you have to see the yearly disclosure sheet that is required to be mailed to see your actual costs . recently i pointed out to our cfo that our 401k actually had 10x the cost the funds show . he was sure our vanguard institutional shares on the index fund were dirt cheap . he never realized the actu...

there are times when all assets move the same way , it’s not low volatility.

in 2022 it was down the same as most balanced funds at about minus 15%

i believe they changed their structure when the bitcoin etfs were approved

i use IBIT

yes , that would be a version

it was more then the report .
China was loading up on gold for 18 months and it was learned they paused.

it was really both that sent gold tumbling

considering that hit in bonds and gold today with the jobs report ,not to bad

for comparison

reaper is up a bit as dbmf the managed futures fund saves the day .

all terrain down ..39

the interest rate sensitive pp down 1.13

it was a no brainer since i already held so many of the holdings . i just beefed them all up enough to make it interesting. i need enough money in these experiments to make it worthwhile Excellent. Next achievement will be getting the portfolio onto Tyler's illustrious Portfolio Charts website. 8) ...

for comparison the reaper is up 1.51% right now for the day ,my all terrain .49

it was a no brainer since i already held so many of the holdings . i just beefed them all up enough to make it interesting.

i need enough money in these experiments to make it worthwhile

I, too, must confess that I am no longer a user of the pure PP. There are just too many new developments, methodologies, investment paradigms, and considerations for me to warrant sticking with it. I follow the strategy in my avatar. I genuinely believe that this is not capitulation, but rather an ...

i took a shot experimenting with it using etfs available here in america .

i already owned the cash , ibit , pdbc and gold

My All-Terrain Portfolio clocked in at 5.19% for the year. very interesting portfolio. those funds are not available thru fidelity but i guess if one wanted global coverage gld gold ibit bitcoin bndw. global bond vt global stock pdbc commodities and cash would work just fine . i always like trying ...

because there are better ways today to get on deflation in lower risk portfolios with much better risk to reward profiles then the pp has proven to provide. in more modern times.

odds of deflation are also very slight . certainly i would never bet the same money on deflation as i would prosperity

nope , long term bonds are not a place i want to be.

i am finding there are far better defensive portfolios using leveraged risk parity

IMHO using LTT's at all in these circumstances makes no sense. What about insurance for a deflation? If bond interest rates drop significantly, LTT could provide an outsized payoff. it reminds me of waiting so long for the ship to come in that the pier collapses . like peter lynch said , Far more m...

well they did it to gold at one time

so far it is proving to be exactly the way to go as a conservative investor . it has performed admirably where other supposed portfolios like the pp and all weather dropped the ball. all results include all expenses. evd is centered around 20-30 year exposure, tyd is centered around 7-10 year bonds ...

which is why i went back to 2020 in my look originally as to how it behaved in both covid and the rising rates and inflation which crushed conventional portfolios. others have looked at it too https://photos.smugmug.com/photos/i-WZDwcF8/0/DfNGGTksPgc4xXrsnsPg3QD4krmHqNfGQ9pbsqkQW/L/i-WZDwcF8-L.jpg a...

yep , i believe its day came and went for conventional investing …2022 showed us how vulnerable the pp is to rates and inflation and a strong dollar unlike the 1970s with all the once in a lifetime events for gold i believe for someone who wants a defensive portfolio today there are far better risk ...

like the buggy , conventional investing for lower risk may be a thing of the past . harry could never imagine the masses having simple access to the funds of today that are leveraged as well as go long and short or able to have managed futures working for them in a reliable fashion to create what ma...

depends on the bond funds held and their duration as far as how bad they would get hit. a leveraged risk parity portfolio performed very differently in the 2022 down turn as well .. it had better returns , lower risk , less draw down then the pp did. i posted the carolina reaper results above which ...

long term bonds and if short term bonds funds were used , them too, plus a negative year for equities in 2022.

like i said years ago , rising rates would be kryptonite to the pp

i gave up trying to watch it unfortunately..to long and boring for me to focus on it..