Search found 80 matches

by ILoveMoney
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?

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. : )
by ILoveMoney
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!
by ILoveMoney
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...

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! :)
by ILoveMoney
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...
by ILoveMoney
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...
by ILoveMoney
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?
by ILoveMoney
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 ...
by ILoveMoney
Tue Jun 09, 2015 2:57 pm
Forum: Permanent Portfolio Discussion
Topic: Realtime PP Live
Replies: 17
Views: 8137

Re: Realtime PP Live

frugal wrote: That is EU-PP.
What's the ticker symbol Frugal? Do you have a direct link?
by ILoveMoney
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%
by ILoveMoney
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! :)
by ILoveMoney
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...
by ILoveMoney
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...
by ILoveMoney
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. :)
by ILoveMoney
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...
by ILoveMoney
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...
by ILoveMoney
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...
by ILoveMoney
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...
by ILoveMoney
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, ...
by ILoveMoney
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?
by ILoveMoney
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?
by ILoveMoney
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
by ILoveMoney
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.
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%.
by ILoveMoney
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...
by ILoveMoney
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...