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European Permanent Portfolio Blogs
For our readers across the pond there is another blog that focuses on Permanent Portfolio investing. The blog by Marc de Mesel looks at investing in the Permanent Portfolio from a European perspective. The blog is in Dutch, but Google translate does a passable job for those looking for foreign analysis of investing markets:
Marc de Mesel’s European Permanent Portfolio Blog (Dutch)
Marc de Mesel’s European Permanent Portfolio Blog (Translated through Google – Click on the blog links and they will translate for you.)
Marc covers many topics affecting Europe that aren’t covered here. He runs his own Permanent Portfolio using European-centric assets (like German Govt. Bonds vs. US Bonds). You’ll enjoy it whether you live in Europe or not. Check it out.
UPDATE: Marc adds that he still has a couple articles up at this link that discuss the Permanent Portfolio. In particular, he provides an interesting analysis of how the portfolio would have fared vs. a stock/bond only portfolio during Iceland’s 2008 currency collapse:
English European Permanent Portfolio
| Print article | This entry was posted by craigr on February 17, 2010 at 5:24 pm, and is filed under Permanent Portfolio. Follow any responses to this post through RSS 2.0. Both comments and pings are currently closed. |
European Permanent Portfolio Update
about 6 days ago - 1 comment
Marc DeMesel runs his blog over in Europe and has built a European version of the Permanent Portfolio using Eurozone stocks, German Bonds, Cash and Gold. He too presents a mid-year report from the European perspective showing a 8.7% YTD return and goes over how the portfolio performed historically. Keep in mind that the Euro
Permanent Portfolio Mid-Year 2010
about 4 weeks ago - 2 comments
I generally advise not looking at portfolio returns too often, but it’s about halfway through the year so we’ll take a peek because some people have wanted to know.
An Unknown Economic Climate?
about 1 month ago - 2 comments
Someone wanted to know: Are we sure there are no more than four economic investing climates that can affect the Permanent Portfolio?
Mark Hulbert on the Permanent Portfolio
about 2 months ago - Comments Off
Well known investment newsletter expert Mark Hulbert has written a nice article on the Permanent Portfolio concept: An Antidote to Volatility Would you be interested in an all-weather portfolio that, despite hardly ever changing its composition, performs creditably in almost all market environments? Why that does sound good doesn’t it? Click below to find out
Safe. Stable. Simple.
about 4 months ago - 2 comments
Safe. Stable. Simple. These are the words Harry Browne used to describe his investment philosophy in his October 10, 2004 radio show. He pretty much nails it.
Why these assets?
about 5 months ago - 4 comments
I’m often asked questions about substituting some asset X for one of the other assets in the Permanent Portfolio. I think this is a bad idea because you could introduce a potentially weaker investment for one of the time-tested assets the portfolio holds. Now, as a recap we know that the Permanent Portfolio holds four core
Permanent Portfolio – Back to Basics
about 5 months ago - 10 comments
Investing should be dead simple. Dead simple investing means sticking to the basics. So this post I’m going back to the basics to help new followers of the Permanent Portfolio get a solid understanding of how the strategy works.
Which Asset Will Do Best?
about 6 months ago - 6 comments
I get asked from time to time about what asset class in the Permanent Portfolio is going to do best. Usually this is in the context of someone wanting to start investing in the Permanent Portfolio but they don’t want to buy the stocks or the bonds or the cash or the gold because they feel one or all of them are too expensive. Or they’ve read some articles and research about how one asset or another is just poised to fall at any moment and another is going to go up wildly in price. Well, my advice is always the same: Just do the four way split and don’t try to guess the markets.
Permanent Portfolio Results 2009 – A Thrilling Ride
about 6 months ago - 28 comments
We discuss the performance of the Permanent Portfolio allocation for 2009.
Porn and the Permanent Portfolio
about 9 months ago - 4 comments
You can learn things from the most unlikely sources in life. When people ask me what it was that got me to start following the Permanent Portfolio I respond with one word: Porn.
Comments are closed.
about 5 months ago
Thanks a lot Craig! Youre readers might also be interested in my english blog, it only contains two articles, but one of them is about permanente portfolio in Iceland during collapse, definitely a good read: http://europeanpermanentportfolio.blogspot.com/