Search found 251 matches

by InsuranceGuy
Thu Jan 16, 2020 9:20 am
Forum: Other Discussions
Topic: eGPU for Video Editing
Replies: 8
Views: 114

Re: eGPU for Video Editing

I've heard good things about the Razer Core X enclosure. They have it at Amazon for $299 (does not include the GPU) and works with any laptop that has a Thunderbolt 3 port. See here: https://www.amazon.com/dp/B07CQG2K5K.
by InsuranceGuy
Thu Jan 16, 2020 9:06 am
Forum: Stocks
Topic: Stock Meltup Underway?
Replies: 11
Views: 838

Re: Stock Meltup Underway?

Looks like the Dow, S&P 500, and Nasdaq all hit all time highs this morning.
by InsuranceGuy
Mon Jan 13, 2020 9:11 am
Forum: Variable Portfolio Discussion
Topic: PP Inspired Momentum - A Comprehensive Approach
Replies: 55
Views: 12865

Re: PP Inspired Momentum - A Comprehensive Approach

No inconvenience by me.

Interesting that the risk-free investments can take a beating and it takes considerably more time to recover than equities.

Makes me feel better about keeping my money in equities as much of the time as possible.
by InsuranceGuy
Fri Jan 10, 2020 9:36 am
Forum: Other Discussions
Topic: H&R Block Tax Software now available
Replies: 37
Views: 1767

Re: H&R Block Tax Software now available

If your tax situation doesn't change much year to year, you can always file your federal return for free at www.freetaxusa.com, I've used them for several years and had no issues. You do have to type in your investment summary for the free price, but it hasn't been an issue for me.
by InsuranceGuy
Tue Jan 07, 2020 9:08 am
Forum: Permanent Portfolio Discussion
Topic: What causes the Permanent Portfolio to go down?
Replies: 42
Views: 14311

Re: What causes the Permanent Portfolio to go down?

The data that I use (1969-2019 daily returns) has the HBPP max drawdown at -20.9% which happened from 1/21/1980 to 3/27/1980. Even so, it would not have felt that bad as gold went up 66% from 1/1/1980 to 1/21/1980 only to crash down. The drawdown from 1/1/1980 to 3/27/1980 was only -4.6%. The next w...
by InsuranceGuy
Sun Jan 05, 2020 3:26 pm
Forum: Permanent Portfolio Discussion
Topic: PP FORUM STAYING -- details here
Replies: 48
Views: 13730

Re: PP FORUM STAYING -- details here

Also, small vent -- Taylor Larimore shut down the massive Bogleheads thread in part because the topic had been "talked to death". His Three Fund Portfolio thread has looooong run past that point and is still active. ::) This is a common theme at the BH forums sadly. Many there, including Taylor Lar...
by InsuranceGuy
Thu Jan 02, 2020 8:43 am
Forum: Variable Portfolio Discussion
Topic: PP Inspired Momentum - A Comprehensive Approach
Replies: 55
Views: 12865

Re: PP Inspired Momentum - A Comprehensive Approach

Would you share your code for the value asset allocation and overall sizing? I really dislike excel for complex computations. If you have the above in python that would be awesome. If you prefer not to disclose, no worries. I can decode the spreadsheet with time. I just find it annoying as heck to ...
by InsuranceGuy
Thu Jan 02, 2020 12:33 am
Forum: Variable Portfolio Discussion
Topic: PP Inspired Momentum - A Comprehensive Approach
Replies: 55
Views: 12865

Re: PP Inspired Momentum - A Comprehensive Approach

IG, Do you have the calculations in a programming language or is the spreadsheet your implementation? I have both, I have a script in python that I use to stress test the model parameters that I only update once a year and a spreadsheet that links to yahoo finance for quick mid-month and month-end ...
by InsuranceGuy
Tue Dec 31, 2019 11:49 pm
Forum: Variable Portfolio Discussion
Topic: PP Inspired Momentum - A Comprehensive Approach
Replies: 55
Views: 12865

Re: PP Inspired Momentum - A Comprehensive Approach

Small wonder, momentum strategies lose to S&P when the latter is pumping, like the last 12 weeks. The thing is, not many, if any, people know when S&P will be pumping. This is very true. I think the strategy still did quite well even if not as well as the benchmark this year, the goal is to keep re...
by InsuranceGuy
Tue Dec 31, 2019 6:35 pm
Forum: Variable Portfolio Discussion
Topic: Tactical Asset Allocation + HBPP an intriguing combo
Replies: 418
Views: 103794

Re: Tactical Asset Allocation + HBPP an intriguing combo

People obsess over max drawdowns WAY too much. Unless you're in retirement (or close to it) you should ignore drawdowns entirely. In fact, you should greedily view them as ideal buying opportunities. The market only took 3 years to completely recover from the Great Recession, and that was after a d...
by InsuranceGuy
Tue Dec 31, 2019 6:03 pm
Forum: Variable Portfolio Discussion
Topic: PP Inspired Momentum - A Comprehensive Approach
Replies: 55
Views: 12865

Re: PP Inspired Momentum - A Comprehensive Approach

REITs had a good run, but the model is moving from 100% REIT to 100% S&P 500. Model is still indicating use of leverage so I traded from 75% VNQ/25% DRN to 75% IVV/25% SPXL today. It looks like the model lost to the benchmark with my leveraged version accumulating 26.6% for 2019 vs 31.3% for the S&P...
by InsuranceGuy
Tue Dec 31, 2019 12:02 am
Forum: Other Discussions
Topic: MachineGhost?
Replies: 4
Views: 200

Re: MachineGhost?

I'm pretty sure he just got bored and moved on to something else. I saw him on another forum a year or two back, maybe morningstar?