Search found 27 matches

by pors
Tue May 25, 2021 3:05 am
Forum: Permanent Portfolio Discussion
Topic: Rebalancing into more LTT
Replies: 103
Views: 10446

Re: Rebalancing into more LTT

From the man who designed the All Weather Portfolio with 40% LTT and 15% ITT:
“Personally, I’d rather have bitcoin than a bond” in an inflationary scenario
https://twitter.com/CoinDesk/status/1396829556904972293
by pors
Wed May 12, 2021 2:54 am
Forum: Permanent Portfolio Discussion
Topic: Rebalancing into more LTT
Replies: 103
Views: 10446

Re: Rebalancing into more LTT

Whenever you rebalance, almost by definition you feel like you're about to make huge mistake. Because, you're selling assets that have shot up in value and that everyone is dazzled by and wants to buy more of. And you're buying assets that have gone into the crapper and that everyone is telling you...
by pors
Wed May 12, 2021 2:42 am
Forum: Permanent Portfolio Discussion
Topic: Rebalancing into more LTT
Replies: 103
Views: 10446

Re: Rebalancing into more LTT

Cortopassi wrote:
Tue May 11, 2021 8:42 am
pors wrote:
Tue May 11, 2021 4:08 am
I'm worried that this might be the worst moment to buy LTT.
If my historical trading is any indication, this is the best time to buy, when it feels like the stupidest thing to do.
Haha, that's what I needed to hear ;D
by pors
Wed May 12, 2021 2:37 am
Forum: Permanent Portfolio Discussion
Topic: Rebalancing into more LTT
Replies: 103
Views: 10446

Re: Rebalancing into more LTT

My LTT allocation is almost hitting the lower band. All other assets are more or less at 20% (I have a GB portfolio), which means I'll buy a bunch of LTT's. What do you consider to be the lower band for the GB? I'd like to follow the PP/GB rebalancing rules by the letter, but it would be good to he...
by pors
Tue May 11, 2021 4:08 am
Forum: Permanent Portfolio Discussion
Topic: Rebalancing into more LTT
Replies: 103
Views: 10446

Rebalancing into more LTT

My LTT allocation is almost hitting the lower band. All other assets are more or less at 20% (I have a GB portfolio), which means I'll buy a bunch of LTT's. With all the talk of inflation, I'm worried that this might be the worst moment to buy LTT. Inflation could trigger an interest increase I read...
by pors
Wed Apr 14, 2021 1:02 pm
Forum: Variable Portfolio Discussion
Topic: Indirect Ways to Benefit from the Crypto Craze?
Replies: 4
Views: 757

Re: Indirect Ways to Benefit from the Crypto Craze?

https://twitter.com/BitcoinMagazine/sta ... 5051766784

VanEck Launches ETF Offering Exposure To Bitcoin-Focused Companies.

"The Digital Transformation ETF offers exposure to the likes of
@MicroStrategy
,
@RiotBlockchain
,
@Square
and others."
by pors
Tue Apr 06, 2021 3:27 am
Forum: Permanent Portfolio Discussion
Topic: Drawdown phase of a PP in retirement
Replies: 49
Views: 4743

Re: Drawdown phase of a PP in retirement

I am using the pp in retirement.. I do not count the portfolio cash as cash for living on ..it is an active part of the portfolio which balances out the long term bonds and acts as options to buy asserts on sale but with no expiration date . So initially we use a years out side cash thrown in the c...
by pors
Sun Feb 21, 2021 2:53 am
Forum: Permanent Portfolio Discussion
Topic: Bitcoin as a complement or alternative to gold in the PP
Replies: 200
Views: 20433

Re: Bitcoin as a complement or alternative to gold in the PP

https://www.reddit.com/r/investing/comments/lofha7/quantum_computers_may_break_bitcoin_much_sooner/ Here's another wrinkle to the argument. What about quantum computing attacks on the blockchain? The one thing I know about gold is that since it's physical there's no way that quantum computing can p...
by pors
Fri Feb 05, 2021 2:51 am
Forum: Gold
Topic: Accurate gold coin offer price scraping for the spreadsheet nerds
Replies: 21
Views: 11787

Re: Accurate gold coin offer price scraping for the spreadsheet nerds

Mark Leavy wrote:
Thu Feb 04, 2021 11:07 am
These two are both working for me right now.

