Tag Archives: stocks

New Permanent Portfolio Book – Topics Covered

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The new Permanent Portfolio book is scheduled for the first week of October and we’re very excited to be presenting this information. This portfolio has a track record of performance and safety. Since the early 1970s it has returned between 9-10% compound annual growth with the worst losing year around -5% in 1981: Permanent Portfolio Performance If you are looking for performance, stability and safety with your life savings, the Permanent Portfolio is a powerful tool. Some of the topics we’re going to cover in this totally updated work include: What is the Permanent Portfolio? We go over the background, ideas and philosophies of Harry Browne and the Permanent Portfolio concept in detail. We explain the basics behind his approach, the revolutionary ideas of economic diversification he advocated, and other important details about the strategy. Simple, Safe and Stable Diversification We discuss why a simple, safe and stable portfolio is Continue reading →

Canadian Stock Market – Only Real Returns Matter!

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In a follow-up on a previous post about a Canadian Permanent Portfolio, over on the Diehards, Stryker writes: Just a little bit to add in regards to an earlier era in Canada. From 1963 to the end of 1983 the annual compound growth rate (not including dividends) of the TSE 300 was 6.5%. Unfortunately for the Canadian investor, inflation at 6.8% a year did even better. The above is not including the dividends apparently, but the problem still is there. You may see an impressive figure over a long span of time (30, 40, or more years) but only the real returns matter. Often if you look at smaller time segments that are still protracted (e.g. a decade or longer) you get this failure to deliver real returns from time to time. By any measure, 10 or 20 years of potentially negative growth is a very long period when you Continue reading →

Taxes and Stock Funds – Tread Cautiously

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Taxable Stock Investing Thoughts For many investors that save more than their tax-deferred accounts allow, taxes are a very big consideration. Often you will be forced to put assets like stocks outside of tax-deferred savings vehicles and that means taxes from those investments need to be managed. If you find you have to put a stock allocation outside tax-deferred space, here are some thoughts on the subject. Move Slowly to Avoid Regret First, taxable investors should move very slowly when considering adding assets to their portfolio. It’s so expensive to fix mistakes in the future that rushing into new offerings can be really dangerous. The hot new fund and/or strategy you’ve just got to have today could be a real tax disaster in the making. For instance, there are many ETFs hitting the market now. Many of them appear to have some new twist that is supposed to make them Continue reading →