Search found 162 matches

by mukramesh
Wed Jan 13, 2021 2:45 pm
Forum: Other Discussions
Topic: Our lives are too easy...
Replies: 12
Views: 401

Re: Our lives are too easy...

SomeDude wrote:
Fri Jan 08, 2021 9:40 pm
WE don't like your tone. The beauty of the left is they will always step up and speak for everyone else.
Politics sub-forum is leaking again ::)
by mukramesh
Tue Jan 12, 2021 10:45 am
Forum: Permanent Portfolio Discussion
Topic: Mortgage Backed Securities as Part of Bond Allocation?
Replies: 13
Views: 312

Re: Mortgage Backed Securities as Part of Bond Allocation?

I'm not totally following the advantage of this. Does adding MBS somehow increase the expected return or lower the volatility of the portfolio? Are MBS priced like treasuries? (I.e. price goes up as interest rate goes down and vice versa). My understanding is MBS are low yield (but probably higher t...
by mukramesh
Mon Jan 11, 2021 4:24 pm
Forum: Politics
Topic: Opting out of Politics, My Reasons
Replies: 17
Views: 474

Re: Opting out of Politics, My Reasons

SomeDude wrote:
Mon Jan 11, 2021 12:54 pm
For God's sake children are doxing their parents and reporting them like it's Nazi Germany or post Soviet revolution Russia. And it might well be just that if the lefties get their way.
I'm scared to ask but... how do you think the lefties feel about if the righties get their way?
by mukramesh
Mon Dec 14, 2020 2:51 pm
Forum: Permanent Portfolio Discussion
Topic: PP* Portfolio
Replies: 12
Views: 654

Re: PP* Portfolio

Can this be back tested? In my testing, PP* is ~2% over or under whatever the vanilla PP does so nothing drastic According to Portfolio Charts, PP: 5.1% Avg 7.3% Std Dev. PP*: 5% Avg 6.8% Std Dev. So basically the same. Why make the change? Edit: I only tested reducing the cash allocation. Stock po...
by mukramesh
Thu Dec 10, 2020 11:25 am
Forum: Permanent Portfolio Discussion
Topic: Talk on the PP
Replies: 9
Views: 751

Re: Talk on the PP

+1 Sophie ;D
by mukramesh
Thu Dec 03, 2020 1:30 pm
Forum: Bonds
Topic: Does it make sense to buy long bonds now?
Replies: 55
Views: 4590

Re: Does it make sense to buy long bonds now?

I don't try to project returns at an arbitrary point in the future (your next 10 years for example). My thought is if volatility is high, having all 4 assets will give me better rebalancing opportunities along the way. For example, although the standard PP is 14.3% YTD (etfreplay), my own portfolio ...
by mukramesh
Thu Dec 03, 2020 12:18 pm
Forum: Bonds
Topic: Does it make sense to buy long bonds now?
Replies: 55
Views: 4590

Re: Does it make sense to buy long bonds now?

As horrible as Trump has been for debt growth, if he hands the keys over to Kamala I've got to think it will get worse. Based on what? Democrats finance projects via taxes. Republicans finance projects via debt. Based on the economy going into a tailspin from the aforementioned massive tax increase...
by mukramesh
Wed Dec 02, 2020 3:15 pm
Forum: Politics
Topic: I Think This Forum Should Stick To Investing
Replies: 135
Views: 3038

Re: I Think This Forum Should Stick To Investing

The people here with PPs who don't like VP investing aren't complaining that there is a VP section. I, for one, simply turned that section off. I don't want to leave because a few folks want to talk about non PP investing. So why then have so many people left? Why have so many people voted "yes" on...
by mukramesh
Wed Dec 02, 2020 12:50 pm
Forum: Politics
Topic: Poll: Have You Thought Of Leaving Forum Because Of Politics?
Replies: 65
Views: 1688

Re: Poll: Have You Thought Of Leaving Forum Because Of Politics?

As in the other thread, I don't understand. Why would someone leave here due to the politics? Why not just stop browsing this subforum where all the political content has been corralled into? Some people just can't help themselves, Smithers. They lack self-control. They find it too tempting to just...
by mukramesh
Wed Dec 02, 2020 12:48 pm
Forum: Politics
Topic: Poll: Have You Thought Of Leaving Forum Because Of Politics?
Replies: 65
Views: 1688

Re: Poll: Have You Thought Of Leaving Forum Because Of Politics?

People are banned all the time on Internet forums. I don't think my comment was controversial. I wasn't referring to a specific person that I thought should be banned, so I apologize if it came across that way. Group A wants people to have freedom to choose their actions and take responsibility for...
by mukramesh
Wed Dec 02, 2020 12:20 pm
Forum: Politics
Topic: Poll: Have You Thought Of Leaving Forum Because Of Politics?
Replies: 65
Views: 1688

Re: Poll: Have You Thought Of Leaving Forum Because Of Politics?

People are banned all the time on Internet forums. I don't think my comment was controversial. I wasn't referring to a specific person that I thought should be banned, so I apologize if it came across that way. Group A wants people to have freedom to choose their actions and take responsibility for ...
by mukramesh
Wed Dec 02, 2020 12:03 pm
Forum: Politics
Topic: Poll: Have You Thought Of Leaving Forum Because Of Politics?
Replies: 65
Views: 1688

Re: Poll: Have You Thought Of Leaving Forum Because Of Politics?

To be fair, I agree the Bogleheads forum is ridiculous. I'm not suggesting that. These are not binary choices. It doesn't have to be one or the other. There is a WIDE gap in between the two. I find your statement to be apropos to the political discourse libertarians have with leftists. Whereby libe...