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6 episodes with permanent portfolio
13 episodes with permanent portfolio
2 episodes with permanent portfolio
2 episodes with permanent portfolio
2 episodes with permanent portfolio
2 episodes with permanent portfolio
Guest: Marty Fridson Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month's special guest is Porter & Co.'s Director of Distressed Investing, Marty Fridson. You can learn more about Marty here. Show highlights include: Why this financial instrument is better than equities… Marty's approach to risk factors… How tariffs could impact the corporate credit market… The niche of investing that can easily yield 20% returns… Porter's Permanent Portfolio update… Personal notes from Porter and Aaron… And much more… Click here to listen to the full podcast now. Never miss another Black Label podcast by signing up here https://porterspodcast.com. To get Porter's daily newsletter, go to: http://portersdailyjournal.com/. And be sure to follow us on X at https://x.com/Porter_and_Co and https://x.com/porterstansb. To your success, Porter & Co.
Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning
In this episode, we dive deep into practical alternatives to the traditional 60/40 portfolio. We explore various approaches like the Permanent Portfolio, risk parity and return stacking and take a detailed look at how we build alternative portfolios for our clients. We also examine Nomadic Samuel's innovative work on building diversified portfolios using new ETF products. Throughout our conversation, we emphasize the importance of having a systematic process, understanding the risks and potential behavioral challenges, and considering factors like taxes and market regimes. While acknowledging that the 60/40 portfolio isn't "dead," we highlight how these alternative approaches can potentially improve risk-adjusted returns and provide better protection in different economic environments. We hope you enjoy the discussion. SEE LATEST EPISODES https://excessreturnspod.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS https://sunpointeinvestments.com/ FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau FOLLOW MATT Twitter: https://twitter.com/cultishcreative LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/
Barron's Senior Managing Editor Lauren R. Rublin, Deputy Editor Ben Levisohn and President and Portfolio Manager of Permanent Portfolio Family of Funds Michael Cuggino discuss the outlook for financial markets, industry sectors, and individual stocks around the world.
Craig Rowland is the co-author of the most comprehensive book on the Permanent Portfolio. It was written in 2012 and is called “The Permanent Portfolio: Harry Browne's Long Term Investment Strategy”He is a software entrepreneur who sold a company to Cisco Systems, worked for the Pentagon's Chief of Naval Operations, and he is the founder of Sandfly Security, an agentless Linus security solution.The Permanent Portfolio is a low-volatility investment approach that was developed by Harry Browne. The genius is in its simplicity – the portfolio is 25% Stocks, 25% Gold, 25% Long Term Treasuries, and 25% Cash.The portfolio is ideal to limit drawdowns. In 2008, for instance, the stock market declined by 37% and this portfolio was down only 2%. During the COVID crash, this portfolio was down 2% while the stock market was down by 20%.Links* The Permanent Portfolio: Harry Browne's Long-Term Investment Strategy. https://www.amazon.com/Permanent-Portfolio-Long-Term-Investment-Strategy-ebook/dp/B0097VBOHG* Analysis of the Permanent Portfolio from Portfolio Charts: https://portfoliocharts.com/portfolios/permanent-portfolio/* Craig's Twitter feed: https://twitter.com/CraigHRowlandDisclaimerNothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this podcast and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor's own objectives, experience, and resources.The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe
Nel video di oggi andiamo alla ricerca del migliore lazy portfolio europeo, andando a confrontare il Permanent Portfolio con l All Weather di Ray Dalio. Ma perchè proprio questi due lazy portfolios? Il Permanent utilizza un approccio di diversificazione del rischio, mentre l'All Weather si basa sulla strategia del risk parity. Il primo ha bisogno di solo 4 ETF per essere implementato, il secondo è leggermente più complesso.
The interview discussed the potential of gold as an investment and its performance compared to stocks and bonds. David emphasized the importance of gold in preserving wealth and the interest of central banks in buying gold. Kerry brought up the new gold rush in anti-obesity medicines and the market caps of companies producing them. The group discussed the potential side effects of anti-obesity medicines and the importance of exercise and healthy eating habits. The meeting also covered the importance of health and financial health. David discussed the three categories of investments accessible to most people: precious metals, land, and art. He recommended a balanced investment portfolio strategy called The Permanent Portfolio, which includes bonds, stocks, real estate, precious metals, and other miscellaneous investments. Kerry mentioned a stock-based portfolio called the Lazy Portfolio ETF, which has a net return of about 6.5% per year compounded over 25 years. The meeting also discussed the historical and current value of gold as a means of preserving wealth and protecting against inflation, as well as the potential failure of the BRICS currency due to the differing cultures, work ethics, and productive capacities of the countries involved. Finally, David announced a special offer for his subscribers, which includes a free report and a one-on-one consultation with him. Visit David at:https://www.themorganreport.com/ Visit FSN at: https://FinancialSurvivalNetwork.com
Nel Sabato Economico di oggi Michele Poletti ci presenta un'introduzione al nuovo percorso di TraDetector PRO dedicato ai Permanent Portfolios.LINK UTILI:➡ Canale Telegram: https://t.me/tradetector➡ Sito TraDetector: https://www.tradetector.com/➡ TraDetector PRO: https://pro.tradetector.com/➡ OverPerform: https://pro.tradetector.com/overperform
In this mini-series Pete and Steve review a range of popular investment strategies to see what investors can learn, and how you can fashion an approach to suit your own circumstances, preferences, and personality. This week, a look at Harry Browne's Permanent Portfolio: stocks, gold, bonds, and cash. How well has the simple strategy performed over the past few decades, and with what level of volatility? Resources Fail Safe Investing (Lifelong Financial Security in 30 minutes) – Harry Browne A quick little read where Harry discusses 17 rules of investing which is mainly index and get on with your life. The Permanent Portfolio (Harry Browne's Long-term Investment Strategy) – Craig Rowland & J.M. Lawson Thanks for listening! Download a free copy of our latest book, Total Money Management – How to escape the rat race and unlock your financial independence. www.gonextlevelwealth.com.au/podcast Pete Wargent www.petewargent.com/ www.linkedin.com/in/pete-wargent-37228322/ Stephen Moriarty twitter.com/SGM63
