Tagged: stocks

New Permanent Portfolio Book – Topics Covered

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...

Canadian Stock Market – Only Real Returns Matter!

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....

Taxes and Stock Funds – Tread Cautiously

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...