farmland

Insider

How My Personal Portfolio Is Positioned Right Now

You've asked. I answer.
Friday, June 24, 2016, 4:46 PM

Executive Summary

If you have not yet read Part 1: Fortunes Will Be Made & Lost When Capital Flees To Safety available free to all readers, please click here to read it first.

So, given the conclusions in Part 1 -- as well as the larger risks to the economy and financial markets that we analyze daily here at Peak Prosperity -- how am I positioning my own personal investments?

I get asked this question often. Often enough that I'm deciding to open the kimono here and let it drop to the ground. Everyone interested to look will get the full frontal.

Before I do though, let me make a few things absolutely clear. This is NOT personal financial advice. The investment choices I've made are based on my own unique situation, financial goals and risk tolerance. And I may change these choices at any moment given new market developments. What's appropriate for me may not be for you, so DO NOT blindly duplicate what I'm doing.

As always, we recommend working with a professional financial adviser to build an investment plan customized to your own needs and objectives. (If you do not have a financial adviser or do not feel comfortable with your current adviser's expertise in the market risks we discuss here at PeakProsperity.com, consider scheduling a free consultation with our endorsed adviser)

Suffice it to say, any investment ideas sparked by this report should be reviewed with your financial adviser before taking any action. Am I being excessively repetitive here in order to drive this point home? Good...

OK, with that out of the way, let's get started. I'll walk through the asset classes I own and my rationale for holding each.

The strategy behind my portfolio allocation is of my own devise, though it has been influenced in no small part by the good folks at New Harbor Financial, Peak Prosperity's aforementioned endorsed financial adviser.

At a high level, it has been constructed to address my strongly-held conclusions that:

  • Prices of most asset classes are dangerously overvalued
  • The risk of another economic contraction on par with (or greater than) the Great Recession within the next 2-4 years is uncomfortably high
  • The most likely path is we will experience a short period of coming deflation, followed soon after by one of high inflation as central banks starting printing currency without restraint (the Ka-POOM theory)
  • Capital will increasingly want to flow from paper assets (tertiary wealth) into tangible ones (primary and secondary wealth)
  • This is a time to prioritize protecting capital (defense) over speculating on how to grow it (offense)
  • Diversification is wise: just be emotionally prepared that some of your bets, by definition, will not pay off
  • In today's world of financial repression, no asset class is truly "safe". As such, asset performance is all relative.

This is not a swing-for-the-fences portfolio. It's much more of a prepare-for-the-storm approach... » Read more

What Should I Do?

Phil Williams

Commercial Permaculture Farm Design

Considerations for sustainability and profits
Tuesday, December 8, 2015, 4:14 PM

Below is a link to a design for a commercial permaculture farm I recently designed for a local client.

» Read more

Insider

Farmland LP

Special Farmland Update

Archived webinar available soon
Monday, November 17, 2014, 10:34 PM

Chris recently hosted a webinar for investing in sustainable farmland. An archived footage of the webinar is provided here. » Read more

Podcast

Vital Farmland

A New Opportunity For Investing In Productive Farmland

Creating value by improving the land
Sunday, August 10, 2014, 1:13 PM

Over the past few years, we've tracked the success of Farmland LP, a fund created to increase the economic yield of farmland through sustainable farming practices.

Today's big news is that, while the initial LP fund closed to new investors last year, the same management team has just launched a new fund, this time structured as a real estate investment trust (REIT). » Read more

Insider

weniworks/Shutterstock

Off the Cuff: Boring, Frustrating Markets

Even the movie 'Groundhog Day' had an end
Friday, June 6, 2014, 11:50 AM

In this week's Off the Cuff podcast, Chris and Adam discuss:

  • Investing In Farmland
    • There are attractive alternatives to Wall Street
  • Boring, Frustrating Markets
    • No volume, no volatility, no sense
  • Downside Risk
    • We're closer to the correction than we've been over the past 5 years
Blog

Farmland LP

A Weekend On The Farm

An excellent investment of time (and money)
Wednesday, June 4, 2014, 10:55 AM
If you've been a reader of PeakProsperity.com for more than a few months, you've likely heard us talk about Farmland LP. It's a fund that purchases over-farmed, depleted conventional farmland (at a discounted price), and then spends years nursing the land back to organic status using sustainable farming methods.
 
As an investor, I have the opportunity to tour any of the fund's 5 farm properties, which are located in southern Oregon and central California. So that just what I did this past weekend when the Farmland team held its first annual investor gathering at its newest (and largest) property in Stockton, CA.
Insider

Farmland LP

Off the Cuff: An Opportunity to Own Productive Farmland (Revisited)

Without having to run a farm yourself
Friday, November 1, 2013, 8:34 PM

In this week's Off the Cuff podcast, Chris and Craig discuss sustainable farmland -- specifically, a model for how investors can own it.

Two years ago, we announced this model on our site: » Read more

Podcast

Jim Rogers: We're Wiping out the Savings Class Globally, to Terrible Consequence

History shows this does not end well
Saturday, March 9, 2013, 12:19 PM

Jim Rogers decries the growing uncertainty and recklessness of global central planners as the world enters unchartered financial markets:

For the first time in recorded history, we have nearly every central bank printing money and trying to debase their currency. This has never happened before. How it’s going to work out, I don't know. It just depends on which one goes down the most and first, and they take turns. When one says a currency is going down, the question is against what? because they are all trying to debase themselves. It’s a peculiar time in world history.

Featured Discussion

Selling Off our Resources to the Highest Bidder

Selling Off our Resources to the Highest Bidder

Corporations are snapping up land & water rights around the globe