Search found 205 matches

by InsuranceGuy
Thu Sep 19, 2019 3:38 pm
Forum: Permanent Portfolio Discussion
Topic: Gold / Stock / Bonds at highs or near highs?
Replies: 10
Views: 299

Re: Gold / Stock / Bonds at highs or near highs?

No one knows when the highs will peak, in fact there are strategies built around buying when a 52-wk high is hit that are remarkably profitable. It seems there is some pretty compelling data supporting lump sum investing over DCA over longer periods. Here is one such example: https://fourpillarfreed...
by InsuranceGuy
Tue Sep 17, 2019 9:01 pm
Forum: Variable Portfolio Discussion
Topic: Speculators Anonymous
Replies: 10
Views: 299

Re: Speculators Anonymous

My name is pmward and I'm a speculator. Do you have a VP? Do you have an interest in technical analysis, quantitative analysis, fundamental analysis, global macro, trend following, portfolio tilting, back testing, or just generally have a speculative opinion on what is going on in markets and where...
by InsuranceGuy
Wed Sep 04, 2019 1:58 pm
Forum: Other Discussions
Topic: Kids: Then and Now
Replies: 77
Views: 10339

Re: Kids: Then and Now

No the government did not, the universities did. I really get tired of this argument, just because the government sweetens the pot for something and ties strings to it, that does not equate to the government mandating it. There is a huge difference. Can you clarify this a bit? It seems to me like m...
by InsuranceGuy
Tue Sep 03, 2019 10:04 am
Forum: Variable Portfolio Discussion
Topic: REITs
Replies: 27
Views: 3794

Re: REITs

REITs are now at an all time high. VNQ is trading around $93 with it's previous intraday high of $92.92 busted, will be interested to see how it holds over the rest of the day and week.
by InsuranceGuy
Tue Aug 27, 2019 10:22 am
Forum: Other Discussions
Topic: Will Trump be Re-elected?
Replies: 567
Views: 43202

Re: Will Trump be Re-elected?

What is the fruit we have gotten from Trump? Regular Tweet-storms with no intellectual backing or sense behind them, a Cold War with China, a deteriorating economy that is weak and potentially on the verge of recession, what is one step away from concentration camps for illegal aliens, more politic...
by InsuranceGuy
Sun Aug 25, 2019 8:08 pm
Forum: Variable Portfolio Discussion
Topic: REITs
Replies: 27
Views: 3794

Re: REITs

pmward wrote:
Wed Aug 21, 2019 10:43 am
Going that low on long term treasuries scares me. I wouldn't do it. Too heavily tilted to "inflation" and not anywhere near enough "deflation" protection for me.
Different strokes for different folks I guess.
by InsuranceGuy
Tue Aug 20, 2019 9:24 pm
Forum: Variable Portfolio Discussion
Topic: REITs
Replies: 27
Views: 3794

Re: REITs

But I'm leaning towards this: 20% Total Stock Market 20% Small Cap Value 20% Long Term Treasuries 20% Gold 10% REITs 10% Short Term Treasuries If I were to B&H, I would probably do something similar. I might be more likely to make a small modification only because I tend to favor equities: 20% Tota...
by InsuranceGuy
Tue Aug 20, 2019 8:37 pm
Forum: Variable Portfolio Discussion
Topic: Ray Dalio inspires a risk parity ETF
Replies: 3
Views: 1406

Ray Dalio inspires a risk parity ETF

Seems like this could complement the PP in a VP. A lot of Risk Parity fans out there. IG https://www.bloomberg.com/news/articles/2019-08-19/ray-dalio-inspired-a-risk-parity-etf-by-bridgewater-bofa-alums https://seekingalpha.com/news/3493198-ray-dalio-inspires-risk-parity-etf The bloomberg article is...
by InsuranceGuy
Mon Aug 19, 2019 10:19 am
Forum: Variable Portfolio Discussion
Topic: REITs
Replies: 27
Views: 3794

Re: REITs

I bought most of my REITs at the beginning of the year, but am 150% REITs at the moment (using DRN to get additional leverage). Currently only buying with new contributions. My buying is completely driven by my model approach though: https://www.gyroscopicinvesting.com/forum/viewtopic.php?f=10&t=9404
by InsuranceGuy
Fri Aug 16, 2019 6:32 pm
Forum: Other Discussions
Topic: Are google sheets prices completely worthless?
Replies: 6
Views: 1008

Re: Are google sheets prices completely worthless?

I use the Yahoo Finance excel add-in (see here: http://ogres-crypt.com/SMF/)
by InsuranceGuy
Wed Aug 07, 2019 9:27 am
Forum: Variable Portfolio Discussion
Topic: PP Inspired Momentum - A Comprehensive Approach
Replies: 30
Views: 8310

Re: PP Inspired Momentum - A Comprehensive Approach

Thanks, IG, for sharing your strategy and continuous updates. If one were to start following it, when would be adequate time to enter? At the beginning or end of a month? At the next shift or another event? If it were me, I would probably DCA into it unless the signal changes. Maybe something like ...
by InsuranceGuy
Sat Aug 03, 2019 9:56 am
Forum: Other Discussions
Topic: color of links in posts
Replies: 15
Views: 873

Re: color of links in posts

I think there must be a different stylesheet for the mobile version. On desktop, I'm seeing the new colors. On my phone, like Pug, nothing has changed. Will look into it. I just checked and it worked on my mobile after I reset the site settings. I did this on Chrome for Android by clicking the padl...