Brent Johnson praises Permanent Portfolio

[ozzy]

Hedge Fund manager Brent Johnson praises the PP in his weekly YouTube podcast. Here's the link, it starts at the 10:00min mark.

[laarm]

The whole presentation was great, especially the PP part. Did you notice though that he made a big mistake and said 25% of the PP should be allocated to property/real estate?!? No idea where that came from.

[mathjak107]

interesting it doesn’t have the big 2022 drop yet from what i see

[Hal]

Reminds me more of Marc Fabers portfolio....

<snip>
Earlier, we saw that he advised investors to allocate their portfolios with equal percentages in various asset classes like the equity market, the bond market (BND), real estate, and precious metals (GLD) (RING).

https://marketrealist.com/2017/08/will- ... investors/

[dualstow]

The whole presentation was great, especially the PP part. Did you notice though that he made a big mistake and said 25% of the PP should be allocated to property/real estate?!? No idea where that came from.

About 12% in. A huge mistake!