Does Agriculture Give PRPFX An Advantage?

Discussion of funds that implement the Permanent Portfolio strategy

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Reub
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Does Agriculture Give PRPFX An Advantage?

Post by Reub »

I noticed that agriculture is a portion of PRPFX's portfolio. Does this give PRPFX an advantage over the HBPP?
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MediumTex
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Re: Does Agriculture Give PRPFX An Advantage?

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It's just one more component of PRPFX's inflation tilt.

Whether it provides an advantage over the HB PP is a matter of perspective and one's beliefs about future inflation.
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Re: Does Agriculture Give PRPFX An Advantage?

Post by dualstow »

Where did you find this? I have just searched the prospectus, the newest annual report and the Statement of Additional Information (SAI) for the word "agriculture", but with no results. I know they own real estate and natural resources-- figured the latter meant timber and things like that.
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MediumTex
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Re: Does Agriculture Give PRPFX An Advantage?

Post by MediumTex »

dualstow wrote: Where did you find this? I have just searched the prospectus, the newest annual report and the Statement of Additional Information (SAI) for the word "agriculture", but with no results. I know they own real estate and natural resources-- figured the latter meant timber and things like that.
I assume he is talking about timber holdings and presumably some of the fertilizer companies.

Maybe there is some kind of farmland REIT in the real estate holdings.  I don't know.
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