Search found 1128 matches
- Mon Apr 11, 2011 9:53 am
- Forum: Permanent Portfolio Discussion
- Topic: Podcast - 2011-04-03 - Cash and the Permanent Portfolio
- Replies: 27
- Views: 14702
Re: Podcast - 2011-04-03 - Cash and the Permanent Portfolio
Clive, I appreciate your point of view and probably tend to agree with you quite a little. I hold about 1/3 of my investable assets in the PP. That is the portion of my assets that I feel is the most stable (but you can never be 100% sure about that obviously). I also use some other strategies si...
- Fri Apr 08, 2011 8:28 pm
- Forum: Other Discussions
- Topic: The Permanent Career
- Replies: 17
- Views: 9366
Re: The Permanent Career
Wait... did I miss it? How did your father become a multi-millionaire in 10 years? You can't leave us hanging like that! Nothing too sexy. After spending the previous 18 years in the restaurant business, much of that working for a corporate chain, he was finally able to open his own high-volume f...
- Fri Apr 08, 2011 5:49 pm
- Forum: Other Discussions
- Topic: The Permanent Career
- Replies: 17
- Views: 9366
Re: The Permanent Career
First, realize that this is a horrible time to try to get a better job. There are 100 resumes for every open spot. I'm not trying to depress you, but I say this because it's important for you to not let your struggles cause you to lose confidence in yourself. It's just a tough time right now. Sec...
- Mon Apr 04, 2011 5:07 pm
- Forum: Variable Portfolio Discussion
- Topic: Natural Gas
- Replies: 4
- Views: 3888
Re: Natural Gas
I tried to bottom pick Natty (UNG) a while back and quickly got out. I wish that I would have known about FCG as a much better alternative to UNG at that point.
- Sat Apr 02, 2011 6:22 pm
- Forum: Other Discussions
- Topic: The Fate of the Euro
- Replies: 23
- Views: 7921
Re: The Fate of the Euro
I certainly don't think it will stand the test of time. I would be shocked if the Euro can survive another significant default situation. It seems like it would be very hard to convince your voters (in Germany, France, etc) that it is in their best interest to keep bailing out lazy, financially re...
- Wed Mar 30, 2011 4:35 pm
- Forum: Permanent Portfolio Discussion
- Topic: Bad news for stocks. Good news for PP
- Replies: 7
- Views: 4221
Re: Bad news for stocks. Good news for PP
Some years ago, can't recall exactly when, the US decided a taxation policy that favoured retention of earnings over paying out dividends. The UK in contrast continued with higher dividend payout rates. My guess is those extra retained amounts just get wasted (big bonuses, failed expansions etc.). ...
- Sat Mar 26, 2011 8:56 pm
- Forum: Bonds
- Topic: Buffett Says Avoid Long-Term Bonds
- Replies: 26
- Views: 13272
Re: Buffett Says Avoid Long-Term Bonds
If I could continually pick undervalued companies and make 30%+ PA like Buffett, I would probably avoid long-term bonds too. However I can't do that, so I keep a big chunk of my money in the PP now.
- Sat Mar 26, 2011 8:52 pm
- Forum: Variable Portfolio Discussion
- Topic: Japan
- Replies: 42
- Views: 20551
Re: Japan
Until they don't. I guess that's the purpose of the PP. We don't really know what's going to happen in the future, despite our hunches.MediumTex wrote: These cyclical bull markets within secular bears always end in tears.
- Sat Mar 26, 2011 4:32 pm
- Forum: Permanent Portfolio Discussion
- Topic: International Permanent Portfolio
- Replies: 29
- Views: 14348
Re: International Permanent Portfolio
Re: German Bonds I'm actually surprised that there isn't a German Bund ETF at this point. I would be shocked of a product serving this sector doesn't come on line in the next couple of years. With the proliferation of ETF's, I can't imagine that there wouldn't be demand for this product. There are ...
- Tue Mar 22, 2011 2:10 pm
- Forum: Permanent Portfolio Discussion
- Topic: Advisor Perspective's Article on PP/PRPFX
- Replies: 31
- Views: 12452
Re: Advisor Perspective's Article on PP/PRPFX
He lost all credibility when he said that it may not keep up with inflation for retirees. If the PP doesn't the only thing that might would be 50%+ commodities. Most retirees will tend to be bond heavy in their later years and surely the PP will do much better then their portfolios. I could respec...
- Mon Mar 21, 2011 1:11 pm
- Forum: Permanent Portfolio Discussion
- Topic: New poster with a couple of questions
- Replies: 8
- Views: 6195
Re: New poster with a couple of questions
Thanks guys. I appreciate the helpful posts.
- Sun Mar 20, 2011 8:57 pm
- Forum: Permanent Portfolio Discussion
- Topic: New poster with a couple of questions
- Replies: 8
- Views: 6195
New poster with a couple of questions
Hi everyone, I have been reading this forum for the past few days and appreciate the venue as well as the wealth of info from others that have found the PP to be valuable. Here are a couple of questions that I've been thinking through recently and haven't found answered yet. A little about me.... I...