Search found 3012 matches

by ochotona
Tue Mar 31, 2020 2:58 pm
Forum: Variable Portfolio Discussion
Topic: Tactical Asset Allocation + HBPP an intriguing combo
Replies: 456
Views: 122893

Re: Tactical Asset Allocation + HBPP an intriguing combo

The GEM portfolio is in Bonds for April 2020 (AGG, BND, SCHZ).

And by now I can confirm that Paul Novell's SPY-COMP model got out of equities a month ago, on 2/28/2020. It's faster out, faster in.
by ochotona
Tue Mar 31, 2020 7:46 am
Forum: Variable Portfolio Discussion
Topic: Long Term Energy Play
Replies: 11
Views: 2923

Re: Long Term Energy Play

People in Alberta are politely going feral.
by ochotona
Tue Mar 31, 2020 7:05 am
Forum: Gold
Topic: Poll: What percentage of your gold is held in physical form?
Replies: 22
Views: 5621

Re: Poll: What percentage of your gold is held in physical form?

Dear Mr. Ochotona Princeps, Thank you for your order. We have noticed that you have specified a UPS Store as your delivery address: c/o The UPS Store 6031 Hwy 6 N, Suite 165 Houston, Texas, 77084 As you know, we ship all of our packages via UPS overnight delivery. However, what is unique about this ...
by ochotona
Mon Mar 30, 2020 9:08 pm
Forum: Gold
Topic: Poll: What percentage of your gold is held in physical form?
Replies: 22
Views: 5621

Re: Poll: What percentage of your gold is held in physical form?

Get the package sent to a UPS Customer center. Go and get it yourself. They are liable for the full value until you put your hands on it. That's recommended by Texas Precious Metals.

77% physical.
by ochotona
Mon Mar 30, 2020 8:59 pm
Forum: Variable Portfolio Discussion
Topic: Long Term Energy Play
Replies: 11
Views: 2923

Re: Long Term Energy Play

Old thread. Oh, we thought in 2015 "surely the bottom must be in" for energy. Surely! Sorry... Five more years of Hell, and it's not over by a long shot. But I think we're close to the true button now. Western Canadian Select crude is $5. Alberta tar sands? $0. No bid. I did buy XOP ETF oil and gas ...
by ochotona
Mon Mar 30, 2020 3:43 pm
Forum: Other Discussions
Topic: Trump as tragicomedy
Replies: 986
Views: 128253

Re: Trump as tragicomedy

Trump is a 70-something baby.
by ochotona
Mon Mar 30, 2020 3:41 pm
Forum: Permanent Portfolio Discussion
Topic: Hidden feature of the Golden Butterfly
Replies: 5
Views: 221

Re: Hidden feature of the Golden Butterfly

For sure, it's never binary. There's an infinite variety of portfolios.
by ochotona
Mon Mar 30, 2020 3:40 pm
Forum: Stocks
Topic: Stock scream room
Replies: 1105
Views: 220959

Re: Stock scream room

This is a cool animation... I love the musical score.

https://www.youtube.com/watch?v=X6E9zZ-TG9w
by ochotona
Sun Mar 29, 2020 10:55 pm
Forum: Variable Portfolio Discussion
Topic: Tactical Asset Allocation + HBPP an intriguing combo
Replies: 456
Views: 122893

Re: Tactical Asset Allocation + HBPP an intriguing combo

Kriegsspiel wrote:
Sun Mar 29, 2020 4:59 pm
What does "net" mean there? That you do own some still?
My wife has stocks at TIAA. I don't touch that. I bought an equal amount of TAIL ETF to protect her. So net zero. Long and short.
by ochotona
Sun Mar 29, 2020 10:52 pm
Forum: Bonds
Topic: LTT in an inflationary environment
Replies: 9
Views: 281

Re: LTT in an inflationary environment

Just happened to see this article this evening: Save the Shale Oil Industry Shale will never stand on it's own two feet. Why try to save it? That's like Uber asking for a bailout to help it fend off foreign competition. The excess capacity has to go offline, prices need to come back to normal, life...
by ochotona
Sun Mar 29, 2020 10:04 pm
Forum: Permanent Portfolio Discussion
Topic: Physical gold or ETF for my IRA?
Replies: 21
Views: 6236

Re: Physical gold or ETF for my IRA?

Ozzy, I started a gold taxation thread a while back, click here . Traditional IRAs are not the best place for gold ETFs. Roth or Taxable Accounts or Taxable Physical. Roth is tax-free. Also HSA. Taxable is taxed as ordinary income, but capped at 28% which might be important if you're going to be a w...
by ochotona
Sun Mar 29, 2020 4:54 pm
Forum: Variable Portfolio Discussion
Topic: Tactical Asset Allocation + HBPP an intriguing combo
Replies: 456
Views: 122893

Re: Tactical Asset Allocation + HBPP an intriguing combo

dualstow wrote:
Sun Mar 29, 2020 4:42 pm
What % do you have in stocks, Ocho?
Zero % net.