Crawling Road » diversification http://crawlingroad.com/blog The Permanent Portfolio, Investing, Finance and Random Thoughts. Tue, 15 May 2012 10:05:08 +0000 en hourly 1 http://wordpress.org/?v= The Crawling Road Money Show focuses on investing, finance and economics. We discuss the Permanent Portfolio and other topics to make investing simple and successful. Craig Rowland clean Craig Rowland podcastsxml@crawlingroad.com podcastsxml@crawlingroad.com (Craig Rowland) 2010-2012 Craig Rowland Simple investing for success. investing, permanent portfolio, indexing, stocks, bonds, cash, gold, harry browne, john chandler, craig rowland, craigr, crawling road Crawling Road » diversification http://crawlingroad.com/blog/wp-content/plugins/powerpress/rss_default.jpg http://crawlingroad.com/blog How Low Can the Stock Market Go? http://crawlingroad.com/blog/2012/03/11/how-low-can-the-stock-market-go/ http://crawlingroad.com/blog/2012/03/11/how-low-can-the-stock-market-go/#comments Sun, 11 Mar 2012 19:52:53 +0000 Craig Rowland http://crawlingroad.com/blog/?p=7016

From The Crawling Road Blog - The Permanent Portfolio Discussion and More

A theme that runs on this blog is to not take anything for granted in terms what will happen while investing. In particular, I often mention the idea that any asset can fall in price very steeply at any time and for a multitude of reasons. Stocks in particular have had a very storied [...]

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]]> http://crawlingroad.com/blog/2012/03/11/how-low-can-the-stock-market-go/feed/ 9 Callan Periodic Table of Investing Returns 2011 http://crawlingroad.com/blog/2012/01/16/callan-periodic-table-of-investing-returns-2011/ http://crawlingroad.com/blog/2012/01/16/callan-periodic-table-of-investing-returns-2011/#comments Mon, 16 Jan 2012 07:01:22 +0000 Craig Rowland http://crawlingroad.com/blog/?p=6619

From The Crawling Road Blog - The Permanent Portfolio Discussion and More

I love the Callan Periodic Table of Investing Returns. This chart shows major asset classes and how they’ve done from 1992-2011. It shows very vividly the unpredictable nature of the markets and why holding a diversified investing portfolio is a good idea. It doesn’t show gold and long-term [...]

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]]> http://crawlingroad.com/blog/2012/01/16/callan-periodic-table-of-investing-returns-2011/feed/ 0 The Misleading Stocks for the Long Run Chart http://crawlingroad.com/blog/2011/12/18/the-misleading-stocks-for-the-long-run-chart/ http://crawlingroad.com/blog/2011/12/18/the-misleading-stocks-for-the-long-run-chart/#comments Sun, 18 Dec 2011 20:20:04 +0000 Craig Rowland http://crawlingroad.com/blog/?p=6085

From The Crawling Road Blog - The Permanent Portfolio Discussion and More

  I see this chart posted from Jermy Siegel’s book Stocks for the Long Run from time to time to defend why owning lots of stocks is the way to go and why owning gold is some kind of chump move. Well I think this chart is misleading for several reasons. Gold is useful in a diversified portfolio [...]

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]]> http://crawlingroad.com/blog/2011/12/18/the-misleading-stocks-for-the-long-run-chart/feed/ 7 Diversify Where You Put Your Money http://crawlingroad.com/blog/2011/12/10/diversify-where-you-put-your-money/ http://crawlingroad.com/blog/2011/12/10/diversify-where-you-put-your-money/#comments Sat, 10 Dec 2011 17:41:30 +0000 Craig Rowland http://crawlingroad.com/blog/?p=6076

From The Crawling Road Blog - The Permanent Portfolio Discussion and More

MF Global lays out the perfect case for Rule #10 in the 16 Golden Rules of Financial Safety: Are customer accounts at brokerage firms safe? Until the collapse of MF Global, that’s a question I thought I’d never have to ask. Brokerage firms are required by law to maintain segregated accounts holding [...]

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]]> http://crawlingroad.com/blog/2011/12/10/diversify-where-you-put-your-money/feed/ 0 Keep the Dogma on a Leash http://crawlingroad.com/blog/2011/11/05/keep-the-dogma-on-a-leash/ http://crawlingroad.com/blog/2011/11/05/keep-the-dogma-on-a-leash/#comments Sun, 06 Nov 2011 01:42:36 +0000 Craig Rowland http://crawlingroad.com/blog/?p=6061

From The Crawling Road Blog - The Permanent Portfolio Discussion and More

Sometimes I get a question about implementing the Permanent Portfolio using tools that might not fit the exact strategy laid out by Harry Browne. For instance, someone will want to know if they can use an FDIC insured account vs. a Treasury Money Market account for their cash. Or if a gold ETF is [...]

