Another phase completed!
Posted: Sun Mar 01, 2020 7:02 pm
Just finished a major phase in my journey to finally implement a Permanent Portfolio (classic edition).
The Permanent Portfolio may be a simple concept but a fair amount of decisions are necessary to optimize it to meet both one's personal preferences and one's unique personal financial situation.
Most of those decisions need to be made for implementation but one also needs to be aware of all the later actions that will need to be done so as to not make any implementations decisions that will conflict with those later actions.
I like to make decisions based upon information and THIS forum is THE place to be to get information on the Permanent Portfolio.
My prior phase before this one was to read as many topics as I could find that would provide this information to me. And, fairly early on I decided I'd also read topics that were of interest even though they'd be of no value in assisting me in making decisions. That was to add a fun aspect to it.
I think I spent about two months reading these topics and liberally taking notes from what I found.
I know that at my peak I had at least 10 pages of subscribed topics. And, many of those topics had pages and pages and pages of posts in themselves. Obviously it took a fair amount of hours to get through all those posts.
The result was that I ended up with an Excel worksheet that had all my "notes" from these posts -- which was basically just copying the posts of value into the worksheet.
For the last two weeks, I've gone through all those notes and got rid of a lot of the duplication (the quoting) in them and, in the process, read them all again.
I now have 8905 rows of "notes" in this worksheet.
Next step is to reread all of them again and make my decisions. Many of you have made equally compelling arguments to do something, e.g., where to put new contributions, this way or that way. I'll have to finally make choices as to which arguments are the most compelling.
I conclude with a listing of all the topics included in these notes. Sometimes I chose these topics totally unrelated to what the topic title might lead you to believe as I'm sure all of you are aware of how topics oftentimes meander to something totally unrelated to the topic title. And, this list does, of course, does not include any of the topics that were read strictly for interest purposes and unrelated to the task of acquiring information so as to make decisions.
I just reviewed the topics list (below). It certainly seems as though more that 25% of the topics are related to Gold!
On to the next step....but NOT tonight! Instead, I'm going to continue to read this book:
Lives Reclaimed: A Story of Rescue and Resistance in Nazi Germany
https://smile.amazon.com/Lives-Reclaime ... l_huc_item
Vinny
American Eagle or Canadian Maple Leaf?
Re: Any downside to bars?
Any value in multiple ETFs?
An Alternative Explanation for the Permanent Portfolio
Re: Are you buying, holding, or selling the PP?
Asset locations
Re: Auto-rolling T-bills at Vanguard
Best resource for PP backtesting?
The Best Ways to Buy, Store, and Sell Precious Metals: A Comparative Analysis
Better to hold two gold funds?
Re: The Bond Dream Room
Bonds and IRAs
Bond FAQ
Bond Ladders
The Bond Purchase Question!
Buying and maintaining the LT bonds part of the PP
Buying Gold Eagles
Buying Physical Gold
Re: Calculating position returns
Re: Cash Need for Living Expenses?
Re: Dealer tricked into spending $100,000 on fake gold in NYC's Diamond District
Does Gold's Markup Bother You?
Do I not need to sell outperforming assets if I add money to pp
Don't Use USPS to Delivey Your Gold
Re: Do you insure your Gold?
Fidelity Bond and Bill Direct Purchase ?'s
Fidelity - SHV BIL or TBILL ladder (auto roll)
FNBGX vs. individual bonds at Fidelity
Geographic Diversification - Q and A Thread
Re: Gold Coin Balance Fooled by fake gold Eagle
Re: Gold coins: circulated vs new
Gold Coin Counterfeit Detectors
Gold dealers?
Gold dealers you have used?
Golden Butterfly
Golden Butterfly Portfolio
Gold Eagle Acquisition Cost and PP Rebalance Valuation?
Re: Gold ETF Fee War Gets Complicated
Re: Gold is sinking. Don't look!
Gold / Stock / Bonds at highs or near highs?
Gold taxation thoughts
Help me get over my fear of LTTs
Re: Help moving investments around in taxable accounts
Holding gold in retirement accounts
How do you invest the bond portion?
How do you invest the Cash portion?
How do you invest the gold portion?
How do you invest the stock portion?
How many brokerage firms are you using?
Re: I bond rate November 2019
Re: IAU Taxes w/Fidelity and TurboTax
I keep seeing GLD being recommended over IAU
ILT Alternatives?
Re: Im NEW and STUPID......
Insuring gold?
Investment locations?
Re: IRA Rollover into Physical Gold?
Re: Is cash really 2nd after bonds for retirement accounts?
Re: Is Gold still the currency hedge it should be?
