Why not post the info here so all of us can benefit from what you have the say. : )ochotona wrote: I will send you a PM
Search found 80 matches
- Sat Apr 02, 2016 10:00 pm
- Forum: Variable Portfolio Discussion
- Topic: 20% annual returns over 40 years...interested?
- Replies: 571
- Views: 336839
Re: 20% annual returns over 40 years...interested?
- Sat Jan 09, 2016 5:25 pm
- Forum: Permanent Portfolio Discussion
- Topic: I miss Craig Rowland
- Replies: 53
- Views: 26365
Re: I miss Craig Rowland
I haven't seen the returns for a EU PP posted. Anyone has them? Thanks!
- Sun Dec 20, 2015 7:06 pm
- Forum: Variable Portfolio Discussion
- Topic: Throwing in the towel again...
- Replies: 5
- Views: 4332
Re: Throwing in the towel again...
Thanks!dualstow wrote:http://portfoliocharts.com/portfolios/ILoveMoney wrote: Could you please post the link to the thread where Tyler originally talked about this? Thanks!
{tyler's site}
- Sat Dec 19, 2015 12:51 pm
- Forum: Variable Portfolio Discussion
- Topic: Throwing in the towel again...
- Replies: 5
- Views: 4332
Re: Throwing in the towel again...
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...
- Sat Nov 14, 2015 1:38 pm
- Forum: Variable Portfolio Discussion
- Topic: 20% annual returns over 40 years...interested?
- Replies: 571
- Views: 336839
Re: 20% annual returns over 40 years...interested?
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...
- Sat Jul 25, 2015 3:36 pm
- Forum: Permanent Portfolio Discussion
- Topic: The Desert Portfolio
- Replies: 52
- Views: 38684
Re: The Desert Portfolio
I read somewhere Desert keeps the bonds until maturity? So he has essentially a 10-0 year laddered bond allocation. Is that right?
- Sun Jul 12, 2015 4:45 pm
- Forum: Permanent Portfolio Discussion
- Topic: Seeing euro PP historic performance
- Replies: 6
- Views: 3878
- Tue Jun 09, 2015 6:08 pm
- Forum: Permanent Portfolio Discussion
- Topic: Realtime PP Live
- Replies: 17
- Views: 8137
Re: Realtime PP Live
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 ...
- Tue Jun 09, 2015 2:57 pm
- Forum: Permanent Portfolio Discussion
- Topic: Realtime PP Live
- Replies: 17
- Views: 8137
Re: Realtime PP Live
What's the ticker symbol Frugal? Do you have a direct link?frugal wrote: That is EU-PP.
- Sun Jun 07, 2015 12:44 pm
- Forum: Permanent Portfolio Discussion
- Topic: Realtime PP Live
- Replies: 17
- Views: 8137
Re: Realtime PP Live
For the European Investor YTD
Stocks: YTD +16%
Long Bonds: -3% (lost 19% of NAV in one month).
Gold: + 8%
Stocks: YTD +16%
Long Bonds: -3% (lost 19% of NAV in one month).
Gold: + 8%
- Sat May 30, 2015 2:34 pm
- Forum: Permanent Portfolio Discussion
- Topic: Meb Faber chapter summaries
- Replies: 1
- Views: 2496
Re: Meb Faber chapter summaries
Thanks for posting!
- Wed May 20, 2015 11:41 pm
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3693
- Views: 1776815
Re: The GOLD scream room
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...
- Fri May 08, 2015 9:17 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP for European Investors (once again)
- Replies: 53
- Views: 27085
Re: PP for European Investors (once again)
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...
- Tue May 05, 2015 11:31 am
- Forum: Permanent Portfolio Discussion
- Topic: Forum Crash...
- Replies: 48
- Views: 20934
Re: Forum Crash...
Happy to see the forums back! Would be happy to donate a few bucks if needed.
- Sat Apr 25, 2015 11:18 am
- Forum: Stocks
- Topic: Going all in for VTI??
- Replies: 14
- Views: 11997
Re: Going all in for VTI??
If you have a lot of money and don't want to put it into the PP all at once, it's fine to divide it into aliquots and buy into all 4 assets at regular intervals, e.g. monthly. That gets expensive with gold so you might want to buy that less often, e.g. every 3 months. Could you explain why you wou...
