Search found 243 matches

by eufo
Tue Apr 18, 2017 8:13 pm
Forum: Permanent Portfolio Discussion
Topic: James Rickards Portfolio
Replies: 15
Views: 7584

Re: James Rickards Portfolio

Well, it looks like the allocations may have changed. In the "Road to Ruin" book he advises Gold and Silver - 10% Cash (some in physical notes) - 30% Real Estate (Agricultural or income producing)-20% Fine Art Fund- 5% Angel and Venture Capital 10% Hedge Funds 5% High Quality Sovereign Bonds 10% St...
by eufo
Tue Apr 18, 2017 8:05 pm
Forum: Permanent Portfolio Discussion
Topic: James Rickards Portfolio
Replies: 15
Views: 7584

Re: James Rickards Portfolio

all i can say is if i followed that model ,except for possibly the prime land doing well , odds are i could never have had enough to retire . Yes, it's a very defensive portfolio that won't generate much income during normal times. I think it's more of a wealth preservation strategy. as far as my o...
by eufo
Tue Apr 18, 2017 8:01 pm
Forum: Permanent Portfolio Discussion
Topic: James Rickards Portfolio
Replies: 15
Views: 7584

Re: James Rickards Portfolio

Hello eufo, some questions that you might know :-) : "20% Gold (physical only, and not stored in a bank)" Stored where? At home? That's one possibility, yes. The idea is that it should be readily available instead of tied up in a secured location you may not end up having access to during a crisis....
by eufo
Mon Apr 17, 2017 11:31 pm
Forum: Permanent Portfolio Discussion
Topic: James Rickards Portfolio
Replies: 15
Views: 7584

James Rickards Portfolio

I've been listening to a couple of James Rickards' audiobooks recently. They're pretty damn interesting... lots of history on global finance, currency exchanges, central banks, etc. He is not fond of sovereign debt of any kind... leaving out treasuries. He also doesn't like financial stocks, emergin...
by eufo
Wed Apr 12, 2017 7:13 pm
Forum: Permanent Portfolio Discussion
Topic: Nobody believes in the Permanent Portfolio
Replies: 166
Views: 49607

Re: Nobody believes in the Permanent Portfolio

It's always a little bittersweet when gold and bonds are strengthening. I'm currently overweight both in my long and slow transition from PP to semi-GB. Days like today feel pretty good in my brokerage account, but at what cost? I really hope peace prevails. Would be interested in what GB per cent ...
by eufo
Tue Apr 11, 2017 8:04 pm
Forum: Permanent Portfolio Discussion
Topic: Nobody believes in the Permanent Portfolio
Replies: 166
Views: 49607

Re: Nobody believes in the Permanent Portfolio

It's always a little bittersweet when gold and bonds are strengthening. I'm currently overweight both in my long and slow transition from PP to semi-GB. Days like today feel pretty good in my brokerage account, but at what cost? I really hope peace prevails.
by eufo
Sun Apr 09, 2017 1:11 pm
Forum: Permanent Portfolio Discussion
Topic: Nobody believes in the Permanent Portfolio
Replies: 166
Views: 49607

Re: Nobody believes in the Permanent Portfolio

I think you'd be doing your friend a favor if you talked him into selling half of his EM allocation, and buying gold. It's an OK portfolio, if he's younger. If he's over 50, he's going to have trouble when the 60% stocks and REIT lose 1/2 or more of their value in the next bear market. Indeed I wou...
by eufo
Sun Apr 09, 2017 7:54 am
Forum: Permanent Portfolio Discussion
Topic: Nobody believes in the Permanent Portfolio
Replies: 166
Views: 49607

Re: Nobody believes in the Permanent Portfolio

He picked a portfolio I don't particularly care for Was it Sheltered Sam? No. Though I'm not fond of that either. He never gave me the name of the allocation, but it went something like this: 30% Total Stock Market 20% Total Bond Market 20% Inflation Protected Bonds (TIPS) 15% REIT 15% Emerging Mar...
by eufo
Sun Apr 09, 2017 7:23 am
Forum: Permanent Portfolio Discussion
Topic: Nobody believes in the Permanent Portfolio
Replies: 166
Views: 49607

Re: Nobody believes in the Permanent Portfolio

This post isn't about the Permanent Portfolio so much as active vs. passive investing, which most of the posts in this thread (and many others) are really about. My brother has long been a staunch believer in market timing with stocks as the best way to invest. He's also become increasingly busy, b...
by eufo
Wed Mar 29, 2017 6:32 pm
Forum: Other Discussions
Topic: What's your Myers-Briggs type?
Replies: 10
Views: 3843

Re: What's your Myers-Briggs type?

INTP here. Very interesting results.
by eufo
Sun Mar 26, 2017 3:15 pm
Forum: Stocks
Topic: iShares vs. Vanguard
Replies: 16
Views: 14313

Re: iShares vs. Vanguard

dualstow wrote:eufo, if you're going to buy large, mid AND small, why not just buy the whole market, i.e., VTI? No overlap.
According to Tyler's site, mixing the 3 blends comes out on top of the total stock market long term (8.5% vs. 7.4% average return). The research I've done seems to support that.
by eufo
Sat Mar 25, 2017 9:20 pm
Forum: Stocks
Topic: iShares vs. Vanguard
Replies: 16
Views: 14313

iShares vs. Vanguard

Ok, I'm currently investing the stock portion of my portfolio into Vanguard ETFs, but after some analysis, I'm thinking iShares looks like the better deal. I'm going to share why I think that and I'm looking for anything I may be missing here. I'm splitting my exposure into 3 parts... large/mid/smal...