Given the drastic decrease in bond value from rising interest rates, how did an I bond perform? I’m assuming their liquidation value has held up much better?

Are you guys using these as STT or LTT replacements?

ppnewbie wrote: ↑Thu Oct 19, 2023 4:10 pm Its hard to buy something that nobody wants!

You nailed this buy, and hopefully all credit goes towards the built in rebalancing of the PP.

The interesting thing about this, is that in the long run, it might not matter much how much you have, just as long as you have some. I personally don’t care about the difference between being a billionaire or a trillionaire. This is exactly how I bought. Just threw some tiny cash into it and walke...

I'm like 15% right now. I don't want leveraged plays for the same reasons I don't want a 2 or 3x gold etc. Could be wrong and it minimizes other factors.

Saylor's last interview goes into why he prefers it over any other asset - https://youtu.be/qBPtUf50XVg?si=KNgCr4aHg1uxmCwj

The bitcoin etfs are already half the value of the gold etfs. It’s sucking up that market. Also bitcoin market cap is higher than meta/facebook now.

Anyone who added this to their vp is getting the inflation protection that gold didn’t bring over the last two years.

I just did a pretty deep dive on this myself. There are a few studies showing checking every 10 days and rebalancing if needed had the highest returns. The practical way is to check when you know the markets have significantly moved, it usually makes the news. Also, second point was ”tolerance bands...

I see the value in having the cash more accessible, no big tax hit when selling a t-bill.

I can't stand thinking about this - I have cash in taxable and some stocks in a Roth. I could swap them now while I'm rebalancing but the math just doesn't click. Wouldn't having a higher growth asset in a be better? Also have a tax deferred account too.

I came close during covid. LTT must be getting close for some of us.

The thing with Schiff, he nailed the downside predictions of 2007, and at the same time his clients lost huge amounts. Schiff is a great Austrian economist with a quick whit, but that doesn’t make him a good investor. He is a good business man, because he’s figured out how to sell low returns for hi...

Thanks! Great site.

I haven’t looked, but did anyone hit any rebalance bands?

I've just realized the downside to stocks in IRA is that there is no chance to tax-loss harvest =(

A Keynesian and a Monetarist walk into a bar.... Naa, Austrian. "The Austrian school believes any increase in the money supply not supported by an increase in the production of goods and services leads to an increase in prices, but the prices of all goods do not increase simultaneously." ...

Technical point...inflation is not more money in circulation, inflation is the prices of actual goods going up. As Japan has proved going on three decades now a lot of money in circulation does not equal inflation. Inflation is an expansion of the money supply. It can show itself in asset price inc...

HB was a fan of free market, Austrian economics. I believe it was Hayek who somewhat predicted Bitcoin - “I don't believe we shall ever have a good money again before we take the thing out of the hands of government, that is, we can't take them violently out of the hands of government, all we can do...

How would it be performing right now? Would you be rebalancing from gold into stocks and bonds?

mining stocks are so unpredictable. You could have a great mine that's functioning well and then the gov't slaps on some environmental taxes. Or you could have a junk mine that's lying about potential reserves. It's all a big mess and in no way an alternative to owning gold. The miners are one of th...

Personally, I prefer the Perth Mint Depository program. Less counterparty risk. https://www.perthmint.com/invest/perth-mint-depository-program/ vs https://www.perthmint.com/invest/perth-mint-gold-ASX-PMGOLD/ Have been using the depository program for years. Absolutely no issues. Interesting. any ex...

Personally, I prefer the Perth Mint Depository program. Less counterparty risk. https://www.perthmint.com/invest/perth-mint-depository-program/ vs https://www.perthmint.com/invest/perth-mint-gold-ASX-PMGOLD/ Have been using the depository program for years. Absolutely no issues. Interesting. any ex...

Anyone considered this again? Seems to have much less counterparty risk than other ETFs considering the custodian is Perth rather than these bankers. Seems to be the next best option to physical and would be an easy purchase on the ASX through Interactive Brokers. Am I missing anything? In the scena...

BTC is less than 1 trillion market cap. Gold is over 10 trillion. If we generously assume that 50% of bitcoin investment would have otherwise gone into gold, that'd mean what, 5% difference in gold price?

I regret that I let bogleheads steer me toward putting bonds in my tax-deferred accounts. I've added stocks for several years now. Especially the Roth IRA but also a Fidelity solo 401K. I don’t know how to do the math between paying the tax on bond payments each year and deferring stock gains tax, ...

It's a self employed 401k, so I can buy anything you normally could with a Fidelity account. I also have an inherited IRA that I must withdraw within 10 years.

I've finally crossed the point where I can hold something alongside bonds in my 401k. I know cash is often suggested, but with stupid low rates, would stocks make more sense?