Page 3 of 3
Re: Permanent Portfolio vs. All-Weather - an in-depth analysis
Posted: Fri Jul 29, 2016 4:31 pm
by Dieter
Congrats. And thanks for sharing your numbers.
I have a similar (overall) allocation across all my retirement accounts -- roughly 50% stocks, 30% "Bonds" (not just LTT), 15% Gold, 5% Cash.
With (depending on account) some tilt to SCV, REIT, Intl (ok, technically tilting to US as not 50% Intl), ....
Re: Permanent Portfolio vs. All-Weather - an in-depth analysis
Posted: Fri Jul 29, 2016 4:37 pm
by buddtholomew
Dieter wrote:Congrats. And thanks for sharing your numbers.
I have a similar (overall) allocation across all my retirement accounts -- roughly 50% stocks, 30% "Bonds" (not just LTT), 15% Gold, 5% Cash.
With (depending on account) some tilt to SCV, REIT, Intl (ok, technically tilting to US as not 50% Intl), ....
Ditto except 40 in bonds and 10 in gold - 50/40/10
REITs, SCV, EM and INT too.
Nothing beats the PP in taxable for me.
Re: Permanent Portfolio vs. All-Weather - an in-depth analysis
Posted: Fri Jul 29, 2016 4:40 pm
by buddtholomew
buddtholomew wrote:Dieter wrote:Congrats. And thanks for sharing your numbers.
I have a similar (overall) allocation across all my retirement accounts -- roughly 50% stocks, 30% "Bonds" (not just LTT), 15% Gold, 5% Cash.
With (depending on account) some tilt to SCV, REIT, Intl (ok, technically tilting to US as not 50% Intl), ....
Ditto except 40 in bonds and 10 in gold - 50/40/10
REITs (biggest gains 275%+), SCV, EM and INT.
Total Bond Index and Stable Value too.
Nothing beats the PP in taxable for me.
Re: Permanent Portfolio vs. All-Weather - an in-depth analysis
Posted: Fri Jul 29, 2016 4:41 pm
by buddtholomew
Dieter wrote:Congrats. And thanks for sharing your numbers.
I have a similar (overall) allocation across all my retirement accounts -- roughly 50% stocks, 30% "Bonds" (not just LTT), 15% Gold, 5% Cash.
With (depending on account) some tilt to SCV, REIT, Intl (ok, technically tilting to US as not 50% Intl), ....
Ditto except 40 in bonds and 10 in gold - 50/40/10
REITs (biggest gains 275%+), SCV, EM and INT.
Total Bond Index and Stable Value too.
Nothing beats the PP in taxable for me.
Re: Permanent Portfolio vs. All-Weather - an in-depth analysis
Posted: Mon Aug 01, 2016 1:51 pm
by glennds
Hi,
Is there any particular re-balancing guideline that goes with the All-Weather Portfolio?
For example, an All-Weather equivalent to the 35/15 bands that many seem to like with the Permanent Portfolio?
Thanks