Random thought. We all suspect that Ray Dalio's All-Weather fund and his risk parity philosophy were strongly influenced by Browne. I just realized it goes further than that though. You know the concept of the PP and VP split? Well, Dalio does that too. His All-Weather fund is his PP, and his Pure A...

I really love how every vote on this poll is yes.

The Permanent Portfolio just works.

My overall VP is now currently half in these high-yield bonds and the other half in stocks. The stock portion consists of value and small cap value picks.

I am adding an allocation of short-duration but high-yield bonds to my VP for a little bit of fun. https://www.blackrock.com/ca/individual/en/products/239439/ishares-advantaged-short-duration-high-income-etf The above is my ETF of choice. The fund is primarily invested in U.S. domiciled companies wi...

Today is absolutely a reading day. No typical work of sitting in front of the computer doing coding or hunched over a bunch of math. Just going to sit in bed and read. I've got the Walter Isaacson biography of Benjamin Franklin along with a steaming cup of coffee. Lily is on my lap and I can hear ra...

The GB does indeed fit within the spirit of Browne's philosophy and the overall PP strategy.

For some reason though I still prefer to think of the GB as a PP with a slice of SCV in a VP.

Wow, that was a weird sentence.

If the government didn't tank the economy, the virus probably would have anyway. I think the big difference would have been a bunch of unorganized, fear-based shutdowns rather than the comparatively ordered one we have now. We'd still have the conspiracy theories and the fake news, except it would b...

I've said this before but I never get tired of reiterating the point. The stability of the PP is more than about minimizing standard deviation. It's about maximizing quality of life. I have no idea what the future brings and nobody else does either. Why not embrace uncertainty instead of embracing t...

Nice! O0 Or as Ricky from Trailer Park Boys says, “passed with flying f____ carpets!” I discovered the PP back in 2016 or so, so this was my first market crash since adopting the portfolio. Now that I think about it, this is the first market crash I've experienced at all since I started investing (...

I am currently watching Terminator Genisys on Netflix.

There is no timeline where Kyle Reese should look anything like Jai Courtney. WTF.

Passed with flying colours! .

EDIT: For reference here is the performance of the Goldsmith PP since the start of this year according to Portfolio Visualizer.

Vanguard's VCN ETF is also a great option for a Canadian total market index fund. All-in MER is 6 basis points. Right in line with competing offerings.

If I were to name my kid something along those lines it would be [Xe] 4f14 5d10 6s1.

The official website for District 9 was really neat when it first came out. Lots of stuff going on. I visited it at archive dot org last month, but now it's just a bunch of placeholder messages telling me I need to install flash. Ahhhh Flash. Remember the days when there was that big war over flash...

Kriegsspiel wrote: ↑Wed May 13, 2020 9:04 pm I think District 9 was ruined for me because I watched a pirated copy, and it was just... confusing. It turns out there were supposed to be subtitles. I'll have to remember to watch it again.

I'm just thinking about the alien clicking language with no subtitles... LMAO.

I was making an oblique reference to them being gold diggers. How far into a relationship are you before you start talking about investment portfolios? It sounds like this has happened many times? Investing is one of my favourite topics to think and talk about, so it actually comes up pretty early....

I am watching District 9 while working at home. Holy moly I forgot how great this movie really was. I am so crazy about that film! I caught repeats of it during free Showtime last month, but I vividly remember watching it in the theater. Maybe it’s because I remember being lightly bullied by an Asi...

I am watching District 9 while working at home. Holy moly I forgot how great this movie really was.

Thanks! I have been looking for this for years. Ended up reverse-engineering it from the equity allocation of asset-allocation ETFs like VGRO/XGRO. And in time, I might switch to KILO.B too. Cool beans. I was so stoked when those asset allocation ETFs came on the scene here in Canada. It felt like ...

Xan wrote: ↑Wed May 13, 2020 7:15 pm
Have any of them, er, dug it?

At best I've gotten a response that was a mix of curiosity and fascination. At worst I've gotten "What the hell?"

It sounds to me like two quantum timelines crossed in your dream state. Maybe you really did live out both lives simultaneously, only to snap into one reality when someone observed you in the simulation. Just think of it as Schrodinger's girlfriend. :o Honestly, the timeline I dreamed seemed slight...

If the 25% of your portfolio in gold is enough to worry her, she will probably think you have enough money overall. Assuming she knows enough to know that Gold ownership isn't "normal"! It's funny. Ever since I adopted the PP, my gold holdings are "the conversation" I've had to ...

I think the whole idea of deaths by shutdown vs deaths by coronavirus is largely a matter of balancing the time-frame. A shutdown too short will cause a needless number of deaths by the virus. A shutdown too long will cause a needless number of deaths by economic hardship and diseases of despair. Th...

Cortopassi wrote: ↑Wed May 13, 2020 3:56 pm I've already told my wife that if Karen Gillan asked me to marry her, I would. She was also in Doctor Who for a few seasons.

She seems to be one of those women that keeps getting hotter by the year.

Gonna ask her out? :) Gold swimming - yes! She's unfortunately married in real life. ::) I wish this whole incident was something I could tell her about so we could laugh about it. But I'm 99% sure she would take it the wrong way and just think I was some kind of creeper. Heck, if the roles were re...