Search found 1890 matches

by mathjak107
Tue Jun 11, 2019 5:18 am
Forum: Permanent Portfolio Discussion
Topic: 3 years of PP returns
Replies: 25
Views: 2020

Re: 3 years of PP returns

what i find funny is when there is a short term market downturn everyone seems to cheer about how the pp did so well by not falling but when the results are weak for 3 years all of a sudden you can't tell much from the short term .
by mathjak107
Mon May 27, 2019 3:44 pm
Forum: Stocks
Topic: Stock scream room
Replies: 651
Views: 121736

Re: Stock scream room

Well so far templeton was right .. the most expensive words in the English language when it comes to investing is THIS TIME IS DIFFERENT
by mathjak107
Sun May 26, 2019 5:04 am
Forum: Permanent Portfolio Discussion
Topic: What have we learned over last 10 years?
Replies: 30
Views: 2204

Re: What have we learned over last 10 years?

i agree ...i use gold as a trading vehicle.. not for visions of a zombie or shtf scenario
by mathjak107
Sat May 25, 2019 8:31 am
Forum: Permanent Portfolio Discussion
Topic: What have we learned over last 10 years?
Replies: 30
Views: 2204

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: 6635

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: 6635

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: 575

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: 575

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: 575

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: 651
Views: 121736

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: 353

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: 2518
Views: 414349

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