Code: Select all

=importhtml("http://www.coloradogold.com/htsell.php","table",1)

Code: Select all

=importhtml("http://www.ajpm.com/gold-bullion.html","table",0)

Awesome thanks! The result takes up quite a few cells, but at least it works :)
by pors
Thu Jan 28, 2021 10:14 am
Forum: Gold
Topic: Are Gold shorts also a risk (like silver)
Replies: 2
Views: 683

Are Gold shorts also a risk (like silver)

See https://twitter.com/maxkeiser/status/1354548885419667457 Hey @wallstreetbets THE PAPER SILVER MARKET [SILVER SHORTS] IS 250 TIMES THE SIZE OF THE PHYSICAL SILVER MARKET (IMPLIED TARGET OF A SHORT SQUEEZE IS $5,000 PER OZ) So now WSB is trying to pump silver to get hedge funds in trouble. Is this...
by pors
Sun Jan 24, 2021 3:36 am
Forum: Permanent Portfolio Discussion
Topic: Questions concerning implementation of a GB/Weird portfolio
Replies: 9
Views: 1721

Re: Questions concerning implementation of a GB/Weird portfolio

Dieter wrote:
Sat Jan 23, 2021 5:37 pm

(just realized I didn't check my allocations since early August; that's a long time for me).

Wow, how do you do it? ;D
Do you track it somehow to know the portfolio needs to be rebalanced?
by pors
Fri Jan 22, 2021 2:52 am
Forum: Permanent Portfolio Discussion
Topic: For our Euro members
Replies: 2
Views: 619

Re: For our Euro members

Thanks for that, Hal. Choosing the proper US PP ETFs and/or contemplating whether to go with EU PP is definitely not an easy one. However, this PP implementation is not really for Europeans - 20+ LTTs are listed only on LSE (something I knew about) and given Brexit this ETF is even more non-Europei...
by pors
Thu Jan 21, 2021 8:12 am
Forum: Variable Portfolio Discussion
Topic: Variable Portfolio FAQ
Replies: 3
Views: 24972

Re: Variable Portfolio FAQ

Kriegsspiel wrote:
Thu Jan 21, 2021 7:34 am
Harry's advice was never rebalance from the PP into your VP.

If you want to add to your PP, that money can come from earned income or you can move over some of your VP.
Yeah, that makes sense. So yes, from VP to PP, but not the other way around. Thanks!
by pors
Thu Jan 21, 2021 4:14 am
Forum: Variable Portfolio Discussion
Topic: Variable Portfolio FAQ
Replies: 3
Views: 24972

Re: Variable Portfolio FAQ

Here they are in a nutshell just so everyone understands the difference between the Permanent Portfolio and Variable Portfolio: 1) It must be with money you can afford to lose. 2) You aren’t allowed to replenish the Variable Portfolio with money from the Permanent Portfolio if you lose it. 3) You c...
by pors
Wed Jan 20, 2021 3:37 am
Forum: Permanent Portfolio Discussion
Topic: Poll: Which asset will be the winner in 2021?
Replies: 28
Views: 4255

Re: Poll: Which asset will be the winner in 2021?

