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My Permanent Portfolio Allocation

Posted: Thu Jan 01, 2015 2:20 pm
by robtkatz
Right now, my Permanent Portfolio Allocation looks like this:
  • 18% SHY: iShares Barclays 1-3 Year Treasury Bond Fund ETF
  • 30% TLT: iShares Barclays 20 Year Treasury Bond Fund ETF
  • 17% IAU: iShares COMEX Gold Trust ETF
  • 35% IJR: iShares S&P SmallCap 600 Index Fund ETF
According to the guidelines, I ought to re-balance.  But I'm thinking this allocation is alright as it is.
Also, I'm using IJR: iShares S&P SmallCap 600 Index Fund ETF as a proxy for the stock portion.  I'm not sure that's bad either.

Re: My Permanent Portfolio Allocation

Posted: Thu Jan 01, 2015 2:57 pm
by Pointedstick
You don't like selling high and buying low?

Re: My Permanent Portfolio Allocation

Posted: Thu Jan 01, 2015 3:42 pm
by robtkatz
Pointedstick wrote: You don't like selling high and buying low?
Good one, Stick :)!

Re: My Permanent Portfolio Allocation

Posted: Thu Jan 01, 2015 4:30 pm
by dualstow
30% TLT: iShares Barclays 20 Year Treasury Bond Fund ETF
Bonds have had such a run-up that every trading day I have to talk myself out of selling too much, since I am still close to 25% right now. (Long story). If I had a 30% share in long bonds, I would jump at the chance to prune them down to 25%.

Not to mention the fact that it's a new year and Craig just reminded us all to rebalance if we haven't done so for a year, or to at least take a look and consider rebalancing.

Re: My Permanent Portfolio Allocation

Posted: Thu Jan 01, 2015 5:47 pm
by barrett
dualstow wrote: If I had a 30% share in long bonds, I would jump at the chance to prune them down to 25%.
Ditto for me. I am a bit shy of 25% and don't have much interest in buying more long bonds.