Thanks, I saw it too.
Did you analyse the difference with iShares Euro Government Bond 15-30yr UCITS ETF (IBGJ).
The duration seems longer (better ?!) but the yield is lower ?
Search found 176 matches
- Thu Sep 24, 2015 4:22 am
- Forum: Bonds
- Topic: New ishares eurozone LT bond etf
- Replies: 10
- Views: 7730
- Fri Jul 17, 2015 3:49 am
- Forum: Permanent Portfolio Discussion
- Topic: Reflation
- Replies: 1
- Views: 1810
Reflation
I came upon a new term: Reflation. as a description of the current economic phase. Any usefull addition to the HB theory ?? Which may change the core 4 assets portfolio ? Wikipedia Reflation is the act of stimulating the economy by increasing the money supply or by reducing taxes, seeking to bring t...
- Thu Jul 02, 2015 9:04 am
- Forum: Permanent Portfolio Discussion
- Topic: Performance eur PP YTD
- Replies: 3
- Views: 2680
Performance eur PP YTD
After finishing laughing over the 5-days death conviction Thought Experiment back to figures. Performance YTD European PP: 3,1 % Personal PP (10 % cash, 20 % gold, 30 % T Bonds, 40 % equities): 5,0 % Equity dividend portfolio: 4,1 % Neutral profile investment banks: 4,0 % Just a normal year. http://...
- Thu Mar 12, 2015 8:37 am
- Forum: Permanent Portfolio Discussion
- Topic: PP for European Investors (once again)
- Replies: 53
- Views: 26689
Re: PP for European Investors (once again)
I understand your concern. However I still do have my €/$ LT Bond-allocations: 75 % iShares € Government Bond 15-30 & 25 % ZROZ And of course the capital gain at the moment is foolish. I just hope the rebalance point will arrive before the game is over. Your allocation at the moment implies in fact ...
- Tue Feb 10, 2015 4:49 am
- Forum: Other Discussions
- Topic: Carl Jung's Archetypes
- Replies: 17
- Views: 7983
Re: Carl Jung's Archetypes
Funny
Also INTP
The difference between the P and the J is planning isn't it ?.
You should expect a "J", however I think the "P"people can accept better the fact that the future is unknown which is quite essentail for the PP philosofie.
Also INTP
The difference between the P and the J is planning isn't it ?.
You should expect a "J", however I think the "P"people can accept better the fact that the future is unknown which is quite essentail for the PP philosofie.
- Fri Jan 09, 2015 7:46 am
- Forum: Bonds
- Topic: DBXN and DBXG
- Replies: 2
- Views: 2617
- Tue Jan 06, 2015 2:56 am
- Forum: Permanent Portfolio Discussion
- Topic: Poll: HBPP Component Predictions for 2015
- Replies: 37
- Views: 19101
Re: Poll: HBPP Component Predictions for 2015
I'm too old to be called ignorant. She certainly has qualities as an asset for the short term, maybe something for the VP.Desert wrote:+1MangoMan wrote:Sometimes ignorance is truly bliss.Thomas Hoog wrote: Who is Kim Kardashian ?
- Tue Jan 06, 2015 2:32 am
- Forum: Permanent Portfolio Discussion
- Topic: 2014 PP performance
- Replies: 38
- Views: 20387
Re: 2014 PP performance
Some Euro figures: IMEU Euro shares +8.3% IBGL Euro 15-30y bonds +26.6% GBS Gold +1.5% IBGS Euro 1-3y bonds +1.8% Average = 9.6%, very close to USA figure. I have got slightly different € figures: IBGS Euro 1-3y bonds: +3,1% iShares MSCI World UCITS ETF DIST (ok, its global): 13,6% Gold ($) : 5,3% ...
- Thu Jan 01, 2015 7:05 am
- Forum: Permanent Portfolio Discussion
- Topic: Poll: HBPP Component Predictions for 2015
- Replies: 37
- Views: 19101
Re: Poll: HBPP Component Predictions for 2015
Who is Kim Kardashian ?
I like predictions, so useless.
I just think the world come to senses, so Stocks & Bonds will go down.
So Gold should the trick.
"Of course, "bonds down" has been the prediction for 6 years now and we're all 0 for 6. Trying for 0 for 7."
+1
I like predictions, so useless.
I just think the world come to senses, so Stocks & Bonds will go down.
So Gold should the trick.
"Of course, "bonds down" has been the prediction for 6 years now and we're all 0 for 6. Trying for 0 for 7."
