Search found 17 matches
- Thu Aug 25, 2016 2:34 pm
- Forum: Permanent Portfolio Discussion
- Topic: 13% time to cash out?
- Replies: 13
- Views: 11283
Re: IMPORTANT: Use www.gyroscopicinvesting.com
Does it make sense to cash out with a 13% YTD taxable account based on the fact that historically the HBPP seldom yields over 13%. I am happy with 13% but I would pay a huge tax if I cashed out. I am retired and in the PP for the long run so I would have to buy back in Jan 2017. This means I would ...
- Thu Aug 25, 2016 9:41 am
- Forum: Permanent Portfolio Discussion
- Topic: 13% time to cash out?
- Replies: 13
- Views: 11283
Re: IMPORTANT: Use www.gyroscopicinvesting.com
Does it make sense to cash out with a 13% YTD taxable account based on the fact that historically the HBPP seldom yields over 13%. I am happy with 13% but I would pay a huge tax if I cashed out. I am retired and in the PP for the long run so I would have to buy back in Jan 2017. This means I would b...
- Wed Aug 10, 2016 4:37 pm
- Forum: Permanent Portfolio Discussion
- Topic: 2 Roads to Dublin
- Replies: 2
- Views: 2421
Re: 2 Roads to Dublin
Bud,
You got only 8.9%? HBPP is~!4% . I have a 25,25,25,25 portfolio and YTD is ~15%.
You got only 8.9%? HBPP is~!4% . I have a 25,25,25,25 portfolio and YTD is ~15%.
- Thu Jul 11, 2013 12:57 pm
- Forum: Gold
- Topic: CEF. Why did CEF go down .29% on 7/9/13 when SLV went up .81% and GLD up .93%?
- Replies: 2
- Views: 2520
Re: CEF. Why did CEF go down .29% on 7/9/13 when SLV went up .81% and GLD up .93%?
greenv wrote: WHY did CEF go down .29% on 7/9/13 when SLV went up .81% and GLD up .93%?
- Thu Jul 11, 2013 12:34 pm
- Forum: Gold
- Topic: CEF. Why did CEF go down .29% on 7/9/13 when SLV went up .81% and GLD up .93%?
- Replies: 2
- Views: 2520
Re: CEF. Why did CEF go down .29% on 7/9/13 when SLV went up .81% and GLD up .93%?
After reading Morningstar ,I believe the NAV of CEF corellates with the PRICE of SlV and Gld but the PRICE of CEF varies according to the Discount or premium that buyers and sellers of CEF will accept.
- Tue Jul 09, 2013 10:20 pm
- Forum: Gold
- Topic: CEF. Why did CEF go down .29% on 7/9/13 when SLV went up .81% and GLD up .93%?
- Replies: 2
- Views: 2520
CEF. Why did CEF go down .29% on 7/9/13 when SLV went up .81% and GLD up .93%?
WHY did CEF go down .29% on 7/9/13 when SLV went up .81% and GLD up .93%?
- Tue May 28, 2013 2:51 pm
- Forum: Variable Portfolio Discussion
- Topic: What's your favorite VP Fund?
- Replies: 17
- Views: 9379
Re: What's your favorite VP Fund?
Has anyone had any sucess implementing the AAII Model Shadow Stock Portfolio ? They claim a 16.9% return for the last 20 yrs. vs a S&P 500 of 8.5%. as of 2/29/13. It may be difficult to find the right stocks and the buy and sell times , but it looks feasible. Comments would be appreciated. Thx.
- Thu May 23, 2013 1:00 pm
- Forum: Permanent Portfolio Discussion
- Topic: Rebalancing triggered?
- Replies: 21
- Views: 10090
Re: Rebalancing triggered?
I aim for 15/35 but jumped the gun with VTI at 32 so I could harvest gold losses in a taxable account on 4/15/13. I sold Zroz and iau and bought GLD to 25% [O.K. with the Irs?]with this plus Vti>25% that I sold.. I also bought some SHY with the VTI>25%. This was my first rebal in 1 1/2 yrs and my ...
