A Grand 2015

General Discussion on the Permanent Portfolio Strategy

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buddtholomew
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Re: A Grand 2015

Post by buddtholomew »

dualstow wrote: I continued rebalancing out of stocks today, since I didn't go all the way when I was supposed to. Pulled the trigger on some index fund sales around 3:00EST, and was pleased to come home for the day and find that the market was up even more at closing.
Out of curiosity, are the proceeds in gold, treasuries or cash? I expect a bonus shortly and gold is 3% under-weight the 25% target. Did some browsing on the Apmex site.
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.
bedraggled
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Re: A Grand 2015

Post by bedraggled »

Sophie,

Thanks for the instruction.  It appears 15/35 rules the day.

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sophie
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Re: A Grand 2015

Post by sophie »

Glad to hear everybody is holding onto bonds.  That's exactly what I'm doing.

Barrett - I hear you on needing dry powder!  I was also overweight in savings bonds so I passed on buying them last year.  They're no good for rebalancing.  Stash some cash at a brokerage or Treasury Direct and buy yourself some nice T bills instead.  I just got all of 25 cents out of my latest T bill autoroll.  Yay.
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Tom
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Re: A Grand 2015

Post by Tom »

Things are coming back down to reality.  My portfolio was up about 4.5% in January - down to 2.06% YTD today.
barrett
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Re: A Grand 2015

Post by barrett »

Tom wrote: Things are coming back down to reality.  My portfolio was up about 4.5% in January - down to 2.06% YTD today.
Yeah, but this is not necessarily bad news if one is looking to add a bit of new money. With interest rates this low, the PP should only be expected to return maybe 4%-7% in nominal terms. Gold is stinking up the joint today. September was the last down month so a little correction is not a surprise. I was thinking about jumping out of my office window but the fall is only about 42 inches. ;)
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