+1
- Thu Jan 01, 2015 6:59 am
- Forum: Permanent Portfolio Discussion
- Topic: Mixed Europe/US Permanent Portfolio
- Replies: 33
- Views: 16397
Re: Mixed Europe/US Permanent Portfolio
25% bonds 1/2 German government 30yr bond, EUR, 1.38% yield 1/2 Treasury 30yr bond, USD, 2.76% yield The bond section is a tough one. There are EUR long term government bond ETFs, but they sample bonds from Germany, France, Spain, Italy and even Greece! No sane person shall buy that ETF. Well, I am...
- Fri Dec 12, 2014 4:24 am
- Forum: Variable Portfolio Discussion
- Topic: Oil Stocks
- Replies: 12
- Views: 7311
Re: Oil Stocks
I think there's two ways to approach the oil situation: 1) Look to enter into well diversified companies for the long-run. Dividend investing. 2) Look to pick up drillers at a potential bottom and cash out after a significant rebound. For the former, Chevron, Exxon, Phillips are all good choices. F...
- Wed Dec 10, 2014 4:58 am
- Forum: Bonds
- Topic: Bonds in Sweden
- Replies: 31
- Views: 19211
Re: Bonds in Sweden
I would take a combination of US $ and EUR €: TLT for the € part iShares Euro Government Bond 15-30yr UCITS ETF for the € part which part ? I think depending on the correlation of the SEK and the $/€. The higher the correlation the higher part. Or just plain simple 50/50 %. Or add UK bonds as a thir...
- Wed Dec 10, 2014 4:47 am
- Forum: Variable Portfolio Discussion
- Topic: Oil Stocks
- Replies: 12
- Views: 7311
Re: Oil Stocks
Oil stocks is only for dividend investors. Don't try to time on the stock price. It will be dead business at some time, 10 - 30 years. So in the meantime you just collect your dividend. It's about 4 %. No guarantee, but quite stable. So better than Bonds at the moment. There are the big 5. If your a...
- Tue Dec 09, 2014 7:50 am
- Forum: Permanent Portfolio Discussion
- Topic: 2014 Predictions (just for fun)
- Replies: 57
- Views: 31031
Re: 2014 Predictions (just for fun)
Never saw more evidence that is really impossible to predict the future than this year. P.e.:
PIMCO 25+ Year Zero Coupon U.S. Trs ETF (ZROZ) : Year to Date Return (Mkt): 40.17%
It makes me very very modest. Although the year is not yet over.
PIMCO 25+ Year Zero Coupon U.S. Trs ETF (ZROZ) : Year to Date Return (Mkt): 40.17%
It makes me very very modest. Although the year is not yet over.
- Tue Dec 09, 2014 7:35 am
- Forum: Permanent Portfolio Discussion
- Topic: How much do you keep in cash in a regular bank account?
- Replies: 28
- Views: 14993
Re: How much do you keep in cash in a regular bank account?
I have a checking account for household expenses that ebbs and flows between about $7-15k, that I consider separate from the PPs. $50k sounds like a lot to tie up in cash. If it were me I'd probably keep about $10k in bank cash and either dump the remaining $40k into a PP, or else consider it to be...
- Tue Dec 09, 2014 6:43 am
- Forum: Permanent Portfolio Discussion
- Topic: Gold in EURos
- Replies: 6
- Views: 4579
Re: Gold in EURos
I don't know if you can buy it by your regular broker. It is issued by the Börse Stuttgart. yes, it seems the buy-sell range is much higher Xetra-Gold Kauf-Verkaufsspanne an Börse (beispielhaft) Ca. 0,07% (maximal 1%) EUWAX Gold Ca. 0,70% Hello, you mean the SPREAD is 10x higher? What are the best ...
- Mon Dec 08, 2014 8:26 am
- Forum: Permanent Portfolio Discussion
- Topic: Gold in EURos
- Replies: 6
- Views: 4579
Re: Gold in EURos
I don't know if you can buy it by your regular broker. It is issued by the Börse Stuttgart.
yes, it seems the buy-sell range is much higher
Xetra-Gold
Kauf-Verkaufsspanne an Börse (beispielhaft) Ca. 0,07% (maximal 1%)
EUWAX Gold
Ca. 0,70%
yes, it seems the buy-sell range is much higher
Xetra-Gold
Kauf-Verkaufsspanne an Börse (beispielhaft) Ca. 0,07% (maximal 1%)
EUWAX Gold
Ca. 0,70%
- Wed Nov 12, 2014 6:35 am
- Forum: Permanent Portfolio Discussion
- Topic: EU-PP is still valid?
- Replies: 18
- Views: 12002
Re: EU-PP is still valid?