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]]> http://crawlingroad.com/blog/2011/11/05/keep-the-dogma-on-a-leash/feed/ 4 A ship in the storm… http://crawlingroad.com/blog/2011/08/04/a-ship-in-the-storm/ http://crawlingroad.com/blog/2011/08/04/a-ship-in-the-storm/#comments Fri, 05 Aug 2011 00:14:45 +0000 Craig Rowland http://crawlingroad.com/blog/?p=5820

From The Crawling Road Blog - The Permanent Portfolio Discussion and More

The markets are very volatile. I will remind readers that your portfolio is a package made up of very volatile assets. But put together they make a smoother ride. The individual assets may move in strong directions, but the overall portfolio value is all that matters in the end. Don’t focus on the [...]

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]]> http://crawlingroad.com/blog/2011/08/04/a-ship-in-the-storm/feed/ 1 Asset Class Correlations: It’s All Bunk http://crawlingroad.com/blog/2011/06/13/asset-class-correlations-its-all-bunk/ http://crawlingroad.com/blog/2011/06/13/asset-class-correlations-its-all-bunk/#comments Tue, 14 Jun 2011 00:04:15 +0000 Craig Rowland http://crawlingroad.com/blog/?p=2191

From The Crawling Road Blog - The Permanent Portfolio Discussion and More

Ever hear about asset class correlations? It's all bunk.

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]]> http://crawlingroad.com/blog/2011/06/13/asset-class-correlations-its-all-bunk/feed/ 16 2010-11-14 – Stocks for the Permanent Portfolio http://crawlingroad.com/blog/2010/11/14/2010-11-14-stocks-for-the-permanent-portfolio/ http://crawlingroad.com/blog/2010/11/14/2010-11-14-stocks-for-the-permanent-portfolio/#comments Sun, 14 Nov 2010 07:01:08 +0000 Craig Rowland http://crawlingroad.com/blog/?p=5339

From The Crawling Road Blog - The Permanent Portfolio Discussion and More

In this Podcast: Topics What stocks to buy for the Permanent Portfolio? Index vs. Active funds. Do you need International? How about Small Cap Value? Reader Questions Should I go in all at once or dollar cost average? Should investing be scary?

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]]> http://crawlingroad.com/blog/2010/11/14/2010-11-14-stocks-for-the-permanent-portfolio/feed/ 3 permanent portfolio, stocks, crawling road, index funds, harry browne, diversification, asset allocation What stocks to buy for the Permanent Portfolio? Index vs. Active funds. Do you need International? How about Small Cap Value? What stocks to buy for the Permanent Portfolio? Index vs. Active funds. Do you need International? How about Small Cap Value? Should I go in all at once or dollar cost average? Should investing be scary? Craig Rowland clean 49:30 Why these assets? http://crawlingroad.com/blog/2010/02/09/why-these-assets/ http://crawlingroad.com/blog/2010/02/09/why-these-assets/#comments Tue, 09 Feb 2010 10:05:26 +0000 Craig Rowland http://crawlingroad.com/blog/?p=3402

From The Crawling Road Blog - The Permanent Portfolio Discussion and More

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 [...]

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]]> http://crawlingroad.com/blog/2010/02/09/why-these-assets/feed/ 4 Book Review – Books on Risk (and two podcasts) http://crawlingroad.com/blog/2010/01/28/book-review-books-on-risk-and-two-podcasts/ http://crawlingroad.com/blog/2010/01/28/book-review-books-on-risk-and-two-podcasts/#comments Thu, 28 Jan 2010 09:30:08 +0000 Craig Rowland http://crawlingroad.com/blog/?p=3174

From The Crawling Road Blog - The Permanent Portfolio Discussion and More

A particular theme you'll hear on this blog about investing is the idea that the markets are not predictable. You may believe that I'm referring to the idea that you can't predict returns on investments ahead of time. That's partially true. The other part though relates to extreme risks that sweep through the markets in unpredictable ways with unpredictable results. Aside from standard market risks, when you look at your investments it's also important to always ask yourself: "What if I'm wrong?" Because, odds are, you will be wrong eventually. It's just a question of degrees on how wrong it will be: A little or a lot.

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