Search found 104 matches

by Ugly_Bird
Tue May 19, 2020 8:37 pm
Forum: Permanent Portfolio Discussion
Topic: Is your pp passing the coronavirus test?
Replies: 34
Views: 2773

Re: Is your pp passing the coronavirus test?

Smith1776 wrote:
Mon May 18, 2020 8:11 pm
I must say though, reading this comment about not having enough brains while also looking at your avatar is hilarious!
;)
by Ugly_Bird
Mon May 18, 2020 10:50 am
Forum: Permanent Portfolio Discussion
Topic: Is your pp passing the coronavirus test?
Replies: 34
Views: 2773

Re: Is your pp passing the coronavirus test?

Smith1776 wrote:
Sun May 17, 2020 2:50 pm
I think it takes a different kind of intellect to fully adopt and deploy it.
For me it was no intellect at all as I didn't have enough brain to figure something else. So, I was one of very few who listen to friends's advise about PP.
I'm totally thankful to him :-)
by Ugly_Bird
Thu Apr 02, 2020 10:56 am
Forum: Permanent Portfolio Discussion
Topic: Question on adding new money
Replies: 13
Views: 1070

Re: Question on adding new money

InsuranceGuy wrote:
Thu Apr 02, 2020 1:08 am
Down 10% one day so you buy, next day up 10% sell, etc.
How would you know that on the next day it will not go down another XX% ?
by Ugly_Bird
Wed Apr 01, 2020 9:27 am
Forum: Permanent Portfolio Discussion
Topic: Question on adding new money
Replies: 13
Views: 1070

Re: Question on adding new money

jalanlong wrote:
Wed Apr 01, 2020 9:00 am
In that case am I better placing my weekly funds all in stocks to buy low (assuming this is low)
We should not assume anything. It is market timing.
by Ugly_Bird
Tue Mar 24, 2020 3:21 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2787
Views: 596323

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: 1447

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: 1385
Views: 256010

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: 1385
Views: 256010

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: 1385
Views: 256010

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: 1385
Views: 256010

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: 2114

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: 1385
Views: 256010

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...