Strange, I have the greatest year ever: (10% cash, 20 % Gold, 30 % Bonds, 40 % equities allocation): ETFS Gold Trust 5,44% iShares Euro Govt Bond 1-3yr UCITS ETF 0,74% iShares Euro Govt Bond 15-30yr UCITS ETF 19,15% iShares MSCI World UCITS ETF DIST 14,95% SPDR Gold Trust 5,40% Totaal YTD 14,00% Co...
- Tue Nov 11, 2014 8:19 am
- Forum: Permanent Portfolio Discussion
- Topic: EU-PP is still valid?
- Replies: 18
- Views: 12002
Re: EU-PP is still valid?
Strange, I have the greatest year ever:
(10% cash, 20 % Gold, 30 % Bonds, 40 % equities allocation):
ETFS Gold Trust 5,44%
iShares Euro Govt Bond 1-3yr UCITS ETF 0,74%
iShares Euro Govt Bond 15-30yr UCITS ETF 19,15%
iShares MSCI World UCITS ETF DIST 14,95%
SPDR Gold Trust 5,40%
Totaal YTD 14,00%
(10% cash, 20 % Gold, 30 % Bonds, 40 % equities allocation):
ETFS Gold Trust 5,44%
iShares Euro Govt Bond 1-3yr UCITS ETF 0,74%
iShares Euro Govt Bond 15-30yr UCITS ETF 19,15%
iShares MSCI World UCITS ETF DIST 14,95%
SPDR Gold Trust 5,40%
Totaal YTD 14,00%
- Thu Nov 06, 2014 5:10 am
- Forum: Permanent Portfolio Discussion
- Topic: 30/60/10 vs HBPP
- Replies: 36
- Views: 23343
Re: 30/60/10 vs HBPP
There are several assetallocations better (CAGR) compared to 4x25 %. Out of my head, rang 300 out of 10.000. The best one (round figures) was (1972 -2012) 50 % Gold & 50 % Stocks. (1982 - 2012) was 100 % Bonds. So basically you have to choose one you feel happy with depending on your personality, li...
- Wed Oct 29, 2014 9:53 am
- Forum: Stocks
- Topic: European PP: Investing in U.S. stocks too?
- Replies: 33
- Views: 20122
Re: European PP: Investing in U.S. stocks too?
We live in a global economy; so I think you have to invest Global, despite the currency risk. So I have 30 % EU stock, 30 % US stock, 30 % Asia, Pacific, Latin Amer. & 10 % national stocks. Or just take VT / VTI I agree with you that we live in a globalized economy. But I doubt that we therefore s...
- Tue Oct 28, 2014 11:20 am
- Forum: Stocks
- Topic: European PP: Investing in U.S. stocks too?
- Replies: 33
- Views: 20122
Re: European PP: Investing in U.S. stocks too?
We live in a global economy; so I think you have to invest Global, despite the currency risk.
So I have 30 % EU stock, 30 % US stock, 30 % Asia, Pacific, Latin Amer. & 10 % national stocks. Or just take VT / VTI
So I have 30 % EU stock, 30 % US stock, 30 % Asia, Pacific, Latin Amer. & 10 % national stocks. Or just take VT / VTI
- Mon Sep 29, 2014 9:09 am
- Forum: Permanent Portfolio Discussion
- Topic: Strategies for Compulsive Portfolio Checkers
- Replies: 30
- Views: 17048
Re: Strategies for Compulsive Portfolio Checkers
Nice issue: Use your VP portfolio to satisfy your human behavior ?
I use a dividend stock portfolio to mess around, YTD 16,3 %, takes my mind off the core PP portfolio.
I use a dividend stock portfolio to mess around, YTD 16,3 %, takes my mind off the core PP portfolio.
- Tue Aug 26, 2014 3:21 am
- Forum: Bonds
- Topic: Is Today the Day?
- Replies: 31
- Views: 16912
Re: Is Today the Day?
I have a adjusted € PP: Strategic Bond allocation: 30 % consist of: 75 % iShares € Government 15-30 years Bond & 25 % ZROZ. Current allocation : 30,2% I just checked: YTD : 25 % up :P Reading the reactions: we just don't know, do we ? Alright: I just stick to the PP strategy, close my eyes and do n...
- Mon Aug 25, 2014 7:37 am
- Forum: Bonds
- Topic: Is Today the Day?
- Replies: 31
- Views: 16912
Re: Is Today the Day?
And how about today ? They are up 20 % YTD. That's is scary. And nowhere near a rebalance. I'm very confidence in the PP concept.
But now I'm in doubt. Sell some ?. Stay and pray. Sell all and buy cash(no), equities (no), gold (maybe).
But now I'm in doubt. Sell some ?. Stay and pray. Sell all and buy cash(no), equities (no), gold (maybe).