Search found 3411 matches

by mathjak107
Mon Mar 08, 2021 11:26 am
Forum: Bonds
Topic: Worthwhile paper on current Treasury bond situation
Replies: 16
Views: 538

Re: Worthwhile paper on current Treasury bond situation

All that matters is our own outcomes .... if the planets don’t align soon for gold and LT bonds the damage that will need to be undone will be quite severe because it is not just one asset that needs to bounce back..it may be 3
by mathjak107
Mon Mar 08, 2021 10:34 am
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 895
Views: 59483

Re: mathjak's daytrading adventures

What I want is to keep the allocation constant to equities that fits the plan , so if equities are falling I would be adding them ... Now I am lower on equities one day , gold the next , Tlt the next , so it is just a mix of events... In the other model if equities fell it was a given they would out...
by mathjak107
Mon Mar 08, 2021 10:00 am
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 895
Views: 59483

Re: mathjak's daytrading adventures

It needs those stars to align so the economic outcomes are right for all this protection I am paying for to work . Otherwise all I bought is a far more volatile portfolio and losses Rememember my equities are unchanged ...I took a very benign bond portion of what I had which was mostly short term , ...
by mathjak107
Mon Mar 08, 2021 4:01 am
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 895
Views: 59483

Re: mathjak's daytrading adventures

Well it’s Monday ...let the slide continue as the stars are still not aligning for gold or LT bonds as equities fall...YAWN
by mathjak107
Sun Mar 07, 2021 1:00 pm
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 57
Views: 825

Re: Reasons why I will not be getting injected for the Wuhan

Duh , you can’t look at numbers after steps have already been implemented to reduce something and go why did we have to take these steps , the stats show relatively low numbers in many cities and areas Sure you can. . . for the purpose of assessing whether those measures made any significant differ...
by mathjak107
Sun Mar 07, 2021 5:53 am
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 57
Views: 825

Re: Reasons why I will not be getting injected for the Wuhan

Exactly my point when I said if you look at states where it spread first like New York and New Jersey we were the poster child for the disaster and deaths this virus can cause if unchecked ....it was running like wild fire . Once we got hit so hard with hospitalized cases and deaths other states did...
by mathjak107
Sat Mar 06, 2021 9:59 am
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 57
Views: 825

Re: Reasons why I will not be getting injected for the Wuhan

The other problem with stats on a pandemic is you can only count what transpired ...you can count all the deaths and hospitalized patients you prevented once measures went in to place . I mean here in the Jersey and New York you would be hard pressed to find someone who didn’t know multiple people w...
by mathjak107
Sat Mar 06, 2021 9:09 am
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 57
Views: 825

Re: Reasons why I will not be getting injected for the Wuhan

I would disagree since despite the odds it was already me that was on the wrong side of the statistic and hospitalized for weeks And I am never sick ..in fact up until covid I was never hospitalized in my life for a thing . It is no different then why we have life insurance at young ages ..odds of d...
by mathjak107
Sat Mar 06, 2021 8:33 am
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 57
Views: 825

Re: Reasons why I will not be getting injected for the Wuhan

Again. Maybe they will get covid if not vaccinated but it is likely not a problem since most are being vaccinated. all that matters is if it is them that gets it.. all it takes is one wrong contact.. millions can be vaccinated , millions more can have natural immunity from having it ,but all they ne...
by mathjak107
Sat Mar 06, 2021 7:55 am
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 57
Views: 825

Re: Reasons why I will not be getting injected for the Wuhan

All that matters is what it means to you. We had it bad ourselves and were hospitalized for weeks , we lost friends , family members , others we know have permanent damage ..this is real , this is fact . Statistics mean nothing to is humans ....we only have two possible outcomes , bad shit happened ...
by mathjak107
Fri Mar 05, 2021 6:44 pm
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 57
Views: 825

Re: Reasons why I will not be getting injected for the Wuhan

Covid is not about just dying ..getting sever covid can cause not only permanent damage but the effects can take months or years to subside if ever .... We are heading in to 3 months since my first symptoms and not only can I not Jog the way I did , I am winded just going up 4 flights of steps .the ...
by mathjak107
Fri Mar 05, 2021 4:26 pm
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 895
Views: 59483

Re: mathjak's daytrading adventures

It’s an uphill battle to convince someone that they made the right choice when the current outcome has been disappointing. More so when the alternative option for that individual has outperformed over the same timeframe. And to add icing on the cake, they went with a very conservative approach that...
by mathjak107
Fri Mar 05, 2021 4:16 pm
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 895
Views: 59483

