GAA Cambria Global Asset Allocation ETF

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

Moderator: Global Moderator

Post Reply
whatchamacallit
Executive Member
Executive Member
Posts: 681
Joined: Mon Oct 01, 2012 7:32 pm

GAA Cambria Global Asset Allocation ETF

Post by whatchamacallit » Mon Dec 05, 2022 2:58 pm

I expect this fund would be of interest to folks interested in permanent portfolio. Maybe this has been mentioned before but I just heard fresh advertisement of Meb Faber's podcast.

Podcast
https://mebfaber.com/2022/12/05/cambria-aa/

He mentioned Harry Browne's permanent portfolio as one influence for fund.

It looks like it uses other commodities in place of most of gold and tilts value. It does have small splash of gold and gold miners.

GAA Cambria Global Asset Allocation ETF
https://cambriafunds.com/gaa

Expense ratio seems reasonable for what is in it.
Top
User avatar
ochotona
Executive Member
Executive Member
Posts: 3251
Joined: Fri Jan 30, 2015 5:54 am

Re: GAA Cambria Global Asset Allocation ETF

Post by ochotona » Sat Dec 17, 2022 7:25 pm

The Permanent Portfolio's performance is better than GAA or GMOM.
Top
Post Reply

Return to “Variable Portfolio Discussion”