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.
Price is what you pay; value is what you get.
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