Search found 2987 matches

by sophie
Sat Jun 22, 2019 1:26 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2504
Views: 403924

Re: The GOLD scream room

Well I think it's safe to say bonds was a false breakout, as they spent one day above resistance and then plunged back down very powerfully today. Stocks also rejected, though not with as much strength as bonds. So Krieg got himself not one, but TWO prairie dogs today, lol. So far gold is the only ...
by sophie
Wed Jun 19, 2019 7:23 pm
Forum: Other Discussions
Topic: The Left is Eating Itself Pt. II
Replies: 309
Views: 19514

Re: The Left is Eating Itself Pt. II

Who started this thread? It seems like good material for it comes up almost every day. Check this out: https://www.reuters.com/article/us-usa-election-biden/joe-biden-under-fire-from-rivals-for-remarks-about-civility-with-segregationists-idUSKCN1TK2DI Biden said that U.S. leaders have lost the abili...
by sophie
Wed Jun 19, 2019 9:20 am
Forum: Other Discussions
Topic: Will Trump be Re-elected?
Replies: 332
Views: 18612

Re: Will Trump be Re-elected?

The discussion being about Trump is no-good reason to focus only on his detractors if his supporters are equally (if-not more-so) unwilling to change their opinion of Trump in the face of evidence. In-fact, considering Trump is the head of the most powerful killing machine in the history of the wor...
by sophie
Sun Jun 16, 2019 9:55 am
Forum: Permanent Portfolio Discussion
Topic: Yearly balancing or 15/35?
Replies: 13
Views: 658

Re: Yearly balancing or 15/35?

Good to hear from you frugal!!! Have you been lurking all this time? I think there are others who can answer your question far better than I. If your question translates as "can I get better returns by eliminating the cash component" then the answer is "yes, probably but not enough to really make a ...
by sophie
Sat Jun 15, 2019 8:52 am
Forum: Gold
Topic: % of gold asset in ETF or CEF for rebalancing purposes
Replies: 25
Views: 830

Re: % of gold asset in ETF or CEF for rebalancing purposes

So, it sounds like for the PP, the recommendation is to keep about 36% in physical gold in a taxable account, and a corresponding 64% in one or more ETFs in tax advantaged accounts. And from reading other posts in the gold forum, given that my wife and I are getting close to retiring (8-1/2 & 3-1/2...
by sophie
Sat Jun 15, 2019 8:28 am
Forum: Permanent Portfolio Discussion
Topic: Yearly balancing or 15/35?
Replies: 13
Views: 658

Re: Yearly balancing or 15/35?

I've been checking monthly only because I got into the habit of tracking expenses and finances on a monthly basis. It's fun for tracking purposes, but checking asset proportions that often is like watching paint dry. Rebalance events happen every 2-3 years, more or less depending on how you're handl...
by sophie
Fri Jun 14, 2019 7:48 am
Forum: Gold
Topic: % of gold asset in ETF or CEF for rebalancing purposes
Replies: 25
Views: 830

Re: % of gold asset in ETF or CEF for rebalancing purposes

Just be aware of the tax implications of selling gold. Most of us keep ETFs in tax-advantaged accounts for future rebalancing purposes. You can use closed end funds in taxable to qualify for cap gains rates, but it's really a pain - you have to file a paper form every year, which means you not only ...
by sophie
Fri Jun 14, 2019 7:02 am
Forum: Permanent Portfolio Discussion
Topic: 3 years of PP returns
Replies: 25
Views: 1479

Re: 3 years of PP returns

The low 2018 return is a bit artificial. If the year had ended a few weeks later or earlier, it would be a whole different story. The YTD 2019 returns reflect the deep transient market dive at year's end: the PP stands at 7.8% and GB at 9% - and this is just for the first half of the year! Even thou...
by sophie
Wed Jun 12, 2019 7:02 am
Forum: Other Discussions
Topic: Will Trump be Re-elected?
Replies: 332
Views: 18612

Re: Will Trump be Re-elected?

My vote goes to "It will backfire spectacularly when Barr reports on his investigation into the origins of the Russia probe." As in, they keep forgetting that the laws they're trying to stretch to achieve the desired outcome (booting Trump from office) apply to Democrats just as readily as to Republ...
by sophie
Wed Jun 12, 2019 6:44 am
Forum: Stocks
Topic: Stock scream room
Replies: 645
Views: 116560

Re: Stock scream room

I think we ended up deciding that buying the lagging asset is a good strategy for taxable accounts because it avoids the tax costs of rebalancing. That did better than the cash accumulation method which is another way of accomplishing same. The best performance came from distributing new contributio...
by sophie
Sat Jun 08, 2019 12:58 pm
Forum: Bonds
Topic: Meaning of 1-3 yr and 10-30 yr treasury ladders
Replies: 12
Views: 644

Re: Meaning of 1-3 yr and 10-30 yr treasury ladders

TLT or equivalent. Just got lazy typing.
by sophie
Sat Jun 08, 2019 9:46 am
Forum: Bonds
Topic: Meaning of 1-3 yr and 10-30 yr treasury ladders
Replies: 12
Views: 644

Re: Meaning of 1-3 yr and 10-30 yr treasury ladders

Little, if I were in your shoes I would put the entire bond allocation into one purchase of long treasuries (after taking a good stiff drink probably). And I'd also hold off doing so for a few days because the market just did something strange and bond prices will probably settle a bit. You'll end u...