Search found 2066 matches
- Tue Sep 27, 2022 2:33 pm
- Forum: Bonds
- Topic: TIPS vs. the PP Barbell or iBonds: No Contest
- Replies: 23
- Views: 4325
Re: TIPS vs. the PP Barbell or iBonds: No Contest
My contention that there is asymmetric risk in the decision to allocate one's fixed income in nominal bonds, such as TBM, or inflation-linked bonds, such as TIPS. With individual TIPS held to maturity , their real return known with precision at the time of purchase. There is no risk to the future b...
- Fri Sep 23, 2022 2:14 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP YTD performance - was it the worst ever?
- Replies: 117
- Views: 33617
Re: PP YTD performance - was it the worst ever?
Really? I thought it was the real CAGR for someone who has held the PP for 9 years. I thought that is why there are a lot of negative years in the one and two column, but none when you go far out. Because if you hold the PP for a long time, historically, you always get in the 4-5% real CAGR range. ...
- Tue Sep 13, 2022 10:49 am
- Forum: Other Discussions
- Topic: The Meme Thread
- Replies: 279
- Views: 220714
Re: The Meme Thread
What's your favourite restaurant in the whole world? One of my favorite restaurants in the world was always the Burger King in the Hong Kong airport. It was nothing special on its own. But after spending multiple weeks in mainland China, the opportunity to have a generic American burger with import...
- Fri Sep 09, 2022 10:37 am
- Forum: Other Discussions
- Topic: Scarce and high priced energy in Europe
- Replies: 76
- Views: 8323
Re: Scarce and high priced energy in Europe
Enlightening. I've read several Harry Browne books and do not remember reading this. Maybe I read it but did not retain the concept. Was this in one of his books? If so, which one? Or is this something he said or wrote elsewhere? That's from "How I Found Freedom in an Unfree World". Highly recommen...
- Thu Jul 07, 2022 11:04 pm
- Forum: Stocks
- Topic: Unequal Sector Coverage in ETFs
- Replies: 16
- Views: 6191
Re: Unequal Sector Coverage in ETFs
FYI -- I published a new post today that reviewed portfolio returns in the first half of 2022, and it included a section on this topic. Halfway to Nowhere: 2022 Mid-Year Portfolio Rankings Be sure to take a look at the "stock sectors" chart in the article and think about what the resulting mix would...
- Sat Jul 02, 2022 1:17 pm
- Forum: Other Discussions
- Topic: Any ideas on how to remove unwanted secions of images from a PDF
- Replies: 5
- Views: 1122
- Sun May 29, 2022 10:09 am
- Forum: Permanent Portfolio Discussion
- Topic: Absolutely brutal - 5/5
- Replies: 291
- Views: 50350
Re: Absolutely brutal - 5/5
Posted elsewhere by Tyler: https://portfoliocharts.com/2022/05/27/proven-ways-to-protect-your-portfolio-from-inflation/#the-top4-inflation-fighting-portfolios So staying the course with a dependable portfolio is not so much about covering your eyes and ignoring current performance, but about having...
- Fri May 27, 2022 3:52 pm
- Forum: Permanent Portfolio Discussion
- Topic: What kind of inflation are we experiencing?
- Replies: 33
- Views: 5925
Re: What kind of inflation are we experiencing?
I thought you guys might enjoy this one:
Proven Ways to Protect Your Portfolio From Inflation
Spoiler alert -- Harry Browne knew what he was doing.
Proven Ways to Protect Your Portfolio From Inflation
Spoiler alert -- Harry Browne knew what he was doing.
- Mon May 23, 2022 9:19 pm
- Forum: Permanent Portfolio Discussion
- Topic: Backtesting the PP all the way to 1971?
- Replies: 13
- Views: 3187
Re: Backtesting the PP all the way to 1971?
Thanks for the info on this. I wasn't aware of the ability to start before 1970; from what it appeared on the website that was the earliest possible start date (the grey blocks on the Excel spreadsheet always were shown as starting at 1970 or later). I have PM'd you regarding a good potential sourc...
- Mon May 23, 2022 5:00 pm
- Forum: Permanent Portfolio Discussion
- Topic: Backtesting the PP all the way to 1971?
- Replies: 13
- Views: 3187
Re: Backtesting the PP all the way to 1971?
Thanks Xan! I'm always a bit self-conscious about pushing paid products on forums, as I dislike spam just as much as the next guy. But I really appreciate your support, and I hope you guys find the new stuff useful. Hi Tyler, I was wondering....is there any chance of any of the PortfolioCharts backt...
- Mon May 23, 2022 1:02 pm
- Forum: Permanent Portfolio Discussion
- Topic: Backtesting the PP all the way to 1971?
- Replies: 13
- Views: 3187
Re: Backtesting the PP all the way to 1971?
I admit this qualifies as a shameless plug (and I promise not to make a habit of it), but another option is to try one of my new standalone backtesting tools . You'll have to supply your own source data, but the individual PP asset histories aren't too hard to dig up and you also have control over t...
- Mon May 23, 2022 9:59 am
- Forum: Other Discussions
- Topic: Paging Tyler!
- Replies: 24
- Views: 6497
Re: Paging Tyler!
Yeah, unfortunately the odds are not in our favor.
- Fri May 20, 2022 11:55 am
- Forum: Permanent Portfolio Discussion
- Topic: Backtesting the PP all the way to 1971?
