Search found 75 matches
- Tue Mar 24, 2020 8:48 pm
- Forum: Permanent Portfolio Discussion
- Topic: Fed Going Nuclear - Will the PP get radiation poisoning?
- Replies: 37
- Views: 11908
Re: Fed Going Nuclear - Will the PP get radiation poisoning?
It makes me wonder if the PP could hold up to a situation where the US is steadily diluted out of being the world reserve currency while the long-term debt cycle comes to an end. What's your prediction on which currency will replace the U.S. dollar? Euro? The euro area economy is even weaker than t...
- Thu Feb 13, 2020 3:45 pm
- Forum: Permanent Portfolio Discussion
- Topic: A popular blogger misses most of it with Gold and the PP
- Replies: 11
- Views: 8697
Re: A popular blogger misses most of it with Gold and the PP
2. I think it was craigr who pointed out that many of the largest companies in the S&P 500 have substantial commercial real estate holdings.That means an exposure to real property without the managerial risk and expenses associated with selecting and owning an individual REIT. That's a good point. ...
- Sat Feb 08, 2020 8:15 pm
- Forum: Permanent Portfolio Discussion
- Topic: A popular blogger misses most of it with Gold and the PP
- Replies: 11
- Views: 8697
Re: A popular blogger misses most of it with Gold and the PP
The PP seems to avoids real estate, perhaps because many people are already heavily invested through home ownership (I'd need to revisit what HB says). OK, I checked: HB discusses real estate on pages 114-115 of Fail Safe Investing. He focuses on the fact that your home is not an investment - inste...
- Sat Feb 08, 2020 6:56 pm
- Forum: Permanent Portfolio Discussion
- Topic: A popular blogger misses most of it with Gold and the PP
- Replies: 11
- Views: 8697
Re: A popular blogger misses most of it with Gold and the PP
Probably lost in my comment responding to ERN's article was this link to an article by the excellent financial advisor Steven Evanson: https://www.evansonasset.com/alternative-asset-classes-64.htm That's an interesting read. Thanks for sharing. Agreed. In his conclusion, the author states that "the...
- Mon Oct 28, 2019 9:01 pm
- Forum: Permanent Portfolio Discussion
- Topic: What is your current portfolio?
- Replies: 35
- Views: 27362
Re: What us your current portfolio?
I initially went all in with the PP in 2008 but transitioned to the GB about 3 years ago. The reason I did that was precisely for the reason people often warn about with the standard 4x4 - that it will be hard to stick with in times of prosperity when stocks are outperforming (hello Bud and Mathjak...
- Wed Oct 23, 2019 7:15 pm
- Forum: Permanent Portfolio Discussion
- Topic: Financial Planning Software
- Replies: 4
- Views: 7347
Financial Planning Software
Do folks here have preferred software for financial planning (e.g., running retirement scenarios)? I've used Silver Planner but it didn't seem ideal for modeling investments like gold. Any suggestions are welcome. Thanks!
- Sat Oct 05, 2019 7:14 pm
- Forum: Permanent Portfolio Discussion
- Topic: Gold / Stock / Bonds at highs or near highs?
- Replies: 95
- Views: 63762
Re: Gold / Stock / Bonds at highs or near highs?
In sum I was all set to go full into the Permanent Portfolio and was describing it to someone who then pointed out to me that all three of these were near their all time highs. For those of you who have FULLY embraced the Permanent Portfolio and made your investment all at once can you reveal where...
- Tue Sep 03, 2019 10:34 am
- Forum: Gold
- Topic: Texas Bullion Depository Open for Business
- Replies: 19
- Views: 17894
Re: Texas Bullion Depository Open for Business
It may be worth checking to see if Texas Bullion Repository outsources its website and cybersecurity, like Perth Mint does. I bet the answer is yes, in which case your data are actually in the hands of that company, not the one you think. I contacted the Texas Bullion Depository and they said "All ...