In this episode we begin with a rant about a Think Advisor article about what financial services is all about -- the PARTY CIRCUIT. And the we address emails from the Nameless One, Kyu, Brian and Eric. We discuss the original Permanent Portfolio and modifications to the Golden Butterfly portfolio, the tax feature of the Portfolio Visualizer Monte Carlo simulator, efficient allocations in taxable, tax-deferred and tax protected accounts, considerations surrounding expected returns of asset classes and the problems with cash drags in portfolio construction, and the BITW fund and alternatives.Links:Think Advisor article: How Advisors Do the Party Circuit | ThinkAdvisor"Nimble Golden Butterfly" modifications: Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)Risk Parity Radio Tutorial Video re Portfolio Visualizer Monte Carlo Simulator: Tutorial #4: Portfolio Visualizer Monte Carlo Simulator -- Introduction - YouTubeSupport the show (https://www.riskparityradio.com/support)
Derek Moore explains in easy-to-understand terms what risk parity strategies are. Plus, he explains Harry Browne's Permanent Portfolio and Ray Dalio's All Weather Portfolio. How standard deviation is used and how some versions use leverage including futures to create risk parity weighted exposure. What are risk parity strategies? What are All Weather Portfolios? What is the Permanent Portfolio? Equalizing risk via standard historical deviation Using futures to create leveraged notional value What are the risks in a rising rate environment? Mentioned in this Episode: Contact Derek Moore derek.moore@zegafinancial.com Derek Moore's Book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547?ref_=nav_signin&
In this episode we address emails and messages from Nathan, Michael, MyContactInfo and Visitor 5225. We discuss correlations of international funds vs. small cap value funds, new international small cap value funds, the plusses and minuses of the Accelerated Permanent Portfolio, Aswath Damdaran and the follies of dividend investing, and my email address. Whoa!And THEN we look at monthly distributions and returns of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.Additional links:International and small cap value correlation analysis: Asset Correlations (portfoliovisualizer.com)Bogleheads Podcast Featuring Eduardo Repetto: Episode 43: Bogleheads on Investing – guest Eduardo Repetto, host Rick Ferri – Rick Ferri, CFAVideo Lecture of Aswath Damodaran re Dividends: Damodaran on Dividends - YouTubeSupport the show (https://www.riskparityradio.com/support)
Location: New York Date: Saturday 5th December Project/company: Pragmatic Capitalism, Orcam Financial Group Role: Chief Investment Officer In the 1980's, Harry Browne devised an investment strategy designed to perform well in all economic conditions. It is referred to as the Permanent Portfolio. Investments are equally allocated to stocks, bonds, gold, and cash. The objective is for the portfolio to perform well in all economic conditions. But Harry Browne's strategy was developed in a period when short term boom and bust debt cycles were still a feature of economic systems. Since the global financial crisis of 2007, the debt cycle hasn't been allowed to function properly: recessions have been mitigated through unprecedented governmental monetary and fiscal stimulus programmes. In this new paradigm, where inflationary pressures cast a large shadow, what are the best investment strategies to take? Certain Bitcoiners are all in on the new form of money designed for these times. This does not fit everyone's risk appetite. But, having a portfolio that lacks exposure to Bitcoin risks missing out in a market that could otherwise be devoid of alpha. Then there is also a geographical variable at play: the US has certain inherent strengths that are not available to citizens of other countries, significantly affecting investment decisions. In this interview, I talk to investment strategist and founder of the educational website Pragmatic Capitalism, Cullen Roche. We discuss the drivers for inflation, the role of government, investment strategies during uncertain times, and the place for Bitcoin in asset portfolios.
“If you could pick one variable in the whole world that you had to understand that would be your go to indicator, inflation would be the thing to me; you tell me what the rate of inflation is in twenty years, I'll tell you pretty much what most financial assets have done, whether it's bitcoin, bonds, stocks, whatever.”— Cullen RocheLocation: New YorkDate: Saturday 5th DecemberProject/company: Pragmatic Capitalism, Orcam Financial GroupRole: Chief Investment OfficerIn the 1980's, Harry Browne devised an investment strategy designed to perform well in all economic conditions. It is referred to as the Permanent Portfolio. Investments are equally allocated to stocks, bonds, gold, and cash. The objective is for the portfolio to perform well in all economic conditions.But Harry Browne's strategy was developed in a period when short term boom and bust debt cycles were still a feature of economic systems. Since the global financial crisis of 2007, the debt cycle hasn't been allowed to function properly: recessions have been mitigated through unprecedented governmental monetary and fiscal stimulus programmes.In this new paradigm, where inflationary pressures cast a large shadow, what are the best investment strategies to take? Certain Bitcoiners are all in on the new form of money designed for these times. This does not fit everyone's risk appetite. But, having a portfolio that lacks exposure to Bitcoin risks missing out in a market that could otherwise be devoid of alpha.Then there is also a geographical variable at play: the US has certain inherent strengths that are not available to citizens of other countries, significantly affecting investment decisions. In this interview, I talk to investment strategist and founder of the educational website Pragmatic Capitalism, Cullen Roche. We discuss the drivers for inflation, the role of government, investment strategies during uncertain times, and the place for Bitcoin in asset portfolios. This episode's sponsors:Gemini - Buy Bitcoin instantlyBlockFi - The future of Bitcoin financial servicesSportsbet.io - Online sportsbook & casino that accepts BitcoinCasa - The leading provider of Bitcoin multisig key security.Ledger - State of the art Bitcoin hardware walletCompass Mining - Bitcoin mining & hostingLVL - Bank on BitcoinBCB Group - Global digital financial Services-----WBD445 - Show Notes-----If you enjoy The What Bitcoin Did Podcast you can help support the show by doing the following:Become a Patron and get access to shows early or help contributeMake a tip:Bitcoin: 3FiC6w7eb3dkcaNHMAnj39ANTAkv8Ufi2SQR Codes: BitcoinIf you do send a tip then please email me so that I can say thank youSubscribe on iTunes | Spotify | Stitcher | SoundCloud | YouTube | Deezer | TuneIn | RSS FeedLeave a review on iTunesShare the show and episodes with your friends and familySubscribe to the newsletter on my websiteFollow me on Twitter Personal | Twitter Podcast | Instagram | Medium | YouTubeIf you are interested in sponsoring the show, you can read more about that here or please feel free to drop me an email to discuss options.
