Search found 120 matches
- Sun Dec 22, 2013 5:20 am
- Forum: Permanent Portfolio Discussion
- Topic: Comparing the PP to a Boglehead-style Lifecycle fund? (Backtesting?)
- Replies: 3
- Views: 3150
Re: Comparing the PP to a Boglehead-style Lifecycle fund? (Backtesting?)
Thank you button.
- 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.
- 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...
- Mon Dec 16, 2013 7:44 am
- Forum: Permanent Portfolio Discussion
- Topic: Left Fidelity
- Replies: 22
- Views: 13267
Re: Left Fidelity
Interesting. How to do a Monte Carlo on your portfolio from the safety of your home?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!
- 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 ...
- 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.
Someone with more computing power, time or expertise have done the comparison of Boglehead-Lifecycle to Permanent Portfolio? It would be interesting.
- 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.
- 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?
Is it removed with the new design? What's the aggregate Sharpe value?
- 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...
- 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...
- Sat Dec 07, 2013 6:22 pm
- Forum: Permanent Portfolio Discussion
- Topic: Julian Rubenstein
- Replies: 8
- Views: 5464
Re: Julian Rubenstein
I might be interested in listening to this. Which one is a good 'overview' episode?JMoyle wrote: Julian, I enjoy listening to your show!
- 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
MR stands for...?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!
- 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...
- 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&...
- 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...
- 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
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.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.
- 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.
http://gyroscopicinvesting.com/forum/pe ... /#msg84784
If you are not a US person you can use CFDs.
- 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?
Who played with this a lot: how often is best to rebalance?Peak2Trough wrote: I like to set the detail level to 'daily' and run the YTD results.
- 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?
I would like to know the forum nick of the author. Thanks.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.
- 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...
- 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.
- 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.
- 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?
- 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?
- 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...