- Mon Jan 02, 2017 12:46 pm
- Forum: Permanent Portfolio Discussion
- Topic: IMPORTANT: PP FORUM *NOT* GOING AWAY
- Replies: 45
- Views: 30699
Re: IMPORTANT: PP FORUM GOING AWAY
Update: Looks like a VPS hosted version could be as cheap as $10/mo, though that would depend on traffic. I have my own VPS, too. Easy enough to run such things. :-) Please reply to this message so I can gauge interest. I can set up a new Discourse forum today with the trial and we can figure out t...
- Mon Jan 02, 2017 11:25 am
- Forum: Permanent Portfolio Discussion
- Topic: IMPORTANT: PP FORUM *NOT* GOING AWAY
- Replies: 45
- Views: 30699
Re: IMPORTANT: PP FORUM GOING AWAY
Ive posted before, but maybe it is worth another try for a Slack group. https://permanentportfolio.slack.com You can signup here: https://permanentportfolioslack.herokuapp.com/ Not a forum style with threads but can have a room for gold/bonds/etc +1 to Slack. Once you go Slack, you never go back! ;-)
- Wed Dec 30, 2015 6:24 pm
- Forum: Permanent Portfolio Discussion
- Topic: Depressed
- Replies: 39
- Views: 17070
Re: Depressed
Perhaps you need to tighten up your rebalance bands. Stocks were down 10% a few months back, then popped up near the highs. Did you harvest any of this volatility? IMO the 15/35 bands are too wide to capture small swings like we saw in the fall. Using 20/30 or 22.5/27.5 bands would allow you to...
- Wed Dec 30, 2015 2:13 pm
- Forum: Gold
- Topic: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion
- Replies: 192
- Views: 97194
Re: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion
Same here. I'm sad to see GTU go, it was the best option before Sprott got involved...Phalanx wrote:Yep, just did the exact same.Pointedstick wrote: I sold it all and replaced it with Schwab's commission-free SGOL. Too much drama for my taste.
- Mon Apr 06, 2015 8:13 pm
- Forum: Permanent Portfolio Discussion
- Topic: Sign Up at IRS.gov, SSA.gov, AnnualCreditReport.com Before Thieves Do It For You
- Replies: 9
- Views: 7207
Re: Sign Up at IRS.gov, SSA.gov, AnnualCreditReport.com Before Thieves Do It For You
Not that I know of. I don't even see a way to register an account there, unless I'm missing something really obvious...sixdollars wrote: Is there anything else you can really do with ACR besides file forms periodically to monitor for fraud?
- Sun Feb 08, 2015 8:13 pm
- Forum: Permanent Portfolio Discussion
- Topic: Uncharted Waters?
- Replies: 43
- Views: 22071
Uncharted Waters?
While reading the latest weekly market comment from John Hussman - http://www.hussmanfunds.com/wmc/wmc150209.htm - I came across this sobering paragraph: [quote] By our estimates, never in history, prior to the past 5 weeks, have the prospective 10-year nominal annual total returns of both stocks a...
- Sun Jan 25, 2015 8:19 pm
- Forum: Permanent Portfolio Discussion
- Topic: How Would The PP Perform In A Global Depression?
- Replies: 24
- Views: 12917
Re: How Would The PP Perform In A Global Depression?
One thing I know is triple A corporate bonds held up very well during the Great Depression, so that is probably what we'll see when faith in the U.S. government erodes. My recollection is that there was some survivorship bias there: for corporations that didn't go bust, their bonds held up OK. But ...
- Sun Jan 18, 2015 7:48 pm
- Forum: Gold
- Topic: GTU Is The Ideal PP ETF
- Replies: 31
- Views: 17332
Re: GTU Is The Ideal PP ETF
I do the same thing, BBB. Of my paper gold, a fraction is SGOL and the remainder is GTU. I buy SGOL because it's commission-free, and when the GTU discount gets to -8%, I sell all the SGOL and replace it with GTU, on the reasoning that my money is buying more shares, enhancing its purchasing power....
