Search found 2560 matches

by sophie
Thu Feb 22, 2018 1:43 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 1744
Views: 217359

Re: The GOLD scream room

Budd, why would you expect the PP to outperform the 70/30? That's not the goal. As Harry Browne said, "Investing is about taking the returns that the market gives you." If there were a risk-free investment that could beat a 70/30 over time, believe me we'd all be there. The problem is, the...
by sophie
Wed Feb 21, 2018 7:31 am
Forum: Gold
Topic: The GOLD scream room
Replies: 1744
Views: 217359

Re: The GOLD scream room

Budd, I think you are confusing day to day fluctuations with meaningful trends. There is a reason why momentum investors use histories of 3 or 6 months to determine trend lines. That's the length of time needed to obtain a stable curve. Please please please, for your sanity (and ours), stop checking...
by sophie
Mon Feb 19, 2018 9:12 am
Forum: Other Discussions
Topic: My new project: KDE Plasma world domination
Replies: 17
Views: 376

Re: My new project: KDE Plasma world domination

Congrats, PS, and nice to hear from you! I'm delighted you're now a Linux leader. I'll definitely keep KDE Plasma in mind - my lab uses Linux distros for some desktops to squeeze more life out of them and avoid some of the heavy handed protections on Windows boxes that limit usability. A year or two...
by sophie
Fri Feb 16, 2018 7:56 am
Forum: Other Discussions
Topic: One of these things is not like the others...
Replies: 18
Views: 426

Re: One of these things is not like the others...

Green...yeah, Mr. Obama, we get it!!! And are you implying that you are the only green President?

Honestly that's in surprisingly poor taste. In all fairness I should point out that Reagan's portrait is a bit wacky too. It looks like a movie set for ancient Rome.
by sophie
Tue Feb 13, 2018 6:52 am
Forum: Bonds
Topic: Vanguard changes 3 government bond index funds and ETFs to pure Treasury indexes
Replies: 17
Views: 685

Re: Vanguard changes 3 government bond index funds and ETFs to pure Treasury indexes

Go Vanguard. I wonder what prompted that move? I've got a standard Boglehead stock/bond portfolio in my retirement accounts, and I've been wondering about switching part or all of total bond (BND) for VGLT. It should provide a better rebalancing boost, whereas BND can't do that - its job is to stay ...
by sophie
Sun Feb 11, 2018 10:07 pm
Forum: Permanent Portfolio Discussion
Topic: Is the PP going to hold up?
Replies: 83
Views: 2370

Re: Is the PP going to hold up?

So jhogue and ochotona basically vote same: Budd, hang on to your cash. Probably a good idea. That's a lot of stocks you have, especially after last week. I vote the same. Maybe you want to switch your perspective from the PP and Some Other Portfolio which are somehow intertwined, to just one master...
by sophie
Sun Feb 11, 2018 10:03 am
Forum: Permanent Portfolio Discussion
Topic: Is the PP going to hold up?
Replies: 83
Views: 2370

Re: Is the PP going to hold up?

Buddtholomew, what are you struggling with exactly? Is it just buying anything in this climate that is unnerving? I can relate to that, but so far I can stick with PP therapy. I'd definitely look at alternatives if that got too difficult to implement. What about switching to the Desert portfolio? It...
by sophie
Sat Feb 10, 2018 12:23 pm
Forum: Permanent Portfolio Discussion
Topic: Is the PP going to hold up?
Replies: 83
Views: 2370

Re: Is the PP going to hold up?

glennds, thanks for that! I figured there might be a delay but didn't realize it could take two months before gold and bonds start picking up the slack. I guess sellers are hanging on to the cash and waiting to see if the market will go back up. Classic sell-low-buy-high behavior, which is what we w...
by sophie
Fri Feb 09, 2018 7:41 am
Forum: Permanent Portfolio Discussion
Topic: Is the PP going to hold up?
Replies: 83
Views: 2370

Re: Is the PP going to hold up?

All I can say is, going into this with 30% cash in the PP is AWESOME. The Bogleheads portfolio in my retirement accounts, not so much :-) All these posthoc, know-it-all explanations of "why" the market is dropping are entertaining, but useless. They can't really know, not without conductin...
by sophie
Wed Feb 07, 2018 8:27 am
Forum: Stocks
Topic: Dividend Growth Investing
Replies: 12
Views: 473

Re: Dividend Growth Investing

I'm suspicious that the dividend stocks are more inflated than the rest of the stock market, because for years the dividends have returned more than cash, and at a better tax treatment to boot. I wonder if the big stock sell-off wasn't in part due to the fact that cash instruments are once again bea...
by sophie
Tue Feb 06, 2018 11:26 pm
Forum: Other Discussions
Topic: Check your withholding, everyone!
Replies: 0
Views: 142

Check your withholding, everyone!

I noticed my last paycheck was larger than expected, and it turned out that - yes - my employer had adjusted withholding for the new 2018 numbers. Due to limitations on deductions (I'm an NYC resident, need I say more) my taxes are going up, and if I did nothing I'd end up owing an unpleasantly larg...
by sophie
Mon Feb 05, 2018 10:35 pm
Forum: Other Discussions
Topic: Alternatives to selling stock for mortgage down payment
Replies: 8
Views: 372

Re: Alternatives to selling stock for mortgage down payment

Benko wrote:Thanks everyone--sell the stocks it is.


Benko, you could be the happiest/luckiest guy in the room right now. Did you sell??

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