Australia PP fund 2019-20 results

Discussion of funds that implement the Permanent Portfolio strategy

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Hal
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Australia PP fund 2019-20 results

Post by Hal » Sat Aug 01, 2020 6:41 am

http://corcapital.com.au/wp-content/upl ... 0-v3_2.pdf

Are there any "pure" USA PP funds to compare against?
Aussie GoldSmithPP - 25% PMGOLD, 75% VDCO
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Kbg
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Re: Australia PP fund 2019-20 results

Post by Kbg » Sat Aug 01, 2020 4:42 pm

Wow. 1% Mngt Fee!!!

I will say my secret dream is to run a leveraged PP ETF.
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Mark Leavy
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Re: Australia PP fund 2019-20 results

Post by Mark Leavy » Sat Aug 01, 2020 4:54 pm

Kbg wrote:
Sat Aug 01, 2020 4:42 pm
Wow. 1% Mngt Fee!!!

I will say my secret dream is to run a leveraged PP ETF.
Make it a hedge fund with 2 and 20 and I'll go 50/50 with you.
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Hal
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Re: Australia PP fund 2019-20 results

Post by Hal » Wed Sep 09, 2020 10:12 pm

August results -> https://corcapital.com.au/wp-content/up ... 0-v1_2.pdf

I will run your PP for 1% management fee ;D
Aussie GoldSmithPP - 25% PMGOLD, 75% VDCO
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Mark Leavy
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Re: Australia PP fund 2019-20 results

Post by Mark Leavy » Wed Sep 09, 2020 10:24 pm

Hal wrote:
Wed Sep 09, 2020 10:12 pm
August results -> https://corcapital.com.au/wp-content/up ... 0-v1_2.pdf

I will run your PP for 1% management fee ;D
Wait a minute. Am I competing with Kbg or Hal?
Damn.
Mark
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Hal
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Re: Australia PP fund 2019-20 results

Post by Hal » Wed Sep 09, 2020 11:37 pm

Mark Leavy wrote:
Wed Sep 09, 2020 10:24 pm
Hal wrote:
Wed Sep 09, 2020 10:12 pm
August results -> https://corcapital.com.au/wp-content/up ... 0-v1_2.pdf

I will run your PP for 1% management fee ;D
Wait a minute. Am I competing with Kbg or Hal?
Damn.
Mark
We can form a consortium, surely this team is worth a 2% management fee ;D
Aussie GoldSmithPP - 25% PMGOLD, 75% VDCO
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Smith1776
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Re: Australia PP fund 2019-20 results

Post by Smith1776 » Thu Oct 01, 2020 10:41 am

Make it sustainable and competitive in a genuine way. Let's pool all of our money together and run it in the mutual mutual fund structure that Vanguard uses. That will attract mega assets.
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