Comments for Crawling Road

Comment on The Permanent Portfolio and the 16 Golden Rules of Financial Safety by Safe. Stable. Simple | Crawling Road

Safe. Stable. Simple | Crawling Road — Thu, 18 Mar 2010 22:21:18 +0000

[...] safer and more consistent returns through diversification. Safety also means following some basic rules of investing that will make it much harder to fall into many common investment [...]

Comment on The Permanent Portfolio Allocation by Safe. Stable. Simple | Crawling Road

Safe. Stable. Simple | Crawling Road — Thu, 18 Mar 2010 22:17:13 +0000

[...] Risks are taken where they should be and avoided where they add nothing to the bottom line. A portfolio invested this way can hold assets that are “risky” but own them in a way where the risks wash out over [...]

Comment on The Permanent Portfolio Allocation by Permanent Portfolio - Back to Basics | Crawling Road

Permanent Portfolio - Back to Basics | Crawling Road — Mon, 15 Mar 2010 01:01:46 +0000

[...] The Permanent Portfolio Allocation [...]

Comment on The Permanent Portfolio and the 16 Golden Rules of Financial Safety by Permanent Portfolio - Back to Basics | Crawling Road

Permanent Portfolio - Back to Basics | Crawling Road — Thu, 11 Mar 2010 18:46:28 +0000

[...] 16 Golden Rules of Financial Safety [...]

Comment on California Bonds Banner Ads by craigr

craigr — Thu, 11 Mar 2010 04:59:10 +0000

They put in the March 10th date as if you don’t rush out now you won’t get a second chance to buy their bloated debt. Like California bonds are some rare item on the market.

If I remember, I’ll try to see if I can’t get the ad to show up tomorrow. I wonder if it will say “Offer ends March 11th!” on it.

Comment on California Bonds Banner Ads by Wonk

Wonk — Thu, 11 Mar 2010 04:48:26 +0000

As a marketing/advertising guy, I have to say that is quite possibly the worst ad of all time.

No benefit to the reader, no sense of urgency, no special deal. I guess California is paying the ad agency in IOUs they plan on defaulting on anyway…

Comment on Permanent Portfolio Historical Returns by Dominique

Dominique — Fri, 05 Mar 2010 14:49:04 +0000

Very interesting reading on Iceland.

I’m not being clear so let me restate my question: Knowing what we do about the state of the economy, are there any changes you would make to the investments within the PP, not the asset allocation.

For example, is holding 25% of equities in TSM (only 2.5% in foreign stock) enough diversification?

BTW, currently the PP holds only 15% in cash.