25% Gold held off-shore. Any thoughts on this since the Perth mint doesn't seem quite as appealing as it once was? Research SGPMX. I have had very good experiences dealing with them. A family member also went to Singapore to physically remove some gold from the vault to check if they are legit. The...

HB addressed this in his radio show when speaking to an Indian caller. He stated that " If everything went kablooey you still had your gold." Over the years I have come to the opinion that the PP is a failsafe portfolio, not an invincible one. In any of the four economic climates, it will ...

Against the Pacific Peso (AUD), Gold is the only thing going up
25% VGS, 25% Gold 50% VBND

Documentary Martin Armstrong recommended
https://www.armstrongeconomics.com/worl ... e-on-fire/

https://www.youtube.com/watch?v=1EbK7z_KiwM

Great video. The PP is designed to work when the USA is "on top". If that time is coming to an end, potentially quickly (as Dalio says, it starts slowly and then moves quickly), what should we do? Probably what non-US PP holders do. Eg 25% VGS, 50% VBND, 25% Gold held off-shore. Maybe som...

Great video. The PP is designed to work when the USA is "on top". If that time is coming to an end, potentially quickly (as Dalio says, it starts slowly and then moves quickly), what should we do? Probably what non-US PP holders do. Eg 25% VGS, 50% VBND, 25% Gold held off-shore. Maybe som...

Enjoy!

I Shrugged wrote: ↑Thu Mar 03, 2022 7:51 pm So it’s UK bonds and global equities. Those are always the interesting pieces of non US PPs.

Wondered if they could substitute UK hedged International Developed Markets Bond ETF's.....

Here's the official version. https://www.health.gov.au/health-alerts/covid-19/case-numbers-and-statistics Also check out the requirements for the particular states as they keep changing the rules. Double vs Triple vaccinated etc. South Australia is the freest, Victoria is the Stasi State ;) https://...

Desert wrote: ↑Mon Feb 28, 2022 9:21 am

dualstow wrote: ↑Mon Feb 28, 2022 9:10 am
Wasn't it briefly preceded by safer steam power? (Albeit not in today's regulatory environment)

Yeah, that's true, the earliest cars were steam or electric. But then they figured out how wonderful gasoline is..

Steam Car
https://www.youtube.com/watch?v=rUg_ukBwsyo

Enjoy

https://www.youtube.com/playlist?list=P ... AbuqwMIwFN

Interesting article on the limitations of the PP https://web.archive.org/web/20120415114145/http://europeanpermanentportfolio.blogspot.com/2009/08/permanent-portfolio-in-iceland.html <snip> The experience in Iceland shows that the Permanent Portfolio is unable to perform miracles. It remains a fact ...

Jan 2022 review of the PP.

https://www.bogleheads.org/blog/2022/01 ... 21-update/

and comparison of the PP (at bottom) to other allocations.

https://www.bogleheads.org/blog/2022/01 ... s-in-2021/

Its funny that the US needs Canada to show it how to fight for freedom. Man I hope the US can come roaring back. But it's not looking good at the moment. Thank you Canada. Also Trudeau makes me want to barf. Canada was starting to go in the direction of Australia. The US was nowhere near as bad (ye...

First thing that came to mind when I saw "Trend Following". I need help....

Agree on these four determinants? If so ... how does the Permanent Portfolio meet them? Finally ..... wonder when his book on investing is going to come out! Pensioncraft over on Youtube did a review. Here is a screenshot I keep for reference (Blue text is mine) Edit: Not sure what is going on with...

Agree on these four determinants? If so ... how does the Permanent Portfolio meet them? Finally ..... wonder when his book on investing is going to come out! Pensioncraft over on Youtube did a review. Here is a screenshot I keep for reference (Blue text is mine) Edit: Not sure what is going on with...

Personally, I prefer the Perth Mint Depository program. Less counterparty risk. https://www.perthmint.com/invest/perth-mint-depository-program/ vs https://www.perthmint.com/invest/perth-mint-gold-ASX-PMGOLD/ Have been using the depository program for years. Absolutely no issues. Interesting. any ex...

Likewise. Thanks!

Personally, I prefer the Perth Mint Depository program. Less counterparty risk. https://www.perthmint.com/invest/perth-mint-depository-program/ vs https://www.perthmint.com/invest/perth-mint-gold-ASX-PMGOLD/ Have been using the depository program for years. Absolutely no issues. Interesting. any ex...

Personally, I prefer the Perth Mint Depository program. Less counterparty risk.

https://www.perthmint.com/invest/perth- ... y-program/
vs
https://www.perthmint.com/invest/perth- ... SX-PMGOLD/

Have been using the depository program for years. Absolutely no issues.

Jordan Peterson on Canada

https://www.youtube.com/watch?v=km5Em_xz8RI

Edit: Interview on Australia as well https://www.youtube.com/watch?v=gJtq1lrL_iA

Yep

If I had to choose, I would go with the SCV version over the GB.
Why?
If the bottom dropped out of the stock market, the most I could lose would be 25% vs 40%.
Harry suggested using the most volatile asset in each class if I remember correctly.

Good researching!

Just watched the Grantham interview where he stated both bonds and shares are dramatically overvalued.... Personally, I would take a 1/2 way approach. Purchase 15% Shares, 15% Bonds and 35% Gold, 35% Cash. On any major dips in bond/shares prices, gradually rebalance back to 4 x 25. Living in Canada ...