I'm using a google docs spreadsheet to track my portfolio and the recommended method for getting the current prices for treasuries seems to be broken.  Anyone else having the same issue? Here's the cell contents for fetching the current price: =index(ImportHtml("http://fixedincome.fidelity.com/...

Thank you all for the suggestions and thinking out side the PP box I had cornered myself in! I've got a spreadsheet (again, based on many forum members examples) that tracks everything already.  I removed the 401k/403b portions and now I've got the opposite problem, way over weighted on gold! I'll p...

You can't buy a gold ETF or something in your tax-deferred account? If not, I assume this is a 401k without a brokerage window, which sucks. :( My 401k has a mutual fund window, just not one that has a view of gold.  I've got plenty of ways to slice/dice the stock/bond market (both local and global...

With the recent drops in gold, I've got a rebalancing problem coming. Most of my PP assets are in tax advantaged accounts: 53% tax deferred 22% roth 25% NQ The problem is gold allocations: 0% tax deferred (just isn't anything available I can buy for gold) 19% is in roth 81% is in taxable Finally, he...

HB PP up .95% today. We should change the name of this thread from "I'm Done!" to "Gettin' It Done!" The gold I bought back in the end of January has finally gone up some (some 4% for the day!!). Though it's still down 3-5% overall.   Being gold was the hardest pill to swallow o...

HB PP up .95% today. We should change the name of this thread from "I'm Done!" to "Gettin' It Done!" The gold I bought back in the end of January has finally gone up some (some 4% for the day!!). Though it's still down 3-5% overall.  Being gold was the hardest pill to swallow of...

MediumTex wrote: HB PP up .60% today.

Like a clock in a thunderstorm.

Out of curiosity, how are you tracking this?  I assume it's not the performance of your particular instance of the PP?

Hi all, I started my CA PP in mid-January 2012. Ditto!  Of course Gold was the hardest pill to swallow and it's currently down 10%!  However, I'm planning on putting more of my assets in the PP and figure that Gold is 'on sale' now comparatively to when I bought it 3.5 months ago.... When I start t...

I had the same issue when I first tried searching for bonds with Vanguard.  What time/day were you performing the search?  I found that results only show up if you search while the market is open.  At least, after getting no results the first time (on a Sunday afternoon), I went back in on Monday m...

foglifter wrote:

MikeK wrote: Based on the recent news about TLT, I figured it'd be a good time to go look into how to buy LTT bonds directly. 

What news about TLT did you mean? I haven't been following the market  lately...

http://gyroscopicinvesting.com/forum/ht ... ic.php?t=9

Based on the recent news about TLT, I figured it'd be a good time to go look into how to buy LTT bonds directly.  The above instructions for Fidelity are very helpful and I'll be using them when I've accumulated enough cash to need a rebalance.  I also have an account with Vanguard and figured I'd l...

Switching asset allocation strategies is stressful and not very cost efficient.  So it is not something to be done lightly or often.  I recommend doing enough research that you feel confident that you will stick with your new allocation for a number of years.  If you are at that point, then I would...

KevinW wrote: Let us know what you find in the 457.

Appears my choices in the 457 are

VantageTrust PLUS Fund
VantageTrust Cash Management (Dreyfus Cash Management money market fund (Participant Shares))
VT BoA MMDA (1,3,5 Year CD)

- Can you merge your two Roth accounts into one? No. One each for myself and my wife. - Does the 457 have viable fund options for anything besides stocks? It definitely doesn't have gold.  I'll look and see if it has anything for cash/bonds, but I'm not optimistic... - Does the 401(k) have viable f...

Make sure you use Individual Security Selection basis recognition method, and choose the highest price shares to be the ones you sell. OK, so that'd be one of the choices I have when I go to sell?  Or is that some global setting I make with the brokerage service? Loss-harvest if you can. That means...

It's not off-topic. But I think more specifics are needed. What kinds and percentages in the allocations do you have and how are you looking to split things up? Of the total I've allocated to my PP, here's how I'm looking to break things down. Stocks * 401k 12.5% * 457b 12.5% Bonds * 401k 12.5% * r...

Having recently decided to transfer my assets into the PP allocation, I'm finding that while I've been buying for a long time (I 37 and still in accumulation mode...), I have little experience selling/trading them. Moving money around in tax advantaged accounts (401k, etc) is a easy (one might say t...

Note, I'm only a few weeks in to converting to the PP and that I've only transferred funds in my tax advantaged accounts, still trying to figure out what assets I should sell in my tax disadvantaged accounts (and also trying to over come the thought of buying that much virtual gold...) stocks 43% bo...

I just looked at the spreadsheet again. Any or the iShares/Vanguard fund with "Yes" in the HB OK column would be fine. That's S&P 500 or Total Stock Market. So VTI, SPY, IVV, or IWV from iShares (which is not listed). The All world index funds like ACWI or VT could be OK if you satisf...

Or a separate tab. But some of the funds need big asterisks next to them! I realize this is an old thread, but I'm currently in the process of assessing what funds to use as I start putting together my PP and would like to know if any of the funds listed on the linked spreadsheet should have the &q...

If multi-billion dollar corporations weren't smart enough to know how to invest in a retirement plan, how do employees stand a chance on their own? That is my basic frustration in a nutshell. I don't necessarily have a solution, I just see this problem and the ways in which it is concealed, re-fram...

How exactly will borrowing help? I'm certainly no expert, but AdamA suggested that to me as well.  Best I could come up with was it would make all the funds immediately available and you'd just buy other positions within your 401k as you paid back the loan. I'll also wait for the 'real' answer :) m...

The basic concept of the PP is very simple.  The implementation can get a little more complex. That's an understatement!  :) Here is one way to divide your investments assuming you go with 60% of your total assets, using 15% from each account type. 50% stock 401   TSM index 50% stock 457   VPFIX 50...

ZedThou, I've been a gnucash user for close to 13 years now, but quit trying to track my portfolio with it many years ago.  Now that I'm considering moving to the PP, I might just have to give the portolio parts of gnucash another try and will be sure to use your patched Finance::Quote perl module f...

Well, after some spreadsheet thrashing, I've come up with a way to put ~60% of my assets into the PP with the optimal 4x25% using the balance of the 457b acct as the ceiling.  Leaving the rest in a VP (of sorts), with the goal of towards getting it into the PP over time as I learn how it works. I lo...