Hello 2026

General Discussion on the Permanent Portfolio Strategy

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craigr
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Hello 2026

Post by craigr »

Hi All,

I do occassional lurking, but wanted to post and say hello to all. I'm still doing my Permanent Portfolio and have been to the US several times for work and see family. Things in the US (and New Zealand) have gotten very expensive as all the govt. spending is catching up and the bill is due. It has been interesting watching gold work as an inflation indicator as always.

Hopefully things can come under control, but the history of these currency systems is not very good. At least those in the US can rest easy knowing that New Zealand is managing their currency and debt just as badly as everyone else.

Portfolio wise things look good and I need to rebalance from gold. I overweight stocks with my VP and they have been pulling their own so no complaints. The cash and bonds have gotten pummeled a bit due to inflation and real rates of return. Eventually the worm will torn so I'll just hold my nose and do the purchases.

I hope you all are doing well. Happy New Year!

-- Craig
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Smith1776
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Re: Hello 2026

Post by Smith1776 »

The legend himself returns!

I was just re-listening to your interview on the Value Stock Geek podcast. O0

I hope you are doing well, my friend. As always, thanks for starting this forum and all of your community contributions throughout the years. I hope 2026 is great for you!
www.allterrainportfolio.com
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I Shrugged
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Re: Hello 2026

Post by I Shrugged »

What Smith said.
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Hal
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Re: Hello 2026

Post by Hal »

Greetings from Australia Craig,

Things across the Tasman Sea are interesting as well. Do a search on Australian house prices!

All the best and thanks for saying hello to everyone.
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