Search found 37 matches
- Sat Jan 12, 2013 12:51 am
- Forum: Permanent Portfolio Discussion
- Topic: Most Appealing Aspect of PP Strategy
- Replies: 27
- Views: 14849
Re: Most Appealing Aspect of PP Strategy
...I do not want to put more than 40% of my money in this investing strategy. This limit is not based on any hard analysis; rather, it is based on gut instinct and how much I might be willing to lose if the PP does not work as originally envisioned by HB for whatever reason. Well, ??? then please...
- Fri Sep 21, 2012 4:00 pm
- Forum: Permanent Portfolio Discussion
- Topic: Alternative PP Weightings
- Replies: 8
- Views: 4991
Re: Alternative PP Weightings
Awesome! I'll just hop into my time machine, scroll back to 1971, and prepare accordingly.
- Fri Sep 16, 2011 7:42 pm
- Forum: Variable Portfolio Discussion
- Topic: Permanent Portfolio Using Relative Strength (SHY, TLT, GLD, VTI)
- Replies: 33
- Views: 19157
Re: Permanent Portfolio Using Relative Strength (SHY, TLT, GLD, VTI)
LMAO... this deserves a bump.MediumTex wrote: Can you translate please?
I don't speak Relative Strength.
I am of the PP Tribe.
Our world is more black and white, and strength is always absolute.
Still waiting for the answer though??
- Mon Sep 12, 2011 12:20 pm
- Forum: Other Discussions
- Topic: "GDP" is Complete Nonsense.
- Replies: 28
- Views: 11157
"GDP" is Complete Nonsense.
I have long thought that GDP was deeply flawed as a measure of anything meaningful. Now I see it is even worse than I thought. I read this guy weekly and I think he is outstanding.
http://www.financeandeconomics.org/Arti ... nsense.pdf
http://www.financeandeconomics.org/Arti ... nsense.pdf
- Mon Sep 12, 2011 12:14 pm
- Forum: Other Discussions
- Topic: American Jobs act
- Replies: 72
- Views: 24116
Re: American Jobs act
Wow. Everyone here might be presumed to be a believer in the Harry Browne Permanent Portfolio. But it is clear that many do not share Harry's basic beliefs about economics and governance. Might I suggest Why Government Doesn’t Work by Harry Browne?
- Fri Sep 02, 2011 4:19 pm
- Forum: Permanent Portfolio Discussion
- Topic: Canadian Couch Potato Interview
- Replies: 48
- Views: 20730
Re: Canadian Couch Potato Interview
Okay, LoneWolf, Help me reconcile these two comments: I'm very much the long-term optimist. I hear all this stuff about long-term decline and the 80s baby in me just doesn't buy it. ... The opportunities of the present are precious because eventually time takes everything from everyone. We live...
- Wed Jul 20, 2011 9:36 pm
- Forum: Permanent Portfolio Discussion
- Topic: A 5th Economic Condition?
- Replies: 256
- Views: 70785
Re: A 5th Economic Condition?
What I was saying was that the PP only has an inherent home country bias because that's the way it is designed. For the U.S. investor, though, the PP probably works best, since it is able to use the world's reseve currency and the world's safest bond market for its assets. Harry specifically said;...
- Thu Jun 30, 2011 7:03 pm
- Forum: Permanent Portfolio Discussion
- Topic: Simba's Spreadsheet from Bogleheads
- Replies: 18
- Views: 12458
Re: Simba's Spreadsheet from Bogleheads
Simba's spreadsheet shows a CAGR of 8.05% for the period 1985-2010. Although I'd agree that such a result is not bad at all, it is in fact the lowest out of 25 lazy portfolios. Even a plain Vanguard Wellesley fund has a CAGR of 10.82% with similar Sharpe ratio. IF it were 1985.... and IF you coul...
- Sat Jun 25, 2011 3:45 pm
- Forum: Permanent Portfolio Discussion
- Topic: Why Investors Should Fear The Permanent Portfolio
- Replies: 109
- Views: 48095
Re: Why Investors Should Fear The Permanent Portfolio
Daily volatility is just a paper value fluctuation. What matters at the end of the day :) is to have some actual gains banked. Agreed; gains banked or losses averted. My point is I can't predetermine end of "which" day. Thereby short and medium term stability (of the package as a whole) is of val...
- Sat Jun 25, 2011 1:38 pm
- Forum: Permanent Portfolio Discussion
- Topic: Why Investors Should Fear The Permanent Portfolio
- Replies: 109
- Views: 48095
Re: Why Investors Should Fear The Permanent Portfolio
The best therapy for those who are tempted to tinker with the formula is to set up the 4X25 with ETF's in nominal amounts or in hypothetical amounts, and watch it daily . I have done this for 15 months, and this brings the concept to life. You will quickly observe that it is often the 30 years tha...
- Fri Feb 04, 2011 5:01 pm
- Forum: Variable Portfolio Discussion
- Topic: New Option for Your VP
- Replies: 15
- Views: 9603
New Option for Your VP
Here is a new program that my employer just opened up TODAY. It will be interesting to see how it is received.
It is a corporate finance adaptation of the "person to person" or "direct lending" concept.
https://uhaulinvestorsclub.com/
It is a corporate finance adaptation of the "person to person" or "direct lending" concept.
https://uhaulinvestorsclub.com/
- Wed Nov 17, 2010 3:22 pm
- Forum: Permanent Portfolio Discussion
- Topic: You Know PP Isn't Overbought When...
- Replies: 9
- Views: 7120
Re: You Know PP Isn't Overbought When...
Good point Moda My 401K offers exactly 1 suitable choice, the Vanguard S&P500 index fund. My wifes 401K offers exactly 0 suitable choices. Many offer a "stable" income fund. In many cases this is not really an acceptable (in the true Harry Browne meaning) substitute for the short term treasury po...
