Search found 171 matches
- Mon Dec 04, 2017 8:04 am
- Forum: Permanent Portfolio Discussion
- Topic: What is the "store of value" in the PP
- Replies: 9
- Views: 5661
Re: What is the "store of value" in the PP
Please note that I'm relatively new to investing. and cash rarely delivers a "real, inflation adjusted" return of any significance, Looking at this article: https://portfoliocharts.com/2017/05/12/understanding-cash-will-make-you-a-better-and-happier-investor/ I believe the author (username...
- Mon Nov 20, 2017 1:07 pm
- Forum: Other Discussions
- Topic: My new company: Sandfly Security
- Replies: 8
- Views: 8448
Re: My new company: Sandfly Security
Congratulations on the launch! Very sleek logo.
- Mon Nov 20, 2017 1:03 pm
- Forum: Other Discussions
- Topic: the Thankful Investor (Tyler)
- Replies: 5
- Views: 5460
Re: the Thankful Investor (Tyler)
It's a good one, thanks for posting about it. I'm only just starting in my investment journey, but ever since, I haven't really worried. Part of it, is that the PP prescribes a nice fat wad of cash. While other investors are worrying about how much they should keep cash, I can just stick to the 25% ...
- Thu Nov 16, 2017 10:13 am
- Forum: Other Discussions
- Topic: Has Craig's blog been hijacked?
- Replies: 10
- Views: 7217
Re: Has Craig's blog been hijacked?
Well, it's all in his signature on this forum, right? He no longer controls the domain, so I don't see the problem.
- Fri Nov 10, 2017 7:18 am
- Forum: Permanent Portfolio Discussion
- Topic: EU-PP whilst buying a house.
- Replies: 6
- Views: 4849
Re: EU-PP whilst buying a house.
Well, it all depends on the numbers, on your risk appetite, and very importantly, on any partner's taste in this regard. Let me sketch my circumstances, and perhaps we can draw some parallels for yours. I own a house, its current worth is 350k. Over the years, I've moved money towards the principal ...
- Thu Oct 26, 2017 8:00 am
- Forum: Other Discussions
- Topic: Benefits of State Marriage
- Replies: 41
- Views: 24809
Re: Benefits of State Marriage
Absolutely true. So here's the $500 question. Knowing this (and what man could possibly NOT know this by now), why do men so willingly enter into this situation? I think it's because changing this requires a prenup. This is not the default situation. People are often unwilling to change the default...
- Wed Oct 25, 2017 2:49 am
- Forum: Other Discussions
- Topic: Benefits of State Marriage
- Replies: 41
- Views: 24809
Re: Benefits of State Marriage
I'm from Europe (The Netherlands), and the culture around marriage is definitely different. About half of my friends and acquaintances get married, the other half lives together. Of those who married, they often took their time; half of those married after their first or second child. There are fina...
- Fri Oct 20, 2017 5:54 am
- Forum: Other Discussions
- Topic: How to subscribe to new topics (and not to replies)?
- Replies: 7
- Views: 7421
Re: How to subscribe to new topics (and not to replies)?
Ah, for just one forum I wasn't able to do that either. However doesn't Feedly include filtering or some such?
- Fri Oct 20, 2017 5:41 am
- Forum: Other Discussions
- Topic: How to subscribe to new topics (and not to replies)?
- Replies: 7
- Views: 7421
Re: How to subscribe to new topics (and not to replies)?
If you have an RSS reader, I think you can subscribe to the following URL:
feed.php?mode=topics
feed.php?mode=topics
- Sun Oct 15, 2017 2:15 pm
- Forum: Permanent Portfolio Discussion
- Topic: Permanent Portfolio in Europe (follow-up)
- Replies: 66
- Views: 52315
Re: Permanent Portfolio in Europe (follow-up)
Another Dutchie here. Thanks for your valuable posts!Thomas Hoog wrote:Yep Dutch
- Sun Oct 08, 2017 9:16 am
- Forum: Permanent Portfolio Discussion
- Topic: New Member
- Replies: 7
- Views: 6150
Re: New Member
If I understand correctly t's 2,50 euro a year for each exchange? I choose those ETF's because they were lower cost than most other comparable ETF's. I read some of the discussions about eurozone bonds and for me the combined duration of a LT bond etf and a savings account still seems reasonable to...
- Mon Sep 25, 2017 3:39 am
- Forum: Permanent Portfolio Discussion
- Topic: New Member
- Replies: 7
- Views: 6150
Re: New Member
I'm using DeGiro (custody account) for now. Great, I have an account there as well. Any reason why you're using GZUR and not PHAU? The reason I use PHAU is that it's listed on the Euronext Amsterdam, so you don't pay the yearly fees for keeping a fund on a foreign exchange. As for bonds, I use iSha...
- Thu Sep 21, 2017 4:56 am
- Forum: Permanent Portfolio Discussion
- Topic: New Member
- Replies: 7
- Views: 6150
Re: New Member
Another Dutchie here Belated welcomeWhiteElephant wrote:Long-time lurker here from the Netherlands.