- Replies: 13
- Views: 3187
Re: Backtesting the PP all the way to 1971?
Hmm... It's interesting that PV doesn't have more LTT data than that. It's a terrific tool, but the way it automatically changes the start year is always kinda frustrating. You can rarely actually compare anything apples-to-apples. For the record, I set the gold return for 1970 on PC to 0% since the...
- Fri May 20, 2022 10:39 am
- Forum: Permanent Portfolio Discussion
- Topic: Backtesting the PP all the way to 1971?
- Replies: 13
- Views: 3187
Re: Backtesting the PP all the way to 1971?
While it uses simple annual rebalancing rather than bands, Portfolio Charts has the data coverage you're looking for (back to 1970). Here's the dedicated Permanent Portfolio page: https://portfoliocharts.com/portfolio/permanent-portfolio/ And here's a tool where you can adjust the percentages of the...
- Mon May 16, 2022 10:04 am
- Forum: Other Discussions
- Topic: Paging Tyler!
- Replies: 24
- Views: 6497
- Sun May 15, 2022 10:54 pm
- Forum: Other Discussions
- Topic: Paging Tyler!
- Replies: 24
- Views: 6497
Re: Paging Tyler!
I think you got your answer.
It would be awesome to watch Dallas play Boston in the finals. Let's hope they both pull it off!
It would be awesome to watch Dallas play Boston in the finals. Let's hope they both pull it off!
- Mon May 09, 2022 5:47 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP is Totally Obsolete!!!
- Replies: 62
- Views: 21030
Re: PP is Totally Obsolete!!!
Hi from a fellow PP forum old-timer, MT! Nice to hear from you, and glad you're doing well. I thought I'd see how folks here were reacting to the recent market conditions, and what a nice surprise it was to see a thread with your name on it! Keep on keepin' on, and stay sane in these chaotic times ...
- Sat Dec 18, 2021 12:29 pm
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3689
- Views: 1657091
Re: The GOLD scream room
Thanks, everyone! Yeah, the section on gold is an important one for anyone considering adding some to their own portfolio. Occupying the very best portfolios while also being the single worst investing option by itself presents a unique challenge for investors who like to track their portfolios clos...
- Sun Nov 07, 2021 9:41 pm
- Forum: Other Discussions
- Topic: Correlation coefficient finding software or website?
- Replies: 4
- Views: 1578
Re: Correlation coefficient finding software or website?
You may also want to eliminate redundant portfolios (10% stocks has the same impact if it's in the first or tenth section) to increase efficiency. Out of curiosity, I spent a bit of time working out the full set of solutions. With 4 asset options to fill 10% chunks of a portfolio, the number of pos...
- Sun Nov 07, 2021 9:32 am
- Forum: Other Discussions
- Topic: Paging Tyler!
- Replies: 24
- Views: 6497
Re: Paging Tyler!
Luka definitely seems to enjoy playing the Celtics!
https://twitter.com/BallySportsSW/statu ... 7060176896
https://twitter.com/BallySportsSW/statu ... 7060176896
- Sat Nov 06, 2021 2:57 pm
- Forum: Other Discussions
- Topic: Correlation coefficient finding software or website?
- Replies: 4
- Views: 1578
Re: Correlation coefficient finding software or website?
Another way to approach the problem is to constrain it enough that it's realistic to model every possible solution. For example, instead of looking at hundredths of a percent try looking at 10% intervals. A portfolio could then be broken into 10 sections, where each section could be filled with one ...
- Fri Oct 29, 2021 11:05 am
- Forum: Other Discussions
- Topic: Windows 11 PSA
- Replies: 17
- Views: 6378
Re: Windows 11 PSA
Saw this and thought of this thread: Apple seems to have forgotten it built a notch in the MacBook Pro Every new design often has bugs that eventually get worked out, but Apple is pretty notorious for completely ignoring product usability when normal user needs conflict with primarily aesthetic desi...
- Fri Oct 22, 2021 3:49 pm
- Forum: Other Discussions
- Topic: Windows 11 PSA
- Replies: 17
- Views: 6378
Re: Windows 11 PSA
Home networking ---- you gotta be kidding. Takes hours to figure out why two computers can't connect to each other and transfer files. I'm not a Windows networking expert by any stretch of the imagination. I've always struggled with that. But IMO one thing they did really well is OneDrive. Try sync...
- Thu Oct 07, 2021 10:39 am
- Forum: Variable Portfolio Discussion
- Topic: PP-like alternative portfolio for conservative retiree
- Replies: 26
- Views: 6832
Re: PP-like alternative portfolio for conservative retiree
Thanks for posting that other thread, too. Clearly I've been beating the Wellesley/Gold drum for a while. :) As an aside, I totally agree with you that some of the Vanguard style drift changes with a few funds lately have been perplexing. The worst offender was when they completely switched strategi...
- Thu Oct 07, 2021 10:05 am
- Forum: Variable Portfolio Discussion
- Topic: PP-like alternative portfolio for conservative retiree
- Replies: 26
- Views: 6832
Re: PP-like alternative portfolio for conservative retiree
Can you generate the same chart using Wellesley and a pinch of gold say 10-20%? Here's an older thread with several charts (including the WRs) for that portfolio. If you squint, 80% Wellesley and 20% Gold looks a lot like the Permanent Portfolio structurally and acts a lot like the Golden Butterfly...