Search found 311 matches

by ahhrunforthehills
Sun May 15, 2022 10:41 am
Forum: Permanent Portfolio Discussion
Topic: Rebalancing advice needed
Replies: 26
Views: 557

Re: Rebalancing advice needed

I agree it's never going to be the worst option but I think it's wise to look at how to build a better bunker. Lots of great input Kevin. I appreciate seeing your well thought-out posts. We consider it a decent investment philosophy/allocation that will never be the best performing, or the worst pe...
by ahhrunforthehills
Sat May 14, 2022 4:27 pm
Forum: Permanent Portfolio Discussion
Topic: Rebalancing advice needed
Replies: 26
Views: 557

Re: Rebalancing advice needed

The scenario playing out now is one that I envisioned and was one of the reasons why I chose the PP in the first place. What is playing out now is high inflation, rising interest rates, with a potentially weakening economy. This was the exact scenario that I thought gold was supposed to bail us out...
by ahhrunforthehills
Fri May 13, 2022 4:35 pm
Forum: Permanent Portfolio Discussion
Topic: Rebalancing advice needed
Replies: 26
Views: 557

Re: Rebalancing advice needed

Dump the PP allocation. DISCLAIMER: I already know this is going to be heresy and I am not really looking to get into the weeds again. This has been discussed previously ad nauseam. IMHO, the risk-reward profile of the PP is much more complicated then people here want to believe. I also believe this...
by ahhrunforthehills
Thu Jun 17, 2021 3:12 pm
Forum: Other Discussions
Topic: Buy, Borrow, Die. Legally Never pay Taxes.
Replies: 73
Views: 6997

Re: Buy, Borrow, Die. Legally Never pay Taxes.

Mark, Since it appears that you like to travel, have you considered puerto rico's Act 60? Just put in your 183 days each year and spend the rest of your time travelling somewhere else. They even lower the number of days if there is a disaster that strikes. Assuming the PR government doesn't screw yo...
by ahhrunforthehills
Thu Jun 17, 2021 12:10 pm
Forum: Other Discussions
Topic: Buy, Borrow, Die. Legally Never pay Taxes.
Replies: 73
Views: 6997

Re: Buy, Borrow, Die. Legally Never pay Taxes.

Speaking of praise be...a thread worthy of participating in. +1 I often find Mark's posts to be a breath of fresh air. A couple of questions though. First, what do you do when interest rates go up? Over a long enough time horizon that's something you have to consider. Second, what happens when you ...
by ahhrunforthehills
Wed Jun 16, 2021 8:31 pm
Forum: Other Discussions
Topic: Buy, Borrow, Die. Legally Never pay Taxes.
Replies: 73
Views: 6997

Re: Buy, Borrow, Die. Legally Never pay Taxes.

Given that it could be feasible under the right conditions (thanks! ahhrunforthehills ), the last piece of the puzzle seems to be how to handle re-balancing. My first blush at that would be to just buy a single ETF that is a bond/equity mix . And then also hold some physical gold outside the system...
by ahhrunforthehills
Wed Jun 16, 2021 1:27 pm
Forum: Other Discussions
Topic: Buy, Borrow, Die. Legally Never pay Taxes.
Replies: 73
Views: 6997

Re: Buy, Borrow, Die. Legally Never pay Taxes.

I just ran a comparison between living off of margin vs paying annual capital gains taxes. It seems to really boil down to portfolio performance and how many years you will still be in the market. A high annual return combined with a low withdrawal rate makes living off a margin loan a winner after ...
by ahhrunforthehills
Tue Jun 15, 2021 7:10 pm
Forum: Other Discussions
Topic: Buy, Borrow, Die. Legally Never pay Taxes.
Replies: 73
Views: 6997

Re: Buy, Borrow, Die. Legally Never pay Taxes.

