Search found 3401 matches
- Fri Dec 06, 2024 5:50 pm
- Forum: Stocks
- Topic: Vanguard adds non-diversification warning to Total Stock Market
- Replies: 11
- Views: 278
Re: Vanguard adds non-diversification warning to Total Stock Market
I wonder how an equal weight Dow Jones Industrial Average would do... it's only 30 stocks, anyone could do it.
- Sun Dec 01, 2024 9:08 am
- Forum: Permanent Portfolio Discussion
- Topic: BRICs..calls for end of $$ standard, Bretton Woods institutions
- Replies: 4
- Views: 2309
Re: BRICs..calls for end of $$ standard, Bretton Woods institutions
Now it gets messy and chaotic. I think Vlad is going to pull his kompromot choke chain. The apprentice isn't supposed to flex on the master. If Dollar hegemony and the Petrodollar end, it's very bad for the US. 100% tariff on everything from China? And Saudi oil? (BTW, we have to import oil from abr...
- Tue Nov 26, 2024 6:10 pm
- Forum: Other Discussions
- Topic: Bluesky
- Replies: 14
- Views: 1209
Re: Bluesky
It all started when I made comments about my Texas Senator Cruz, who I dislike. I got banned from r/texas Then in r/politics I responded to a question about the Hispanic electorate here in Texas with my own observations. That's when the permaban took place. The bot said... "you've made a racial...
- Tue Nov 26, 2024 3:13 pm
- Forum: Variable Portfolio Discussion
- Topic: An interesting Golden Butterfly iteration
- Replies: 4
- Views: 541
Re: An interesting Golden Butterfly iteration
Oh I follow you... compared to US megas, ex-US large caps are "relatively small". That's a good way to think about it. What do you think about ACWV min-volatility global? It actually tracked VT pretty well until COVID, then VT took off, because of US Tech. ACWV doesn't have much of the Mag...
- Tue Nov 26, 2024 9:24 am
- Forum: Other Discussions
- Topic: Bluesky
- Replies: 14
- Views: 1209
Re: Bluesky
I caught a robotic permaban on Reddit for no particular reason. I just read it now.
- Tue Nov 26, 2024 9:22 am
- Forum: Variable Portfolio Discussion
- Topic: An interesting Golden Butterfly iteration
- Replies: 4
- Views: 541
Re: An interesting Golden Butterfly iteration
This same idea has come to my mind, but VT is only large cap, I think that breaks the GB model. There are small cap international funds like SCHC, FNDC from Schwab. I am definitely going to be a GB investor... eventually.
- Tue Nov 26, 2024 9:18 am
- Forum: Variable Portfolio Discussion
- Topic: PP or GB vs. TIPS ladder
- Replies: 17
- Views: 2243
Re: PP or GB vs. TIPS ladder
That's why I'm grown to not use bond funds that don't have a fixed maturity date... it's psychologically difficult to own rolling bond funds. It's US Treasuries or Bulletshares or iShares iBonds ETFs for me.
- Mon Nov 25, 2024 7:04 am
- Forum: Gold
- Topic: Texas introduces GAULT legislation
- Replies: 9
- Views: 1327
Re: Texas introduces GAULT legislation
What I really want to know is this... if gold & silver in Texas become legal tender (I live in Houston), will that generate a legal case where the way gold is taxed Federally, as a Collectible, is challenged? That's probably a major intent of the legislation. How can we become part of the class ...
- Mon Nov 25, 2024 6:57 am
- Forum: Variable Portfolio Discussion
- Topic: PP or GB vs. TIPS ladder
- Replies: 17
- Views: 2243
- Mon Nov 25, 2024 6:54 am
- Forum: Bonds
- Topic: "U.S. Treasuries not the safe bet they once were"
- Replies: 77
- Views: 12562
Re: "U.S. Treasuries not the safe bet they once were"
Actually, any bond investor who is acting as a momentum trader using moving averages or whatever method is a bond vigilante... you don't have to be acting in concert with the big dogs.
- Fri Nov 22, 2024 11:19 am
- Forum: Bonds
- Topic: "U.S. Treasuries not the safe bet they once were"
- Replies: 77
- Views: 12562
Re: "U.S. Treasuries not the safe bet they once were"
Who are the bond vigilantes?
- Fri Nov 22, 2024 11:16 am
- Forum: Variable Portfolio Discussion
- Topic: PP or GB vs. TIPS ladder
- Replies: 17
- Views: 2243
Re: PP or GB vs. TIPS ladder
I don't have an easy way to compare volatility, sorry.