- Sat Apr 06, 2013 12:37 pm
- Forum: Permanent Portfolio Discussion
- Topic: Volatlity Harvesting
- Replies: 34
- Views: 14650
Re: Volatlity Harvesting
Excellent . The paper and your summary!
- Thu Feb 28, 2013 3:46 pm
- Forum: Permanent Portfolio Discussion
- Topic: Julian Rubenstein
- Replies: 8
- Views: 5342
Re: Julian Rubenstein
One possibility;
35% VTIx 16.4=5.74
15% shy x .3 =.05
30% TLT x3,3 = .99
20% gld x 7.0 =1.4
Total 8.18%
35% VTIx 16.4=5.74
15% shy x .3 =.05
30% TLT x3,3 = .99
20% gld x 7.0 =1.4
Total 8.18%
- Tue Oct 23, 2012 3:59 pm
- Forum: Permanent Portfolio Discussion
- Topic: Sorry, you guys. I broke the PP. My bad.
- Replies: 73
- Views: 30386
Re: Sorry, you guys. I broke the PP. My bad.
I am 100% HBPP. On 9/30/12 I was up 9.37%. Today at 4pm I was about 7.67%
- Wed Aug 08, 2012 4:33 pm
- Forum: Permanent Portfolio Discussion
- Topic: Book Endorsers for the new Permanent Portfolio book.
- Replies: 54
- Views: 21696
- Sat Jan 28, 2012 3:30 pm
- Forum: Other Discussions
- Topic: A practical way to fix the Housing Market.
- Replies: 1
- Views: 1913
A practical way to fix the Housing Market.
There are thousands and with a little encouragement there would be hundreds of thousands of Americans ,most with jobs, that would be willing to buy, fix up ,live in , rent or sell if financing was available. Since most have full time jobs they would be hiring workers for fix up and renting or sell...
- Sat Jan 14, 2012 2:53 pm
- Forum: Permanent Portfolio Discussion
- Topic: Past Returns data
- Replies: 10
- Views: 5894
Re: Past Returns data
Thx Craig &Stone, With some more thought I believe the 9.7% CAGR of the combination is > any or the avg of the 4 component CAGR's because it's returns for the 37 yrs are less volatile than any of the component's returns. Annual rebalancing also contributed to the higher CAGR. I am retired and as of ...
- Fri Jan 13, 2012 4:18 pm
- Forum: Permanent Portfolio Discussion
- Topic: Past Returns data
- Replies: 10
- Views: 5894
Re: Past Returns data
The 9.7% CAGR does not look accurate when the Tsm ,st treas,ltand gold CAGR's are9.3,7.5,9.0 and 8.4?
However, if $10,000 turned into $317,220 in 37 yrs then 9.7% is correct and9.7 is less than the arithmetic avg of 10.96 which also indicates it is correct.
However, if $10,000 turned into $317,220 in 37 yrs then 9.7% is correct and9.7 is less than the arithmetic avg of 10.96 which also indicates it is correct.
- Fri Dec 23, 2011 3:49 pm
- Forum: Permanent Portfolio Discussion
- Topic: What's Your Current 4 Way Split? December 2011
- Replies: 7
- Views: 3501
Re: What's Your Current 4 Way Split? December 2011
I recently got a pp with a equal 25% split. I believe I should instead have 31.5 SHY, 19.75EDV,28.75VTI and 20GLD since some gains are high and some low. A 2 yr Yahoo chart shows a 2% gain for shy,50EDV,15VTI and 49GLD for an avg ~29%. Therefor SHY should be increased 27%,EDV-21%,VTI+15%and GLD -20...
- Fri Sep 09, 2011 10:55 pm
- Forum: Permanent Portfolio Discussion
- Topic: Recommend 100% PP portfolio in drawdown [retirement]?
- Replies: 11
- Views: 4881
Recommend 100% PP portfolio in drawdown [retirement]?
Does everyone on thus forum and Harry Brown recommend a 100% PP in drawdown [retirement]? I have no desire for a VP. Will I have all my eggs in one basket or is the allocation and diversification of the HBPP or PRPFX about as good as you can get with a reasonably low risk? Would Harry Brown recommen...