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by mathjak107
Mon Nov 29, 2021 11:25 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3297
Views: 918738

Re: The GOLD scream room

crazy bounce back in gbtc bitcoin , up almost 8% ,commodities up nice too .. gold is my laggard .

more and more i am liking sharing my gold budget with bitcoin and commodities…while they are all considered inflation hedges they seem to respond differently
by mathjak107
Mon Nov 29, 2021 8:18 am
Forum: Stocks
Topic: Why the "Total Stock Market" isn't anything of the sort
Replies: 10
Views: 428

Re: Why the "Total Stock Market" isn't anything of the sort

a total stock market fund is really a glorified s&p 500 fund …unless you get an unweighted version the s&p stocks dominate it .

it is no different than a total bond market fund is anything but total .it lacks so many segments of the bond market
by mathjak107
Sun Nov 28, 2021 12:50 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3297
Views: 918738

Re: The GOLD scream room

yes it is .. we were going to buy a condo in westchester and decided to put it on hold ..our renting in queens is a far better deal . since bonds were getting hit and i didnt want to commit the condo money long term we just held on to it ..turns out cash did the best of all the bonds .. with the mod...
by mathjak107
Sun Nov 28, 2021 12:08 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3297
Views: 918738

Re: The GOLD scream room

I started this last January when I broke up the pp and we had the inflation spike starting . It is basically my insight model but with an inflation hedge and I lightened up the bond side with fsrrx. after getting stung in the pp i wanted to be as interest rate dependent free as i could without total...
by mathjak107
Sun Nov 28, 2021 11:14 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3297
Views: 918738

Re: The GOLD scream room

why do people here assume i am stock heavy …i am far from it … looking at my own portfolio after the buying on the dip friday and topping off the positions in what fell i show : gold 5% commodities 5% (etf dbc) bitcoin (gbtc) 5% equities 20% ( fidelity contra , voo , and two other mutual funds ) fid...
by mathjak107
Sun Nov 28, 2021 11:11 am
Forum: Bonds
Topic: Staying the course with LTTs
Replies: 73
Views: 1913

Re: Staying the course with LTTs

i show for the 1 year period



tlt down 3.70 with dividends , ytd down 3.32

gld down 1.57,, ytd down 6.45

shy down .47. ytd down .41

vti up 27.56 ytd 22.40


one year for pp up 5.50%

ytd 3.05%
by mathjak107
Sun Nov 28, 2021 5:31 am
Forum: Bonds
Topic: Staying the course with LTTs
Replies: 73
Views: 1913

Re: Staying the course with LTTs

you want a reply ? i said last january that long term bonds and likely gold. would be a weight on the pp and kill any traction equities managed to get and that is how it played out ..both have negative returns with a few weeks left to 2021 so i am going to say the same thing again .. this inflation ...
by mathjak107
Sat Nov 27, 2021 3:34 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3297
Views: 918738

Re: The GOLD scream room

and i am up nicely ytd ….

investment values change daily ..we spend 80% of our time between the last low and last high .

i fail to see your point …
by mathjak107
Sat Nov 27, 2021 3:26 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3297
Views: 918738

Re: The GOLD scream room

my model is up nicely for the year even with yesterday ..and i am only 35% equities .why should i have anything to say about yesterday..
by mathjak107
Sat Nov 27, 2021 3:10 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3297
Views: 918738

Re: The GOLD scream room

no actually now you gave me fuel for the fire to keep replying to what i disagree with . at the end of the day i had my call right about interest rates as both tlt and gld have lost money this year so far or did you want to gloss over that as you forget i said last january the pp was going to have a...
by mathjak107
Sat Nov 27, 2021 1:50 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3297
Views: 918738

Re: The GOLD scream room

then dont read my posts …..i dont want to read your bullshit replies to me either.

go take your insults to someone else
by mathjak107
Sat Nov 27, 2021 1:08 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3297
Views: 918738

Re: The GOLD scream room

no one is telling you what to do …..

if you make a comment about me i am going to reply to what you said …
by mathjak107
Sat Nov 27, 2021 12:47 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3297
Views: 918738

Re: The GOLD scream room

nah i am done with the pp ….i have no reason to bet that heavy on rates
by mathjak107
Fri Nov 26, 2021 3:58 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3297
Views: 918738