Re: Left Fidelity
Laddering vs. not, and other questions
Large LTT purchase
Re: Left Fidelity
Re: Maximum Bond Upside
Meaning of 1-3 yr and 10-30 yr treasury ladders
Mixing Gold Coin Types, or Staying Consistent?
Most Secure Way to Reasonable Hold PP Assets??
Newbie question
New investments?
New Member and Permanent Portfolio Novice. Asking for help
Re: New to Permanent Portfolio
Re: Not Even Harry Browne Thought It Was Going To Be This Bad
Re: Oh how it hurts to see no gains
Order in which to keep assets tax sheltered
Re: % of gold asset in ETF or CEF for rebalancing purposes
Permanent Portfolio on Twitter?
Re: Perth Mint depository online data breach
Perth Mint Online Depository Program
Re: Physical Fractional vs. Full oz. Gold
Physical gold or ETF for my IRA?
Is Physical Gold Really "Necessary" to US Citizens?
Physical vs ETF
Re: Poll: What percentage of your gold is held in physical form?
Prices you bought in at?
Pushing your chips "all in" for the PP
Re: Question for Melveyr
Re: Ready to make switch but not sure where to begin...
Re: Reallocation Bands
Real Return
Re: Rebalancing
rebalancing physical
Re: Rebalancing Warning
Safe Deposit Boxes Aren’t Safe
Re: Scared to Take the PP Jump Because of Gold
Selling long term bonds to rebalance?
Six Years of Studying the HBPP And...
slightly confused about rebalancing
Re: Small cap value index: S&P 600 vs Russell 2000
Spreadsheets to Track PP
Re: Stock scream room
Re: Tax-Deferred Account Cash Position
Tax Efficiency
Re: Too Good to Be True?
Treasury Bond Basic Quetions - TreasuryDirect
Treasury Bond Buying Tutorial
Treasury Direct account security discussion at Bogleheads
Vanguard changes 3 government bond index funds and ETFs to pure Treasury indexes
Vanguard Treasury Money Market Fund (VUSXX) Questions!
vanguard vs fidelity
Re: Weighting asset allocations in tax-advantaged accounts
What brokerages are you using and why?
Re: What is your current portfolio?
Re: When you make a purchase....
Re: Where and how do you purchase physical gold?
Re: Where do you store your gold?
Re: Which Assets in Roth IRA?
Re: Why should I buy Treasuries now?
Re: Will Someone Help Me Buy My First Gold Coin?
The Permanent Portfolio may be a simple concept but a fair amount of decisions are necessary to optimize it to meet both one's personal preferences and one's unique personal financial situation.
Most of those decisions need to be made for implementation but one also needs to be aware of all the later actions that will need to be done so as to not make any implementations decisions that will conflict with those later actions.
I like to make decisions based upon information and THIS forum is THE place to be to get information on the Permanent Portfolio.
My prior phase before this one was to read as many topics as I could find that would provide this information to me. And, fairly early on I decided I'd also read topics that were of interest even though they'd be of no value in assisting me in making decisions. That was to add a fun aspect to it.
I think I spent about two months reading these topics and liberally taking notes from what I found.
I know that at my peak I had at least 10 pages of subscribed topics. And, many of those topics had pages and pages and pages of posts in themselves. Obviously it took a fair amount of hours to get through all those posts.
The result was that I ended up with an Excel worksheet that had all my "notes" from these posts -- which was basically just copying the posts of value into the worksheet.
For the last two weeks, I've gone through all those notes and got rid of a lot of the duplication (the quoting) in them and, in the process, read them all again.
I now have 8905 rows of "notes" in this worksheet.
Next step is to reread all of them again and make my decisions. Many of you have made equally compelling arguments to do something, e.g., where to put new contributions, this way or that way. I'll have to finally make choices as to which arguments are the most compelling.
I conclude with a listing of all the topics included in these notes. Sometimes I chose these topics totally unrelated to what the topic title might lead you to believe as I'm sure all of you are aware of how topics oftentimes meander to something totally unrelated to the topic title. And, this list does, of course, does not include any of the topics that were read strictly for interest purposes and unrelated to the task of acquiring information so as to make decisions.
I just reviewed the topics list (below). It certainly seems as though more that 25% of the topics are related to Gold!
On to the next step....but NOT tonight! Instead, I'm going to continue to read this book:
Lives Reclaimed: A Story of Rescue and Resistance in Nazi Germany
https://smile.amazon.com/Lives-Reclaime ... l_huc_item
Vinny
American Eagle or Canadian Maple Leaf?
Re: Any downside to bars?
Any value in multiple ETFs?
An Alternative Explanation for the Permanent Portfolio
Re: Are you buying, holding, or selling the PP?