In this episode we discuss Unilever, Airtel Africa, Nestle, Whitbread, Segro, & Tesla. There is also a book review of The Permanent Portfolio: Harry Browne's Long-Term Investment Strategy by Craig Rowland at the end. $ulvr $aaf $nesn $wtb $sgro $tsla
L'article BOURSE : Stratégie du Permanent Portfolio d'HARRY BROWNE : avantages et inconvénients est apparu en premier sur Maxence Rigottier - Business en ligne.
LE PERMANENT PORTFOLIO, C'EST BEAU (Merci Harry) Encore une semaine de vacances pour nos Gentlemen, enfin surtout pour Tony puisque pour le coup Yann est à la maison ! Dans ce nouveau duplex, on va parler conseillers en gestion de patrimoine, on va se demander comment investir la plus value d'une résidence principale et on va aussi aborder un investissement vieux comme le monde mais tellement incroyable. À croire que c'est encore dans les vieux pots qu'on fait la meilleur soupe :-D On espère que le podcast vous plaira ! Merci encore d'être si nombreux à nous écouter chaque semaine, on vous kiffe ! Yann et Tony ____ DECOUVRE LA BOUTIQUE DES GENTLEMEN INVESTISSEURS ! : https://lesgentlemeninvestisseurs.com ____ Bénéficiez de la promotion de 20% sur l'abonnement au site « ProRendement » avec le code promo « GENTLEMEN » sur https://pro-rendement.fr/ ____ QUI SOMMES NOUS ? Pour nous contacter une seule adresse : lesgentlemeninvestisseurs@gmail.com ____ TONY Entrepreneur depuis toujours mais prisonnier de la rat race, j'ai changé de vie en 2018 et je vis aujourd'hui de mes investissements en immobilier et en bourse. En 2019, j'ai crée ma société de marchand de biens, écrit mon premier livre « Riche de Liberté » sur la division foncière et lancé mon podcast « Une Vie de Liberté » Aujourd'hui, j'aide les gens à changer de vie grâce à l'investissement et au développement personnel ! MON LIVRE « RICHE DE LIBERTE » : www.abinvest.net/boutique MAITRISE TES FINANCES PERSONNELLES COMME UN PRO : https://uneviedeliberte.systeme.io/558483e5-c0da6179-cf5f02a6-9dedd74a APPRENDS À INVESTIR SEREINEMENT EN BOURSE AVEC LES ETF : https://uneviedeliberte.systeme.io/558483e5-c0da6179-cf5f02a6 DEVIENS UN EXPERT DE LA DIVISION FONCIERE : https://uneviedeliberte.systeme.io/b01f92d2-d8a9fa66 LA FORMATION DE NOTRE POTE MAX SUR LA CRYPTO : https://il-est-libre-max.systeme.io/Cryptostart-gentlemen?sa=sa00103292792c34fe36729e840d90573e533a0a91 **** Reçoit la liste de mes 20 livres préférés gratuitement : https://uneviedeliberte.systeme.io/c48e08f4 RETROUVE MOI SUR INSTAGRAM : https://www.instagram.com/une_vie_de_liberte/?hl=fr RETROUVE MOI SUR FACEBOOK : https://www.facebook.com/anthony.poncet42 RETROUVE MOI SUR SOUNDCLOUD : https://soundcloud.com/une_vie_de_liberte ______ YANN Principalement investisseur immobilier depuis fin 2017 et libre de tous mes mouvements depuis Avril 2019, je vis de l'immobilier mais aussi de quelques autres investissements tels que le minage de crypto. Spécialisé en location courte durée, j'ai eu le bonheur de créer une formation « Startercash » pour aider les investisseurs souhaitant se lancer dans ce mode de location. ***Si tu souhaites en savoir un peu plus ou recevoir ma check-list des indispensables gratuitement : https://yanndbusiness.systeme.io/4fdf9597 MA FORMATION STARTER CASH : https://yanndbusiness.systeme.io/972cfa71 RETROUVE MOI SUR INSTAGRAM : https://www.instagram.com/yalpha_immo_/ _______
Cambiare tutto con le azioni ETF investimenti risparmio finanza personale business soldi economia
Iscriviti:https://www.patreon.com/cambiaretuttohttps://www.facebook.com/groups/244662280228532/https://www.facebook.com/cambiare.tutto.56Mail: cambiaretuttocambiaresubito@gmail.comPaul Merriman, Ultimate Portfolio: https://paulmerriman.com/the-ultimate-buy-and-hold-strategy/#
This is our weekly portfolio review of the portfolios you can find at: https://www.riskparityradio.com/portfoliosAdditional Links:Portfolio Visualizer Analysis of the Original and Accelerated Permanent Portfolios: https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=2&startYear=1985&firstMonth=1&endYear=2021&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=5&absoluteDeviation=7.5&relativeDeviation=0.0&showYield=false&reinvestDividends=true&benchmark=VFINX&benchmarkSymbol=VTI&portfolioNames=true&portfolioName1=Accelerated+Permanent+Portfolio&portfolioName2=Permanent+Portfolio&portfolioName3=Portfolio+3&symbol1=UPRO&allocation1_1=25&symbol2=TMF&allocation2_1=27.5&symbol3=PFF&allocation3_1=25&symbol4=GLD&allocation4_1=22.5&allocation4_2=25&symbol5=IJS&symbol6=IEF&symbol7=SHY&allocation7_2=25&symbol8=VTI&allocation8_2=25&symbol9=TLT&allocation9_2=25Optimized Portfolios Site: https://www.optimizedportfolio.com/category/leverage/
