Search found 627 matches
- 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 ...
- Sat Jan 21, 2023 5:01 pm
- Forum: Politics
- Topic: Tucker Carlson: Biden is Done
- Replies: 24
- Views: 737
- 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...
- 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
https://www.npr.org/2020/09/29/91774712 ... ox-s-lawye
- 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...
- 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
https://youtu.be/0-g1_e3iezk
- 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.
I've always assumed Republican (more in agriculture and management, I assume)
So, just soundbite for most republican politicians.
- 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...
- 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...
- 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
I’m looking at the Mac Mini to replace my old one
- 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 🙂
- 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...
- 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
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
- 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...
- 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....
Oops, wrong year. Thought I'd enjoy 2023 returns while positive....

Re: Silver
I keep thinking about getting some Silver coins
I did hold a silver ETF for a little bit ten-ish(?) years ago
I did hold a silver ETF for a little bit ten-ish(?) years ago
- 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...
- Tue Jan 03, 2023 11:53 am
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 1707
- Views: 279730
- 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
https://youtu.be/LiR54FPQiCs
- 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 -- ...
- 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.
Cashless. Ouch.
- 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...
- 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
- 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...
- 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
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