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awmec

A lot has been posted on the All Weather portfolio around the blogosphere. While the exact rules are unknown, the core logic is widely publicized: Create a Portfolio with an allocation to four general classifications of market environment using two constructs: Growth and Inflation. Allowing each of these constructs to be active independently defines the four …

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PPTFI

What I call Permanent Portfolio Trend is only similar to the Permanent Portfolio (25% Equities, 25% Treasuries, 25% Gold, 25% Cash) in that in trades the same core assets: Equities, Treasuries, and Gold. The strategy of Permanent Portfolio Trend is to simply apply a 200 day simple moving average filter with volatility sizing. Rules for …

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It’s a go. With a couple of quick calculations and a few clicks I’m back in. In the first week of July I deployed the first of three installments of my allocation to the Permanent Portfolio. I went as simple as possible using ETFs and took an equal weight position of 25% in each SPY, …

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The recent performance of the Permanent Portfolio seems to have stoked some interest in the strategy crafted by Harry Browne. I’ve been noticing more references to the strategy making their way into my daily reading of favorite blogs. Looks like there is even a new book coming out about it, the authors of which have …

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Not only has this site been mostly dormant for over a year, but so too has been my trading activity. I have been extremely busy over the past few years with a wide variety of endeavors which have occupied most of my waking hours. In the process I have been lucky to work with some …

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