Search found 4 matches

by mabcpa17
Thu Oct 09, 2014 5:19 pm
Forum: Permanent Portfolio Discussion
Topic: PP now beating SP500 YTD
Replies: 61
Views: 35858

Re: PP now beating SP500 YTD

I am thrilled with YTD returns of the PP!!! S&P 500 returns, with 1/4 the risk.....hmmmmm what's not to like?

PP is not the only investement strategy I use, but it makes a great hedge!
by mabcpa17
Tue Jan 28, 2014 7:33 am
Forum: Permanent Portfolio Discussion
Topic: How about a 33x3 PP with no cash?
Replies: 24
Views: 16509

Re: How about a 33x3 PP with no cash?

PP is not just about boosting returns. It's about preserving wealth!
by mabcpa17
Fri Jan 03, 2014 2:12 pm
Forum: Stocks
Topic: Allocation to non-US stocks
Replies: 20
Views: 15532

Re: Allocation to non-US stocks

Thanks!

Any thoughts on allocating to non-US bonds as well? Or is the thinking here, if the US tanks, the rest of the workd does too?  :)
by mabcpa17
Fri Jan 03, 2014 1:44 pm
Forum: Stocks
Topic: Allocation to non-US stocks
Replies: 20
Views: 15532

Allocation to non-US stocks

I recognize the purest approach to the PP calls for the stock portion of the portfolio to be 100% to US equities; however, any views on whether this needs to be revisited?  Two reasons I am thinking about broadening beyond US equities; 1: the valuation of many non US equities (particularly emerging ...