http://crawlingroad.com/blog/2008/12/27/the-variable-portfolio/ The Permanent Portfolio, Investing, Finance and Random Thoughts. Sun, 29 Jan 2012 01:01:01 +0000 hourly 1 http://wordpress.org/?v= http://crawlingroad.com/blog/2008/12/27/the-variable-portfolio/comment-page-1/#comment-777 Why these assets? | Crawling Road Tue, 09 Feb 2010 10:07:44 +0000 http://crawlingroad.com/blog/?p=392#comment-777 [...] you want to add other assets then you can do it by holding them in your variable portfolio for money you can afford to lose. But I think changing around the core assets is not a good [...] [...] you want to add other assets then you can do it by holding them in your variable portfolio for money you can afford to lose. But I think changing around the core assets is not a good [...]

]]> http://crawlingroad.com/blog/2008/12/27/the-variable-portfolio/comment-page-1/#comment-751 FerFal Responds About Gold and Real Estate | Crawling Road Thu, 21 Jan 2010 08:35:14 +0000 http://crawlingroad.com/blog/?p=392#comment-751 [...] terms of asset allocation, real estate is in the variable portfolio side of the house. Basically, only do it with money you can afford to lose. REIT funds dropped over [...] [...] terms of asset allocation, real estate is in the variable portfolio side of the house. Basically, only do it with money you can afford to lose. REIT funds dropped over [...]

]]> http://crawlingroad.com/blog/2008/12/27/the-variable-portfolio/comment-page-1/#comment-574 The Fugger Portfolio | Crawling Road Tue, 22 Sep 2009 07:29:56 +0000 http://crawlingroad.com/blog/?p=392#comment-574 [...] I found it amazing that Fugger’s portfolio was so close to the 25% split that the Permanent Portfolio uses (Was this the inspiration or a rediscovery? We’ll never know.). Although, real estate is something the Permanent Portfolio avoids due to the illiquid nature of the asset and holds cash instead (if you own real estate, count it as part of your Variable Portfolio). [...] [...] I found it amazing that Fugger’s portfolio was so close to the 25% split that the Permanent Portfolio uses (Was this the inspiration or a rediscovery? We’ll never know.). Although, real estate is something the Permanent Portfolio avoids due to the illiquid nature of the asset and holds cash instead (if you own real estate, count it as part of your Variable Portfolio). [...]

]]> http://crawlingroad.com/blog/2008/12/27/the-variable-portfolio/comment-page-1/#comment-487 Keeping it simple - A lesson from backtesting | Crawling Road Mon, 15 Jun 2009 06:21:26 +0000 http://crawlingroad.com/blog/?p=392#comment-487 [...] just include these funds in your variable portfolio as a speculative [...] [...] just include these funds in your variable portfolio as a speculative [...]

]]> http://crawlingroad.com/blog/2008/12/27/the-variable-portfolio/comment-page-1/#comment-220 Jim Rogers on the Future of the US and UK | Crawling Road Mon, 09 Mar 2009 02:41:38 +0000 http://crawlingroad.com/blog/?p=392#comment-220 [...] his no-nonsense assessment of economic problems makes a good deal of sense. As a speculation for a Variable Portfolio he makes strong cases for commodities and Asian emerging market investing in many of his [...] [...] his no-nonsense assessment of economic problems makes a good deal of sense. As a speculation for a Variable Portfolio he makes strong cases for commodities and Asian emerging market investing in many of his [...]

]]>