This is our weekly portfolio review of the portfolios you can find at: https://www.riskparityradio.com/portfoliosAdditional Links:Episode 3 -- History of Portfolio Allocations Part 1: Episode 3Episode 5 -- History of Portfolio Allocations Part 2: Episode 5Episode 8 -- Introducing the Accelerated Permanent Portfolio: Episode 8Portfolio Visualizer Analysis: https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=2&startYear=1985&firstMonth=1&endYear=2020&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=1&absoluteDeviation=6.0&relativeDeviation=0.0&showYield=false&reinvestDividends=true&benchmark=-1&benchmarkSymbol=VTI&portfolioNames=true&portfolioName1=Original+Permanent+Portfolio&portfolioName2=Accelerated+Permanent+Portfolio&portfolioName3=Portfolio+3&symbol1=UPRO&allocation1_2=25&symbol2=TMF&allocation2_2=27.5&symbol3=PFF&allocation3_2=25&symbol4=GLD&allocation4_1=25&allocation4_2=22.5&symbol5=VTI&allocation5_1=25&symbol6=TLT&allocation6_1=25&symbol7=CASHX&allocation7_1=25&symbol8=SHY
We begin with a monthly rant about the misguided idea of picking funds that have "great fund managers" and a few other topics.Relevant links:Recent interview of Burton Malkiel: https://animalspiritspod.libsyn.com/a-random-talk-with-burton-malkielRisk Parity Radio Bond Episodes:https://www.riskparityradio.com/podcast/episode/4965a5d2/episode-14-which-bonds-are-right-for-your-risk-parity-style-portfolio-a-comprehensive-analysis-part-ihttps://www.riskparityradio.com/podcast/episode/4c25df5c/episode-16-which-bonds-are-right-for-your-risk-parity-style-portfolio-a-comprehensive-analysis-part-2Following the rant is our weekly portfolio review of the portfolios you can find at https://www.riskparityradio.com/portfoliosWe also compare the Accelerated Permanent Portfolio with two Dave Ramsey-Style Portfolios using the tools at Portfolio Visualizer. Relevant links:White Coat Investor article about a Ramsey-style portfolio: https://www.whitecoatinvestor.com/dave-ramsey-asset-allocation/Portfolio Visualizer analysis:https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=4&startYear=1985&firstMonth=1&endYear=2020&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=1&absoluteDeviation=7.5&relativeDeviation=0.0&showYield=true&reinvestDividends=true&portfolioNames=false&portfolioName1=Portfolio+1&portfolioName2=Portfolio+2&portfolioName3=Portfolio+3&symbol1=PFF&allocation1_1=25&symbol2=TMF&allocation2_1=27.5&symbol3=GLD&allocation3_1=22.5&symbol4=UPRO&allocation4_1=25&symbol5=VIVIX&allocation5_2=25&symbol6=VMGRX&allocation6_2=25&allocation6_3=25&symbol7=VSCIX&allocation7_2=25&symbol8=VGTSX&allocation8_2=25&symbol9=VGIAX&allocation9_3=25&symbol10=VSGIX&allocation10_3=25&symbol11=VWIGX&allocation11_3=25
Mark & Matt Discuss the Following on Episode #61: • Stock Market Marches Higher in August • Accredited Investor Update • 12 Cheapest Cities for a Comfortable Retirement – ThinkAdvisor • Is There Such Thing as a Permanent Portfolio? • S&P 500 Sector Performance Year-To-Date • IRA Mistakes that Retirees Make www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
This is our weekly portfolio review of the portfolios you can find at: https://www.riskparityradio.com/portfoliosWe also discuss the Accelerated Permanent Portfolio in depth, including how it was constructed and how it compares with A Total Stock Market portfolio. Are you interested in a 50% better performance with slightly less risk than the market? Then lend your ear.Here is a link to the analyzer we used to compare the Accelerated Permanent Portfolio with a Total Stock Market portfolio: https://www.portfoliovisualizer.com/backtest-portfolio
There are a number of popular "lazy" portfolios published, such as the All Weather Portfolio or the Permanent Portfolio. Why do these exist and what's the benefit? Michael is joined by his XYPN Mastermind Group to discuss this.
Oggi rispondiamo alle mail di Mario, che ci chiede se puo' valere la pena investire in un ETF petrolio dati i prezzi negativi, e di Edo, che, dopo averci scritto una mail bellissima, chiede quanto sia lecito attendersi come rendimenti futuri. Questo ed altro nella nuova puntata di Incassaforte Pod, il podcast di incassaforte.com. Come sempre, potete scaricarlo ed iscrivervi su iTunes oppure sulla pagina di Podbean. I consigli della settimana sono: Andrea: Food Inc, eccellente documentario sull'industria del cibo.. Carlo: LIMES, la famosa rivista mensile. Tommaso: Tales from the loop, serie tv Sci-Fi da amazon prime.