Which broker do you use?
- Fri Sep 08, 2017 3:58 am
- Forum: Bonds
- Topic: Why do bonds with low yields provide less insurance?
- Replies: 11
- Views: 9219
Re: Why do bonds with low yields provide less insurance?
My understanding of Harry Browne's PP is that it is crucial to have a Long Term Bond without any credit risk. Therefore I bought the 2046 Bund after a lot of hesitation given yield is so low. The idea is that your long term bond should offer you deflation risk protection while excluding any credit ...
- Fri Aug 11, 2017 4:49 am
- Forum: Other Discussions
- Topic: Venezuela and PDVSA default
- Replies: 2
- Views: 2486
Re: Venezuela and PDVSA default
This has happened before, right? I find this hugely interesting, especially with the recent very successful Iraqi bond sale.
Has anyone here invested in risky state bonds, as part of their variable portfolio? If so, why?
Has anyone here invested in risky state bonds, as part of their variable portfolio? If so, why?
- Sat Aug 05, 2017 9:15 am
- Forum: Variable Portfolio Discussion
- Topic: Article on Iraqi bonds
- Replies: 0
- Views: 2938
Article on Iraqi bonds
A column on the MoneyWeek website is titled: Bond bubble? What bond bubble? By John Stepek Quote from the article: "Iraq has issued $1bn-worth of five-year debt. The deal was seven times oversubscribed. In other words, investors were queueing around the block to buy this stuff. So much so that ...
- Sun Jul 16, 2017 1:14 pm
- Forum: Bonds
- Topic: Modelling TLT in an Era of Rising Rates, part 2
- Replies: 9
- Views: 8458
Re: Modelling TLT in an Era of Rising Rates, part 2
A few things to think about Great pointers which I didn't consider. As for point 3, yes that's something. However I feel somehow "caught" because I'm reading pretty horrible things in the news, and here on the forums as well. This stuff just drives me nuts: European bonds rebound as ECB o...
- Sun Jul 16, 2017 4:13 am
- Forum: Bonds
- Topic: Modelling TLT in an Era of Rising Rates, part 2
- Replies: 9
- Views: 8458
Modelling TLT in an Era of Rising Rates, part 2
So Kbg posted about an article in a previous topic , and it got a follow-up named How to Play US Treasury ETFs in an Era of Rising Rates . I found it very interesting. I've been setting up an EU PP, and bought iShares Euro Government Bond 15-30yr UCITS ETF (IBGL) and it hasn't been sitting well with...
- Fri Jul 14, 2017 1:31 am
- Forum: Permanent Portfolio Discussion
- Topic: 600 Members Coming Up
- Replies: 63
- Views: 35631
Re: 600 Members Coming Up
That's great. It has gotten a bit quieter around here lately, and I mostly lurk these days as well (sorry, Mr. Leavy, I'm sure you miss my religion posts), but there are still a great many smart folks hanging out in these parts. Offtopic, but have you noticed that Tyler from Portfolio Charts has re...
- Wed Jul 12, 2017 2:15 am
- Forum: Other Discussions
- Topic: Looking for Linux Sysadmins
- Replies: 3
- Views: 4203
Re: Looking for Linux Sysadmins
Mark Leavy wrote: How do I invest?
- Sat Jul 08, 2017 10:13 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3693
- Views: 1772297
Re: The GOLD scream room
Thanks, looks interesting!Hal wrote:Try this site for some ideas.europeanwizard wrote:Do you guys actively trade on gold? Maybe as part of your variable portfolio?
https://www.youtube.com/user/belangp/videos
- Sat Jul 08, 2017 2:16 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3693
- Views: 1772297
Re: The GOLD scream room
Do you guys actively trade on gold? Maybe as part of your variable portfolio?
- Thu Jul 06, 2017 1:03 am
- Forum: Gold
- Topic: GenX 7% in Gold?
- Replies: 11
- Views: 10302
Re: GenX 7% in Gold?
I wouldn't have expected that. On one Dutch forum I frequent, I see most people having a 100% stocks portfolio, saying "there are riskier strategies".
- Wed Jul 05, 2017 1:19 pm
- Forum: Cash
- Topic: Europe -- CDs versus T-Bills
- Replies: 9
- Views: 9826
Re: Europe -- CDs versus T-Bills
What's the reason for such low yields? They seem lower than what they had even during the great depression. The official coupon interest is 4% or something, but these bonds are sold by the state via a tender system at tranches starting at 100K or so I read. So when I as a private investor go and bu...
- Tue Jul 04, 2017 2:21 am
- Forum: Cash
- Topic: Europe -- CDs versus T-Bills
- Replies: 9
- Views: 9826
Europe -- CDs versus T-Bills
From what I've read here on the board, you can put your cash in ~1 year T-Bills according to the book(s). But lots of people also put them in CDs. Are there other options? Does it matter which one you pick? In my case, I'd either get Dutch 1 year bonds, which yield -0.74% at the moment. For a one ye...