Search found 120 matches

by ahhrunforthehills
Sun Jul 26, 2020 11:11 am
Forum: Other Discussions
Topic: Right wing group think
Replies: 45
Views: 955

Re: Right wing group think

+1 Let me know if you find a better investing forum Doodle. I am certainly not a liberal democrat by any means, but I have to admit that I agree 100% with everything you said. The best contributors have pretty much all left over the past decade. The really good contributors barely ever post anymore...
by ahhrunforthehills
Sun Jul 26, 2020 1:46 am
Forum: Other Discussions
Topic: Right wing group think
Replies: 45
Views: 955

Re: Right wing group think

This forum has been overrun by right wing group think. 8-10 years ago this was an incredible forum with an amazing diversity of outlooks, opinions, and intelligent discussion. I learned a lot from participating in discussions here over the years and had my mind changed and perspectives broadened on...
by ahhrunforthehills
Thu Jul 23, 2020 2:41 pm
Forum: Permanent Portfolio Discussion
Topic: BelangP proves PP is the least volatile
Replies: 4
Views: 833

Re: BelangP proves PP is the least volatile

Nice! I must have missed this thread and just happened to stumble across it today. But I'm always looking for interesting new measures, so I'll definitely take a look. @ Tyler Speaking of the above chart, I was really curious if you had ever researched a 35% Gold / 65% Stock allocation. I know you ...
by ahhrunforthehills
Wed Jul 22, 2020 6:54 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 2512
Views: 83732

Re: Coronavirus General Discussion

Coronavirus seems to really have brought the issue to the forefront between those that are community-centric and those that are self-centic in a way that the old Republican vs Democrat never could. A mask is a small inconvenience for 99.9% of people and is therefore an excellent form of measurement...
by ahhrunforthehills
Wed Jul 22, 2020 4:30 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 2512
Views: 83732

Re: Coronavirus General Discussion

If I may ask....how did you pull that off? I just wear the mask in stores because it's not worth fighting city hall on it. I also go early in the morning or late in the evening, so that I'm in and out of there fast and don't need to stand on line. Well, for one, I read the governor's order. It laid...
by ahhrunforthehills
Fri Jul 03, 2020 10:09 am
Forum: Permanent Portfolio Discussion
Topic: Funds or etfs for Stocks
Replies: 8
Views: 395

Re: Funds or etfs for Stocks

One other factor you might want to consider is that your settlement period will probably different as well. For example, let's say there is a sudden major market correction and you need to re-balance some assets. The recent lock-downs are a perfect example when the market was swishing +/- 10% daily....
by ahhrunforthehills
Wed Jul 01, 2020 6:35 pm
Forum: Permanent Portfolio Discussion
Topic: Should I include cash and bonds?
Replies: 15
Views: 865

Re: Should I include cash and bonds?

@ volcker I have been wondering this recently as well (in fact, I had a very similar post the same day as you in a different thread). Someone else pointed out that this guy did an analysis and found that adding bonds to a stock/gold mix reduced your overall risk very little, but at the expense of m...
by ahhrunforthehills
Wed Jul 01, 2020 3:08 pm
Forum: Permanent Portfolio Discussion
Topic: Should I include cash and bonds?
Replies: 15
Views: 865

Re: Should I include cash and bonds?

@ volcker I have been wondering this recently as well (in fact, I had a very similar post the same day as you in a different thread). Someone else pointed out that this guy did an analysis and found that adding bonds to a stock/gold mix reduced your overall risk very little, but at the expense of ma...
by ahhrunforthehills
Tue Jun 30, 2020 4:24 pm
Forum: Permanent Portfolio Discussion
Topic: Data on Re-balancing Bands for Taxable vs Non-Taxable Accounts?
Replies: 7
Views: 707

Re: Data on Re-balancing Bands for Taxable vs Non-Taxable Accounts?

So for taxable, the best rules to play by are pretty much: 1. Re-balance at 15/35 2. ALWAYS being on the lookout for anything that can be tax-loss harvested for a loss. Swap the asset for a similar (but not too similar) asset and pocket the tax deduction. 3. Never auto-reinvest dividends. All inter...
by ahhrunforthehills
Mon Jun 29, 2020 3:12 pm
Forum: Permanent Portfolio Discussion
Topic: Everything you wanted to know about rebalancing
Replies: 5
Views: 721

Re: Everything you wanted to know about rebalancing

Very interesting video! This makes me wonder... if you are investing in a fully taxable account, the conventional wisdom was to rebalance everything back to 25/25/25/25 after hitting a 35% band. It has already been discussed how little your PP allocation really matters (as long as you are roughly in...
by ahhrunforthehills
Fri May 08, 2020 1:00 pm
Forum: Cash
Topic: New Ray Dalio piece
Replies: 16
Views: 1479

Re: New Ray Dalio piece

The loss of reserve currency status will be a multi-decade affair. It's not something that is imminent and all at once. +1 That link I posted basically repeats this viewpoint again and again. The general consensus is looking at 20-30 years minimum. Nothing sudden... the US Dollar will be gradually ...
by ahhrunforthehills
Fri May 08, 2020 11:32 am
Forum: Cash
Topic: New Ray Dalio piece
Replies: 16
Views: 1479

Re: New Ray Dalio piece

Not sure whether to put this under the Cash or Gold forum headings but as always with Ray Dalio it's at least worth a skim. Long on history and analysis with a dearth of immediately actionable advice but it sure makes a compelling argument for us being very late in the phase of the U.S. dollar bein...