Hope you enjoyed this episode of The Spicy Dividend! Let me know your thoughts through Social Media! FOLLOW ME ON TWITTER: https://twitter.com/DegenDividends FOLLOW ME ON INSTAGRAM FOR ALL SORTS OF UPDATES: https://www.instagram.com/degenerate_dividends/ Want to donate to the portfolio? Paypal : scott.kromer@yahoo.com Warning: I am not a professional. This channel is for entertainment purposes only. Do not take any stocks mentioned in this video as financial advice. I am not a financial advisor and can not legally solicit any advice. --- Support this podcast: https://anchor.fm/spicydividend/support
There are many ways to manage risk in a portfolio. Traditional methods like blending stocks with bonds will work for most investors, but more creative methods can also make sense in some cases. One thing all risk management techniques have in common though, is that they come with trade offs. In this episode we look at some popular risk management approaches, and some lesser known ones, and examine the pros and cons of each. In addition to a traditional blended stock and bond approach, we also discuss the Permanent Portfolio, and more advanced quantitative approaches like Trend Following, Protective Asset Allocation and Generalized Protective Momentum. ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG http://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
A continuation of the discussion about cash in investing that I started on TVL Episode 297. Here are a couple of books for further reading: Fail Safe Investing by Harry Browne is a simple introduction to the permanent portfolio The Permanent Portfolio by Craig Rowland has a detailed discussion about cash. Originally released in 2017 as a bonus episode for supporting listeners.
How much risk should you take when investing? Is the Permanent Portfolio approach too risk-averse? Here's a great discussion from a recent livestream. Show Notes: Support TVL on Patreon and get bonus episodes and other rewards Support TVL on BitBacker with cryptocurrency Becoming an Entrepreneur by Jake Desyllas Audiobook, eBook, Paperback Job Free by Jake Desyllas Audiobook, eBook, Paperback
This podcast is an open-ended exploration of topics relating to growing and preserving your wealth including investing, markets, decision making under opacity, risk, volatility, and complexity. Mutiny Fund is a multi-strategy long volatility fund designed to give retail investors a way to insure their portfolios against volatility, tail risk, and black swan events. This is the second episode of a four part series where Jason and Taylor discuss the thesis behind Mutiny. In the first episode we looked at diversification and it's role in an investor's portfolio. While many investors realize the importance of diversification, they often fail to diversify across one category: Volatility. Today we'll be looking at Volatility as an asset class. We believe all investments can be organized into either Short Volatility (those that are harmed by volatility) or Long Volatility (those that benefit from volatility). We'll be looking at some of the options for Long Volatility investments including Gold, the Permanent Portfolio and the Equity Tail Hedge. Copyright © 2019 · Mutiny Fund does not warrant the accuracy, reliability or completeness of any information contained in this electronic communication and its contents are intended for the recipient only. “Mutiny Fund” is a DBA of Three Magnolia, LLC, its affiliates and subsidiaries. This material has been prepared by a sales employee and is a solicitation for entering into a derivatives transaction and shouldn’t be considered a research report. Trading futures, Options on Futures and retail off-exchange foreign currency transaction involves substantial risk of loss and is not suitable for all investors you would consider whether trading is suitable for you in light of your circumstances, knowledge, and financial resources. You may lose all or more than your initial investment. Options, Market data, and recommendations are subject to change without notice. Past Performance is not necessarily indicative of future results.
A discussion with supporting listeners about the permanent portfolio investment strategy. How would assets like real estate would be tackled by the permanent portfolio? Why not use international stocks in a PP? Listen to the episode to hear these questions answered. Show Notes: Support TVL on Patreon and get bonus episodes and other rewards Support TVL on BitBacker with cryptocurrency Job Free by Jake Desyllas Audiobook, eBook, Paperback
1:20 Should I change my whole life insurance policy because my income is going down? 18:40 Why do you think Walmart has done more good for poor people than any non-profit organization? 30:00 How should I adjust my asset allocation now that I'm retiring? 42:40 Should I pay off my mortgage on my retirement house? 49:15 Where should I keep my medium-term savings? 52:00 How can I include real estate in my Permanent Portfolio? 58:00 How can I invest in the people in my community? 1:05:00 Can I use a private foundation for my wealth planning?
