Search found 118 matches

by blue_ruin17
Sun Jun 28, 2020 11:28 am
Forum: Permanent Portfolio Discussion
Topic: Canadian Portfolio
Replies: 25
Views: 1601

Re: Canadian Portfolio

One vote for the Sprott "PHYS" fund, here. (...) @blue_ruin17 Yes, a colleague of mine also swears by PHYS. The problem I see with PHYS is the current situation with MNT. To me their close-end fund structure looks quite similar to the ETR structure of MNT. Both may end up not tracking NAV which ren...
by blue_ruin17
Sun Jun 28, 2020 11:21 am
Forum: Permanent Portfolio Discussion
Topic: New Permanent Portfolio book: "Investing Equanimity"
Replies: 36
Views: 1321

Re: New Permanent Portfolio book: "Investing Equanimity"

HELLO, when shall we stop following PERMANENT PORTFOLIO? NEVER ? WHY? All the best my friend! My view is that the Permanent Portfolio was specifically designed to operate within the context of the post-1971 fiat currency/fractional reserve banking system. I maintain a very strong conviction in the ...
by blue_ruin17
Fri Jun 26, 2020 8:28 pm
Forum: Permanent Portfolio Discussion
Topic: Canadian Portfolio
Replies: 25
Views: 1601

Re: Canadian Portfolio

One vote for the Sprott "PHYS" fund, here. I like the relative transparency of the fund. It is a bit less of a "black box" than many of its peers. I have more confidence that the NAV is matched ounce for ounce by actual gold stashed in a vault, and that the redeemability of shares for deliverable go...
by blue_ruin17
Sun Jun 21, 2020 6:31 pm
Forum: Permanent Portfolio Discussion
Topic: New Permanent Portfolio book: "Investing Equanimity"
Replies: 36
Views: 1321

Re: New Permanent Portfolio book: "Investing Equanimity"

Post more often and btw tell us more about what inspired you to write this?? Well, I've been fascinated by the concept and philosophy of the Permanent Portfolio for years. I've thought a lot about it and accumulated countless pages of notes, reflections, and ideas regarding the topic. Eventually I ...
by blue_ruin17
Sat Jun 20, 2020 9:41 pm
Forum: Permanent Portfolio Discussion
Topic: New Permanent Portfolio book: "Investing Equanimity"
Replies: 36
Views: 1321

Re: New Permanent Portfolio book: "Investing Equanimity"

Read the book this afternoon in essentially one sitting (aside from getting up to cut watermelon to eat while continuing to read). Vinny Thanks for the initial reaction! I am very curious to see what people get out of the book. "Inspirational personal finance" is not a term or concept that I at all...
by blue_ruin17
Sat Jun 20, 2020 9:23 pm
Forum: Permanent Portfolio Discussion
Topic: Starting a PP in 2020
Replies: 7
Views: 426

Re: Starting a PP in 2020

When you commit to the Permanent Portfolio, you are committing to purchasing all four component assets with the full and explicit knowledge that one of them will almost certainly preform ruinously over the next decade or so. We all have our thoughts and opinions regarding what that asset will be goi...
by blue_ruin17
Sat Jun 20, 2020 8:56 pm
Forum: Permanent Portfolio Discussion
Topic: New Permanent Portfolio book: "Investing Equanimity"
Replies: 36
Views: 1321

Re: New Permanent Portfolio book: "Investing Equanimity"

Read the book this afternoon in essentially one sitting (aside from getting up to cut watermelon to eat while continuing to read). Vinny Thanks for the initial reaction! I am very curious to see what people get out of the book. "Inspirational personal finance" is not a term or concept that I at all...
by blue_ruin17
Fri Jun 19, 2020 11:07 pm
Forum: Permanent Portfolio Discussion
Topic: New Permanent Portfolio book: "Investing Equanimity"
Replies: 36
Views: 1321

Re: New Permanent Portfolio book: "Equanimity Investing"

Dude. What the F*%k. This is the most awesome, out of nowhere, totally left field post I have ever seen on this forum. I just scanned the preview of the book, and it looks amazing. What's even more amazing is how someone who loves the PP so much doesn't post much on this forum. Like, really, where ...
by blue_ruin17
Fri Jun 19, 2020 10:34 pm
Forum: Permanent Portfolio Discussion
Topic: New Permanent Portfolio book: "Investing Equanimity"
Replies: 36
Views: 1321

New Permanent Portfolio book: "Investing Equanimity"

"Investing Equanimity: The Logic & Wisdom of the Permanent Portfolio" I decided to write this book because the only way to truly satisfy my fascination with the concept of the Permanent Portfolio was to just write a book about it and "get it out of my system". I wrote it in such a manner that it is...
by blue_ruin17
Sun Jan 26, 2020 11:12 pm
Forum: Gold
Topic: Where and how do you purchase physical gold?
Replies: 132
Views: 38900

Re: Where and how do you purchase physical gold?

For physical (40% of my gold allocation) I order from silvergoldbull.ca . Free, fast shipping; usually the lowest premiums I can find. Online dealers are pretty much the only way to go, IMO -- brick and mortar dealers just can't compete. For international storage (40% of my allocation) I use Goldmo...
by blue_ruin17
Tue May 14, 2019 9:57 am
Forum: Other Discussions
Topic: Harry Browne's "Rule Your World" audio series
Replies: 3
Views: 885

Harry Browne's "Rule Your World" audio series

I "purchased" Harry Browne's "Rule Your World" audio series for $99 here However, the zip file that I was sent is corrupted and there is no response to my emails, even weeks later. I have a feeling that no one is actively managing that domain any more. I'm wondering where my money even went to. Does...
by blue_ruin17
Sat Apr 06, 2019 10:33 am
Forum: Permanent Portfolio Discussion
Topic: Viability of HBPP with perpetually low interest rate Fed
Replies: 21
Views: 5749

Re: Viability of HBPP with perpetually low interest rate Fed

I am less concerned with the viability of HBPP in the context of perpetually low interest rates than I am interested in HBPP's ability to survive the consequences of "perpetually" low interest rates.

In this regard, I am unconcerned.