Search found 120 matches

by hedgehog
Sun Dec 22, 2013 5:14 am
Forum: Variable Portfolio Discussion
Topic: What is your view on Hedge Funds?
Replies: 9
Views: 6676

What is your view on Hedge Funds?

I did not find such a discussion with the search.
by hedgehog
Mon Dec 16, 2013 7:47 am
Forum: Permanent Portfolio Discussion
Topic: PP returns USA 2013?
Replies: 43
Views: 22573

Re: PP returns USA 2013?

I just reread parts of HB's Failsafe Investing, aka the bible http://www.harrybrowne.org/Archives/Archives.htm How does the Radio Show (dated 2005) compares to the book (dated (2001)? I am listening to the shows now, my assumption is Harry's latest knowledge arisen from the time he published the bo...
by hedgehog
Mon Dec 16, 2013 7:44 am
Forum: Permanent Portfolio Discussion
Topic: Left Fidelity
Replies: 22
Views: 13267

Re: Left Fidelity

portart wrote:She basically said my PP portfolio was "dangerous" and she couldn't do a Monte Carlo through their software and create a retirement plan for me!
Interesting. How to do a Monte Carlo on your portfolio from the safety of your home?
by hedgehog
Sat Dec 14, 2013 10:16 am
Forum: Permanent Portfolio Discussion
Topic: Estate Tax, US PP for Europeans on US or European exchanges?
Replies: 5
Views: 5247

Re: Estate Tax, US PP for Europeans on US or European exchanges?

Thanks for your insights LazyInvestor! So how does the practical side work? When I want to put my funds on an investment account (preferably all of them on one account) for easy rebalancing and not hit by fees when moving funds between accounts and maybe even countries. You said to buy the equities ...
by hedgehog
Sat Dec 14, 2013 9:59 am
Forum: Permanent Portfolio Discussion
Topic: Comparing the PP to a Boglehead-style Lifecycle fund? (Backtesting?)
Replies: 3
Views: 3150

Comparing the PP to a Boglehead-style Lifecycle fund? (Backtesting?)

All lifecycle funds start with the allocation of your age or are there variations? Like it starts with 100-0 or 80-20?

Someone with more computing power, time or expertise have done the comparison of Boglehead-Lifecycle to Permanent Portfolio? It would be interesting.
by hedgehog
Tue Dec 10, 2013 6:31 am
Forum: Permanent Portfolio Discussion
Topic: Estate Tax, US PP for Europeans on US or European exchanges?
Replies: 5
Views: 5247

Re: Estate Tax, US PP for Europeans on US or European exchanges?

No one in my shoes? I thought this question is in the interest for quite a few people. Really.
by hedgehog
Sun Dec 08, 2013 9:50 am
Forum: Permanent Portfolio Discussion
Topic: Backtesting for the Optimum HBPP Allocations
Replies: 101
Views: 256107

Re: Backtesting for the Optimum HBPP Allocations

If I remember correctly Sharpe ratio was featured here: https://web.archive.org/web/20160324133 ... l-returns/
Is it removed with the new design? What's the aggregate Sharpe value?
by hedgehog
Sat Dec 07, 2013 6:42 pm
Forum: Permanent Portfolio Discussion
Topic: Estate Tax, US PP for Europeans on US or European exchanges?
Replies: 5
Views: 5247

Estate Tax, US PP for Europeans on US or European exchanges?

I have to quote LazyInvestor's post from the thread - http://gyroscopicinvesting.com/forum/variable-portfolio-discussion/best-broker-for-us-and-eu/ - which has been misplaced to the Variable Portfolio branch for better exposure here - and I am looking for the Permanent part. For >10K accounts, I thi...
by hedgehog
Sat Dec 07, 2013 6:27 pm
Forum: Permanent Portfolio Discussion
Topic: Backtesting for the Optimum HBPP Allocations
Replies: 101
Views: 256107

Re: Backtesting for the Optimum HBPP Allocations

Peak2Trough: Possibly could you or would you make your calculator able to calculate some gearing with the PP? Like 1.5x, 2x. Out if pure academic interest to see where it hits a margin call. - http://gyroscopicinvesting.com/forum/variable-portfolio-discussion/having-another-pp-for-a-vp-but-with-a-2...
by hedgehog
Sat Dec 07, 2013 6:22 pm
Forum: Permanent Portfolio Discussion
Topic: Julian Rubenstein
Replies: 8
Views: 5464

Re: Julian Rubenstein

JMoyle wrote: Julian, I enjoy listening to your show!
I might be interested in listening to this. Which one is a good 'overview' episode?
by hedgehog
Sat Dec 07, 2013 6:15 pm
Forum: Other Discussions
Topic: That "other" investment forum is really retarded
Replies: 57
Views: 24030

Re: That "other" investment forum is really retarded

Pointedstick wrote: You can see this so clearly illustrated by the fact that our biggest debate here resolves around the conflict between two different esoteric, non-mainstream theories--MR and Austrian economics!
MR stands for...?
by hedgehog
Thu Dec 05, 2013 11:35 pm
Forum: Permanent Portfolio Discussion
Topic: PP returns USA 2013?
Replies: 43
Views: 22573

Re: PP returns USA 2013?