Hi Mark, Great topic. I too have been curious about this. I just ran a spreadsheet that would account for the margin, LTV, etc. over a 50 year period. It appears based on my data (which might be riddled with errors) that in order to do this somewhat safely you would need to keep your Withdrawal Rate...
by ahhrunforthehills
Mon Jun 07, 2021 2:40 pm
Forum: Permanent Portfolio Discussion
Topic: Withdrawal rates and size of nest egg needed in current negative real interest rate world
Replies: 37
Views: 6503

Re: Withdrawal rates and size of nest egg needed in current negative real interest rate world

It's great to see your name reappear on the forum ahrunforthehills! Your posts have been some of the best I've ever read here. Obviously it's not just the PP but the whole universe of low or reduced "fat tails" portfolios intended for retirees and others who can't handle deep or protracted drawdown...
by ahhrunforthehills
Sun Jun 06, 2021 11:16 am
Forum: Permanent Portfolio Discussion
Topic: Withdrawal rates and size of nest egg needed in current negative real interest rate world
Replies: 37
Views: 6503

Re: Withdrawal rates and size of nest egg needed in current negative real interest rate world

Thanks for a thoughtful and well reasoned post Kevin, Years back I was discussing the PP concept with a retired Japanese stockbroker and she stated exactly those concerns relating to living in Japan (very low return on 3/4 of the portfolio). Now here we are with the same issue. I had been very seri...
by ahhrunforthehills
Thu Jun 03, 2021 1:47 pm
Forum: Other Discussions
Topic: What is your prediction for the future of the forum?
Replies: 72
Views: 7635

Re: What is your prediction for the future of the forum?

What you say doesn't make sense at all. If you want to be actively involved in your portfolio and you believe that is the way to maximize your risk/reward ratio. That statement in itself is very revealing. The PP has outperformed its expectations in recent years so I can understand how it has attra...
by ahhrunforthehills
Thu Jun 03, 2021 1:39 pm
Forum: Other Discussions
Topic: What is your prediction for the future of the forum?
Replies: 72
Views: 7635

Re: What is your prediction for the future of the forum?

Old ladies aren’t the only people who want to set it and forget it. ::) Nothing wrong with that as long as you are willing to except a higher risk of lower returns. Lots of people give up money for insurance that, from a risk-adjusted standpoint, isn’t optimal. That doesn’t make them wrong. It just...
by ahhrunforthehills
Thu Jun 03, 2021 10:39 am
Forum: Other Discussions
Topic: What is your prediction for the future of the forum?
Replies: 72
Views: 7635

Re: What is your prediction for the future of the forum?

TBH, this forum is basically just a collection of INTJ rants that I like to occasionally check while I am sitting on the pot. It is entertainment. If it wasn't for the "Politics" and "Other Discussions" sections, I think this forum would already be dead. I don't realistically even consider this an i...
by ahhrunforthehills
Thu May 27, 2021 8:28 am
Forum: Variable Portfolio Discussion
Topic: Crypto convert
Replies: 13
Views: 3097

Re: Crypto convert

Here is a 15 minute lecture that explains it better than I could ...the potential is definitely real. That said, most altcoin are shit. Just schemes to make a quick buck with no serious potential https://youtu.be/Zuc2_7MGZ_g Interesting how he pretty much just assumes at 10:50 that the military for...
by ahhrunforthehills
Thu May 20, 2021 11:18 am
Forum: Other Discussions
Topic: UFOs?
Replies: 10
Views: 1179

Re: UFOs?

Then you got Harry Reid claiming that UFO/UAP debris are allegedly in the possession of Lockheed Martin. He tried for years to get access but couldn't get the necessary clearances. Senate Majority leader is a pretty credible position. Say what? Yea, it's crazy. The New Yorker just did a piece on it...
by ahhrunforthehills
Wed May 19, 2021 1:50 pm
Forum: Other Discussions
Topic: UFOs?
Replies: 10
Views: 1179

Re: UFOs?

My best guess is that the military treats UFO incidents as highly classified and tries to sweep them under the rug, as you described, mainly because the inability to explain such incidents suggests certain limitations in our military's capabilities. They probably consider that embarrassing and a po...
by ahhrunforthehills
Wed May 19, 2021 12:54 pm
Forum: Other Discussions
Topic: UFOs?
Replies: 10
Views: 1179

Re: UFOs?

