Search found 627 matches

by Dieter
Fri Jan 27, 2023 3:42 pm
Forum: Permanent Portfolio Discussion
Topic: 2022 Returns
Replies: 43
Views: 2212

Re: 2022 Returns

I measured the PP with a real return (including inflation) that was down a little more than 18%. Yes, that's the worst year I have on record since 1970. That may not sound very good until you realize that it was still in the top third of all portfolio options and still quite tame compared to other ...
by Dieter
Sat Jan 21, 2023 5:01 pm
Forum: Politics
Topic: Tucker Carlson: Biden is Done
Replies: 24
Views: 737

Re: Tucker Carlson: Biden is Done

Maddy wrote:
Sat Jan 21, 2023 4:47 pm
In other words, you took a wild pot shot at a position with which you were predisposed to disagree.
Yup, that sounds like a description of Tucker Carlson to me
by Dieter
Sat Jan 21, 2023 3:40 pm
Forum: Variable Portfolio Discussion
Topic: Golden Butterfly Portfolio
Replies: 523
Views: 241457

Re: Golden Butterfly Portfolio

To any holders of the GB, or anyone really, what is your review of its performance in 2022, and how do you see it going forwards? How did it do vs the PP? If Quicken isn’t lying to me, Gold, LTT, and SCV have all beaten the S&P500 for the last three months (up 18-11%!) and YTD, so, looking better s...
by Dieter
Fri Jan 20, 2023 7:51 pm
Forum: Politics
Topic: Tucker Carlson: Biden is Done
Replies: 24
Views: 737

Re: Tucker Carlson: Biden is Done

You mean, like Fox lawyers / judge saying he's not to be taken literally?

https://www.npr.org/2020/09/29/91774712 ... ox-s-lawye
by Dieter
Fri Jan 20, 2023 7:45 pm
Forum: Variable Portfolio Discussion
Topic: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")
Replies: 48
Views: 4491

Re: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")

New Year's update: Two tweaks 1) My small allocation in wacky investments is going into Managed Futures, a mix of DBMF, CTA, and KMLM. We'll see how that goes. 2) The Wife made it clear she strongly prefers cash...so it looks like my AA will be more like Half Speculative - 16% each in US-TSM, US-SC...
by Dieter
Fri Jan 20, 2023 11:01 am
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5242
Views: 825702

Re: Coronavirus General Discussion

A take on what’s happening in China with COVID (now that they are out of there zero COVID policy)

https://youtu.be/0-g1_e3iezk
by Dieter
Thu Jan 19, 2023 7:09 pm
Forum: Politics
Topic: What's the future for Conservatism?
Replies: 14
Views: 399

Re: What's the future for Conservatism?

As far as illegal immigrants, I've always wondered what percentage are hired by Republicans vs Democrats

I've always assumed Republican (more in agriculture and management, I assume)

So, just soundbite for most republican politicians.
by Dieter
Thu Jan 19, 2023 7:04 pm
Forum: Politics
Topic: What's the future for Conservatism?
Replies: 14
Views: 399

Re: What's the future for Conservatism?

Wage inflation? still not keeping up with even official inflation, let alone real Costs of housing, education, healthcare, etc, have been climbing faster than income for most for decades I'm not surprised the younger generation is disillusioned And others start their own businesses young, so, why pu...
by Dieter
Thu Jan 19, 2023 4:31 pm
Forum: Permanent Portfolio Discussion
Topic: 25 x 4 or 33 x 3
Replies: 21
Views: 1553

Re: 25 x 4 or 33 x 3

Sorry! But each time I see the title of this topic I cannot help but think of this song! https://www.youtube.com/watch?v=7uAUoz7jimg Chicago - 25 or 6 to 4 - 7/21/1970 - Tanglewood (Official) If you like this / them you should watch the video of their entire show that day. I've had it on several ti...
by Dieter
Tue Jan 17, 2023 3:26 pm
Forum: Other Discussions
Topic: New MacBooks and Mac Minis announced today
Replies: 0
Views: 101

New MacBooks and Mac Minis announced today

https://www.macrumors.com/2023/01/17/ma ... re-orders/

I’m looking at the Mac Mini to replace my old one
by Dieter
Tue Jan 17, 2023 3:22 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 329
Views: 26671

Re: Are most people here sticking with Treasuries?

