europeanwizard wrote: ↑Sun Jan 12, 2020 1:24 am

senecaaa wrote: ↑Sat Jan 11, 2020 1:22 pm And because in AI there is a known fact that the party who is in front will stay in front (and increase the lead) the obvious pick would be $GOOG.

If you believe in AI, then what about Tesla?

I, for one, welcome our new self-driving overlords.

Yeah, Tesla is another potential wins-it-all.

Well, I am heavily into GOOG and GOOGL in that these shares constitute more than 11% of my individual stocks. I didn't intend to hold so much, but after selling once or twice, I decided to hold on. The shares have really taken off and in this age of letting the share price "Berkshire Hathaway&...

I love the PP/GB and 95% of my money goes there. But I am also a big believer in AI. AI will rule the world. And because in AI there is a known fact that the party who is in front will stay in front (and increase the lead) the obvious pick would be $GOOG. So my strategy is: wait for the NASDAQ to dr...

Unfortunately, there is very little gold-digging being done here

I always always always get current coins fresh from the mint rather than ones in circulation. Reduces the probability that I got a counterfeit as far as I'm concerned. When you say "fresh from the mint", you mean "not circulated", or directly from the source (whatever that may b...

Thanks!

Thanks, I'll do the same then. It is quite a bit cheaper, and Krugerrands (which I'm looking at) are not so easy to scratch anyway.

My US-EU-mix GB portfolio is doing pretty good! Who needs Asia/UK?

Speaking of something new >:D: It would be cool to have a tool like https://portfoliocharts.com/portfolio/portfolio-matrix/, but where you select only one portfolio and get the scores for all supported countries. That gives a very fast insight into the effectiveness of a portfolio regardless of the...

@Tyler, you up for a coffee? Always! ;D BTW, while we’re talking about European investing — for anyone who would like to read or share PC in a language other than English, there’s a hidden little feature on the site that I’m not sure many people are aware of. You see those little flags near the top...

When buying gold coins it seems that circulated coins with a random year are cheaper than new coins (2019/2020). I assume that when selling the coins this will also have an impact? What would you recommend?

@Tyler, you up for a coffee?

Hi All, For more empirical evidence of how the PP would respond to various economic conditions is there any (vetted) data on how it would have worked in other countries? Some example scenarios I'd like to see: 1. Long, deflationary conditions (Japan) 2. Transition from supplier of world's reserve c...

I can't wait! :P @Tyler is The hero. But I would also like to point you to @brownehead and his carterapermanente.es (use google translate). It gives valuable information about the european peculiars of the PP. And there is also kind of a community hanging around. @Tyler on your site, it says "...

I can't wait!

Have anyone ideas why my caluation of 2002-2017 EU PP cagrR is 3.5% while Tyler calculates 5.5% for the german PP in 2002-2017 ? http://www.carterapermanente.es/cartera-permanente-europea-con-etfs/ Here's my asset assumptions that I would use in the PC calculators from reading your previous posts. ...

9.5 years later I'm also looking at Xetra gold :-) They have a fancy dedicated website now: https://www.xetra-gold.com/en/ It looks as good as ZGLD with a slightly lower TER, and the fund is way larger and way more liquid. I only can't find any information about the performance compared to the actua...

"Should we all be in cash?" It depends! If you can demonstrate numerically that you can fund your lifetime needs with pure cash, why not be in cash? On the other hand, few have enough cash to be able to do this. Even then , though, I wouldn't want to be all in cash. What if the government...

ochotona wrote: ↑Wed Jan 01, 2020 10:05 am "Should we all be in cash?"

It depends! If you can demonstrate numerically that you can fund your lifetime needs with pure cash, why not be in cash? On the other hand, few have enough cash to be able to do this.

Well, it would be until one of the other assets dropped significantly.

over priced really is hard to define . from jan 1 2017 to jan 1 2020 the s&p is up just 18% despite record earnings . gold had a good year but how do you value gold at the end of the day other than what ever someone wants to pay bonds have had a good year but long term treasuries trade like sto...

Let’s put it this way: we’ve nearly always been in the situation where someone is asking that question. O0 Haha, that is the perspective I was looking for! Sure, the whole portfolio will go down at some point, making people wish they had taken profits. How does one know when to get back in? The pp ...

I have been reading and learning about the PP (and the GB) and what I like about these portfolios is that there is always a part of the portfolio that is doing great, while others are not so great. But if we look at the current situation: - stocks: a never-ending bull market - gold: higher than ever...

Thanks, guys!

Something completely different, but related to the Golden Butterfly Portfolio: I don't really understand the reason we have short-term treasuries in the portfolio. Similar to cash/bills in the PP. From reading the book about the PP the only reason I can come up with is that it provides liquid assets...

The difference between GB and PP-with-SCV is 0.5% on PortfolioCharts. In the graph posted above, it was only 0.34%.

So apparently the conservative (15th percentile) calculation is in the advantage of the GB. Or maybe inflation affects the PP different than the GB.