Dieter wrote: ↑Wed Jan 07, 2026 1:13 pm My portfolio isn't very PP, but I do hold more than 10% Gold

I have rebalanced a bit out of Gold

Put some into Silver as part of a new allocation

Some into stocks (was low on my allocation due to various factors) and bonds (Intermediate Term Treasuries)

U.S. stocks? Global?

Gold is special!

Unrelated: I don’t know if it’ll have an impact, but you can point them to plenty of studies showing that microwave ovens are safe if used properly.

The proposed California wealth tax sounds .. disgusting.

dualstow wrote: ↑Fri Jan 09, 2026 11:14 am4500+

Ahem, I mean 4600+

I think Roth IRA’s are best stretched out with stocks at the beginning, and I wish I had ignored bogleheads’ asdvice to put bonds in there. However, there may come a time when you want bonds and or cash in that space. Stocks can be inherited with a favorable basis step-up, but if income producing bo...

At least at the beginning.

seajay wrote: ↑Sat Jan 10, 2026 5:18 am

dualstow wrote: ↑Mon Dec 22, 2025 1:52 pm I can’t sell gold, and I wish there was some group like AA that I could go to for this problem.

Not even swaps? The gold/Silver ratio (GSR)…

If I traded paper gold and silver, I’d probably do some swapping.

I just added up about 20% in retirement accounts. There are some things I didn’t add because it’s not space , but I would like to point out that physical gold has a tax advantage in that the value can grow as it sits there with no tax to pay (and nothing to even report). Ditto for Berkshire shares. ...

craigr wrote: ↑Tue Jan 06, 2026 1:54 pm …
It has been interesting watching gold work as an inflation indicator as always.
…
Portfolio wise things look good and I need to rebalance from gold. I overweight stocks with my VP and they have been pulling their own so no complaints.

Happy New Year

4500+

boglerdude wrote: ↑Thu Jan 08, 2026 11:23 pm … Switzerland is the origin of "you will own nothing and be happy" they've never been neutral

It was this Dane.
https://en.wikipedia.org/wiki/Ida_Auken

Thanks guys!

What do you guys think of this post? (Never mind the Greenland part, unless you really want to mind it). I’m not a Trumper, but I like how he describe’s Paul’s stance as “a necessary response to neoconservat[ive] idealism of the early 2000’s” and goes on to say it doesn’t work and hasn’t worked. htt...

looks like PRFPX had a good year in 2025. About 24% gain?

80

Of course it’s not just about liquidity, as you noted when you wrote potentially reducing portfolio returns I have a lot of stocks in vp, so it’s easy for me to hold lots of cash in the pp (way more than 10% of pp) It does feel good to have cash when stocks come way down and stay down. I would eithe...

Could you have Perplexity do it?

pmbug wrote: ↑Mon Jan 05, 2026 12:02 pm Correct on all 4. Sorry - I forget that people don't always know what I'm referring to with the acronyms.

No worries, I like to do it

I found it right away. Ctrl + F

BIS, Bank for International Settlements?
HQLA, High Quality Liquid Asset
LBMA, London Bullion Market Association
SGE, Shanghai Gold Exchange?

I wonder where the banks would hold the reserves. Not where they currently do business, right? They’ve been shedding safe deposit box services, and anyway it would invite more crime. So just some separate, largely undisclosed location?

Sorry, just thinking out loud. It’s not a serious question .

I’d forgotten about this thread.

Not voting- doesn’t that only work if you can convince a significant majority not to?
Otherwise, it’s just denying yourself the choice while everyone else takes advantage.