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

Market timing is something I’ve found many investors get drawn to eventually in their search for performance. My opinion is that market timing simply doesn’t work for a host of reasons. However it’s common to hear that if an investor just timed these various assets correctly they could have [...]

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

Someone wanted to know if using stop losses is a good idea for the Permanent Portfolio. In short, no they aren’t. For the uninitiated, a stop loss is an automatic order in place at the broker to sell a security when a certain low price has been reached. The theory is that you can set a [...]

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

I post a rebalancing spreadsheet to use for the Permanent Portfolio.

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

Well I don't like checking on the portfolio too much, but I've been doing a lot of traveling this summer and apparently when I was not around the Euro is about to go kaput (we can only hope), the US is narrowly missing defaulting if a debt limit is not adjusted, there have been riots through the Middle East, the dollar has reached record lows against the Swiss Franc, there is a major heat wave striking most of the country and probably something else God-awful is sure to happen soon enough.

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

Much discussion in the news about Gold's new price high (about $1300). The word "bubble" is getting tossed around a lot. There are a flood of articles (and advertisements) about buying gold and an equal flood about selling gold. What to do?

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

Well we're coming into the home stretch for 2009. In January of last year I asked what people thought would perform the best of the four Permanent Portfolio Assets (Stocks, Bonds, Cash or Gold). While I tossed my hat into the stocks camp (which have recovered sharply since last year), the gold bulls seem to be winning.

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

People are wondering about the gold price. Is it going to go higher? Is it going to go lower? Etc. Well the unexciting answer is nobody knows. That's right, nobody at all knows. I don't care how pretty their charts are or what logical arguments they have for or against. What I do know is that too many people are talking about the stuff.

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

A reader writes: Thank you for your very useful and informative website.  I have read the Harry Browne book and we already own the PRPFX mutual fund.  I am now interested in replicating this strategy on my own with other money in order to diversify the holding of our assets. Your site has helped [...]

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

An interview with Rob Arnott describes the portfolio of Jacob Fugger (“Fugger the Rich”) who lived from 1459-1525. The portfolio that made him so rich sounded very familiar and I wanted to share this part of the interview with Mr. Arnott: Rob Arnott: Where do we go from here? Audience Question: It [...]

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

Let’s look at how the Permanent Portfolio has done so far in 2009 according to Morningstar. A sample Permanent Portfolio comprised of the following ETFs has these total returns for the year. This assumes you bought in January and held on without touching the assets until today: Vanguard Total Stock [...]

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