Search found 75 matches
- Sat Jan 02, 2021 5:08 pm
- Forum: Permanent Portfolio Discussion
- Topic: Permanent portfolio poll
- Replies: 28
- Views: 9952
Re: Permanent portfolio poll
4x25 with 30/20% rebalance bands. Keeping it simple. :-)
- Sat Jan 02, 2021 3:39 pm
- Forum: Permanent Portfolio Discussion
- Topic: 2020 Permanent Portfolio Return Poll
- Replies: 15
- Views: 6569
Re: 2020 Permanent Portfolio Return Poll
21.42%. Rebalancing in early April helped!
- Fri Jul 03, 2020 4:41 pm
- Forum: Permanent Portfolio Discussion
- Topic: New Permanent Portfolio book: "Investing Equanimity"
- Replies: 42
- Views: 28115
Re: New Permanent Portfolio book: "Equanimity Investing"
Way cool, and congratulations! I'd like to point out to everyone that blue_ruin's other book looks pretty good as well: https://www.amazon.com/gp/product/B07RV5QM1Y/ Wow, yes. Can't wait to read this book. BTW blue_ruin your Amazon author page still shows only the one book, so you might want to upd...
- Mon Jun 01, 2020 9:47 am
- Forum: Gold
- Topic: Commercial Gold Vaults in USA
- Replies: 3
- Views: 2547
Re: Commercial Gold Vaults in USA
Actually, when you look at the language of the law that created the Texas Bullion Depository, the act refers to any "gold depository in Texas." That would include the Texas Bullion Depository which is owned by Texas Precious Metals. "Q: Who owns the Texas Bullion Depository? A: The T...
- Fri Apr 24, 2020 11:15 am
- Forum: Permanent Portfolio Discussion
- Topic: New Member and Permanent Portfolio Novice. Asking for help
- Replies: 15
- Views: 7778
Re: New Member and Permanent Portfolio Novice. Asking for help
Rebalance (i.e. distribute excess cash among the other assets) every so often - no need to wait until you hit the rebalancing band with cash. The whole thing above was great! Spelling it all out both concisely yet with detail. However, for we literalists out here, can you more precisely define &quo...
- Fri Apr 24, 2020 11:07 am
- Forum: Permanent Portfolio Discussion
- Topic: Gold / Stock / Bonds at highs or near highs?
- Replies: 95
- Views: 64556
Re: Gold / Stock / Bonds at highs or near highs?
Vinny, Just. Do. It. Not a simple task on my end, starting with having 7 different retirement accounts covering every possible different tax treatment for each of them. Whenever I'm going to do something of consequence I take my time to get all my questions answered, don't rush into it, and, conseq...
- Sun Apr 12, 2020 9:00 pm
- Forum: Permanent Portfolio Discussion
- Topic: New to Permanent Portfolio
- Replies: 45
- Views: 31579
Re: New to Permanent Portfolio
So, 20% would mean 20-30% for each asset class right? Quite a bit narrower from what HB recommended. Yes, that is my understanding of it as well. HB suggested rebalancing at 15% or 35% of the portfolio, so +/- 40% rather than +/-20%. Great find! The original paper is well worth reading: http://reso...
- Sun Apr 12, 2020 7:33 pm
- Forum: Permanent Portfolio Discussion
- Topic: New to Permanent Portfolio
- Replies: 45
- Views: 31579
Re: New to Permanent Portfolio
So, 20% would mean 20-30% for each asset class right? Quite a bit narrower from what HB recommended. Yes, that is my understanding of it as well. HB suggested rebalancing at 15% or 35% of the portfolio, so +/- 40% rather than +/-20%. Great find! The original paper is well worth reading: http://reso...
- Sat Apr 11, 2020 3:22 pm
- Forum: Permanent Portfolio Discussion
- Topic: Pricing Assets in Gold, Not Dollars
- Replies: 10
- Views: 3829
Re: Pricing Assets in Gold, Not Dollars
... Does anyone here on the forum price the four PP assets in terms of gold, not dollars? .. Ha! Not the assets, but I used to think about the equivalent of things like my home in ounces of gold. And my portfolio total. Problem is, I think of it in US$ first and then convert to gold using the spot ...