- Fri Nov 12, 2010 4:51 pm
- Forum: Other Discussions
- Topic: George Orwell's 1984
- Replies: 28
- Views: 14081
Read Atlas Shrugged too.
I have been saying lately that 1984, Animal Farm , and other thoughtful and thought provoking classics are wasted on middle-schoolers and high-schoolers; at least those of today. They were wasted on me at that age, and I have observed that they were wasted on my 3 children. Kids that age just do n...
- Thu Oct 28, 2010 11:30 pm
- Forum: Other Discussions
- Topic: Any Zero Hedge Fans Here?
- Replies: 21
- Views: 12339
Re: Any Zero Hedge Fans Here?
Comment post from zerohedge: [quote][/quote]by cougar_w on Thu, 10/28/2010 - 14:48 #684314 Here is a really important development: my ass hurts. I ride my bicycle to work every day, 60 miles a day r/t and 300 miles a week, and by the end of the week my ass hurts. It's not even Friday. But my ass alr...
- Fri Oct 22, 2010 9:31 pm
- Forum: Gold
- Topic: Kitco Gold Index
- Replies: 1
- Views: 3423
Re: Kitco Gold Index
Yes; I like to watch the "Gold price change due to predominant buying line". I assume it is a good proxy for the "gold price in all currency" charts that people post occaisionally.
- Thu Oct 21, 2010 7:28 pm
- Forum: Gold
- Topic: JOI: Rediscovering Gold As An Asset Class
- Replies: 8
- Views: 5637
Re: JOI: Rediscovering Gold As An Asset Class
Good Article. Someone should send it to Rick Ferri and start another HB PP boglehead thread.
https://web.archive.org/web/20160324133 ... opic=350.0
https://web.archive.org/web/20160324133 ... opic=350.0
- Mon Oct 11, 2010 7:31 pm
- Forum: Other Discussions
- Topic: How Did You Learn of Harry Browne?
- Replies: 18
- Views: 12120
Re: How Did You Learn of Harry Browne?
A freind of mine was sold the PRPFX by his investment advisor, after the 08-09 meltdown of course. He gave me a data sheet describing the mutual fund. I was interested, so I googled and found the official Harry Browne site, Craigs site, and the motherlode - Boglehead thread.
- Fri Oct 08, 2010 2:50 pm
- Forum: Permanent Portfolio Discussion
- Topic: Tax deferred IRA without income limitations?
- Replies: 2
- Views: 2891
Re: Tax deferred IRA without income limitations?
HSA, Health Savings Accounts if you are eligible.
- Thu Oct 07, 2010 12:28 pm
- Forum: Other Discussions
- Topic: Any Zero Hedge Fans Here?
- Replies: 21
- Views: 12339
Re: Any Zero Hedge Fans Here?
I love it, and stop in compulsvely now. There is so much content, I burn up hours every day. I tried to follow it once before, but couldn't because the writing is loaded with "trade-lingo", mysterious acronyms, and "inside baseball". In my experience it was not decipherable to a beginner or even ...
- Mon Sep 27, 2010 6:27 pm
- Forum: Bonds
- Topic: Do All brokerages Mark Bonds to Market?
- Replies: 5
- Views: 5200
Re: Do All brokerages Mark Bonds to Market?
Schwab does at end of day. (It IS fun to watch etfs though which update instantly and constantly)MiniB wrote: Do all brokerages mark my holdings to market each day?
- Fri Sep 24, 2010 12:53 pm
- Forum: Gold
- Topic: ETF's as Gold? or ETF's as anything for that matter?
- Replies: 17
- Views: 14563
Re: ETF's as Gold? or ETF's as anything for that matter?
This sort of article is what causes me to wonder what might happen if things get chaotic in financial markets.
http://www.cnbc.com/id/39309280
http://www.cnbc.com/id/39309280
- Wed May 05, 2010 12:48 pm
- Forum: Cash
- Topic: options for cash
- Replies: 35
- Views: 25379
Re: options for cash
American Century has the only pure treasury MM I have found that is still open. Fidelity has one that also includes federal agency debt. This is not technically the same as treasury bills, but is the next best I think. Roy, I see Vanguard Prime MM has only 18.5% in T-bills. Are there other funds t...
- Mon May 03, 2010 10:40 pm
- Forum: Permanent Portfolio Discussion
- Topic: Possible realistic scenarios where PP's gold allocation becomes useful
- Replies: 1
- Views: 3406
Re: Possible realistic scenarios where PP's gold allocation becomes useful
Germany between the wars, Argentina a couple times in the last twenty years, USA in the 1970's, Iceland VERY recently. I recommend "This time is different" by Reinhart & Rogoff for a more complete list. I'd like to throw open a discussion to the forum members where they list realistic scenarios whe...
- Sat May 01, 2010 10:01 pm
- Forum: Gold
- Topic: ETF's as Gold? or ETF's as anything for that matter?
- Replies: 17
- Views: 14563
Re: ETF's as Gold? or ETF's as anything for that matter?
Gold ownership is a funny thing--at first it feels very strange and you wonder if maybe you just did something really dumb. After owning it a while, though, it's hard to imagine not owning it as part of a balanced portfolio. Very interesting. I purchased my first gold coins about a month ago, be...
- Sat May 01, 2010 9:58 pm
- Forum: Permanent Portfolio Discussion
- Topic: Drank the Koolaid...
- Replies: 4
- Views: 5855
Re: Drank the Koolaid...
I just wish I had discovered this 10 years ago (not sure why I didn't, having voted for HB twice). Even though I didn't panic during the recent crash, the thought of having another 40% drop in my wealth with 12 years to retirement was nagging at me. You are a better man than I. I DID crack dur...