Hi,

I am thinking to make the following:

50% Cash savings account in Portugal

10% in PIMCO type funds

30% in EU PP

10% in VP - LAZY portfolio

What you experts think about this group?


Thank you all!

Hi T, Comparing the US PP with the EU PP, you find that the US PP is a bit expensive now, while the EU PP represents reasonable value at this moment. I like to add money to the PP after a downward move below the trendline, like March 2011 for the EU-PP. For an US investor it seems to be a 'good' ti...

Hello,

is there available any PP FUND in EUROS?

This is to avoid CURRENCY RISK.

Thanks!

It works fine for all PP's really.  The LGB is just for reducing the volatility.  Actual returns over the extreme long term is pretty much the same.  It goes to show that the LT bond market is actually pricing the cash-flow risks pretty well. Isn't that funny? We typically think of cash as the vola...

Keep in mind that financial guaranteed from governments that can't print dollars are actually guarantees to raise taxes or beg for foreign aid with strings attached when they inevitably mismanage things and come up short. As AdamA said, there's a reason those rates are so high. I took a look at por...

AdamA wrote:

frugal wrote:
Here we can find CD up to 4-5%/year.

Careful...there's a reason those rates are so high!

Yes, more risky.

But my account is under protection of State guarantee fund...

Regards

Hi,

I was thinking to do,

33%stocks
33% LTB
33% gold
Etf's

A bit different.
Cash I have home CD, which can represent 50% of my savings.

Regards.

Hi,

I am now in Portugal, which is more risky.

I was thinking to have a portfolio like Marc. But cash in germany pays very very bad.

Here we can find CD up to 4-5%/year.

Regards

I like REITs, muni bonds (VPAIX) and VCIT (corp bonds) in my VP. First: Living in Europe we should make hedge to these type of international ETF's ? This to avoid currency risk, or it has not so much influence in the end results.  Second: what is your opinion about the following for VP: REIT       ...

http://forumdacasa.com/extensions/InlineImages/image.jpg.php?AttachmentID=7798 maybe without considering money printing. Don't know whether it affects our little lifes here in our small but good country :) ALL PORTFOLIOS IN THE SAME ZONE WILL HAVE SAME INFLATION :-) Waiting your comments I remain. ...

Hello,

I would like to know you all that are using or thinking to use a PERMANENT PORTFOLIO living in a EUROPEAN country.

Say "Hi!" here in this topic and share your experience.

Thank you very much for your posts!

Cheers.

The market certainly feels that German Bunds are safe. German Bund yields are actually lower than US Treasury yields right now. Germany Bund 2 Year Yield -0.03% Germany Bund 5 Year Yield 0.35% Germany Bund 10 Year Yield 1.33% Germany Bund 30 Year Yield 2.25% vs... US Treasury 2 Year Yield 0.24% US ...

Anyone of you has the monthly turnover of the European PP over the last decades? I only find yearly charts. You can find them since 1999 on my website: Returns Permanent Portfolio After Inflation Or do you mean before 1999? If yes, that is impossible to calculate as every nation had another currenc...

Dear PP users, This is a good discussion but as we can't control inflation, we have to work with what we control. I am still searching strategies, and up to now, I couldn't find a better risk/performance asset alocation. I think I will mix European Permanent Portfolio + US lazy portfolio as variable...

Thank you for your reply.

If I have a CD cash deposit in a home country bank, that has more than 25% of my portfolio, do I need to have more CASH in this foreign country (German) ?

My Permanent Portfolio is for the capital that I protect in a diversified portfolio. Chances of losing (and winning!) are close to zero. http://europeanpermanentportfolio.blogspot.pt/p/marcs-portfolio.html What do you think of this sentence? Do you feel that PP will just pay inflation? Thank you an...

Dear all PP family:


what whould be your choices for CASH in the Europe Zone ?

Which tickers could be a good option for a european PP?


Thank you for your kind asnwers.

I second everything that Pointedstick just said. There is leverage embedded in the market closer to the risk-free rate than you will be able to get on your own. Grab that first before turning to margin. 1) Remove Cash 2) Use 30 year STRIPs 3) Use SCV and EM for equities None of this is a financial ...

I understand you guys that avoid leverage but I understand better the position of Gary. When you have an edge on a PP system you can use leverage up to a point depending on the historical DD of the PP system. You pay 2% interest to the broker, but you hope to win 8% in the longrun, correct? It is t...

Morning

Anyone of you has the monthly turnover of the European PP over the last decades?
I only find yearly charts.

Regards

I used to lambast margin until I actually tried it.  I use it for my income portfolio, which is a relatively conservative portfolio.  My monthly dividends exceed my monthly margin costs by  just enough to make it worthwhile.  With PP, there is no monthly income (and miniscule income overall) and no...

Hi,

as the PP has a small risk, with small yearly drawdowns, why shouldn't we use 2x leverage?

Everything would double:

Average return = 16%

Drawdown = 10%


Waiting your comments I remain.

Thank you.