I bought 30 years at 4 and then again at 3.87. I am using a new rule for myself. It’s called go halfsies. If I’m scared to buy or sell I do around half. That gets me moving. The mechanical part is easy (15/35 Bands): the emotional part can be more...ahem, problematic. Understatement of the year 🙂
by Dieter
Sat Jan 14, 2023 6:31 pm
Forum: Politics
Topic: Mar A Lago documents
Replies: 114
Views: 3086

Re: Mar A Lago documents

But wait, there’s more… Five more classified documents found at Biden’s Wilmington home, lawyer says Why is it White House lawyers that are finding these documents? Where’s the FBI? Are we supposed to believe that the true number and nature of these documents will ever be disclosed? Either way, I’m...
by Dieter
Thu Jan 05, 2023 1:56 pm
Forum: Bonds
Topic: Sucks to Be An I-Bond Hater
Replies: 54
Views: 15064

Re: Sucks to Be An I-Bond Hater

Thanks!

I’ve been thinking about soon buying half of what I plan to purchase for the year (still have to figure out how much I plan to put in)

Having that 0.4% “real” is nice — makes any new purchases better than all my existing purchases
by Dieter
Wed Jan 04, 2023 5:31 pm
Forum: Other Discussions
Topic: Inflation
Replies: 38
Views: 1120

Re: Inflation

Was expecting Vinny to recommend his peanut butter. But you just never know what he'll do Fortunately (for me) peanut butter prices have, for some reason, remained steady during all this massive food price inflation. That reminds me: I gotta pick up bread today for PB&J sandwiches. I stopped buying...
by Dieter
Tue Jan 03, 2023 7:52 pm
Forum: Permanent Portfolio Discussion
Topic: 2022 Returns
Replies: 43
Views: 2212

Re: 2022 Returns

Up 0.4% for the year.

Oops, wrong year. Thought I'd enjoy 2023 returns while positive.... :)
by Dieter
Tue Jan 03, 2023 12:00 pm
Forum: Gold
Topic: Silver
Replies: 40
Views: 1428

Re: Silver

I keep thinking about getting some Silver coins

I did hold a silver ETF for a little bit ten-ish(?) years ago
by Dieter
Tue Jan 03, 2023 11:57 am
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 1707
Views: 279730

Re: Goals for 2023?

Does anyone have goals or accomplishments they are aimed towards for 2023? Similar to last year — lose weight, get stronger, play more music Last year — was doing well on all until death of parent mid year and my getting COVID a few weeks after. So, gained about 10lb last year, although did get str...
by Dieter
Tue Jan 03, 2023 11:53 am
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 1707
Views: 279730

Re: Daily "Check In" Thread For Us

dualstow wrote:
Mon Jan 02, 2023 6:14 pm
Condolences, Dieter.
Thanks
by Dieter
Tue Jan 03, 2023 10:49 am
Forum: Cash
Topic: Zeihan on the dollar
Replies: 1
Views: 153

Zeihan on the dollar

I found this interesting - why the US dollar will remain the global currency

https://youtu.be/LiR54FPQiCs
by Dieter
Mon Jan 02, 2023 8:31 pm
Forum: Stocks
Topic: SCV in the GB
Replies: 5
Views: 566

Re: SCV in the GB

It's probably considered one of the least small / value-ie of the available offerings, but I use Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) (the mutual fund version) Was easiest for me SCV has underperformed Large Balanced for a while; although this last year it sucked a lot less -- ...
by Dieter
Mon Jan 02, 2023 5:36 pm
Forum: Permanent Portfolio Discussion
Topic: 2022 Returns
Replies: 43
Views: 2212

Re: 2022 Returns

-15.15 (edit: bad formula said -9.53) on my modified GB-ish part of my portfolio

Cashless. Ouch.
by Dieter
Mon Jan 02, 2023 4:17 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 1707
Views: 279730

Re: Goals for 2023?

Does anyone have goals or accomplishments they are aimed towards for 2023? Similar to last year — lose weight, get stronger, play more music Last year — was doing well on all until death of parent mid year and my getting COVID a few weeks after. So, gained about 10lb last year, although did get str...
by Dieter
Sat Dec 31, 2022 4:42 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 1707
Views: 279730

Re: Daily "Check In" Thread For Us

Happy new year all — May returns be positive
by Dieter
Sat Dec 31, 2022 3:50 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 949
Views: 61520

Re: Putin Invades Ukraine II

<snip> I feel like I should clarify my positions. Putin bad. By our standards, Russia is kind of barbaric at their core. Ukraine is probably not angelic. It's a corrupt place and I feel sure that Zelinsky is skimming money during this. It's what they do. I feel very bad for the Ukrainian people. NA...
by Dieter
Fri Dec 30, 2022 1:49 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 949
Views: 61520

Re: Putin Invades Ukraine II

More from Perun —

Ammunition Shortages in Ukraine

https://youtu.be/deK98IeTjfY

I haven’t made it to the end yet, but, looks like no one is projected to completely run out

But don’t have as much as want, and likely less sometime in 2023, but won’t have to put bayonets on the ends of Howitzers