Search found 3338 matches

by Cortopassi
Tue Mar 04, 2014 8:22 am
Forum: Permanent Portfolio Discussion
Topic: Converted 3 of 4 accounts to PP!
Replies: 0
Views: 1791

Converted 3 of 4 accounts to PP!

I'm the guys who has been overweight in metals and miners for 5 years.  Yesterday, after seeing the drop in the stock market and the nice bump in gold, I took the plunge and rearranged 3 of my 4 accounts to PP style.  This morning, as usual, I listened to the 1 minute business report on the radio an...
by Cortopassi
Mon Mar 03, 2014 10:08 am
Forum: Cash
Topic: SHV vs. Cash, I am sure this has been covered 1000 times
Replies: 1
Views: 3426

SHV vs. Cash, I am sure this has been covered 1000 times

HI, I have setup a couple PPs, one in an IRA, where SHV is available and one in a 401k, where no short term treasuries are. The 401k by default, the cash is sitting in a TD Ameritrade Money Market. The IRA, I'm not sure I am clear in reading some of the other posts.  I can leave it as straight cash ...
by Cortopassi
Fri Feb 28, 2014 4:26 pm
Forum: Permanent Portfolio Discussion
Topic: Why I need the PP!
Replies: 2
Views: 2624

Re: Why I need the PP!

Exactly the thoughts going through my head ALL the time.
by Cortopassi
Fri Feb 28, 2014 9:37 am
Forum: Permanent Portfolio Discussion
Topic: Why I need the PP!
Replies: 2
Views: 2624

Why I need the PP!

Sitting looking at my accounts right now, all way too heavily invested in gold and miners for the past 4-5 years, thinking yet again, gold is going to go sub $1100.  The rollercoaster needs to stop! While at the same time, the market continues on its merry way. It took me WAY TOO LONG to find/figure...
by Cortopassi
Fri Feb 28, 2014 9:19 am
Forum: Permanent Portfolio Discussion
Topic: How do you spread the four assets across different accounts?
Replies: 4
Views: 3206

Re: How do you spread the four assets across different accounts?

Thanks for the responses.  I'm pretty sure I will create PPs for each account.  Mentally feels better for me.

Mike
by Cortopassi
Thu Feb 27, 2014 9:34 pm
Forum: Permanent Portfolio Discussion
Topic: How do you spread the four assets across different accounts?
Replies: 4
Views: 3206

How do you spread the four assets across different accounts?

Yet another new to it question, looking for opinions. I have four accounts, a 401k, my and wife's IRA and a standard brokerage account. Who recommends treating all 4 accounts as a virtual single PP with the four classes spread across the accounts optimally for taxes? Or who would run four separate u...
by Cortopassi
Thu Feb 27, 2014 9:28 pm
Forum: Permanent Portfolio Discussion
Topic: How do "you" trade physical gold in a PP?
Replies: 13
Views: 7902

Re: How do "you" trade physical gold in a PP?

Thanks all.  I have one more question that I will pose in a new topic.

Mike
by Cortopassi
Thu Feb 27, 2014 5:10 pm
Forum: Permanent Portfolio Discussion
Topic: How do "you" trade physical gold in a PP?
Replies: 13
Views: 7902

Re: How do "you" trade physical gold in a PP?

Pointedstick, My overarching goal is to reduce worry and stop the stupid investing mistakes I've made over many years.  If PP tempers market drops and gains, which it seems to do, riding somewhere in the middle but generally on a positive upslope, that is worlds better than where I've been.  I can s...
by Cortopassi
Thu Feb 27, 2014 2:18 pm
Forum: Permanent Portfolio Discussion
Topic: How do "you" trade physical gold in a PP?
Replies: 13
Views: 7902

Re: How do "you" trade physical gold in a PP?

Again, thank you all for the comments. It is not at all that I'm not convinced -- my issue is that since first coming upon the PP, then I also came upon Ivy, GTAA, Second Grader's portfolio, etc., etc.  All these slightly different ways to approach things started making my head spin.  One day I was ...
by Cortopassi
Wed Feb 26, 2014 8:56 pm
Forum: Permanent Portfolio Discussion
Topic: How do "you" trade physical gold in a PP?
Replies: 13
Views: 7902

Re: How do "you" trade physical gold in a PP?

barrett and AO, Thanks to both of you.  The VP idea is perfectly acceptable.  I am not married to the gold, and as I see the PP behaving more consistently over time, I certainly can see myself having a perfect split 25 each in the PP and no VP.  God knows I am tired of watching the market. Boy, I su...
by Cortopassi
Wed Feb 26, 2014 11:33 am
Forum: Permanent Portfolio Discussion
Topic: Filipiuk's Canadian Permanent Portfolio and my fear of bonds.
Replies: 10
Views: 7879

Re: Filipiuk's Canadian Permanent Portfolio and my fear of bonds.

It's been ~4-5 years since I've been convinced I'd have a better entry point into the stock market and had to get on the gold train before it left the station. So look what that strategy has done for me.  Way high in gold and cash and little of anything else, and have missed out on a huge market ral...
by Cortopassi
Wed Feb 26, 2014 9:56 am
Forum: Permanent Portfolio Discussion
Topic: How do "you" trade physical gold in a PP?
Replies: 13
Views: 7902

Re: How do "you" trade physical gold in a PP?

Makes sense on both points, thanks. My issue is am overweight on physical as it might relate to setting up a PP.  There's no way I can create a 25/25/25/25 portfolio, if I am to allocate all my physical holdings into the PP mix, it would end up being 50/16.6/16.6/16.6 if I were to "count" all my phy...
by Cortopassi
Wed Feb 26, 2014 7:53 am
Forum: Permanent Portfolio Discussion
Topic: How do "you" trade physical gold in a PP?
Replies: 13
Views: 7902

How do "you" trade physical gold in a PP?

Hi, Newbie to PP here.  Since 2008, I have been mainly in cash and physical gold, and while I feel generally more secure, obviously it has been a bumpy road without having the other elements in place as I have found out. I have two questions for more experienced PPers.  1) Most all my gold holding i...