Search found 140 matches

by mukramesh
Fri Sep 04, 2020 10:24 am
Forum: Cash
Topic: Best current options for cash and STT's?
Replies: 26
Views: 1187

Re: Best current options for cash and STT's?

Have you considered buying T-bills in your brokerage account?

I don't think there is any advantage using Treasury Direct for anything other than Savings Bonds (I/EE).
by mukramesh
Sat Aug 29, 2020 1:39 pm
Forum: Permanent Portfolio Discussion
Topic: Winkelvoss Capital says Bitcoin is a 10x better inflation hedge than gold
Replies: 27
Views: 1404

Re: Winkelvoss Capital says Bitcoin is a 10x better inflation hedge than gold

Men working to start a bitcoin ETF promote bitcoin. I don't completely dismiss Bitcoin as an upstart alternative currency. But I will say that if the only points in the section "the problem with gold" are asteroids and the third-best Die Hard, then I'm not too worried about gold in my lifetime. I t...
by mukramesh
Fri Aug 28, 2020 1:26 pm
Forum: Permanent Portfolio Discussion
Topic: POLL: How did you overcome the fear of tracking error?
Replies: 62
Views: 2367

Re: POLL: How did you overcome the fear of tracking error?

If I'm understanding you correctly, you're talking as though cash is a fixed variable against which the other three assets move. In recent years, due mostly to zero or near zero interest rate policies, this may indeed have been the case for practical purposes. But in principle, the Permanent Portfo...
by mukramesh
Thu Aug 27, 2020 1:04 pm
Forum: Permanent Portfolio Discussion
Topic: POLL: How did you overcome the fear of tracking error?
Replies: 62
Views: 2367

Re: POLL: How did you overcome the fear of tracking error?

It's all relative. We only care about the 3 major assets being correlated/uncorrelated (stocks, bonds, gold).

How can you measure their correlation to the value of cash when they are measured by cash?
by mukramesh
Thu Aug 27, 2020 12:52 pm
Forum: Permanent Portfolio Discussion
Topic: POLL: How did you overcome the fear of tracking error?
Replies: 62
Views: 2367

Re: POLL: How did you overcome the fear of tracking error?

Well I suppose the act of re-balancing forces you to sell the expensive asset(s) that have run up in price and buy the inexpensive asset(s) that is probably out of favor. Unless of course, all of the assets are moving up together which has happened before, in which case you would not be re-balancin...
by mukramesh
Fri Jul 31, 2020 2:18 pm
Forum: Permanent Portfolio Discussion
Topic: Stay cool...
Replies: 40
Views: 4949

Re: Stay cool...

Hi pp4me, By opportunistic rebalancing, I meant I hit a rebalancing band (15/35) during the crash for stocks on the low side since they crashed so harshly (almost -35%). Completely mechanical but it requires paying attention to your portfolio balances, especially during times of high volatility. No ...
by mukramesh
Fri Jul 31, 2020 12:46 pm
Forum: Permanent Portfolio Discussion
Topic: Stay cool...
Replies: 40
Views: 4949

Re: Stay cool...

Hi Craig! Thank you again for your site and book.
YTD results are even better than shown on ETF Replay due to an opportunistic rebalance during the crash ;D . PP is feeling pretty bulletproof.
by mukramesh
Wed May 06, 2020 3:34 pm
Forum: Bonds
Topic: The Bond Dream Room
Replies: 590
Views: 205248

Re: The Bond Dream Room

Aren't low rates just the result of asset price inflation -> the same that has been seen in stocks, gold, real estate, etc.? Why should the bond bull market be over but bull markets?
by mukramesh
Tue Mar 31, 2020 3:33 pm
Forum: Other Discussions
Topic: Internet Comments
Replies: 41
Views: 1942

Re: Internet Comments

Cortopassi wrote:
Tue Mar 31, 2020 3:24 pm
I am starting to think moda, Vinny and I are the only left leaning people on this forum anymore... ;)
I'm also left leaning... but I try to stay out of online political discussions.
by mukramesh
Thu Mar 26, 2020 12:36 pm
Forum: Permanent Portfolio Discussion
Topic: My first bear market and I'm sleeping tight
Replies: 9
Views: 1028

Re: My first bear market and I'm sleeping tight

dualstow wrote:
Tue Mar 24, 2020 6:09 pm
It’s like saying “Beetlejuice” 3x O0
:o ::)
by mukramesh
Mon Mar 09, 2020 5:30 pm
Forum: Permanent Portfolio Discussion
Topic: Stay cool...
Replies: 40
Views: 4949

Re: Stay cool...

Thanks CraigR! Very happy to have found your site in 2014.
by mukramesh
Mon Jan 06, 2020 2:19 pm
Forum: Bonds
Topic: WSJ import into Google sheets stopped working
Replies: 16
Views: 9948

Re: WSJ import into Google sheets stopped working

Mark Leavy wrote:
Thu Jan 02, 2020 11:03 pm

My current hack:
Omg I can't believe I didn't realize this. Works for me too. Thanks for the tip.