Search found 521 matches

by Dieter
Sun Jun 05, 2022 2:17 pm
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 171
Views: 7666

Re: Absolutely brutal - 5/5

Another weeks goes by Pp down 9.30 Wellesly down 6.41 Fidelity insight income model down 7.30 What attracted you to Wellesly? Capital preservation alternative to PP? Or distribution yield? Something else? Being 1/3 stocks and 2/3 bonds, I would have expected it to be doing worse than it is, but on ...
by Dieter
Mon May 30, 2022 9:52 pm
Forum: Variable Portfolio Discussion
Topic: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")
Replies: 31
Views: 1210

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

I’ve always seen REITs treated as stocks

I think safer to think of then that way
by Dieter
Thu May 19, 2022 12:58 am
Forum: Bonds
Topic: coping with a LTT bear market
Replies: 7
Views: 836

Re: coping with a LTT bear market

Today was a good LTT day

🙂
by Dieter
Fri May 13, 2022 9:35 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3543
Views: 1079921

Re: The GOLD scream room

Kbg wrote:
Fri May 13, 2022 8:21 am
Reminder…per HB, when the dollar does well gold will not. Gold is the risk off asset when the dollar is tanking.

Cash is king right now.
Good reminder!
by Dieter
Fri May 13, 2022 9:33 am
Forum: Other Discussions
Topic: Inflation - What are you doing different
Replies: 52
Views: 2301

Re: Inflation - What are you doing different

“Tiny portion of a portfolio of material size” How do you define a portion of material size? Over what investing horizon? Yeah, if given a lump sum of $10M But if investing over time, $10k/year == $100k + interest, so after 10 years == 10% of a $1m portfolio Have a spouse, can get to 20% of that in ...
by Dieter
Thu May 12, 2022 10:51 pm
Forum: Permanent Portfolio Discussion
Topic: Rebalancing advice needed
Replies: 26
Views: 1047

Re: Rebalancing advice needed

Are you reinvesting dividends / distributions? If so, as already paying taxes in those, maybe don’t reinvest and put the stock and LTT distributions into cash? While what I have in taxable is small, what I do to simplify the number of lots to track (I might reinvest once a year if needed to rebalance)
by Dieter
Thu May 12, 2022 10:45 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3543
Views: 1079921

Re: The GOLD scream room

dualstow wrote:
Thu May 12, 2022 9:28 pm
I’ve seen positive posts about gold on Bogleheads lately. You know things are bad when that happens.
Lol. Truth.

Still, nominally flat is good right now.

(Of course, not what I’d hoped it would do)
by Dieter
Thu May 12, 2022 10:39 pm
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 171
Views: 7666

Re: Absolutely brutal - 5/5

<snip a lot> Not that gold has performed like we would have expected either. Not sure why the PP YTD is down as much as it is TBH. I wonder what Budd thinks. Not Budd, but, That first sentence informs the second, no? 🙂 I hear Gold may take time to react. But, who knows. Compared to bogglehead portf...
by Dieter
Mon May 09, 2022 10:33 pm
Forum: Variable Portfolio Discussion
Topic: 6 slices - US Total Stock, US Small Cap, Intl Total Stock, LTT, Cash, Gold
Replies: 1
Views: 233

Re: 6 slices - US Total Stock, US Small Cap, Intl Total Stock, LTT, Cash, Gold

Ha, I just sold the Intl in the GB-ish part of my portfolio, although my overall retirement portfolio is similar to your in that it’s ~50% stocks, 15% Gold, with some international in the non GB parts

Ergo, likely a great time to be in Intl! 🙂

Just didn’t seem to add anything to the GB-ish portuon
by Dieter
Fri Apr 22, 2022 11:47 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 518
Views: 26908

Re: Putin Invades Ukraine II

War humor (from a YT video, paraphrasing)

Ukraine has more tanks now than at the beginning of the year thanks to recent tank migrations
by Dieter
Wed Apr 20, 2022 1:11 am
Forum: Bonds
Topic: i-Bonds How-to Q&A as of 2021 November
Replies: 40
Views: 4164

Re: i-Bonds How-to Q&A as of 2021 November

It's not clear to me how I-bonds are deep cash, given that they mature in 30 years. What am I missing? You mean as opposed to being deep bonds? A bond matures in 30 years and you have no option to cash out early (not including the coupon) other than selling it, and its value can gyrate wildly. The ...
by Dieter
Sun Apr 17, 2022 10:20 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5468
Views: 686711

Re: Coronavirus General Discussion

40% of China’s GDP claimed to be in some state of COVID lockdown

Ouch

https://www.cnn.com/2022/04/17/economy/ ... week-ahead
by Dieter
Sun Apr 17, 2022 10:17 pm
Forum: Other Discussions
Topic: Inflation - What are you doing different
Replies: 52
Views: 2301

