Search found 123 matches

by mukramesh
Mon Jun 25, 2018 3:22 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2140
Views: 303785

Re: The GOLD scream room

Cortopassi wrote:
Thu Jun 21, 2018 5:45 pm
I love clipping these charts...
Hi Corto, how did you get peaktotrough.com to give you data for 2018? When I go to the site, it shows the last date for stocks and gold is 10/31/2017 and the last date for bonds is 12/08/2017. The site just hangs indefinitely when I try to use a date after these.
by mukramesh
Mon Jun 04, 2018 1:25 pm
Forum: Permanent Portfolio Discussion
Topic: Rebalancing when new contributions go into cash
Replies: 1
Views: 383

Re: Rebalancing when new contributions go into cash

Interesting point! Another advantage is that it reduces rebalancing frequency. I'll consider implementing this on my next rebalance.
by mukramesh
Tue May 29, 2018 2:36 pm
Forum: Permanent Portfolio Discussion
Topic: My Permanent Portfolio Variant
Replies: 25
Views: 2511

Re: My Permanent Portfolio Variant

I could put all my money into the Horizons Risk Parity ETF (HRA) found here: https://www.horizonsetfs.com/etf/hra This ETF is an All Seasons/Permanent Portfolio/Risk Parity type allocation all in one fund. It would certainly keep things simple, but the total expense ratio is way too high at about 1...
by mukramesh
Tue Feb 13, 2018 4:56 pm
Forum: Permanent Portfolio Discussion
Topic: Are forum Cash & Gold Sections broke?
Replies: 1
Views: 532

Re: Are forum Cash & Gold Sections broke?

Broken how? They seem to be working for me: I can make/read posts, etc.
by mukramesh
Thu Dec 28, 2017 2:30 pm
Forum: Variable Portfolio Discussion
Topic: 20% annual returns over 40 years...interested?
Replies: 574
Views: 131906

Re: 20% annual returns over 40 years...interested?

Do those results include your personal port which includes 5% XIV? Does this not mitigate some of the issues you described such as lowering portfolio level volatility?
by mukramesh
Wed Oct 04, 2017 12:29 pm
Forum: Variable Portfolio Discussion
Topic: 20% annual returns over 40 years...interested?
Replies: 574
Views: 131906

Re: 20% annual returns over 40 years...interested?

Please continue Kbg! I actually do follow this thread and am very interested in how your personal portfolio (with XIV) performs vs. the straight 2x leveraged PP.

Thank you again for your posts in this thread and on this forum. I've learned a lot by reading them.
by mukramesh
Thu Aug 10, 2017 2:27 pm
Forum: Bonds
Topic: 5 year ladder vs Cash and 30 year barbell
Replies: 36
Views: 9208

Re: 5 year ladder vs Cash and 30 year barbell

Lonestar wrote:Or, start purchasing a 5yr maturity treasuries each year for 5 consecutive years.
@Lonestar: This statement is correct.
by mukramesh
Fri Jul 21, 2017 3:16 pm
Forum: Bonds
Topic: The Bond Dream Room
Replies: 338
Views: 54858

Re: The Bond Dream Room

Kbg wrote: Finally, a little nuance on public debt you never see

https://fredblog.stlouisfed.org/2017/02 ... n=fredblog
@KBG: That article was very interesting :D
by mukramesh
Fri Jun 16, 2017 11:09 am
Forum: Variable Portfolio Discussion
Topic: Windfall Advice
Replies: 16
Views: 4501

Re: Windfall Advice

Ah thank you, I realized that maturity affects duration but I forgot the yield.
Is it true that we always want the highest duration bond (i.e. lowest yield for the longest maturity)? And is this also true in retirement accounts?
by mukramesh
Tue Jun 13, 2017 12:23 pm
Forum: Variable Portfolio Discussion
Topic: Windfall Advice
Replies: 16
Views: 4501

Re: Windfall Advice

sophie wrote:For bonds, buy the lowest interest-rate option you can find, e.g. pick a 2.5% bond over a 3.25%.
Sophie, can you please explain this statement in a bit more detail? I am not sure I understand why one would rather have a 2.5% bond over 3.25%.
by mukramesh
Fri Apr 07, 2017 12:24 pm
Forum: Permanent Portfolio Discussion
Topic: Nobody believes in the Permanent Portfolio
Replies: 167
Views: 29942

Re: Nobody believes in the Permanent Portfolio

i didn't refer to the pp as a doomsday portfolio . i was referring to mitigating short term temporary dips having no logic for a long term investor with a long term perspective . heavy betting against each other is for mitigating things in the short term as long term these dips have no meaning . Ac...
by mukramesh
Mon Mar 20, 2017 3:02 pm
Forum: Permanent Portfolio Discussion
Topic: The Aleph Blog discusses the HBPP
Replies: 12
Views: 3024

Re: The Aleph Blog discusses the HBPP

Here is his take on gold and a rebuttal to Buffet's idea that "gold does nothing."

http://alephblog.com/2012/04/06/gold-does-nothing/