Nima and Dylan discuss indicators of economic doom. Sources: Regarding the Kalecki Equation: What Does the Market’s Response to Trump’s Election Tell Us About Investor Expectations? (https://www.economicsjunkie.com/markets-response-trumps-election-tell-us-investor-expectations/) The Permanent Portfolio (https://soundcloud.com/economicsjunkie/investing-the-permanent-portfolio-amagi-podcast-think-liberty-episode-6) Currency crisis candidates: https://twitter.com/cullenroche/status/1031978260605747200
Nima and Dylan discussion a diversified investment strategy called the "Permanent Portfolio", conceptualized by former Libertarian Party presidential candidate, author, and radio host Harry Browne.Sources:Failsafe Investing: Lifelong Financial Security in 30 Minutes (https://www.amazon.com/Fail-Safe-Investing-Lifelong-Financial-Security/dp/031226321X)A Portfolio For All Occasions (https://beinglibertarian.com/growing-your-wealth-in-all-economic-cycles/)Debt: The First 5000 Years (https://www.amazon.com/Debt-First-5-000-Years/dp/1612191290)Regarding the Kalecki Equation: What Does the Market’s Response to Trump’s Election Tell Us About Investor Expectations?(https://www.economicsjunkie.com/markets-response-trumps-election-tell-us-investor-expectations/)
Nima and Dylan discussion a diversified investment strategy called the "Permanent Portfolio", conceptualized by former Libertarian Party presidential candidate, author, and radio host Harry Browne. Sources: Failsafe Investing: Lifelong Financial Security in 30 Minutes (https://www.amazon.com/Fail-Safe-Investing-Lifelong-Financial-Security/dp/031226321X) A Portfolio For All Occasions (https://beinglibertarian.com/growing-your-wealth-in-all-economic-cycles/) Debt: The First 5000 Years (https://www.amazon.com/Debt-First-5-000-Years/dp/1612191290) Regarding the Kalecki Equation: What Does the Market’s Response to Trump’s Election Tell Us About Investor Expectations? (https://www.economicsjunkie.com/markets-response-trumps-election-tell-us-investor-expectations/)
Investing brings emotional and psychological challenges. These challenges can lead to poor investment decisions, but they can also make you unhappy even if you do end up making a good return. This episode is about strategies for dealing with the emotional challenges of investing. Show Notes: Become a Patron of TVL to get bonus episodes and rewards! Job Free by Jake Desyllas Portfoliocharts.com Fail-Safe Investing by Harry Browne TVL 167 The Permanent Portfolio
Why invest in gold? What is the best way to do so? Is gold obsolete as an investment now that cryptocurrencies exist? This episode answers many listener questions about investing in gold from my perspective as a private investor following the Permanent Portfolio strategy. I am not a financial advisor. As always with investing, you will need to do your own research. Thanks so much to all the patrons who provided great questions for this topic. Show Notes: Become A Patron of TVL to get bonus episodes and rewards! Fail-Safe Investing by Harry Browne The Permanent Portfolio by Craig Rowland TVL Episode 69: Inflation: The Hidden Tax BullionVault (Affiliate link)
In Episode 87, we welcome market veteran and ETF expert, Mike Venuto. Mike briefly walks us through his background, which includes a fun story about a baffling situation years ago when the gold mining company, Newmont Mining, was falling in price despite gold rising in price. Mike tells us the culprit turned out to be the new ETF “GLD” – Mike realized he needed to learn far more about ETFs. Next, the guys dive into ETFs. Meb starts broadly, asking where we are in the ETF evolution. Mike tells us we’re still quite early. The growth rate has been largely the same over the last 10 years (a little over 20%); but that growth rate is compounded over a larger base now, so it feels like the growth is greater. And in terms of where ETFs are going, free beta is getting saturated. The next move in ETFs will be people thoroughly detailing the differences between two ETFs that appear largely the same at first blush (nowadays, people tend to see similarly-themed ETFs as somewhat the same). Meb pushes deeper on this idea, wanting to know more about this next evolution in ETFs. Mike tells us that myriad factors are a part of any given ETF beyond its expense ratio. For instance, there are the spreads, how well an ETF tracks its index, whether the ETF lends out its shares and what it does with that revenue, then there’s the share price itself. All these factors can make two ETFs that appear similar on the surface actually quite different. This dovetails into the idea of “active share” – basically, the measure of an active ETF that differs from its index. Mike tells us about a tool at Toroso called Smart Cost that helps embrace ETF transparency. The tool helps answer the question “how much am I paying for the smart portion of an ETF?” Mike goes on to tell us that the overall expense ratio is not the most important cost consideration – instead, it’s how much am I paying for the smart portion? He gives us an example, comparing it to its benchmark, then calculate its “price per unit of difference.” The tool shows the amount of the ETF you’re buying that is different – and this helps determine the true value of any given ETF. Meb echoes much of this, saying that in order to justify actively managed fees, an investor wants an ETF that looks truly different than its benchmark. Otherwise, you’re just paying top dollar for cheap beta. The conversation bounces around a bit, including some other tools Mike uses, but eventually Meb asks about something Mike is doing that’s on the forefront of tracking the entire ETF space. It turns out, Mike has created an index that enables investors to track the growth and exposure of the overall ETF ecosystem. This includes not just the issuers, but the exchanges, the data and index providers, the back-office companies, and so on – the entire overall ecosystem. So, Mike has created an index that tracks the growth of all these companies. Next, the guys move into the “fringe ETF” space. Mike predicts we’re going to see more “characteristic” based indexes. Rather than capture a factor, they systemize how to target characteristics – e.g. a spin-off, or insiders buying a stock, or great brands. This leads into a conversation about “structural” factors, where you create a different form of behavior. An example would be a put-write fund. The guys touch on a few topics before moving onto cryptos. They discuss whether crypto has any real legs, and what the potential could be. Mike has some interesting thoughts here. As the interview begins to wind down, Meb asks for Mike’s favorite ideas going into 2018. Mike tells over the next 10 years, it could prove difficult to achieve the type of beta returns we’ve enjoyed over the last 10 years, so he suggests seeking out high active, global growth themes. Find a PWC or McKinsey study about “things that are going to change the world” then invest in those industries (think robotics). Mike goes on to mention the Internet of Things and the electrification of cars. Meb agrees on the potential for a challenging return environment. He walks us through why using the 60/40 portfolio with current bond yields, and what equities would have to return to keep us at “average” returns. Given our lofty valuations today, that seems tough. There’s way more in this episode: The Permanent Portfolio… whether gold bugs should be concerned about the rise of crypto… how Meb has a new army of enemies in the form of Litecoin crypto investors… and how one of Mike’s friends bought a pizza years ago with Bitcoin – probably the most expensive pizza that friend will ever purchase. And of course, there’s Mike’s most memorable trade. Hear about it in Episode 87.
