Search found 1203 matches

by Cortopassi
Tue Nov 13, 2018 9:51 am
Forum: Gold
Topic: The GOLD scream room
Replies: 2171
Views: 316769

Re: The GOLD scream room

Radomski is the most negative "bull" out there that I occasionally read. The bullish gold stars never perfectly align for him, but are always just around the corner. Of course, he's been right for a while though! And as he points out, many sources remain consistently bullish on gold because they hav...
by Cortopassi
Fri Nov 09, 2018 9:21 am
Forum: Bonds
Topic: TLT Alternatives in 401k?
Replies: 1
Views: 113

TLT Alternatives in 401k?

For my rebalancing, which needs to add a boatload of bonds...I have to add these into my 401k (because that's where all the cash is), which does not have TLT as an option, or any true long term bond option. I have two choices: DFIGX, Intermediate Govt Fixed Income, Yield, 2.15%, Expense 0.12%, YTD r...
by Cortopassi
Wed Nov 07, 2018 3:19 pm
Forum: Permanent Portfolio Discussion
Topic: Purpose of the PP
Replies: 41
Views: 1745

Re: Purpose of the PP

Cortopassi wrote:
Tue Oct 23, 2018 9:26 am
Purpose of the PP:

Days like today.
Again, days like today. Is it gridlock that have the markets giddy? Who knows. Who could possibly have called what would happen today? Or tomorrow.
by Cortopassi
Fri Nov 02, 2018 8:03 am
Forum: Permanent Portfolio Discussion
Topic: Purpose of the PP
Replies: 41
Views: 1745

Re: Purpose of the PP

Purpose of the PP (today's edition): To allow not giving a crap about: --AAPL poor outlook, which should have killed the market today but doesn't look like it --Higher (today) or lower number of jobs than predicted by the jobs report --Chinese trade deal in the works (today). Tomorrow? Who knows. --...
by Cortopassi
Thu Nov 01, 2018 9:54 am
Forum: Permanent Portfolio Discussion
Topic: Cash has exceeded my rebalance band, but....?
Replies: 20
Views: 1102

Re: Cash has exceeded my rebalance band, but....?

It is a strange commodity. And they'll try to link its rise to some event, which is almost 100% inaccurate.
by Cortopassi
Wed Oct 31, 2018 8:07 am
Forum: Permanent Portfolio Discussion
Topic: Cash has exceeded my rebalance band, but....?
Replies: 20
Views: 1102

Re: Cash has exceeded my rebalance band, but....?

And it hasn't happened yet because of time, but of course it is trending back to where I thought it would, needing to dump more into gold and less into stocks. Ahh the black hole that is gold.... :D
by Cortopassi
Mon Oct 29, 2018 4:05 pm
Forum: Permanent Portfolio Discussion
Topic: Cash has exceeded my rebalance band, but....?
Replies: 20
Views: 1102

Re: Cash has exceeded my rebalance band, but....?

Was going to pull the trigger today, but did not have time. Sometime tomorrow I hope.
by Cortopassi
Sat Oct 27, 2018 9:01 am
Forum: Other Discussions
Topic: the left is eating itself abortion split
Replies: 20
Views: 480

Re: the left is eating itself abortion split

I agree.. in the second thought experiment you save the 100s of unborn lives over the 1 already born child, the point I was trying to make with my thought experiment was that the first one has a fault, in the first one moda is right you save the living child and let the test tubes go.. but the prob...
by Cortopassi
Thu Oct 25, 2018 9:32 am
Forum: Permanent Portfolio Discussion
Topic: Cash has exceeded my rebalance band, but....?
Replies: 20
Views: 1102

Re: Cash has exceeded my rebalance band, but....?

but the danger is that you keep tweaking the portfolio as you go, and end up with an active management strategy. It was very tempting to rebalance before recent stock turmoil had started. My cash and stocks portions of 4x25 HBPP were somewhere close to 27-28 ish %, while gold and LTTs approached lo...
by Cortopassi
Thu Oct 25, 2018 7:50 am
Forum: Permanent Portfolio Discussion
Topic: Cash has exceeded my rebalance band, but....?
Replies: 20
Views: 1102

Re: Cash has exceeded my rebalance band, but....?

I disagree. Over the long run discipline will payoff in terms of total return. Additionally, if you have a strategy and then don’t actually follow it then A) quit lying to yourself and admit you don’t actually have plan and don’t actually care to follow whatever it is you thought you had B) Just fo...
by Cortopassi
Wed Oct 24, 2018 12:39 pm
Forum: Permanent Portfolio Discussion
Topic: Cash has exceeded my rebalance band, but....?
Replies: 20
Views: 1102

Cash has exceeded my rebalance band, but....?

Cash in my PP, due to additions from 401k, and dropping of all other assets, has hit 140% of target (14.1% vs. 10% target). I already am not technically following the true PP with a lower cash allocation, obviously. I am now faced with a choice. Do I rebalance now, because of the cash band and stay ...