Melding Graham and Browne: My PP + VP Approach

A place to talk about speculative investing ideas for the optional Variable Portfolio

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buddtholomew
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Re: Melding Graham and Browne: My PP + VP Approach

Post by buddtholomew »

To be young with so much energy...

I have adopted the PP + VP approach but the VP is 2x the size and definitively not money I can afford to lose.

If these stocks truly represent a fraction of your wealth in relation to the PP then it’s a hobby and the results are only meaningful to you and your psyche. Remember not to replenish the VP from the PP and you should be insulated from too much damage :D
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Smith1776
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Re: Melding Graham and Browne: My PP + VP Approach

Post by Smith1776 »

buddtholomew wrote: Fri Jul 10, 2020 6:47 pm To be young with so much energy...

I have adopted the PP + VP approach but the VP is 2x the size and definitively not money I can afford to lose.

If these stocks truly represent a fraction of your wealth in relation to the PP then it’s a hobby and the results are only meaningful to you and your psyche. Remember not to replenish the VP from the PP and you should be insulated from too much damage :D
Considering your fitness level and your workout routine I have a hard time believing you don't have energy!
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Smith1776
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Re: Melding Graham and Browne: My PP + VP Approach

Post by Smith1776 »

Update on my XGD (global gold mining stocks) bet in my Variable Portfolio. Total return since purchase has been just over 11%.


xgd.png
xgd.png (195.71 KiB) Viewed 4124 times
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Hal
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Re: Melding Graham and Browne: My PP + VP Approach

Post by Hal »

If this presenter is correct, you will be smiling :D

https://www.youtube.com/watch?v=v27qqzd7VRk
Aussie GoldSmithPP - 25% PMGOLD, 75% VDCO
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