A key point is that nobody can predict the future. This is where the PP shines. When one asset class falls, you buy more of it. I suggest Craig Rowland’s excellent book on the PP. Personally I am a big fan of this portfolio at my stage in life (early 50s).
I've really been enjoying this series about different portfolio models and better yet, how we can build them ourselves. Even if we don't want to copy these designs completely, I appreciate that you give us fund ideas for the individual components. Great work and your channel really stands out as unique in what you present! 👍
I'd imagine that Browne wanted to hold the cash to have liquidity for other opportunities. He talked about building free time into your schedule to be ready to take advantage of an opportunity and maybe this spilled over into this?
A key point is that nobody can predict the future. This is where the PP shines. When one asset class falls, you buy more of it. I suggest Craig Rowland’s excellent book on the PP. Personally I am a big fan of this portfolio at my stage in life (early 50s).
As an ETF guy myself, I love your channel man. Keep it up. 🙏
Hey Alan! Always nice to meet other ETF guys :D Thank you so much for this wonderful feedback 🙏
I've really been enjoying this series about different portfolio models and better yet, how we can build them ourselves. Even if we don't want to copy these designs completely, I appreciate that you give us fund ideas for the individual components. Great work and your channel really stands out as unique in what you present! 👍
Hey K LL! Thanks for your feedback. This is exactly what it's all about: Getting insights into other portfolios to learn. Wonderful feedback 🙏
Good content! I appreciate your explaining how to build a permanent portfolio and showing its returns over the years.
I'd imagine that Browne wanted to hold the cash to have liquidity for other opportunities. He talked about building free time into your schedule to be ready to take advantage of an opportunity and maybe this spilled over into this?
What is CASH? Does is include short term US bonds?
Hey Andrii! Thanks for watching first of all. To cover cash in this portfolio, you could either hold cash or go for an ultra short-term bond.