- Fri Apr 10, 2020 6:25 pm
- Forum: Permanent Portfolio Discussion
- Topic: Pricing Assets in Gold, Not Dollars
- Replies: 10
- Views: 3829
Pricing Assets in Gold, Not Dollars
Several recent threads set me to thinking about the long-term decline in the value of the dollar (and other fiat currencies). Does anyone here on the forum price the four PP assets in terms of gold, not dollars? There's an interesting website pricedingold.com that shows you the value of, say, an S&a...
- Fri Apr 10, 2020 6:05 pm
- Forum: Gold
- Topic: Looking for recommendations for investing in paper gold (401k and Roth IRA)
- Replies: 17
- Views: 7356
Re: Looking for recommendations for investing in paper gold (401k and Roth IRA)
When I adopted the permanent portfolio about 5 years ago, I did a bunch of research and got most comfortable with SGOL, in large measure because they store their physical gold in Switzerland.
- Tue Mar 24, 2020 8:48 pm
- Forum: Permanent Portfolio Discussion
- Topic: Fed Going Nuclear - Will the PP get radiation poisoning?
- Replies: 37
- Views: 12073
Re: Fed Going Nuclear - Will the PP get radiation poisoning?
It makes me wonder if the PP could hold up to a situation where the US is steadily diluted out of being the world reserve currency while the long-term debt cycle comes to an end. What's your prediction on which currency will replace the U.S. dollar? Euro? The euro area economy is even weaker than t...
- Thu Feb 13, 2020 3:45 pm
- Forum: Permanent Portfolio Discussion
- Topic: A popular blogger misses most of it with Gold and the PP
- Replies: 11
- Views: 8820
Re: A popular blogger misses most of it with Gold and the PP
2. I think it was craigr who pointed out that many of the largest companies in the S&P 500 have substantial commercial real estate holdings.That means an exposure to real property without the managerial risk and expenses associated with selecting and owning an individual REIT. That's a good poi...
- Sat Feb 08, 2020 8:15 pm
- Forum: Permanent Portfolio Discussion
- Topic: A popular blogger misses most of it with Gold and the PP
- Replies: 11
- Views: 8820
Re: A popular blogger misses most of it with Gold and the PP
The PP seems to avoids real estate, perhaps because many people are already heavily invested through home ownership (I'd need to revisit what HB says). OK, I checked: HB discusses real estate on pages 114-115 of Fail Safe Investing. He focuses on the fact that your home is not an investment - inste...
- Sat Feb 08, 2020 6:56 pm
- Forum: Permanent Portfolio Discussion
- Topic: A popular blogger misses most of it with Gold and the PP
- Replies: 11
- Views: 8820
Re: A popular blogger misses most of it with Gold and the PP
Probably lost in my comment responding to ERN's article was this link to an article by the excellent financial advisor Steven Evanson: https://www.evansonasset.com/alternative-asset-classes-64.htm That's an interesting read. Thanks for sharing. Agreed. In his conclusion, the author states that &quo...
- Mon Oct 28, 2019 9:01 pm
- Forum: Permanent Portfolio Discussion
- Topic: What is your current portfolio?
- Replies: 35
- Views: 27879
Re: What us your current portfolio?
I initially went all in with the PP in 2008 but transitioned to the GB about 3 years ago. The reason I did that was precisely for the reason people often warn about with the standard 4x4 - that it will be hard to stick with in times of prosperity when stocks are outperforming (hello Bud and Mathjak...
- Wed Oct 23, 2019 7:15 pm
- Forum: Permanent Portfolio Discussion
- Topic: Financial Planning Software
- Replies: 4
- Views: 7390
Financial Planning Software
Do folks here have preferred software for financial planning (e.g., running retirement scenarios)? I've used Silver Planner but it didn't seem ideal for modeling investments like gold. Any suggestions are welcome. Thanks!
