I’m invested 25% each in physical gold and equities, but 10% cash and 40% high grade intermediate term munis. I’ve exchanged posts with you before on this, but would be interested to see how a modification like this would compare historically to the original PP. For investors like me who are in the highest tax bracket and minimal deductions, taxable income hurts!

I’m not one for tinkering, but really feel this would be a viable chapter (well, maybe a page or two) to the new book. Thanks for any consideration and your time!

Ray

when the ***t really hits the fan, there is a too high (for comfort) a probability that the governments in the most trouble will resort to vilifying those who were smart enough to buy gold as protection well in advance.

like in the 30′s in the US, these governments may well resort to confiscation or punitive treatment (90% tax on gold profits, etc).

so a question to address in the book is, where are the top 3 places in the world to store your gold in order to mitigate this risk?

RT

2) Harry recommended Swiss banks based on liquidity and privacy. All of those banks have been absorbed by larger banks. Can you include a new list of liquid and reliable swiss banks? Also, can you address the debacle in Switzerland, with them handing over American account holder’s names to the IRS? Is Switzerland no longer a safe place for an American to hold assets? Are there other countries that are better?

This is great news! There’s too many comments to check for possible duplicates, but here’s what I’d be (additionally) interested in:

* Most important: Please publish a Kindle version of the book!

* Structuring the Permanent Portfolio for those living outside the United States. (I would say this is an extremely important subject nowadays.)

* Similar to the above, general thoughts on diversifying the PP in currency (now that the global marketplace — currency and government bonds, included — are available conveniently via ETF.

* Recommendations for brokerages outside the United States

i would suggest that it is particularly important to address the key differences in today’s world as compare to the world of 30+ years ago when harry started writing his books.

perhaps the two biggest ones, imo, which have already been stated here:

1) whether in today/tomorrow’s much more globalized world it makes sense to use multiple currencies rather than only your home country currency? if so, what is the best way to think about how to do that properly (what kind of mix and for which reasons)?

2) with long term interest rates being so low, can we expect 30 year treasuries to continue to provide meaningful deflation hedge? and if not, what is the best alternative?

neither of these questions have easy answers imo. i can see good arguments both ways for each of them. and each of them has a very different context in today’s world as compared to HB’s time. for these reasons, addressing them each thoroughly in the book would likely add significant value to HB’s foundation.

even if the right answer is to stick with HB’s original formula on these points, just having more confidence around that based on a solid set of logic and evidence would have significant value. if the answer is that some adjustment on these points is warranted then understanding that conclusion, and how best to do it, would have significant value.

RT

This is a problem that I dont believe HB ever had to consider but we must as the offsetting balance between the 25% Gold component and the 25% Treasury component will be lost.

I hope that you will review and evaluate the options.

Thanks, Bill