Asset locations
Re: Auto-rolling T-bills at Vanguard
Best resource for PP backtesting?
The Best Ways to Buy, Store, and Sell Precious Metals: A Comparative Analysis
Better to hold two gold funds?
Re: The Bond Dream Room
Bonds and IRAs
Bond FAQ
Bond Ladders
The Bond Purchase Question!
Buying and maintaining the LT bonds part of the PP
Buying Gold Eagles
Buying Physical Gold
Re: Calculating position returns
Re: Cash Need for Living Expenses?
Re: Dealer tricked into spending $100,000 on fake gold in NYC's Diamond District
Does Gold's Markup Bother You?
Do I not need to sell outperforming assets if I add money to pp
Don't Use USPS to Delivey Your Gold
Re: Do you insure your Gold?
Fidelity Bond and Bill Direct Purchase ?'s
Fidelity - SHV BIL or TBILL ladder (auto roll)
FNBGX vs. individual bonds at Fidelity
Geographic Diversification - Q and A Thread
Re: Gold Coin Balance Fooled by fake gold Eagle
Re: Gold coins: circulated vs new
Gold Coin Counterfeit Detectors
Gold dealers?
Gold dealers you have used?
Golden Butterfly
Golden Butterfly Portfolio
Gold Eagle Acquisition Cost and PP Rebalance Valuation?
Re: Gold ETF Fee War Gets Complicated
Re: Gold is sinking. Don't look!
Gold / Stock / Bonds at highs or near highs?
Gold taxation thoughts
Help me get over my fear of LTTs
Re: Help moving investments around in taxable accounts
Holding gold in retirement accounts
How do you invest the bond portion?
How do you invest the Cash portion?
How do you invest the gold portion?
How do you invest the stock portion?
How many brokerage firms are you using?
Re: I bond rate November 2019
Re: IAU Taxes w/Fidelity and TurboTax
I keep seeing GLD being recommended over IAU
ILT Alternatives?
Re: Im NEW and STUPID......
Insuring gold?
Investment locations?
Re: IRA Rollover into Physical Gold?
Re: Is cash really 2nd after bonds for retirement accounts?
Re: Is Gold still the currency hedge it should be?
Re: Left Fidelity
Laddering vs. not, and other questions
Large LTT purchase
Re: Left Fidelity
Re: Maximum Bond Upside
Meaning of 1-3 yr and 10-30 yr treasury ladders
Mixing Gold Coin Types, or Staying Consistent?
Most Secure Way to Reasonable Hold PP Assets??
Newbie question
New investments?
New Member and Permanent Portfolio Novice. Asking for help
Re: New to Permanent Portfolio
Re: Not Even Harry Browne Thought It Was Going To Be This Bad
Re: Oh how it hurts to see no gains
Order in which to keep assets tax sheltered
Re: % of gold asset in ETF or CEF for rebalancing purposes
Permanent Portfolio on Twitter?
Re: Perth Mint depository online data breach
Perth Mint Online Depository Program
Re: Physical Fractional vs. Full oz. Gold
Physical gold or ETF for my IRA?
Is Physical Gold Really "Necessary" to US Citizens?
Physical vs ETF
Re: Poll: What percentage of your gold is held in physical form?
Prices you bought in at?
Pushing your chips "all in" for the PP
Re: Question for Melveyr
Re: Ready to make switch but not sure where to begin...
Re: Reallocation Bands
Real Return
Re: Rebalancing
rebalancing physical
Re: Rebalancing Warning
Safe Deposit Boxes Aren’t Safe
Re: Scared to Take the PP Jump Because of Gold
Selling long term bonds to rebalance?
Six Years of Studying the HBPP And...
slightly confused about rebalancing
Re: Small cap value index: S&P 600 vs Russell 2000
Spreadsheets to Track PP
Re: Stock scream room
Re: Tax-Deferred Account Cash Position
Tax Efficiency
Re: Too Good to Be True?
Treasury Bond Basic Quetions - TreasuryDirect
Treasury Bond Buying Tutorial
Treasury Direct account security discussion at Bogleheads
Vanguard changes 3 government bond index funds and ETFs to pure Treasury indexes
Vanguard Treasury Money Market Fund (VUSXX) Questions!
vanguard vs fidelity
Re: Weighting asset allocations in tax-advantaged accounts
What brokerages are you using and why?
Re: What is your current portfolio?
Re: When you make a purchase....
Re: Where and how do you purchase physical gold?
Re: Where do you store your gold?
Re: Which Assets in Roth IRA?
Re: Why should I buy Treasuries now?
Re: Will Someone Help Me Buy My First Gold Coin?