What is your current portfolio?

General Discussion on the Permanent Portfolio Strategy

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Smith1776
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Re: What is your current portfolio?

Post by Smith1776 » Mon Oct 28, 2019 6:14 pm

Fairly vanilla PP here.

A small sliver of silver in the precious metals portion. I also have factor tilts in the equity portion. That's about it. Everything else is by the book.

Very satisfied with the PP strategy.
Early to bed and early to rise makes a man healthy, wealthy, and wise.
stpeter
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Re: What us your current portfolio?

Post by stpeter » Mon Oct 28, 2019 9:01 pm

sophie wrote:
Mon Oct 28, 2019 6:41 am
jacksonm2 wrote:
Sun Oct 27, 2019 1:34 pm
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). The GB makes this much more palatable and if Tyler's charts are correct there is very little, if any, downside to it in comparison with the 4x4.
Similar story here. I started the PP in 2010 (first using PPRFX then switched to a 25x4 in 2012), then started moving to the Golden Butterfly about a year ago. My reason was different from Jackson's though - it's because historically, the eras where the PP is likely to outperform the GB are all less common historically than prosperity, whereas the GB's underperformance relative to the PP in other conditions is small. No VP. Active retirement accounts are a separate stock/bond portfolio.
Golden Butterfly indeed looks intriguing. What rebalance bands do you GB folks use?
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jhogue
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Re: What is your current portfolio?

Post by jhogue » Tue Oct 29, 2019 9:42 am

Stocks 27% (mostly ITOT)
Bonds 23% (all 30 year T-bonds)
Gold 23% (mostly SGOL and IAU)
Cash 27% (divided between FDLXX /STTs/US savings bonds)

-No VP
-Annual Roth IRA conversions.
“Groucho Marx wrote:
A stock trader asked him, "Groucho, where do you put all your money?" Groucho was said to have replied, "In Treasury bonds", and the trader said, "You can't make much money on those." Groucho said, "You can if you have enough of them!"
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KevinW
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Re: What is your current portfolio?

Post by KevinW » Tue Oct 29, 2019 7:18 pm

My IRA is a 4x25 in ESGV, VGLT, VUSXX, GLDM, and some individual gold coins (since lost at sea ;D )

My 401k is essentially the same but uses the plan sponsor's cash and S&P500 funds.

Taxable cash is in an online savings account.
amdda01
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Re: What is your current portfolio?

Post by amdda01 » Wed Oct 30, 2019 9:37 am

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foglifter
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Re: What is your current portfolio?

Post by foglifter » Wed Oct 30, 2019 5:06 pm

I started PP in 2010, first it was all in PRPFX, then I moved to the classic PP, but eventually ended up with with a modified cashless version of GB:

25% FZROX
15% IJR
5% SCZ
5% DGS
30% FNBGX + individual LTTs
20% SGOL
"Let every man divide his money into three parts, and invest a third in land, a third in business, and a third let him keep in reserve."
- Talmud
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Ugly_Bird
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Re: What is your current portfolio?

Post by Ugly_Bird » Wed Oct 30, 2019 5:34 pm

jalanlong wrote:
Sun Oct 27, 2019 5:14 am
I am interested to know from those who have been studying this a while, how many of you are still in the traditional vanilla 4x PP vs how many of you have done modifications (adding small caps or momentum etfs) or have changed your percentages entirely?
Classical 25x4 HBPP
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AdamA
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Re: What is your current portfolio?

Post by AdamA » Wed Oct 30, 2019 8:03 pm

Regular PP for 9 peaceful years.
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InsuranceGuy
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Re: What is your current portfolio?

Post by InsuranceGuy » Wed Oct 30, 2019 8:21 pm

PP Inspired Momentum model
viewtopic.php?f=10&t=9404
escafandro
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Re: What is your current portfolio?

Post by escafandro » Thu Oct 31, 2019 7:43 pm

40 Stocks
40 Long Bond
20 Gold
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Xan
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Re: What is your current portfolio?

Post by Xan » Thu Oct 31, 2019 9:50 pm

Vanilla PP here. One PP for each tax regime.
jalanlong
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Re: What is your current portfolio?

Post by jalanlong » Fri Nov 01, 2019 7:43 am

escafandro wrote:
Thu Oct 31, 2019 7:43 pm
40 Stocks
40 Long Bond
20 Gold
May I ask what drew you to that portfolio?
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