Given what has happened this year with the economy, my old self would be SO pissed off at the world -- how can stocks keep on rising when the world sucks? My new self understands there is almost no correlation and is just chugging along. Ahh, there it is: the beauty of the philosophy, the mindset o...

10.8% for the Canadian HBPP.

I liked that approach of that article in methodically building up to the final "reveal" of the HBPP. One suggestion I would have for anyone who read that article and who is kicking the tires on the HBPP is to also study the worst case scenarios for the HBPP in countries besides the US. The...

I didn't "opportunistically" rebalance. I did it when I crossed a band. I was watching for when that happened using a google sheet I designed to give the indication, without my having to actually check my portfolio. I remember being a little disappointed though, that I didn't rebalance wh...

A very subtle, sly approach to planting the 'seed' of the Permanent Portfolio concept in someone's mind. The best advice is often that which is only alluded to. No one knows the future, yet it is entirely natural to nonetheless harbour our own beliefs and inclinations regarding what we consider to b...

So a gold/cash portfolio would have been the best choice then if choosing more than one asset? Tech would like that portfolio! A gold/cash portfolio sure would have been tough to live with in the early 2000s when stocks were on a rampage year after year. And remember, during this time the Permanent...

With that said I would definitely agree that in a country as small and economically un-diversified as Iceland one should hold at LEAST half of one's stock allocation in non-Icelandic stocks (i.e. in a world index fund or something of that nature); doing so would've chipped a few performance points ...

Marc DeMessel(?) covered what happened to the PP in Iceland during the GFC. Gold did not increase in value to cover the losses in the rest of the PP. https://www.thepermanentportfolio.com/wp-content/uploads/2009/08/PP_Iceland_2003_2009_Purchasing_Power.gif From the article " Permanent Portfoli...

Always maintain physical exposure to lead and brass. i've got this covered. The problem I see with fiddling and fussing with the Permanent Portfolio in reaction to current events is that it puts you on the path of forever having to do so, which nullifies who whole reason for utilizing the Permanent...

Always maintain physical exposure to lead and brass.

One vote for the Sprott "PHYS" fund, here. (...) @blue_ruin17 Yes, a colleague of mine also swears by PHYS. The problem I see with PHYS is the current situation with MNT. To me their close-end fund structure looks quite similar to the ETR structure of MNT. Both may end up not tracking NAV...

HELLO, when shall we stop following PERMANENT PORTFOLIO? NEVER ? WHY? All the best my friend! My view is that the Permanent Portfolio was specifically designed to operate within the context of the post-1971 fiat currency/fractional reserve banking system. I maintain a very strong conviction in the ...

One vote for the Sprott "PHYS" fund, here. I like the relative transparency of the fund. It is a bit less of a "black box" than many of its peers. I have more confidence that the NAV is matched ounce for ounce by actual gold stashed in a vault, and that the redeemability of share...

Post more often and btw tell us more about what inspired you to write this?? Well, I've been fascinated by the concept and philosophy of the Permanent Portfolio for years. I've thought a lot about it and accumulated countless pages of notes, reflections, and ideas regarding the topic. Eventually I ...

Read the book this afternoon in essentially one sitting (aside from getting up to cut watermelon to eat while continuing to read). Vinny Thanks for the initial reaction! I am very curious to see what people get out of the book. "Inspirational personal finance" is not a term or concept tha...

When you commit to the Permanent Portfolio, you are committing to purchasing all four component assets with the full and explicit knowledge that one of them will almost certainly preform ruinously over the next decade or so. We all have our thoughts and opinions regarding what that asset will be goi...

Read the book this afternoon in essentially one sitting (aside from getting up to cut watermelon to eat while continuing to read). Vinny Thanks for the initial reaction! I am very curious to see what people get out of the book. "Inspirational personal finance" is not a term or concept tha...

Dude. What the F*%k. This is the most awesome, out of nowhere, totally left field post I have ever seen on this forum. I just scanned the preview of the book, and it looks amazing. What's even more amazing is how someone who loves the PP so much doesn't post much on this forum. Like, really, where ...

"Investing Equanimity: The Logic & Wisdom of the Permanent Portfolio" I decided to write this book because the only way to truly satisfy my fascination with the concept of the Permanent Portfolio was to just write a book about it and "get it out of my system". I wrote it in ...

For physical (40% of my gold allocation) I order from silvergoldbull.ca . Free, fast shipping; usually the lowest premiums I can find. Online dealers are pretty much the only way to go, IMO -- brick and mortar dealers just can't compete. For international storage (40% of my allocation) I use Goldmo...

I "purchased" Harry Browne's "Rule Your World" audio series for $99 here However, the zip file that I was sent is corrupted and there is no response to my emails, even weeks later. I have a feeling that no one is actively managing that domain any more. I'm wondering where my mone...

I am less concerned with the viability of HBPP in the context of perpetually low interest rates than I am interested in HBPP's ability to survive the consequences of "perpetually" low interest rates.

In this regard, I am unconcerned.

With the PP, an important intuitive leap which must be made to really 'get it' is that you must judge the portfolio performance as an integrated whole rather than the arbitrary price action of individual components. If your friend didn't know what the PP was composed of, but showed him the historica...

alphatrackr.com is the best one I've found for manual tracking of a portfolio.

The PP is the vehicle I use for allocating my entire LIQUID portfolio, including war-chest cash reserves and savings for purchases that are years in the future, such as a new vehicle. I don't mentally divide my liquid assets by what account it is held in or what type of asset it is. I take a holisti...