Search found 149 matches

by Pet Hog
Thu Sep 19, 2019 2:05 pm
Forum: Permanent Portfolio Discussion
Topic: Gold / Stock / Bonds at highs or near highs?
Replies: 7
Views: 207

Re: Gold / Stock / Bonds at highs or near highs?

For those of you who have FULLY embraced the Permanent Portfolio and made your investment all at once can you reveal where each of the three volatile investments stood at the time of your investment? In other words, how close was each to its market high or low at the time of your investment. I comp...
by Pet Hog
Thu Sep 19, 2019 1:10 pm
Forum: Bonds
Topic: ILT Alternatives?
Replies: 3
Views: 106

Re: ILT Alternatives?

If you are in the ETF space I'd probably go with VGLT or SPLT which are 50% cheaper in mngt fees than TLT. Thanks for posting these ETFs, Kbg. Just a slight correction: SPTL, not SPLT (a platinum ETF). I am 100% in actual bonds myself, but good to know there are alternatives to TLT. VGLT and SPTL s...
by Pet Hog
Thu Jun 27, 2019 2:08 pm
Forum: Other Discussions
Topic: Podcasts
Replies: 19
Views: 2486

Re: Podcasts

I found the Peter Attia Drive three-part sleep podcast with Matthew Walker to be most fascinating. I first heard him on Joe Rogan and also on Rhonda Patrick, but this conversation with Peter Attia is the most comprehensive. #47 – Matthew Walker, Ph.D., on sleep – Part I of III: Dangers of poor sleep...
by Pet Hog
Thu Jun 27, 2019 1:46 pm
Forum: Other Discussions
Topic: Chrome has become surveillance software. It’s time to switch browsers.
Replies: 29
Views: 1774

Re: Chrome has become surveillance software. It’s time to switch browsers.

I've recently started using the Adblock Browser (not to be confused with any Adblock plugin) on my phone. I believe it's a barebones version of Firefox with DuckDuckGo as the default browser. I'm a light user of the web on my phone and it's been great so far.
by Pet Hog
Thu Jun 27, 2019 1:34 pm
Forum: Permanent Portfolio Discussion
Topic: Forget the numbers: why I know the PP is right for me
Replies: 7
Views: 877

Re: Forget the numbers: why I know the PP is right for me

Smith1776, I feel exactly the same way. Before I adopted the PP, every day there would be more than a tinge of anxiety as I opened up Yahoo Finance first thing to see what the stock market was doing. And if it was up or down that would affect my mood. Now, I open up my browser and don't even check f...
by Pet Hog
Thu Jun 27, 2019 1:12 pm
Forum: Gold
Topic: Suitability of "Hedged" Gold ETFs?
Replies: 3
Views: 313

Re: Suitability of "Hedged" Gold ETFs?

Others probably understand this better than I do, but I'll give it a shot. I think gold is best considered a currency, rather than a commodity. It has its own exchange rate, if you will, with respect to all of the other currencies. So gold measured in GBP can be considered without worrying about its...
by Pet Hog
Fri Jun 14, 2019 11:57 am
Forum: Gold
Topic: % of gold asset in ETF or CEF for rebalancing purposes
Replies: 27
Views: 1987

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

I think 36% physical gold in taxable and 64% ETF gold in a Roth account would be a very tax-efficient strategy. One thing to consider is if/when you sell your gold ETFs to withdraw from the Roth you would be increasing your percentage of physical gold. May or may not be a concern. I'm not sure what ...
by Pet Hog
Thu Jun 13, 2019 4:43 pm
Forum: Gold
Topic: % of gold asset in ETF or CEF for rebalancing purposes
Replies: 27
Views: 1987

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

Not sure on your math for the 911 rule. It seems like if 36.4% of each asset is in a deep never-to-be-sold condition, then 36.4% of my PP is also in that state, not 36/4. Yes, poorly worded on my part. I meant 9.11% of total PP value in each asset class. So, for a $100,000 portfolio, $9110 in physi...
by Pet Hog
Thu Jun 13, 2019 11:16 am
Forum: Gold
Topic: % of gold asset in ETF or CEF for rebalancing purposes
Replies: 27
Views: 1987

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

My question is how should one decide what percentage of one's gold asset should be held in either ETFs or closed end funds (CEFs) for rebalancing purposes? If you're using the 35/15 rebalancing bands, then you could have 71.4% of your gold assets in physical when you rebalance out of gold for the f...
by Pet Hog
Thu Jun 06, 2019 7:10 pm
Forum: Bonds
Topic: Meaning of 1-3 yr and 10-30 yr treasury ladders
Replies: 12
Views: 2152

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

Is it really better to use this whole 25% to buy one issue of treasuries (whether all 30 year at auction, or one issue somewhere between 25 and 30 years per the PP book), or is it better to buy a ladder of treasuries with the rungs of the ladder being 25, 26, 27, 28, 29, and 30 years to maturity? O...
by Pet Hog
Wed May 15, 2019 3:54 pm
Forum: Bonds
Topic: Treasury Bond Basic Quetions - TreasuryDirect
Replies: 9
Views: 1361

Re: Treasury Bond Basic Quetions - TreasuryDirect

With similar logic, if we have hyperinflation, $190 in 30 years' time would literally be worthless, so the minimum value of a $100 bond is zero. Well to be fair it wouldn't be 0. In a true hyperinflation it would be very small, but it still would not be 0 because a nominal coupon will be paid out o...
by Pet Hog
Wed May 15, 2019 3:39 pm
Forum: Bonds
Topic: The Bond Dream Room
Replies: 455
Views: 100116

Re: The Bond Dream Room

Who would have thought a year ago when they were raising rates like crazy that we would be potentially entering a new official uptrend in long treasuries now? I think there are many members of this forum who didn't (and still don't) believe "there's nowhere for rates to go but up!" TM I'm happy tha...