Jake's guide to the best books on pursuing financial independence. Some of the books are must-reads, whereas others are suggested for specific purposes or additional information only. No country-specific books are included, so the list is relevant regardless of where you live. Listen to the episode to find out why I recommend each book and what you can expect from them. Show Notes: Job Free by Jake Desyllas Financial Independence Series: Part 1, Part 2, Part 3 and Part 4 The Millionaire Next Door by Thomas Stanley Stop Acting Rich by Thomas Stanley Rich Dad, Poor Dad by Robert Kiyosaki Your Money or Your Life by Joe Dominguez and Vicky Rubin Fail Safe Investing by Harry Browne (TVL Review) Why the Best-Laid Investment Plans Usually Go Wrong by Harry Browne The Permanent Portfolio by Craig Rowland and J.M. Lawson A Random Walk Down Wall Street by Burton Malkiel (TVL Review) The Little Book of Common Sense Investing by John Bogle Guide to Investing In Gold and Silver by Michael Maloney Where Are the Customers' Yachts? by Fred Schwed The 4% Rule and Safe Withdrawal Rates In Retirement by Todd Tressider The Global Expatriate's Guide to Investing by Andrew Hallam What Has Government Done to Our Money by Murray Rothbard
Episode 17 starts with the guys from ReSolve discussing how they view asset allocation and top-down investing. They start with the global market portfolio which is the aggregate of what every investor in the world owns, yet interestingly, nearly no individual investor allocates this way. They then adjust the global market portfolio by striving for balance, specifically, risk parity. They discuss how leverage enables an investor to scale risk and target a specific volatility level, therein equalizing the portfolio. Risk parity gets you to start thinking about risk allocation instead of capital allocation. And this is helpful as “you’ve always got something killing it in your portfolio…and always got something killing you.” The topic then moves to valuation. The guys from ReSolve tell us how they see today’s market—near the peak of a cycle and expensive relative to history. What does this mean for returns over the next 10-20 years? They think 1-2% real. This leads to a discussion about the Permanent Portfolio and its pros and cons in various markets. Then Meb doesn’t miss the chance to bring up gold, as he suggests Canadians love their natural resources (ReSolve is based in Canada). Next, Meb asks the guys their thoughts on currencies. Here in the U.S., it’s rare that we factor currencies into our investing decisions, but it can be more of an issue for many non-U.S. investors. The conversation circles back to risk parity, this time in the context of bonds, and where yields might be going over the next 5-10 years. There’s plenty more, including managed futures, assorted risk premia, and an announcement from the ReSolve guys about a new service offering. What is it? Listen to episode #17 to find out.
Heute ist es wieder an der Zeit für ein neues Leserinterview. Dieses Mal habe ich Roman Wandag zu Gast, der ausführlich über seine schmerzhaften Anlageerfahrungen spricht - und erklärt wie er künftig Fehler vermeiden möchte. Eins der bisher spannendsten Interviews meines Podcasts mit viel Mehrwert für den Hörer.Im Interview geht es außerdem um seine persönlichen Erfahrungen, die wichtigen Erkenntnisse aus seinen teuren Fehlern, über seine Anlagestrategien Value Investing (nach Benjamin Graham) und Permanent Portfolio (nach Harry Browne), die Wichtigkeit von Backtesting und seine umfassende Value Investing Aktienliste. Wenn Du mehr darüber wissen möchtest, dann besuche die Webseite von Roman, wo Du mit ihm in Kontakt treten kannst und mehr über seine Liste und Anlagestrategie erfährst.Folgende Themen besprechen wir:Warum Roman sehr viel Geld mit einer Aktie verlorWarum er in Fonds investiertWelche Sparquoten wichtig sindWie er seine Anlagestrategie künftig ändern möchteWas er von Fintech hältShownotes:Zur Webseite von RomanThe Permanent Portfolio: Harry Browne's Long-Term Investment Strategy*Was ist Number26?Zum Finanzrocker-BuchDisclaimer Angaben gemäß §34b WpHG Vom Interviewer und Interviewten gehandelte Aktien, ETFs und Fonds sind immer mit Risiken behaftet. Alle genannten Werte oder Strategien in diesem Podcast sowie die Hinweise und Informationen stellen keine Anlageberatung oder Empfehlung dar. Sie wurden nach bestem Wissen und Gewissen aus öffentlich zugänglichen Quellen übernommen. Alle zur Verfügung gestellten Informationen (alle Gedanken, Prognosen, Kommentare, Hinweise, Ratschläge etc.) dienen allein der Bildung und der privaten Unterhaltung. Eine Haftung für die Richtigkeit kann in jedem Einzelfall trotzdem nicht übernommen werden. Sollten die Hörer dieses Podcasts sich die angebotenen Inhalte zu eigen machen oder etwaigen Ratschlägen folgen, so handeln sie eigenverantwortlich.
How would it be if you had an investment portfolio that you never had to worry about? That’s the theory behind the “permanent portfolio,” which is explained by Andrew Hallam in his new book. While Hallam doesn’t use the permanent Read more › The post MTI024: Andrew Hallam and the Permanent Portfolio appeared first on Money Tree Investing Podcast.
Joshua Sheats invited me onto the Radical Personal Finance podcast to discuss the Permanent Portfolio investment strategy for individual private investors. In this episode we talk about many aspects of the PP strategy including: my own reasons for choosing this investment strategy the design of the portfolio the philosophy behind the approach strengths and weaknesses of the PP Show Notes: Radical Personal Finance Episode 30 Recordings of Harry Browne's investing radio shows Permanent Portfolio discussion forum “Wild About Harry” – article by William Bernstein about the Permanent Portfolio Fail Safe Investing by Harry Browne The Permanent Portfolio: Harry Browne's Long-Term Investment Strategy by Craig Rowland and JM Lawson As always regarding investment, do your own research. I am not a financial advisor and this isn't advice, it's my own experience and opinions. My intention is to encourage you to think for yourself.