- Fri Nov 22, 2024 10:01 am
- Forum: Variable Portfolio Discussion
- Topic: PP or GB vs. TIPS ladder
- Replies: 17
- Views: 2243
Re: PP or GB vs. TIPS ladder
The growth of $10,000 from 1/1/2004 to present:
TIP: $20,000
Permanent Portfolio: $42,700
Golden Butterfly: $43,100
TIP is from stockcharts (perfchart), other sources AllocateSmartly.com but paywalled, sorry.
TIP: $20,000
Permanent Portfolio: $42,700
Golden Butterfly: $43,100
TIP is from stockcharts (perfchart), other sources AllocateSmartly.com but paywalled, sorry.
- Fri Nov 22, 2024 9:54 am
- Forum: Permanent Portfolio Discussion
- Topic: Does it make sense to start at 4x25?
- Replies: 28
- Views: 8156
Re: Does it make sense to start at 4x25?
That all said, I keep lost of bonds in taxable. My theory is that our taxes are all likely to go up based on our deficits. Strap in for the ride. Are you thinking that you may have a harvestable capital loss with your bonds over time, as long rates stay high or go higher due to increased US Treasur...
- Fri Nov 22, 2024 9:52 am
- Forum: Other Discussions
- Topic: Fidelity Investments having issues
- Replies: 10
- Views: 1628
Re: Fidelity Investments having issues
All of my retirement accounts are back at Schwab... still using Fidelity Cash Management, Brokerage (taxable), HSA, Fidelity Charitable, the Fidelity credit card issued by Elan. No issues at either place to date but I feel better about my present config.
- Thu Nov 21, 2024 9:56 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3762
- Views: 1993609
- Thu Nov 21, 2024 9:13 am
- Forum: Variable Portfolio Discussion
- Topic: PP or GB vs. TIPS ladder
- Replies: 17
- Views: 2243
Re: PP or GB vs. TIPS ladder
If you model the Permanent Portfolio with IEF instead of TLT it is not a major difference, and your duration is cut in half.
- Thu Nov 21, 2024 9:11 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3762
- Views: 1993609
Re: The GOLD scream room
The US Treasury might start buying Bitcoin.
- Fri Nov 15, 2024 6:26 am
- Forum: Politics
- Topic: We should all write to our members of Congress and demand tax reforms
- Replies: 30
- Views: 4986
Re: We should all write to our members of Congress and demand tax reforms
Also take inflation into account when computing cap gains, so that real gains are taxed rather than nominal gains. TRUE! But OMG the tax filing headache. Imagine you bought something, and it paid dividends for years, then you sold it. Each lot of shares bought by each dividend payment event is then...
- Wed Nov 13, 2024 6:45 pm
- Forum: Politics
- Topic: We should all write to our members of Congress and demand tax reforms
- Replies: 30
- Views: 4986
We should all write to our members of Congress and demand tax reforms
Here are my pet peeve tax topics. I'm sure you have yours. *** It's time to make permanent individual tax cuts. I honestly think corporations have had enough. They're highly profitable. This time, save individuals from the 12/31/2025 tax cuts expiration for crying out loud *** No tax on Social Secur...
- Wed Nov 13, 2024 9:23 am
- Forum: Gold
- Topic: Assorted Gold-related News
- Replies: 24
- Views: 13307
Re: Assorted Gold-related News
OMG what a nightmare. In gold mining, jurisdiction and above-ground conditions really matter
- Wed Nov 13, 2024 9:18 am
- Forum: Gold
- Topic: Assorted Gold-related News
- Replies: 24
- Views: 13307
Re: Assorted Gold-related News
Paywall - so which mining company is involved?
- Tue Nov 12, 2024 7:39 pm
- Forum: Variable Portfolio Discussion
- Topic: BTC in the PP
- Replies: 358
- Views: 204384
Re: BTC in the PP
Well it was at Coinbase. Too easy to sell it.
- Tue Nov 12, 2024 10:39 am
- Forum: Politics
- Topic: Misc. U.S. Elections
- Replies: 30
- Views: 9566
Re: Misc. U.S. Elections
Everyone here is missing who are the true masters of the US Government... and of all people, those of you who own 25% long bonds in your portfolios! The true masters are the Bond Vigilantes. Have you all forgotten UK PM Liz Truss? That was only two years ago. How quickly we forget. I think a similar...
- Tue Nov 12, 2024 10:23 am
- Forum: Other Discussions
- Topic: Health Care Reform
- Replies: 50
- Views: 19379
Re: Health Care Reform
This has been a huge help for us. Ocho, if you are unfamiliar with the cliff, it means that if your AGI is a dollar more than 400% of the Federal Poverty Level, you get zero subsidy and have to pay full price for your plan. In our case, if Congress doesn't fix the issue (much less likely to happen ...