Collectibles rate: it is taxed like any other ETF. For the PP, I've got all stocks and LTTs in the tax deferred accounts and SHY+IAU in a b...

Did the Permanent Portfolio fail in 2021? I ask this provocative question in order to generate some discussion. According to ETF Replay, the Permanent Portfolio generated a total return of 4.1% in 2021. That falls dramatically short of the S&P 500, which generated a total return of 28.7%; and f...

Cortopassi wrote: ↑Sat Jan 01, 2022 11:18 am Let everyone know! I was 5.77%

According to the "2021 PP Returns" topic, the votes and replies should be more related to PP
Otherwise this poll is more "2021 Returns" for VP domain.

barrett wrote: ↑Mon Jan 03, 2022 9:49 am Ah, I was just going to ask if anyone was rebalancing with the big run up in stocks in 2021. Today looks to be as good as any to sell stocks and buy gold or LTTs as the later two are both down this morning.

those are at 24% and 23% in my 4x25 HBPP.... no need to rebalance.

4x25 HBPP
3.8% for me

var wrote: ↑Fri Dec 24, 2021 3:28 pm However, if you're going to buy something I suggest starting with BTC first like 5% allocation.

And now the question is when to rebalance out of crypto. What would be the rebalancing bands?

buddtholomew wrote: ↑Thu Dec 16, 2021 3:31 pm Nice to see the response on a down day in stocks.

Remember, those are uncorrelated assets. So, it could be coincidence (or not :-) )

buddtholomew wrote: ↑Fri Oct 29, 2021 9:00 am

Ugly_Bird wrote: ↑Fri Oct 29, 2021 8:54 am

buddtholomew wrote: ↑Fri Oct 29, 2021 8:45 amJunk

Yeah! Time to buy.

Time to buy was at 900 not 1800, but please go ahead with your purchase.

450 was even better than that. Or maybe 225.

buddtholomew wrote: ↑Fri Oct 29, 2021 8:45 amJunk

Yeah! Time to buy.

vincent_c wrote: ↑Sat Oct 09, 2021 2:12 pm Some other reason for what?

For the "correlation" on the graph.

Update on flows from JPM, via https://www.zerohedge.com/markets/jpmorgan-institutions-are-rotating-out-gold-bitcoin-better-inflation-hedge https://assets.zerohedge.com/s3fs-public/styles/inline_image_mobile/public/inline-images/cumulative%20flows.jpg?itok=NJ5upR9g Even though those are apparent cor...