Many people have searched and searched for the holy grail of investing: a portfolio that provides a good return with low risk that can weather the economic storms, no matter what they be. Some feel that they have found it in The Permanent Portfolio. The Permanent Portfolio is a concept that was designed by Harry […]
Stephanie Murphy interviews Jake Desyllas on the Porc Therapy podcast. We talk about different strategies to escape the rat race, including unjobbing, intensive saving, passive income businesses and selling a business. The discussion focusses on some questions about pursuing financial freedom, including: What is financial freedom? College- is it worth it? Does having kids make financial freedom impossible? How does becoming a stay-at-home parent fit into the idea of quitting the rat race? Is "voluntary poverty" a viable strategy for financial freedom? Do you have to be a sleaze to start a passive income business? What's the role of Bitcoin in an investment strategy like the Permanent Portfolio? Why doesn't the Permanent Portfolio contain silver? How do intensive savers do it? Show Notes: Episode 124 (Original Talk on Four Ways To Quit The Rat Race) Harry Browne's book on the Permanent Portfolio Early Retirement Extreme blog and book Mr Money Moustache
As a successful entrepreneur, Craig Rowland knew how to take measured risks. He does the same now when investing his portfolio. In The Permanent Portfolio, Rowland describes Harry Brown's famous strategy and why it's so effective at helping him succeed in the market. Please join us for an interesting discussion about managing money, taking risks, and Harry Brown's famous easy-to-implement no-brainer investment strategy. ***Thanks for joining us on Tradestreaming Radio -- I'm very grateful for your time. It's awesome learning about these new tools and technologies together. If you're listening to this episode on iTunes, please give it a ranking and rating so that others know of the value you're finding in it. Thank you ahead of time.****
This episode is an interview with Craig Rowland, who is the co-author of a new book called The Permanent Portfolio: Harry Browne's Long-Term Investment Strategy. In the episode we discuss the Permanent Portfolio strategy and many of the insights from Craig's new book. We talk about the way in which the Permanent Portfolio approach differs from other investment strategies including: The choice of being an independent investor as opposed to entrusting your money to someone else Achieving diversification in investing, as opposed to the Warren Buffet quote of "putting all your eggs in one basket and watching the basket very closely". Using an asset allocation strategy based on identifying how assets react to each of the possible economic conditions, as opposed to asset allocation based on correlation studies. The problems with trying to time the market in investing The benefits of a passive investing approach that rebalances according to a strategy of maintaining diversification. We also talk about some particular practical issues relating to the portfolio including Creating your own portfolio versus using the Permanent Portfolio fund (and differences in the fund's approach to the classic PP strategy) The growth of passive indexing strategies in stocks and how this aspect of the Permanent Portfolio approach is now more mainstream Craig's thoughts on how best to own gold bullion and the tradeoff between convenience and safety. How the permanent portfolio can help independent investors in the current context of artificially low interest rates and Quantitative Easing. You can also get more information about the concept of the permanent portfolio in Harry Browne's book "Fail-Safe Investing" and in many of the previous Voluntary Life podcast episodes on investing. Neither Craig nor Jake are financial advisors or dealers of any kind and this podcast only expresses our opinions.
This episode is an interview with Marc de Mesel, who was previously on the show talking about investing in Europe. Marc runs a blog on investing in Europe in dutch and also an investing blog in english. In this episode, Marc talks about the hidden tax that is inflation. We discuss the difference between official inflation figures and the real loss of purchasing power that ordinary people experience. We also talk about ways in which an individual investor or saver can cope with inflation, including the advantages and limitations of precious metals as an inflation hedge. The discussion is opinion only and should not be considered any kind of financial advice. For more information about the concept of the permanent portfolio mentioned in the discussion, see Harry Browne's book "Fail-Safe Investing". You can also hear more about the Permanent Portfolio concept in this previous episode.
This episode is an interview with Mike, one of the moderators and main contributors to the Permanent Portfolio discussion forum. Mike, or "Medium Tex" as he is known on the board, is an independent investor and co-author of an upcoming book on the permanent portfolio approach to investment. In the interview Mike explains a simple way of understanding all the different economic conditions we might face and how to be financially prepared for any of them as a private investor. You can get more information about the concept of the permanent portfolio in Harry Browne's book "Fail-Safe Investing", on the permanent portfolio forum.
This episode is about investing inside the Euro zone as an independent individual investor. It is an interview with Marc de Mesel, who runs a blog on investing in Europe in dutch and also an investing blog in english. Marc talks about his experience applying the Permanent Portfolio strategy in a European context. He also provides his thoughts on speculating in gold and other precious metals. The episode is provided as food for thought to encourage critical thinking and independent decision-making in regard to investment: it is opinion only and should not be considered any kind of financial advice. For more information about the concept of the permanent portfolio see Harry Browne's book "Fail-Safe Investing". You can also hear more about the Permanent Portfolio concept in this previous episode. The book that Marc mentions in the episode is "Tomorrow's Gold" by Mark Farber.
This episode is a discussion about two different approaches to investment. The first approach comes from Harry Browne's idea of the Permanent Portfolio, which you can find in his book Fail-Safe Investing. The second approach is focussed on investing purely in precious metals as a way to protect your wealth. Both approaches are concerned with investing for financial freedom and protecting your hard earned savings in the context of turbulent economic conditions.
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