Re: Inflation - What are you doing different

Life’s a bit on hold caring for elderly parents Seeing if I can max out I-Bonds Last few years been thinking about getting a new car once the chip shortage works itself out and pricing stabilizes And was thinking of doing a refinance, but didn’t get around to it with life / parent stuff Doh! Now, no...
by Dieter
Sun Apr 17, 2022 10:12 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 518
Views: 26908

Re: Putin Invades Ukraine II

Won’t Russia have to sell any outcome, negotiated or otherwise, of this war to the West, in order to be allowed back into regular relationships? If so, can you see a path from here to there? Especially if they intensify their war campaign? It’s sure going to be interesting, that’s for sure, given a...
by Dieter
Sun Apr 17, 2022 12:46 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 518
Views: 26908

Re: Putin Invades Ukraine II

How dare you sink our warship? Just for that, we’re going to bomb your capital. Crazy stuff. Isn't is more of "How dare Moscovy warship randomly catch fire and sink during special military operation. We therefor randomly like Ukraine even less. More missiles for Kiev unless they stop spontaneous co...
by Dieter
Sun Apr 17, 2022 12:40 am
Forum: Politics
Topic: Iraq and other Offshoots of Ukraine II thread
Replies: 3
Views: 500

Re: Iraq and other Offshoots of Ukraine II thread

<snip> My personal take on the whole thing...not a good idea in the first place. But there were two good results. 1) Saddam gone 2) The whole invasion was in the context of the war on terrorism and I can attest to the fact that Iraq was a jihadi magnet for several years and we killed a butt load of...
by Dieter
Fri Apr 15, 2022 10:07 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 518
Views: 26908

Re: Putin Invades Ukraine II

I think that America can be foolish if it has no costs. But I am fearing for millions of people - famine - collapses of society with scarce energy. I think we are getting much closer to sacrificing our own loved ones or ourselves for Ukraine than we think. We made a mess. We installed a clown. This...
by Dieter
Thu Apr 14, 2022 12:03 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 518
Views: 26908

Re: Putin Invades Ukraine II

… I’m not OP, but Peter Zeihans take seems plausible — to paraphrase (probably badly), Russia wants a defensible border that is under their dominion Basically , all that was part of the Warsaw Pact. … I really need to read his Accidental Superpower. Haven’t seen his take on the current war. I need ...
by Dieter
Tue Apr 12, 2022 9:49 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 518
Views: 26908

Re: Putin Invades Ukraine II

I wish Biden would call up Zelinsky and tell him to end the war. 72 hours later it would be over (IMHO). But the US and Europe would have to eat some crow. Give up some regions, reverse sanctions, return seized stuff. Shake Putins hand, retract war criminal statements, remove Ukraine from considera...
by Dieter
Tue Apr 12, 2022 9:42 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 518
Views: 26908

Re: Putin Invades Ukraine II

So on the false flag idea.... I don't think the various atrocities are false flags by the Ukes. But when I apply the cui bono test, the Uke government benefits more than the Russian. Arguably it hurts the Russian efforts, although they might not think so. That's an important test. Heck it even has ...
by Dieter
Tue Apr 12, 2022 9:24 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 80
Views: 4560

Re: Are most people here sticking with Treasuries?

I’ll look at things early May, but expect to stick with what LTT I’ve got

Not sure if I’ll have the stomach the rebalance into LTTs if needed though

Things are only going to get more interesting — energy and food supplies , but that’s a topic for a different thread 🙂
by Dieter
Fri Apr 01, 2022 1:31 am
Forum: Bonds
Topic: i-Bonds How-to Q&A as of 2021 November
Replies: 40
Views: 4164

Re: i-Bonds How-to Q&A as of 2021 November

@JHogue - What is most efficient way to purchase IBonds? My goal is 5K to 10K per year, but I am not sure of the best timing - all at once - every six months - purchase at the end of a month or wait and purchase at the beginning of the month. I see the TD website offers a direct payroll deduction o...
by Dieter
Tue Mar 08, 2022 9:19 pm
Forum: Other Discussions
Topic: WW III
Replies: 4
Views: 411

Re: WW III

I'd imagine that while China might not fight on the Russian "side", they might use this time to go after Taiwan while the West is distracted.

They would likely do at least some trade / co-ordination
by Dieter
Fri Jan 07, 2022 8:04 pm
Forum: Permanent Portfolio Discussion
Topic: 2022 PP predictions
Replies: 44
Views: 4545

Re: 2022 PP predictions

jalanlong wrote:
Fri Jan 07, 2022 12:21 pm
Cullen Roche sums it up nicely:



Roche.PNG
Possibly not the exact order I'd put it into (ha!), but, basically my sentiment. For the last few years.

what do I know?
by Dieter
Wed Dec 01, 2021 7:08 pm
Forum: Politics
Topic: If you were President...
Replies: 11
Views: 1912

Re: If you were President...

Here is a topic for discussion. If you were President/Dictator for a day and could pass one piece of legislation to significantly change the country for what you believe is the better, what would that legislation be? I will go first. Mine would be legislation to alert people on how much they are pa...