Re: The GOLD scream room

i suggest you learn about drawing a retirement income . it isn’t about the amount invested as much as it is how it is invested and how things go both sequence wise and return wise if the money is to last. unless you are drawing a very low percentage which would be a very inefficient use of ones life...
by mathjak107
Fri Nov 26, 2021 2:01 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3297
Views: 918738

Re: The GOLD scream room

buddtholomew wrote:
Fri Nov 26, 2021 12:03 pm
mathjak107 wrote:
Fri Nov 26, 2021 11:46 am
Don wrote:
Fri Nov 26, 2021 10:52 am
Gold has nothing in common with bitcoin.
not likely the case ..a stumbling dollar will likely see bitcoin respond just like gold would..
Neither responded today.
no risk assets did well today .. commodities got hit too
by mathjak107
Fri Nov 26, 2021 11:46 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3297
Views: 918738

Re: The GOLD scream room

Don wrote:
Fri Nov 26, 2021 10:52 am
Gold has nothing in common with bitcoin.
not likely the case ..a stumbling dollar will likely see bitcoin respond just like gold would..
by mathjak107
Fri Nov 26, 2021 11:44 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3297
Views: 918738

Re: The GOLD scream room

i find the diversity of gold , bitcoin and a commodities etf a far better fit than 100% gold today..staying 100% gold today reminds me of those who fight the last war ….. i would think if harry could have seen in to the future the portfolio would have evolved over time. the reality is nothing in li...
by mathjak107
Thu Nov 25, 2021 4:04 am
Forum: Cash
Topic: Best Low Cost ETF for Cash
Replies: 41
Views: 4784

Re: Best Low Cost ETF for Cash

fidelity fdlxx the t-bill money market is paying about .01 …if it wasnt for the fact fidelity waived all fees the fund would be down .33%

the equivalent etf BIL is paying minus .09% so it is costing you money

so the fund family money markets are a better deal
by mathjak107
Thu Nov 25, 2021 3:38 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3297
Views: 918738

Re: The GOLD scream room

i find the diversity of gold , bitcoin and a commodities etf a far better fit than 100% gold today..staying 100% gold today reminds me of those who fight the last war ….. i would think if harry could have seen in to the future the portfolio would have evolved over time. the reality is nothing in lif...
by mathjak107
Tue Nov 23, 2021 2:54 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3297
Views: 918738

Re: The GOLD scream room

as far as gbtc i couldn't care less ..i have good gains from it and it works fine with no wallet issues . until a better etf comes along it works well
by mathjak107
Tue Nov 23, 2021 2:24 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3297
Views: 918738

Re: The GOLD scream room

i hold 5% in gold , 5% bitcoin , 5% commodities and 5% cash flying fighter cover as opposed to the big position in gold . i dont feel gold alone is diversified enough anymore with all the alternatives. holy shit MJ has more hodl BTC than I do. i do hold a lot dollar wise but as a piece of the total...
by mathjak107
Tue Nov 23, 2021 1:31 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3297
Views: 918738

Re: The GOLD scream room

i hold 5% in gold , 5% bitcoin , 5% commodities and 5% cash flying fighter cover as opposed to the big position in gold . i dont feel gold alone is diversified enough anymore with all the alternatives. holy shit MJ has more hodl BTC than I do. i do hold a lot dollar wise but as a piece of the total...
by mathjak107
Tue Nov 23, 2021 1:25 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3297
Views: 918738

Re: The GOLD scream room

murphy_p_t wrote:
Tue Nov 23, 2021 10:07 am
Mathjack, 5% commodities... How do you get that exposure?
etf dbc
by mathjak107
Tue Nov 23, 2021 8:39 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3297
Views: 918738

Re: The GOLD scream room

More pain ahead... Almost done selling down to 10% It’s unbelievable how poorly the PP is performing this year. Thank the lord each day I don’t hold 4x25 anymore as my faith in this portfolio has faded to zero. Gold and LTT’s in the toilet again. i hold 5% in gold , 5% bitcoin , 5% commodities and ...
by mathjak107
Tue Nov 23, 2021 4:22 am
Forum: Variable Portfolio Discussion
Topic: What is Your Crypto Portfolio
Replies: 14
Views: 582

Re: What is Your Crypto Portfolio

my inflation hedge is 5% gbtc bitcoin , 5% gld gold , 5% dbc commodities and 5% cash ,that is 5% based on total investable assets …that kind of just flies fighter cover over the main portfolio