This is the best time in 45 years to invest in the Permanent Portfolio

General Discussion on the Permanent Portfolio Strategy

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vnatale
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Re: This is the best time in 45 years to invest in the Permanent Portfolio

Post by vnatale » Sat Feb 10, 2024 11:11 am

ppnewbie wrote:
Sat Feb 10, 2024 9:23 am

7.7 percent higher than previous all time high.


That is always a tricky comparison as all things have to be equal. So higher than previous all-time high for the exact same time period?

And, is that 7.7% higher 7.7% added to the previous return? Or 7.7% of the previous return?
Above provided by: Vinny, who always says: "I only regret that I have but one lap to give to my cats." AND "I'm a more-is-more person."
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Re: This is the best time in 45 years to invest in the Permanent Portfolio

Post by ppnewbie » Sat Feb 10, 2024 6:28 pm

This thread is taking a strange turn. Last time I will respond. Take the last high for the last year or so before the portfolio went sideways and down for a bit then use that high number muliply by 1.077.

Now it will get even more strange if you say something like is that rolling returns month over month. I can delete the post if you want Vinny.

Just looked now its 8.3 percent higher than the previous high (2 year look back).
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Re: This is the best time in 45 years to invest in the Permanent Portfolio

Post by dualstow » Sat Feb 10, 2024 7:18 pm

vnatale wrote:
Sat Feb 10, 2024 8:52 am
..
I made my only investments now 21 years ago in January 2003. All investments since have gone into cash.
..
Seems like I would have been much better off over these last 21 years by having done the exact opposite. Having the bulk in Growth and giving away the Value funds.
Opposite: I thought you were going to say not putting so much into cash. O0 Still, if you were in your late 50’s or older by then, I can undertand the desire to sock more away in non-stocks.
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Re: This is the best time in 45 years to invest in the Permanent Portfolio

Post by vnatale » Sat Feb 10, 2024 10:01 pm

dualstow wrote:
Sat Feb 10, 2024 7:18 pm

vnatale wrote:
Sat Feb 10, 2024 8:52 am

..
I made my only investments now 21 years ago in January 2003. All investments since have gone into cash.
..
Seems like I would have been much better off over these last 21 years by having done the exact opposite. Having the bulk in Growth and giving away the Value funds.


Opposite: I thought you were going to say not putting so much into cash. O0 Still, if you were in your late 50’s or older by then, I can undertand the desire to sock more away in non-stocks.


Doing all that cash worked out well during 2007 / 2008 and other down periods. At this point, I'm at about 50 / 50, equity / (fixed + cash).
Above provided by: Vinny, who always says: "I only regret that I have but one lap to give to my cats." AND "I'm a more-is-more person."
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Re: This is the best time in 45 years to invest in the Permanent Portfolio

Post by dualstow » Sun Feb 11, 2024 6:51 am

I appreciate the smooth ride of the PP. If I had the stomach for it, I’d be 90% stocks to just fight inflation and bet on prosperity (and my own longevity).
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Re: This is the best time in 45 years to invest in the Permanent Portfolio

Post by mathjak107 » Mon Feb 12, 2024 5:15 am

vnatale wrote:
Sat Feb 10, 2024 10:01 pm
dualstow wrote:
Sat Feb 10, 2024 7:18 pm
vnatale wrote:
Sat Feb 10, 2024 8:52 am
..
I made my only investments now 21 years ago in January 2003. All investments since have gone into cash.
..
Seems like I would have been much better off over these last 21 years by having done the exact opposite. Having the bulk in Growth and giving away the Value funds.
Opposite: I thought you were going to say not putting so much into cash. O0 Still, if you were in your late 50’s or older by then, I can undertand the desire to sock more away in non-stocks.
Doing all that cash worked out well during 2007 / 2008 and other down periods. At this point, I'm at about 50 / 50, equity / (fixed + cash).
pretty much the same if i take all my models plus cash and make one big portfolio

53% equities 37% assorted short to intermediate term bond funds , 10% cash
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