Search found 1887 matches

by mathjak107
Sat May 25, 2019 8:31 am
Forum: Permanent Portfolio Discussion
Topic: What have we learned over last 10 years?
Replies: 18
Views: 360

Re: What have we learned over last 10 years?

however if that insurance cost 25% of the price of the house it was insuring i would think twice about it , especially with the odds of it burning down so low..
by mathjak107
Fri May 24, 2019 3:55 am
Forum: Permanent Portfolio Discussion
Topic: Best Allocation: Living off just the interest
Replies: 31
Views: 5539

Re: Best Allocation: Living off just the interest

if we look at the 118 rolling 30 year periods , with a 60/40 allocation , it has ended with more than you started 90% of the time, 2x what you started with 67% of the time and 3x what you started with 50% of the time according to kitces.. if we eliminated the 5 dates the safe withdrawal rate is base...
by mathjak107
Thu May 23, 2019 3:51 am
Forum: Permanent Portfolio Discussion
Topic: Best Allocation: Living off just the interest
Replies: 31
Views: 5539

Re: Best Allocation: Living off just the interest

the reality is that part of the success rate calculation since it is based on odds of success is actually far higher when life expectancy is entered in to the equation . while good planning dictates we plan to 90-95 , the reality most of us will not live that long so statistically that ads quite a b...
by mathjak107
Sun May 19, 2019 2:41 pm
Forum: Cash
Topic: Is all cash on hand considered part of the PP
Replies: 9
Views: 223

Re: Is all cash on hand considered part of the PP

it's primary job is to balance out the long term treasuries .. the cash forms a barbell ... if you spend the cash down far enough it really requires rebalancing the portfolio back which may end up being self defeating ...you could have just sold what needed to be reduced to create the spending cash ...
by mathjak107
Sun May 19, 2019 3:23 am
Forum: Cash
Topic: Is all cash on hand considered part of the PP
Replies: 9
Views: 223

Re: Is all cash on hand considered part of the PP

I never consider cash as spendable if it is part of the portfolio unless I had to .....cash serves a purpose and it would upset the balance of things to treat the cash as spending cash ....in the pp rather cash has two uses ... first it acts to temper the duration of the long term treasuries and se...
by mathjak107
Sat May 18, 2019 6:49 pm
Forum: Cash
Topic: Is all cash on hand considered part of the PP
Replies: 9
Views: 223

Re: Is all cash on hand considered part of the PP

I never consider cash as spendable if it is part of the portfolio unless I had to .....cash serves a purpose and it would upset the balance of things to treat the cash as spending cash ....in the pp rather cash has two uses ... first it acts to temper the duration of the long term treasuries and sec...
by mathjak107
Fri May 17, 2019 3:36 pm
Forum: Stocks
Topic: Stock scream room
Replies: 605
Views: 111584

Re: Stock scream room

According to wikipedia, Paul Tudor Jones was attempting to buy up all the copies of that doc back in the day to prevent people from watching it. He didn't say why, but speculation is that it revealed too much of his methods. my daughter inlaw worked for paul for many years up until last year as a m...
by mathjak107
Wed May 15, 2019 4:32 pm
Forum: Gold
Topic: Felder Says It's Time To Own Gold Over Stocks
Replies: 3
Views: 135

Re: Felder Says It's Time To Own Gold Over Stocks

well lets see what plays out and how right this guy is ...any bets ? lets see his other predictions n his 11.24.2014 blog post he stated that “This Is Probably The Second Worst Time In History to Own Stocks.” In a subsequent 2.24.2015 blog post he wrote; “Don’t Kid Yourself: Stocks Are Just As Overv...
by mathjak107
Mon May 13, 2019 9:03 am
Forum: Gold
Topic: The GOLD scream room
Replies: 2453
Views: 393495

Re: The GOLD scream room

well i certainly "hoped " it would have done far better then it is doing but the dollar is still in the drivers seat
by mathjak107
Sat May 11, 2019 5:22 am
Forum: Permanent Portfolio Discussion
Topic: Best Allocation: Living off just the interest
Replies: 31
Views: 5539

Re: Best Allocation: Living off just the interest

Hello Everyone, I am curious on opinions of what the proper allocation would be for someone's goal of living off of JUST THE INTEREST of their investments (i.e. not touching the principle) with $10 or $20 million. Surely, in that situation having access cash would not be as important since you woul...
by mathjak107
Fri May 10, 2019 2:33 am
Forum: Gold
Topic: The GOLD scream room
Replies: 2453
Views: 393495

Re: The GOLD scream room

which is why i basically trade gold and not wait when it sees a pop. i have one third of my gold position left at this point , about 4% of assets ... i sell a little each day we are up ..
by mathjak107
Thu May 09, 2019 1:46 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2453
Views: 393495

Re: The GOLD scream room

gold is the dollars competitor .as long as the dollar is strong there is no reason gold should be in demand because of these events ....