- Sat Oct 05, 2019 7:14 pm
- Forum: Permanent Portfolio Discussion
- Topic: Gold / Stock / Bonds at highs or near highs?
- Replies: 95
- Views: 64556
Re: Gold / Stock / Bonds at highs or near highs?
In sum I was all set to go full into the Permanent Portfolio and was describing it to someone who then pointed out to me that all three of these were near their all time highs. For those of you who have FULLY embraced the Permanent Portfolio and made your investment all at once can you reveal where...
- Tue Sep 03, 2019 10:34 am
- Forum: Gold
- Topic: Texas Bullion Depository Open for Business
- Replies: 19
- Views: 18114
Re: Texas Bullion Depository Open for Business
It may be worth checking to see if Texas Bullion Repository outsources its website and cybersecurity, like Perth Mint does. I bet the answer is yes, in which case your data are actually in the hands of that company, not the one you think. I contacted the Texas Bullion Depository and they said "...
- Mon Jan 02, 2017 12:46 pm
- Forum: Permanent Portfolio Discussion
- Topic: IMPORTANT: PP FORUM *NOT* GOING AWAY
- Replies: 45
- Views: 31364
Re: IMPORTANT: PP FORUM GOING AWAY
Update: Looks like a VPS hosted version could be as cheap as $10/mo, though that would depend on traffic. I have my own VPS, too. Easy enough to run such things. :-) Please reply to this message so I can gauge interest. I can set up a new Discourse forum today with the trial and we can figure out t...
- Mon Jan 02, 2017 11:25 am
- Forum: Permanent Portfolio Discussion
- Topic: IMPORTANT: PP FORUM *NOT* GOING AWAY
- Replies: 45
- Views: 31364
Re: IMPORTANT: PP FORUM GOING AWAY
Ive posted before, but maybe it is worth another try for a Slack group. https://permanentportfolio.slack.com You can signup here: https://permanentportfolioslack.herokuapp.com/ Not a forum style with threads but can have a room for gold/bonds/etc +1 to Slack. Once you go Slack, you never go back! ;-)
- Wed Dec 30, 2015 6:24 pm
- Forum: Permanent Portfolio Discussion
- Topic: Depressed
- Replies: 39
- Views: 17409
Re: Depressed
Perhaps you need to tighten up your rebalance bands. Stocks were down 10% a few months back, then popped up near the highs. Did you harvest any of this volatility? IMO the 15/35 bands are too wide to capture small swings like we saw in the fall. Using 20/30 or 22.5/27.5 bands would allow you to...
- Wed Dec 30, 2015 2:13 pm
- Forum: Gold
- Topic: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion
- Replies: 192
- Views: 98527
Re: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion
Same here. I'm sad to see GTU go, it was the best option before Sprott got involved...Phalanx wrote:Yep, just did the exact same.Pointedstick wrote: I sold it all and replaced it with Schwab's commission-free SGOL. Too much drama for my taste.
- Mon Apr 06, 2015 8:13 pm
- Forum: Permanent Portfolio Discussion
- Topic: Sign Up at IRS.gov, SSA.gov, AnnualCreditReport.com Before Thieves Do It For You
- Replies: 9
- Views: 7260
Re: Sign Up at IRS.gov, SSA.gov, AnnualCreditReport.com Before Thieves Do It For You
Not that I know of. I don't even see a way to register an account there, unless I'm missing something really obvious...sixdollars wrote: Is there anything else you can really do with ACR besides file forms periodically to monitor for fraud?
- Sun Feb 08, 2015 8:13 pm
- Forum: Permanent Portfolio Discussion
- Topic: Uncharted Waters?
- Replies: 43
- Views: 22501
Uncharted Waters?
While reading the latest weekly market comment from John Hussman - http://www.hussmanfunds.com/wmc/wmc150209.htm - I came across this sobering paragraph: [quote] By our estimates, never in history, prior to the past 5 weeks, have the prospective 10-year nominal annual total returns of both stocks a...