תגובה אחרונה ע"י mrdch

  1. M

    A Balacing act

    As a non-frequent visitor to this Forum, I have no idea if anyone will see this post continuation. As the original thread was written 10 years ago, I thought you may wish to know how did I do with respect to precious metals. Well, I am very pleased that I have stuck to my guns. The idea of...
  2. M

    A Balacing act

    This is so cooool! I wish I had 1/2 the analytical capabilities you demonstrate here (and probably elsewhere too - I am not reading here on a regular basis, I am afraid) You are probably right in everything you say. I would like to point out the following: - I used 4 years because it was readily...
  3. M

    A Balacing act

    OK - so some update and further analysis... It's all to do with my idea of having 4 precious metals - not just Gold. The following is the table that shows the performance of those metals in the last 4 full calendar years:(2013-2016) (The figure nearest to the name is for 2016 and the furthest...
  4. M

    A Balacing act

    Sorry. It is free if you are registered, but here's the quote Role in Portfolio Palladium has historically demonstrated low- to negative- correlations with equity and fixed income securities, making it a potentially attractive portfolio diversifier. However, the palladium price has in the past...
  5. M

    A Balacing act

    Phew! All is well then :) I also came across some interesting reading - much shorter than yours, which exemplifies my point... http://www.morningstar.co.uk/uk/etf/snapshot/snapshot.aspx?id=0P00008UKV&tab=11 I am sure one can find such comments on almost anything - but hey - I was looking for that...
  6. M

    A Balacing act

    Many thanks for the detailed reply - and explaining your thoughts - that helped me a lot clarifying my own :) On a slightly philosophical path, I have explored in my mind the accepted wisdom of 'past performance is no indication to the future'. I realised that, as a rule for governing BEHAVIOUR...
  7. M

    A Balacing act

    That's true to a certain degree. While most markets will fall at the same time - they would NOT recover at the same time... For example, see this graph http://stockmarketalmanac.co.uk/wp-content/uploads/2014/01/FTSE-100-v-SP-500%C2%A3-v-GOLD%C2%A3-1984-2013.png Also, as Dorin has shown, there is...
  8. M

    A Balacing act

    I appreciate that only 10% of Gold goes to industry (http://en.wikipedia.org/wiki/Gold#Consumption) and Platinum http://en.wikipedia.org/wiki/Platinum#Applications and certainly Silver - but from my perspective (fanatical balancing act) - do I care? Here is a small excerpt from Wikipedia that...
  9. M

    A Balacing act

    This is a very valid argument. There as so many choices out there - so how do we decide? Having the yardstick of market-cap weighted stock allocation is a very good rule, which has the big advantage of having some logic behind it, which Dorit explained very clearly. However, I do not think that...
  10. M

    A Balacing act

    Dear Dorin, Many thanks for taking teh time to reply - much appreciated.! I think I have identified at least one major difference between us - which is simply in the weight we give to various principles. For me, I am mostly concerned with finding investments that would protect the portfolio...
  11. M

    A Balacing act

    First - if that was not clear - I am happy to read in Hebrew - I just can't write it from here :) Thanks for the reply. I am still unclear about the principle, but perhaps it would help me if you were to explain what is 'PM' in your sentence: If the US economy drops to the ground than PM for...
  12. M

    A Balacing act

    Hello, First - I apologise for writing in English. I live abroad (UK) and I don't have the keyboard (nor the typing skills) to write in Hebrew. I am an avid reader of the Blog and while much of the specific investment discussion is rightly around Israeli capital market - the principals are...
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