Talmud Portfolio

A place to talk about speculative investing ideas for the optional Variable Portfolio

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barrett
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Re: Talmud Portfolio

Post by barrett »

What are the rebalance bands on the Talmud portfolio?
If your land goes up in value, you simply sell off a few shrubberies.
Kshartle
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Re: Talmud Portfolio

Post by Kshartle »

barrett wrote:
What are the rebalance bands on the Talmud portfolio?
If your land goes up in value, you simply sell off a few shrubberies.
with a herring?
barrett
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Re: Talmud Portfolio

Post by barrett »

Exactly! None of my movie references are more recent than 1987 (and most of those are from The Princess Bride). Apologies to those who have not watched Monty Python and the Holy Grail 50 or more times.
Kshartle
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Re: Talmud Portfolio

Post by Kshartle »

should have read: "MMMWWIIIIITTTHHHHHHHH!!!..a herring"
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frugal
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Re: Talmud Portfolio

Post by frugal »

k9 wrote: As for me, that would be :
  • land : rental real estate, farms, etc. directly owned
  • businesses : dividend-producing foreign stocks directly owned
  • reserves : 50% gold, 50% local currency (saving accounts, very short term bonds, actual cash, ...)
That would mean 50% physical 50% financial, but also 50% local 50% foreign.

I'm more and more thinking about implementing such a thing for myself, to overcome what I consider (minor) defaults of the PP for a non-US citizen (mainly, the fact that bonds can't be printed out by the nation to pay national debt here, and the fact that a collapse of my money value doesn't imply an equivalent surge in gold prices).
Hi

do you have news?

Can you explain a bit better all the strategy.

Regards
Live healthy, live actively and live life!
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