Re: mathjak's daytrading adventures

You can call it whatever you want but it stays a poor choice until it isn’t..so far stocks fell too , but the downside protection still wasn’t there yet as the economic outcomes needed for those assets to work are not in place . So it was in a way a self defeating swap so far. So far I am down 3.95%...
by mathjak107
Fri Mar 05, 2021 4:08 pm
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 895
Views: 59483

Re: mathjak's daytrading adventures

We used to tease my friend all the time because he married a virgin ...we used to tell him he has the easiest job in the world , she doesn’t know if he is good or bad ..there is no point of reference . Many pp users no longer have a point of reference to another portfolio that worked well for them ,...
by mathjak107
Fri Mar 05, 2021 3:07 pm
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 895
Views: 59483

Re: mathjak's daytrading adventures

I don’t need to predict markets ..at this stage any portfolios I use are time matched to fit my needs ...even at 65 one has money they won’t eat with for 2 to 3 decades so regardless that is still very long term money . So predicting is not needed with portfolios that supply both current needs , int...
by mathjak107
Fri Mar 05, 2021 1:57 pm
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 895
Views: 59483

Re: mathjak's daytrading adventures

here is 2020 realized only .. the big one for 66k in red was a fund swap in march . it went back in to equities and made a handsome profit . many small trades i exited when they fell after i bought and bounced back not doing what i wanted . bottom line is over 216k in profit after losses are subtrac...
by mathjak107
Fri Mar 05, 2021 1:36 pm
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 895
Views: 59483

Re: mathjak's daytrading adventures

Once the trend was continually down I can’t trade ...so I was out of gold for a while ...I only bought in late December again but decided to swap portfolios totally to the pp ... Have I gotten burned in the trades ? Rarely ...certainly not enough that gold approached 80k in profits between Iau ,Gld ...
by mathjak107
Fri Mar 05, 2021 1:06 pm
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 895
Views: 59483

Re: mathjak's daytrading adventures

Well the only question is has the pp met its Waterloo and for how long and how bad
by mathjak107
Fri Mar 05, 2021 12:31 pm
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 895
Views: 59483

Re: mathjak's daytrading adventures

Fair enough. As long as we're clear that is a MJ investment diary essentially. For me that is the key and the reason why a more diversified portfolio makes sense. MJ(apanese) would basically be breaking even over that same investment timeframe. First off if I lived in Japan I didn’t have to buy Jap...
by mathjak107
Fri Mar 05, 2021 9:58 am
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 895
Views: 59483

Re: mathjak's daytrading adventures

All I know is if I throw the assets in portfolio visualizer had I used the pp when I started in 1987 the diffference is in the millions compared to the portfolio of plain old fidelity equity funds I used. Starting with 100k there was a difference over my time frame of the pp growing to 1.1 million c...
by mathjak107
Fri Mar 05, 2021 9:15 am
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 895
Views: 59483

Re: mathjak's daytrading adventures

I grew up in an nyc housing project..we were quite low end financially . But I promised myself I will never raise my own family in one . So early on I learned all I could about investing once I started working . At one point I had 3 jobs going on just to have money to invest . I was an hvac tech in ...
by mathjak107
Fri Mar 05, 2021 9:00 am
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 895
Views: 59483

Re: mathjak's daytrading adventures

If only that were true ...data shows most investors can’t even get the returns the funds they were in got .

Others go way to conservative and never reach the balances they need by retirement
by mathjak107
Fri Mar 05, 2021 8:51 am
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 895
Views: 59483

Re: mathjak's daytrading adventures

Most of us don’t have very high paying jobs . Rather we manage to save little bits and we need good compounding to take the little bits and grow them in to meaningful sums by retirement. So many seniors dropped the ball , either by not investing, fearing investing or not effectively investing .... b...
by mathjak107
Fri Mar 05, 2021 8:31 am
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 895
Views: 59483

Re: mathjak's daytrading adventures

buddtholomew wrote:
Fri Mar 05, 2021 8:16 am
Hey look, stocks are up and GLD/TLT to follow...
Tlt down, gold down and now stocks headed down , nothing new there
by mathjak107
Fri Mar 05, 2021 8:27 am
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 895
Views: 59483

Re: mathjak's daytrading adventures

Both myself and kitces firmly believe that as long term investors trying to mitigate temporary dips is counter productive and has always had zero financial logic to it when the horizon is decades We play the odds investing and there are no long term accumulation periods ever that didn’t have equites...