Search found 78 matches

by Ugly_Bird
Wed Aug 28, 2019 8:31 am
Forum: Bonds
Topic: The Bond Dream Room
Replies: 458
Views: 114192

Re: The Bond Dream Room

sophie wrote:
Wed Aug 28, 2019 8:20 am
Speaking of which, anyone hit a rebalance band yet?
After this LTT and Au surge, mine is pretty well balanced now :-)
by Ugly_Bird
Thu Aug 01, 2019 2:54 pm
Forum: Stocks
Topic: Stock scream room
Replies: 758
Views: 149206

Re: Stock scream room

ochotona wrote:
Thu Aug 01, 2019 2:05 pm
Someone needs to duct-tape Trump's mouth shut...
3M stocks then will skyrocket. :-)
by Ugly_Bird
Wed Jul 17, 2019 1:49 pm
Forum: Gold
Topic: Gold as Actual Money - Sucks
Replies: 18
Views: 3551

Re: Gold as Actual Money - Sucks

Inflation numbers are aligned with whomever is in political office, also Minimum wage does not increase every year. Even with inflation related compensations it doesn't work. Goods and services costs increase in time more than inflation. There are some goods which doubled in price over a few years,...
by Ugly_Bird
Fri Jun 07, 2019 8:41 pm
Forum: Permanent Portfolio Discussion
Topic: Yearly balancing or 15/35?
Replies: 13
Views: 1502

Re: Yearly balancing or 15/35?

Using PortViz - 1978 to last month. 15/35 - 8.89% CAGR/13.2 MDD/.60 Sharpe/13 trades Annually - 8.48/13.36/.55/40 trades Check last day of the month and rebalance if necessary... I think we have a clear numerical winner (Can't do check once a year and if it hit the band then rebalance) Those are pu...
by Ugly_Bird
Fri Jun 07, 2019 8:43 am
Forum: Permanent Portfolio Discussion
Topic: Yearly balancing or 15/35?
Replies: 13
Views: 1502

Re: Yearly balancing or 15/35?

D.J. wrote:
Fri Jun 07, 2019 5:24 am
Got it, thanks. What about when investing more? Rebalance? Or add invested amount in 25%x4?
According to the book, it should be added to the Cash part. Rebalance when the part hits 35%
by Ugly_Bird
Thu Jun 06, 2019 9:30 am
Forum: Gold
Topic: The GOLD scream room
Replies: 2610
Views: 467892

Re: The GOLD scream room

pmward wrote:
Thu Jun 06, 2019 9:16 am
DXY and gold rallying hard today. Interesting...
Too bad Budd selfdestructed out of here. Would be interesting to see his reaction :)
by Ugly_Bird
Wed Jun 05, 2019 12:24 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2610
Views: 467892

Re: The GOLD scream room

Cortopassi wrote:
Wed Jun 05, 2019 11:56 am
How is contemplating a rate cut even possible in this screwed up world?
It is simple. Someone is lying. But with PP we should not care. Maybe :-)
by Ugly_Bird
Mon May 20, 2019 7:18 pm
Forum: Permanent Portfolio Discussion
Topic: Question about 401k plan allocations in the PP
Replies: 8
Views: 761

Re: Question about 401k plan allocations in the PP

What is the best way to funnel money into the PP part of your 401k from your plan contributions. Do most folks have it go into cash and then periodically allocate it. If so do you split the allocations across the asset classes each time? Looking for ideas. Having 401(k) as a part of PP could be pai...
by Ugly_Bird
Mon May 13, 2019 7:09 pm
Forum: Stocks
Topic: Stock scream room
Replies: 758
Views: 149206

Re: Stock scream room

ochotona wrote:
Mon May 13, 2019 6:56 pm
Cortopassi wrote:
Mon May 13, 2019 11:13 am
The best part of the PP, IMO, is a day like today.

When the financial media and talking heads are gnashing their teeth about the drop in the market, my PP is up a couple tenths and I can say meh.
My Hideout Portfolio is down 0.28% today.
-0.21% for my 4x25 HBPP today
by Ugly_Bird
Sat May 11, 2019 7:14 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2610
Views: 467892

Re: The GOLD scream room

Only forum trolls behave that way. Well, do not feed the trolls :-) We got rid of one troll, and the discussions lately on this forum have been super constructive since then... until troll #2 jumped in today right where the first one left off, haha. This is a particular example of the fundamental c...
by Ugly_Bird
Fri May 10, 2019 11:58 am
Forum: Gold
Topic: The GOLD scream room
Replies: 2610
Views: 467892

Re: The GOLD scream room

Don wrote:
Thu May 09, 2019 7:35 pm
Some of you will say anything to defend the PP, even if it's totally illogical.
OK. Let it be that way... :-)
by Ugly_Bird
Thu May 09, 2019 1:49 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2610
Views: 467892

Re: The GOLD scream room

Don wrote:
Thu May 09, 2019 10:52 am
Markets are down greatly in the past few days. A trade deal with China is in jeopardy. N Korea launched 2 missiles today. We're sending B52s and a carrier fleet towards Iran. And yet, gold is only up a fraction. What's up with this?
This is how uncorrelated assets work.