"A Portfolio For All Seasons?"

General Discussion on the Permanent Portfolio Strategy

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Xan
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"A Portfolio For All Seasons?"

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Ad Orientem
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Re: "A Portfolio For All Seasons?"

Post by Ad Orientem »

Curses! You beat me to it. I was just about to post on this excellent article.
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Re: "A Portfolio For All Seasons?"

Post by dualstow »

It's on the front page of the WSJ website today (right-hand side, in "Analysis from MarketWatch" §)
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Re: "A Portfolio For All Seasons?"

Post by MediumTex »

dualstow wrote: It's on the front page of the WSJ website today (right-hand side, in "Analysis from MarketWatch" §)
Thanks for reporting that.  That's a good article.  Craig's The Man.
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Re: "A Portfolio For All Seasons?"

Post by modeljc »

MediumTex wrote:
dualstow wrote: It's on the front page of the WSJ website today (right-hand side, in "Analysis from MarketWatch" §)
Thanks for reporting that.  That's a good article.  Craig's The Man.
I tried a post that Craig nailed the word "Bogey" for me.  To my great reality distortion I got about three folks that thought Craig was the Man.  Maybe the M. T. post will bring this board forward to say that Craig is the MAN.  I think so! 
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Re: "A Portfolio For All Seasons?"

Post by MediumTex »

modeljc wrote:
MediumTex wrote:
dualstow wrote: It's on the front page of the WSJ website today (right-hand side, in "Analysis from MarketWatch" §)
Thanks for reporting that.  That's a good article.  Craig's The Man.
I tried a post that Craig nailed the word "Bogey" for me.  To my great reality distortion I got about three folks that thought Craig was the Man.  Maybe the M. T. post will bring this board forward to say that Craig is the MAN.  I think so!
I think that most of us are already there when it comes to Craig.

I have known Craig for several years now and he's as good as they come.  Just a solid dude in every way.
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Re: "A Portfolio For All Seasons?"

Post by foglifter »

Oops, I'm late to the party, huh. Thanks for posting, Xan.

I think it's awesome that articles like these are spotted quickly and get further visibility though this forum. I hope it will make its way to Bogleheads as well - those are the guys we should never stop "evangelizing" on PP.  :)
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Re: "A Portfolio For All Seasons?"

Post by MediumTex »

foglifter wrote: Oops, I'm late to the party, huh. Thanks for posting, Xan.

I think it's awesome that articles like these are spotted quickly and get further visibility though this forum. I hope it will make its way to Bogleheads as well - those are the guys we should never stop "evangelizing" on PP.  :)
One of the humorous things to me about PP naysayers is that they tend to come in two varieties:

1. "25% gold and a bunch of other assets that move in opposite directions?  Way too risky.  No way I could ever do that."

2. "Only 4-5% inflation adjusted returns?  Way too conservative.  No way I could ever do that."
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Re: "A Portfolio For All Seasons?"

Post by dualstow »

One slight amendment: I said front page, but should have said front page of Markets. Although it may have been on the front earlier in the day, I only see it on the front of Markets now.
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