I say stocks. It would be interesting to see the history of this poll and the actual winners for previous years. Did anything else than stocks ever win? This forum would probably be a wealth of data. I'll search the forums and see if I can make a spreadsheet or a little chart or something Cool!
by pors
Tue Jan 19, 2021 4:47 am
Forum: Permanent Portfolio Discussion
Topic: Questions concerning implementation of a GB/Weird portfolio
Replies: 9
Views: 1721

Re: Questions concerning implementation of a GB/Weird portfolio

Wow, that is an amazing answer @blue_ruin17! You should post more ;D
by pors
Tue Jan 19, 2021 3:27 am
Forum: Permanent Portfolio Discussion
Topic: Poll: Which asset will be the winner in 2021?
Replies: 28
Views: 4255

Re: Poll: Which asset will be the winner in 2021?

I say stocks. It would be interesting to see the history of this poll and the actual winners for previous years. Did anything else than stocks ever win?
by pors
Sat Jan 16, 2021 4:40 am
Forum: Variable Portfolio Discussion
Topic: Modified Golden Butterfly Portfolio
Replies: 29
Views: 14356

Re: Modified Golden Butterfly Portfolio

This seems to me to be a good framework for non-US investors: split the equity allocation between US and local, and use local bonds. Ah, this is what I do! I live in the Netherlands and have split the equity allocation between US and EMU stocks. And with German bonds (the best we have in Europe I t...
by pors
Wed Jan 13, 2021 2:09 am
Forum: Permanent Portfolio Discussion
Topic: SS & the PP
Replies: 22
Views: 3025

Re: SS & the PP

Thanks, @mathjak107, that is very well explained!
by pors
Tue Jan 12, 2021 2:39 am
Forum: Permanent Portfolio Discussion
Topic: SS & the PP
Replies: 22
Views: 3025

Re: SS & the PP

LTT's are a safe haven asset that hedge against periods of deflation, economic contraction, and fear. During a deflationary crisis, LTTs spike, compensate for losses in stocks and/or gold, and provide the capacity to rebalance capital into those assets at discount prices. SS is not a flight-to-safe...
by pors
Sat Jan 09, 2021 3:23 am
Forum: Variable Portfolio Discussion
Topic: When Harry Met Larry 3 Fund Portfolio
Replies: 4
Views: 887

Re: When Harry Met Larry 3 Fund Portfolio

Interesting! I tried it in portfoliocharts and it beats all other portfolios on almost any aspect.


Screenshot 2021-01-09 at 10.14.21.png
Screenshot 2021-01-09 at 10.14.21.png (249.44 KiB) Viewed 855 times
by pors
Fri Jan 08, 2021 3:12 am
Forum: Variable Portfolio Discussion
Topic: Bitcoin+Cash portfolio?
Replies: 30
Views: 3920

Re: Bitcoin+Cash portfolio?

Why would you buy GBTC with a 2% annual fee if you can buy the real thing? A few reasons. 1. You dont need to worry about bitcoin technical stuff like storing it, they custody 2. The GBTC premium (currently ~25%) can actually increase during bull markets so you could profit even more that way 3. Yo...
by pors
Thu Jan 07, 2021 9:44 am
Forum: Variable Portfolio Discussion
Topic: Bitcoin+Cash portfolio?
Replies: 30
Views: 3920

Re: Bitcoin+Cash portfolio?

Why would you buy GBTC with a 2% annual fee if you can buy the real thing?
by pors
Wed Jan 06, 2021 2:36 am
Forum: Permanent Portfolio Discussion
Topic: Another great article by Tyler
Replies: 12
Views: 2484

Re: Another great article by Tyler

Living in the EU is somewhat special I think, you can invest in EMU funds and diversify over quite a few countries and still stick to a single currency.
by pors
Tue Jan 05, 2021 3:23 am
Forum: Permanent Portfolio Discussion
Topic: Poll: Which asset will be the winner in 2021?
Replies: 28
Views: 4255

Re: Poll: Which asset will be the winner in 2021?

Cortopassi wrote:
Mon Jan 04, 2021 2:07 pm
Voted can't predict, therefore the reason for the pp in the first place!
Yes, same here ;D