Search found 1227 matches

by Kbg
Sat Jun 15, 2019 3:21 pm
Forum: Gold
Topic: KeyBank Bans Gold Bullion from “Safe” Deposit Boxes
Replies: 13
Views: 324

Re: KeyBank Bans Gold Bullion from “Safe” Deposit Boxes

Gold can be insured, and can’t the bank just say they are not responsible for lost items? I think this is no more complex than liability. I’ll bet if you signed a release they wouldn’t care what you put in your box unless what was in the box was illegal or dangerous to their employees’ health. I do...
by Kbg
Sat Jun 15, 2019 10:12 am
Forum: Gold
Topic: KeyBank Bans Gold Bullion from “Safe” Deposit Boxes
Replies: 13
Views: 324

Re: KeyBank Bans Gold Bullion from “Safe” Deposit Boxes

I think this is no more complex than liability. I’ll bet if you signed a release they wouldn’t care what you put in your box unless what was in the box was illegal or dangerous to their employees’ health.
by Kbg
Fri Jun 14, 2019 12:34 am
Forum: Permanent Portfolio Discussion
Topic: 3 years of PP returns
Replies: 23
Views: 964

Re: 3 years of PP returns

Real is real, that’s why we use it and not nominal. "Shilling notes that U.S. inflation numbers don’t register the full impact of falling prices because the Bureau of Labor Statistics has not kept up with the explosion of new technology products." The goverment can't measure inflation but deflation...
by Kbg
Thu Jun 13, 2019 1:19 pm
Forum: Permanent Portfolio Discussion
Topic: 3 years of PP returns
Replies: 23
Views: 964

Re: 3 years of PP returns

Real is real, that’s why we use it and not nominal.
by Kbg
Thu Jun 13, 2019 1:16 pm
Forum: Variable Portfolio Discussion
Topic: PP Inspired Leveraged Portfolios
Replies: 67
Views: 12852

Re: PP Inspired Leveraged Portfolios

A joyous day! UGLD first time ever in the green.
by Kbg
Wed Jun 12, 2019 9:58 am
Forum: Stocks
Topic: Stock scream room
Replies: 643
Views: 115190

Re: Stock scream room

For taxable, I doubt anything would do better than buying the lagging asset (eg avoiding taxable events).

Similar to Sophie but with gold, I’ve been rebalancing at the current support resistance bands.
by Kbg
Tue Jun 11, 2019 11:10 pm
Forum: Permanent Portfolio Discussion
Topic: 3 years of PP returns
Replies: 23
Views: 964

Re: 3 years of PP returns

In 47 years the PP has made plus 3% REAL 77% of the time using a 3 year rolling average. 11 years or 23% they have made less. Here are the 11 years: 1977 2.8% 1990 1.1% 1994 2.1% 2000 2.6% 2001 .2% 2002 2.3% 2008 2.8% 2014 2.9% 2015 1.5% 2017 2.6% 2018 2.8% These numbers are from a friend and not f...
by Kbg
Sat Jun 08, 2019 11:02 am
Forum: Bonds
Topic: Meaning of 1-3 yr and 10-30 yr treasury ladders
Replies: 12
Views: 516

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

Sophie,

Why TLT over VGLT?
by Kbg
Fri Jun 07, 2019 10:51 pm
Forum: Permanent Portfolio Discussion
Topic: Yearly balancing or 15/35?
Replies: 13
Views: 478

Re: Yearly balancing or 15/35?

Correct...to me it seems self evident that during the accumulation phase, you add to the the assets underweight.
by Kbg
Fri Jun 07, 2019 4:45 pm
Forum: Permanent Portfolio Discussion
Topic: Yearly balancing or 15/35?
Replies: 13
Views: 478

Re: Yearly balancing or 15/35?

Using PortViz - 1978 to last month.

15/35 - 8.89% CAGR/13.2 MDD/.60 Sharpe/13 trades
Annually - 8.48/13.36/.55/40 trades

Check last day of the month and rebalance if necessary...

I think we have a clear numerical winner (Can't do check once a year and if it hit the band then rebalance)
by Kbg
Thu Jun 06, 2019 10:58 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2483
Views: 400672

Re: The GOLD scream room

We had a user, catacombs, who bought gold and sold it at a loss. I don't think he'd even held it for a year. One year at most. Well remembered dualstow, there were indeed some intense moments (and members ) on this forum. The level of drama for such a conservative portfolio was quite eye opening. L...
by Kbg
Thu Jun 06, 2019 10:50 pm
Forum: Bonds
Topic: Large LTT purchase
Replies: 18
Views: 706

Re: Large LTT purchase

Quick question on this. Isn't building in and harnessing the maximum volatility of one of the 4 asset classes a feature of the PP. Laddering in 30 year bonds over say 5 years seems to be a way to reduce some of the volatility. (Not being facetious here just trying to get a better handle on this) - ...