- Fri Apr 24, 2015 10:14 pm
- Forum: Stocks
- Topic: S&P 500's Dirty Little Secret (Joshua Kennon)
- Replies: 18
- Views: 13076
Re: S&P 500’s Dirty Little Secret (Joshua Kennon)
Thanks dualstow! I wonder about whether there is a piece of advice in here worth considering: In nearly every case, under nearly every valuation scenario, when you stretch the performance period out to 25 years or more, a basket of a given index bought and held on the date it was acquired, with ab...
- Tue Mar 17, 2015 10:59 pm
- Forum: Variable Portfolio Discussion
- Topic: How much to gamble in a VP and how frequent are your trades?
- Replies: 13
- Views: 8156
Re: How much to gamble in a VP and how frequent are your trades?
I am a fan of putting around 10% of investment money into a dedicated long term buy and hold VP consisting of one position... an S&P 500 index/ETF. No trading, no rebalancing. Just reinvest the dividends and leave it alone until I hit 55 when I will probably start folding it into the PP, gradua...
- Sun Mar 15, 2015 12:02 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP for European Investors (once again)
- Replies: 53
- Views: 27085
Re: PP for European Investors (once again)
Many of us here in the US could be in your shoes in a year or two. We just don't know what will happen but we have to at least accept that as a possible scenario. To me you are betting against the Euro with your US LTTs, so it's a bit of a speculative play, but I do think you have to do something b...
- Wed Mar 11, 2015 10:11 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP for European Investors (once again)
- Replies: 53
- Views: 27085
Re: PP for European Investors (once again)
I am no expert at this and my question may reveal my ignorance but here's 3 things that stick out in my mind. 1: But I like frugal's approach. Just have two separate US and German PPs with a shared gold kitty and shift your contributions accordingly depending on how the weather is blowing. For me, ...
- Wed Mar 04, 2015 5:11 pm
- Forum: Permanent Portfolio Discussion
- Topic: A Survey of 15 Top Asset Allocation Strategies
- Replies: 29
- Views: 11108
Re: A Survey of 15 Top Asset Allocation Strategies
Thanks for posting MG.
How can I get this? I entered my name and email and all I get is. "Thank You! Your form has been submitted."
No email, nothing.... can you perhaps upload the book to mediafire or another file host and share it here, if you have it?
How can I get this? I entered my name and email and all I get is. "Thank You! Your form has been submitted."
No email, nothing.... can you perhaps upload the book to mediafire or another file host and share it here, if you have it?
- Wed Mar 04, 2015 5:09 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP on GooglePlus
- Replies: 16
- Views: 9609
Re: PP on GooglePlus
What's forum features don't satisfy you here that you want to start a G+ community?
- Tue Jan 20, 2015 12:30 pm
- Forum: Permanent Portfolio Funds
- Topic: European/German Permanent Portfolio on wikifolio - good/bad?
- Replies: 25
- Views: 29402
Re: European/German Permanent Portfolio on wikifolio - good/bad?
This is their email. You should have an answer within a week.
anfrage@boerse-stuttgart.de
anfrage@boerse-stuttgart.de
- Mon Jan 19, 2015 10:45 pm
- Forum: Permanent Portfolio Funds
- Topic: European/German Permanent Portfolio on wikifolio - good/bad?
- Replies: 25
- Views: 29402
Re: European/German Permanent Portfolio on wikifolio - good/bad?
Got a reply from the Euwax folks on the maximum bid/ask spread.
Here's what they told me.
Here's what they told me.
There is no definition of a maximum spread.
Nevertheless the issuer is anxious to offer the etc-product with a spread of not higher than 1,2%, with trying not to exceed 1,5%.
- Mon Jan 19, 2015 10:42 pm
- Forum: Permanent Portfolio Discussion
- Topic: European Permanent Portfolio With A Twist!
- Replies: 4
- Views: 4173
Re: European Permanent Portfolio With A Twist!
Frugal, I like your enthusiasm and am happy to reply to your questions however please realize I have put a lot of time in putting this portfolio together. Just like I put a decent amount of time in creating the post here on the forum. It really annoyed me (so it appears) you didn't even take the tim...
- Sat Jan 17, 2015 9:51 pm
- Forum: Permanent Portfolio Discussion
- Topic: European Permanent Portfolio With A Twist!
- Replies: 4
- Views: 4173
European Permanent Portfolio With A Twist!
I have been reading this forum almost daily for a year! I love the PP concept. The stocks, bonds, gold & cash, I like it all. :) Anyway... after a lot of thought and trial and error I have come up with this portfolio. I work/live in Belgium. Please be brutally honest in your assessment of it. Lo...