I am the last person to believe in UFOs, but... The thing that unnerves me the most about it is how the government seems to handle the information and treats witnesses. For example, look at the USS Nimitz incident. You have all of the air control systems on the entire Navy Strike Carrier Group 11 th...
by ahhrunforthehills
Sun Mar 21, 2021 9:34 am
Forum: Permanent Portfolio Discussion
Topic: Bitcoin as a complement or alternative to gold in the PP
Replies: 200
Views: 31513

Re: Bitcoin as a complement or alternative to gold in the PP

If I would have put in $1000 when I knew about it at $100 per bitcoin or whatever it was at the time. Think about what you will lose if you put 1% of your investable assets into Bitcoin and it goes to 0 versus what you may gain if it just keeps doubling. If I was 3 feet taller I would have Lebron’s...
by ahhrunforthehills
Sat Mar 20, 2021 5:28 pm
Forum: Permanent Portfolio Discussion
Topic: Bitcoin as a complement or alternative to gold in the PP
Replies: 200
Views: 31513

Re: Bitcoin as a complement or alternative to gold in the PP

Thanks for the feedback. It's nice to know that even if I am completely nuts in my ramblings... at least there are other people here that speak my same level of crazy :)
by ahhrunforthehills
Sat Mar 20, 2021 3:24 pm
Forum: Permanent Portfolio Discussion
Topic: Bitcoin as a complement or alternative to gold in the PP
Replies: 200
Views: 31513

Re: Bitcoin as a complement or alternative to gold in the PP

Thank you for your perspective. I keep asking myself “what if”? What if Bitcoin is legitimate even with all the challenges outlined to owning and transacting. What if... I have .60% of investable assets in Bitcoin to answer all the what ifs... People seem to think that somehow bitcoin can operate t...
by ahhrunforthehills
Sat Mar 20, 2021 11:46 am
Forum: Permanent Portfolio Discussion
Topic: Bitcoin as a complement or alternative to gold in the PP
Replies: 200
Views: 31513

Re: Bitcoin as a complement or alternative to gold in the PP

Thank you for your perspective. I keep asking myself “what if”? What if Bitcoin is legitimate even with all the challenges outlined to owning and transacting. What if... I have .60% of investable assets in Bitcoin to answer all the what ifs... I hear ya. "What ifs" are hard to quantify. The biggest...
by ahhrunforthehills
Sat Mar 20, 2021 10:53 am
Forum: Permanent Portfolio Discussion
Topic: Bitcoin as a complement or alternative to gold in the PP
Replies: 200
Views: 31513

Re: Bitcoin as a complement or alternative to gold in the PP

Hi Budd, Anyways, no I don’t own any (but I have been researching it for years). I am not opposed to it anymore than I am other types of high-risk venture. In fact, the ONLY reason i even commented was because this forum is really beginning to misclassify bitcoin in a crazy way. Can bitcoin be the n...
by ahhrunforthehills
Sat Mar 20, 2021 10:26 am
Forum: Permanent Portfolio Discussion
Topic: Bitcoin as a complement or alternative to gold in the PP
Replies: 200
Views: 31513

Re: Bitcoin as a complement or alternative to gold in the PP

I think others have stated here that Bitcoin is more like a growth stock and I think that is more accurate. One thing I can think that will make it more like gold is if you were trying to flee with capital and you thought you could get it across borders. Maybe it is just my personal sentiment but I...
by ahhrunforthehills
Tue Mar 09, 2021 2:33 pm
Forum: Politics
Topic: Dr Seuss
Replies: 54
Views: 6362

Re: Dr Seuss

If you pay a little extra you can literally cut the entire line, go into the sistine chapel 15 minutes before the public is allowed in the building, they will turn the lights on for you, and let you take all the photos that you want. The concierge desk at luxury hotels have the connections to those ...
by ahhrunforthehills
Mon Feb 01, 2021 7:21 am
Forum: Politics
Topic: Wsb phenomenon (Politics version)
Replies: 44
Views: 5875

Re: Wsb phenomenon (Politics version)

https://www.gyroscopicinvesting.com/forum/download/file.php?id=1849 So business leadership is 20x more effective and valuable than it was in the 60s? The graph is not representative of reality. It is cherry picking the top 350 CEOs. Guess what apparently happens when you REMOVE just those 350 cherr...