Search found 100 matches

by Ugly_Bird
Tue Mar 24, 2020 3:21 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2756
Views: 558440

Re: The GOLD scream room

I Shrugged wrote:
Tue Mar 24, 2020 3:11 pm
I can’t foresee any good reason to sell gold in the PP. Say it goes up to 40% of your PP. You really want to rebalance out? I don’t think I could.
This is what the book says. Actually up to 35%. :-)
by Ugly_Bird
Mon Mar 23, 2020 2:11 pm
Forum: Permanent Portfolio Discussion
Topic: Who's had to rebalance?
Replies: 18
Views: 604

Re: Who's had to rebalance?

Matthew19 wrote:
Mon Mar 23, 2020 1:40 pm
I'm getting close on the stock side. about 17% right now. Anyone hit a band yet?
Not yet, but probably close to 17%, will know tonight
15/35 4x25 HBPP
by Ugly_Bird
Fri Mar 20, 2020 3:45 pm
Forum: Stocks
Topic: Stock scream room
Replies: 1105
Views: 220942

Re: Stock scream room

sophie wrote:
Fri Mar 20, 2020 3:39 pm
I don't get part 2 though...you might be right of course, but how do you know?
More fear, more states to lock down. Possible....
by Ugly_Bird
Fri Mar 20, 2020 9:27 am
Forum: Stocks
Topic: Stock scream room
Replies: 1105
Views: 220942

Re: Stock scream room

dualstow wrote:
Fri Mar 20, 2020 8:38 am
I like your attitude, Bird. :D Just for posterity, what is a field that fascinates you?
I'm a Materials Chemist, loving science and... windsurfing! :-)
by Ugly_Bird
Fri Mar 20, 2020 8:35 am
Forum: Stocks
Topic: Stock scream room
Replies: 1105
Views: 220942

Re: Stock scream room

if someone like Ugly Bird hasn't hit their bands yet then by all means carry on. Thanks! :-) I think the reason I didn't hit the bands (15/35 4x25 HBPP) and actually quite far from those (Stocks are lurking at around 20%) because I do not rebalance annually and do not even remember when I did last ...
by Ugly_Bird
Thu Mar 19, 2020 7:52 pm
Forum: Stocks
Topic: Stock scream room
Replies: 1105
Views: 220942

Re: Stock scream room

For anyone that has been on the fence about rebalancing, tomorrow is probably a good day to do so. It is monthly options expiration. This selloff started the very first day after Feb options expiration for a reason. Dealers were positive gamma before then, and that pinned the indexes up. This month...
by Ugly_Bird
Wed Mar 18, 2020 8:00 pm
Forum: Permanent Portfolio Discussion
Topic: Are you "staying the course"?
Replies: 39
Views: 1118

Re: Are you "staying the course"?

Do you all plan on staying the course? Yes, I do. I just do not understand finances well and PP is the only thing I can do more or less comfortably I did not rebalance for long time (was within 15/35 bands) At this point my 4x25 HBPP looks like. Stocks 21.1% LTT 24.3% Cash 29.8% Gold 24.8%
by Ugly_Bird
Mon Mar 16, 2020 10:24 pm
Forum: Stocks
Topic: Stock scream room
Replies: 1105
Views: 220942

Re: Stock scream room

Still holding off on rebalancing. I decided I wanted to see my rebalance indicator be "yes" two days in a row, because it's going to take a bit of time for me to gather all the data from the various accounts and determine how best to rebalance. I don't imagine for a minute that I'll be able to gues...
by Ugly_Bird
Mon Mar 16, 2020 6:12 pm
Forum: Stocks
Topic: Stock scream room
Replies: 1105
Views: 220942

Re: Stock scream room

vnatale wrote:
Mon Mar 16, 2020 3:07 pm
"The market will be VERY strong once we get rid of the virus"
Yep, sounds right.
The market became VERY strong after 2008 too...
It just took a little while :-)
by Ugly_Bird
Fri Mar 13, 2020 2:58 pm
Forum: Stocks
Topic: Stock scream room
Replies: 1105
Views: 220942

Re: Stock scream room

sophie wrote:
Fri Mar 13, 2020 10:13 am
yet, failing to rebalance may be a missed opportunity


But otherwise would be the market timing?
We are not supposed to. ;)
by Ugly_Bird
Thu Mar 12, 2020 11:45 am
Forum: Permanent Portfolio Discussion
Topic: What would it take to cause you to lose faith in the PP?
Replies: 51
Views: 5317

Re: What would it take to cause you to lose faith in the PP?

Lonestar wrote:
Thu Mar 12, 2020 11:13 am
I don't use the classic PP allocation but use a modified version. For those that were at or close to 25-25-25-25 at the first of the year, what are the YTD returns as of today? Just curious.
Was +2% YTD this morning. Probably will go to negative before tomorrow.
by Ugly_Bird
Tue Mar 10, 2020 9:02 am
Forum: Permanent Portfolio Discussion
Topic: Stay cool...
Replies: 25
Views: 2329

Re: Stay cool...

Yes, thank you Craig for your insights - as always! This forum is a key piece of support for people interested in the PP or its variants, and it's important to keep it going. At least to me! I'm sure a lot of people will jump on the PP bandwagon, like lawyers chasing ambulances, but of course it's ...