- Sun Jan 18, 2015 7:41 pm
- Forum: Gold
- Topic: New Gold Heist: Are you listening, students?
- Replies: 5
- Views: 3313
Re: New Gold Heist: Are you listening, students?
Goodasgold, you are absolutely right. I googled "safe deposit box insurance" as opposed to gold coin insurance. Previous threads on this topic fizzled out because it turned out to be very expensive to insure coins. However, I discovered that it is NOT so expensive to insure safe deposit boxes! Th...
- Sun Jan 18, 2015 7:34 pm
- Forum: Permanent Portfolio Discussion
- Topic: Is The PP Good For Investing?
- Replies: 59
- Views: 32211
Re: Is The PP Good For Investing?
The yield curve was inverted in 1969 so it may not have made much difference, but the above numbers are for 10 year Treasuries. There were no 30 years issued then, so perhaps MG's data was extrapolated somehow...with no gold and no Treasury options, the PP in 1969 is a purely mythological beast an...
- Wed Dec 31, 2014 10:23 am
- Forum: Permanent Portfolio Discussion
- Topic: Mixed Europe/US Permanent Portfolio
- Replies: 33
- Views: 16400
Re: Mixed Europe/US Permanent Portfolio
As someone who bought in at the top (early 2000) and sold at the bottom (early 2009), I have vowed never to do that again. I went all-cash in 2009 (then did years of research, then last year discovered PP) and I'm not about to put 25% of that into a stock index fund at these levels. Yes, I realize t...
- Tue Dec 30, 2014 9:38 pm
- Forum: Gold
- Topic: minimizing gold storage fees
- Replies: 5
- Views: 3470
Re: minimizing gold storage fees
I think safe deposit boxes are a fine option. You might want to think about insurance. See this thread: http://gyroscopicinvesting.com/forum/gold/do-you-insure-your-gold/ That's a super-helpful thread. Thanks for the pointer! BTW, here is an updated link for XL Specialty Insurance: http://xlgroup...
- Mon Dec 29, 2014 7:14 pm
- Forum: Gold
- Topic: SGOL Outflows
- Replies: 1
- Views: 1655
- Mon Dec 29, 2014 5:10 pm
- Forum: Gold
- Topic: Do I need a Gold ETF in my PP?
- Replies: 7
- Views: 3819
Re: Do I need a Gold ETF in my PP?
As far as I can see, the only reason to hold a gold ETF is if you have a lot of money tied up in tax-deferred instruments, such as a 401(k) plan or IRA.
- Mon Dec 29, 2014 2:06 pm
- Forum: Gold
- Topic: minimizing gold storage fees
- Replies: 5
- Views: 3470
Re: minimizing gold storage fees
I haven't bothered with overseas storage, either, and I have Canadian cousins. Still, many of those wiser than me -- pretty much everyone here is -- do recommend it. I pay nothing for my safe deposit box storage just for keeping US$10K in a checking account at the bank. If I open a new box at a dif...
- Mon Dec 29, 2014 10:49 am
- Forum: Gold
- Topic: minimizing gold storage fees
- Replies: 5
- Views: 3470
minimizing gold storage fees
Having become convinced that PP is the way to go, I am finally getting around to implementation. Naturally, part of that is seeking to minimize fees (e.g., why buy an actively managed stock mutual fund with an expense ratio of 1% or more when I can buy an index fund with an expense ratio of 0.10%?)....
- Sun Nov 30, 2014 4:29 pm
- Forum: Permanent Portfolio Discussion
- Topic: is pp for all ages and portfolio sizes?
- Replies: 47
- Views: 21410
Re: is pp for all ages and portfolio sizes?
Few folks here or anywhere else will need to worry about having that much money to invest, but it seems that the long-term ultra-rich (at least those who care about what we might call dynastic wealth) often invest in tangible assets like land and art (and gold, but we've got that covered via PP). D...