I just reread parts of HB's Failsafe Investing, aka the bible http://www.harrybrowne.org/Archives/Archives.htm How does the Radio Show (dated 2005) compares to the book (dated (2001)? I am listening to the shows now, my assumption is Harry's latest knowledge arisen from the time he published the bo...
by hedgehog
Thu Dec 05, 2013 8:06 am
Forum: Permanent Portfolio Discussion
Topic: Book: Misconceptions of Risk: Terje Aven (Wiley)
Replies: 1
Views: 1974

Book: Misconceptions of Risk: Terje Aven (Wiley)

I have found this book: http://www.amazon.com/Misconceptions-Risk-Terje-Aven/dp/0470683880 At least the manuscript as a some seemingly legit download from Diderot University Paris: http://didel-old.script.univ-paris-diderot.fr/claroline/backends/download.php?url=L01pc2NvbmNlcHRpb25zX29mX1Jpc2sucGRm&...
by hedgehog
Thu Dec 05, 2013 6:59 am
Forum: Permanent Portfolio Discussion
Topic: Direct Registration (in your name) vs "street name" for top SIPC protection
Replies: 9
Views: 5129

Re: Direct Registration (in your name) vs "street name" for top SIPC protection

Then again, I've heard TD has horrible fraud protections, meaning if someone hacks your account, they tell you to f-off, whereas a legit brokerage would assist you in recovering your assets, or make you whole out of their pocket if necessary. That sentence peaked my interest in this resurrected top...
by hedgehog
Thu Dec 05, 2013 6:57 am
Forum: Permanent Portfolio Discussion
Topic: Direct Registration (in your name) vs "street name" for top SIPC protection
Replies: 9
Views: 5129

Re: Direct Registration (in your name) vs "street name" for top SIPC protection

smurff wrote: You can also have direct registration if you buy stock via DRIP and DSP (direct stock purchase) plans, usually  fee-free or low fee.
I know. The question is can you do it with ETFs and is it worth it? Compared to Interactive Brokers (for a non US person) for example.
by hedgehog
Thu Dec 05, 2013 6:54 am
Forum: Permanent Portfolio Discussion
Topic: Geared ETFs for creating a PP?
Replies: 2
Views: 2505

Re: Geared ETFs for creating a PP?

I would really like to d this - ON PAPER:

http://gyroscopicinvesting.com/forum/pe ... /#msg84784

If you are not a US person you can use CFDs.
by hedgehog
Thu Dec 05, 2013 6:51 am
Forum: Permanent Portfolio Discussion
Topic: PP returns USA 2013?
Replies: 43
Views: 22573

Re: PP returns USA 2013?

Peak2Trough wrote: I like to set the detail level to 'daily' and run the YTD results.
Who played with this a lot: how often is best to rebalance?
by hedgehog
Wed Dec 04, 2013 10:24 am
Forum: Permanent Portfolio Discussion
Topic: PP returns USA 2013?
Replies: 43
Views: 22573

Re: PP returns USA 2013?

buddtholomew wrote: Marc, there is a site www.peaktotrough.com created by a  member of this board (I believe) which displays the YTD return for the PP.
I would like to know the forum nick of the author. Thanks.
by hedgehog
Wed Dec 04, 2013 10:18 am
Forum: Permanent Portfolio Discussion
Topic: Leveraged PP?
Replies: 39
Views: 21078

Re: Leveraged PP?

Could you make a dummy simulation of this one - just for education purposes? Having another PP for a VP but with a 2:1 leverage (using CFDs)? http://gyroscopicinvesting.com/forum/variable-portfolio-discussion/having-another-pp-for-a-vp-but-with-a-21-leverage-(using-cfds)/ To see at what times it get...
by hedgehog
Sat Nov 30, 2013 7:50 pm
Forum: Permanent Portfolio Discussion
Topic: Direct Registration (in your name) vs "street name" for top SIPC protection
Replies: 9
Views: 5129

Re: Direct Registration (in your name) vs "street name" for top SIPC protection

Long story short: pros and cons of maintaining my portfolio with a 'street name' brokerage vs. an 'equities in my name' brokerage? And a separate list of both types? I greatly appreciate you.
by hedgehog
Sat Nov 30, 2013 7:41 pm
Forum: Variable Portfolio Discussion
Topic: Having another PP for a VP but with a 2:1 leverage (using CFDs)?
Replies: 9
Views: 5184

Re: Having another PP for a VP but with a 2:1 leverage (using CFDs)?

That is already to complicated to me where he says he is tweaking it here, changing it there I lost the line. What I would be looking for is simply leveraging a solid PP 2:1.

Thanks for sharing, nonetheless.
by hedgehog
Sat Nov 30, 2013 7:37 pm
Forum: Permanent Portfolio Discussion
Topic: What software do you use to keep track of your pp ?
Replies: 45
Views: 22040

Re: What software do you use to keep track of your pp ?

Which can you recommend for non-US residents investing in the US market?
by hedgehog
Wed Nov 27, 2013 3:39 am
Forum: Other Discussions
Topic: That "other" investment forum is really retarded
Replies: 57
Views: 24030

Re: That "other" investment forum is really retarded

I didn't make it through there posting my very first post. Did I win? :D
by hedgehog
Tue Nov 26, 2013 4:12 pm
Forum: Variable Portfolio Discussion
Topic: best BROKER for US and EU
Replies: 25
Views: 14312

Re: best BROKER for US and EU

Also worth taking into consideration if equities are held in your name or the broker's name. In Australia it is called CHESS sponsored, I don't know about the US. Interactive Brokers doesn't have segregated user accounts; equities are held in the name of the broker. See this thread (featuring IB): h...