Search found 268 matches

by Jack Jones
Wed Mar 18, 2020 2:28 pm
Forum: Permanent Portfolio Discussion
Topic: Rebalance during these days of high volatility?
Replies: 25
Views: 3623

Re: Rebalance during these days of high volatility?

Did a Cash -> Stocks partial rebalance. Just enough to get the portfolio back within the bands.
by Jack Jones
Wed Mar 18, 2020 11:20 am
Forum: Permanent Portfolio Discussion
Topic: Rebalance during these days of high volatility?
Replies: 25
Views: 3623

Re: Rebalance during these days of high volatility?

Still haven’t pulled the trigger on the above. Thinking of doing so before EOD but still a bit apprehensive. Anyone else rebalancing into stocks?
by Jack Jones
Fri Mar 13, 2020 7:44 am
Forum: Permanent Portfolio Discussion
Topic: Rebalance during these days of high volatility?
Replies: 25
Views: 3623

Re: Rebalance during these days of high volatility?

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After yesterday, looks even more like I should rebalance Cash -> Stocks. I have limited mobility due to 401k restrictions, so that's all the rebalancing I can really do. The investments are mutual funds, so I think I have until the end of the day to decide.
by Jack Jones
Thu Mar 12, 2020 2:10 pm
Forum: Permanent Portfolio Discussion
Topic: Rebalance during these days of high volatility?
Replies: 25
Views: 3623

Re: Rebalance during these days of high volatility?

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Screen Shot 2020-03-12 at 3.08.51 PM.png (21.9 KiB) Viewed 1346 times
The stock % is based on last night's close. After today closes, I'm thinking I'll be rebalancing cash -> stocks. A little nervous though. Seems like another -5% day tomorrow could be likely.
by Jack Jones
Wed Mar 11, 2020 5:10 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 3399
Views: 157052

Re: Coronavirus General Discussion

Kept my kid home from preschool today and for the foreseeable future. Unfortunately my wife is going about her life, business as usual. At any rate, a week from now things will be looking much different, for better or worse.
by Jack Jones
Mon Mar 09, 2020 12:32 pm
Forum: Permanent Portfolio Discussion
Topic: Stay cool...
Replies: 40
Views: 5442

Re: Stay cool...

Echoing others here...it's nice being able to enjoy this beautiful day on the East Coast while others are fretting about what to do as the stock market implodes.

Edited to add: O0
by Jack Jones
Fri Feb 28, 2020 2:55 pm
Forum: Gold
Topic: What's going on with silver?
Replies: 199
Views: 86428

Re: What's going on with silver?

dualstow wrote:
Fri Feb 28, 2020 10:20 am
Wow, that is a big drop indeed.
Silver is antibacterial, but apparently not antiviral.
O0
by Jack Jones
Fri Feb 28, 2020 9:39 am
Forum: Gold
Topic: The GOLD scream room
Replies: 2961
Views: 680117

Re: The GOLD scream room

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A bit light on Gold at the moment. Considering doing my IRA contributions early (I usually wait until the last minute) to get back in range.
by Jack Jones
Sun Sep 29, 2019 4:23 pm
Forum: Other Discussions
Topic: Daniel Amerman
Replies: 4
Views: 4036

Re: Daniel Amerman

Gold!
This ability for a relatively small portfolio component to "punch above its weight" and potentially reach out and shield a much larger portfolio from inflationary losses is both rare and extremely valuable.
http://danielamerman.com/course/a/pgSIXTEENok.html
by Jack Jones
Fri Aug 23, 2019 8:04 pm
Forum: Other Discussions
Topic: Daniel Amerman
Replies: 4
Views: 4036

Re: Daniel Amerman

Good article on the recent yield inversion:

http://danielamerman.com/va/ccc/E1SevenWords.html
by Jack Jones
Wed Jul 24, 2019 1:45 pm
Forum: Stocks
Topic: Stock scream room
Replies: 1423
Views: 298496

Re: Stock scream room

Everything's coming up Millhouse today!
by Jack Jones
Sun Dec 09, 2018 6:07 am
Forum: Other Discussions
Topic: Fear is the mind-killer
Replies: 118
Views: 23319

Re: Fear is the mind-killer

This has been my favorite thread of the year. PS returns from silent retreat to proclaim the gospel of 100% equities. For me, what little wealth I have is hard earned and I don’t know if I can do it again. I like having 25% of my wealth outside the system, where the have nots and do naughts can’t to...