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...

Happy to see the forums back! Would be happy to donate a few bucks if needed.

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...

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...

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...

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...

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, ...

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?

What's forum features don't satisfy you here that you want to start a G+ community?

This is their email. You should have an answer within a week.
anfrage@boerse-stuttgart.de

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%.

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...

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...

current Price at Stock Stuttgart for EUWAX Gold Bid = 33,63 Ask = 34,05 Spread = 1,25% compare with xetra Gold for Example Bid = 33,60 Ask = 33,64 Spread = 0,12% cost p.A. = 0,36% Break even = (1,25% - 0,12%) / 0,36% = 3,14 Years Thanks. I am so excited about all the money that this is going to sav...

Here is a link for further information to euwax gold https://www.euwax-gold.de/ I was Googling Euwax gold and came back here! What a coincidence this thread was only started 2 days ago. Unfortunately I don't speak German but am curious as to why - from what I have found - Euwax Gold has a 0% Expens...

I went trough the book and was pretty disappointed. I would have expected it to be a lot better.

Here's a good review of it.
http://www.basonasset.com/yes-i-actuall ... -new-book/

I have seen these books on asset allocation recommended on the Bogleheads site more than once. Haven't read these myself but they may provide you with a starting point. All About Asset Allocation, Second Edition by Richard Ferri The Investor's Manifesto by William Bernstein The Intelligent Asset All...

interesting documentary on oil and what will happen when/if we run out.

trailer
https://www.youtube.com/watch?v=WAyHIOg5aHk

complete movie
https://www.youtube.com/watch?v=IVd-zAXACrU

can't comment on your question.

Tarentola. Interesting. Thanks! Frugal Would you please be so kind to repost the ETFs you use? I have browsed trough 14 pages of your post history/ did a Google search and came up empty. Not sure why you wouldn't quickly repost these here for your benefit as well as every other Euro PP investor brow...

Thanks for posting your results Tarentola! Good to hear the PP did well even in Europe. Sorry to hear your Portfolio didn't quite match Tarentola's Frugal. Again, please post all of ETFs you picked to comprise your PP. I have a wild idea of what might have went wrong. I assume it would be the bond p...

Frugal, what ETFs do you use? Can you list all 4 of them here?

It appears the European PP was down 3% in 2013. So it's up 8% this year?

http://europeanpermanentportfolio.blogs ... folio.html

Sucks to have started in a losing year. Assuming you have a PP for only 2 years.

Happened to read this today...
http://europeanpermanentportfolio.blogs ... anent.html

dualstow wrote:

dualstow wrote: Strong dollar today.
Looking forward to buying more gold @ US$1200-1210 per oz.

Almost there...

Believe it hit US$1209 today.

How did you determine this price area? Can you explain this in a short sentence or two? Just curious...

Thanks!! That explains a lot.

I wanted to sell some shares today... These are the current spreads. (from yahoo fiance.) SSO - B:118.34  A:121.25 = $2,91 spread UBT - B:68.20  A:71.29 = $3,09 spread UGL - B:45.30  A:46.35 = $1,05 spread When I originally bought these the spread was only 4 cents or something. Anyone has an idea wh...