Search found 380 matches

by boglerdude
Thu Sep 19, 2019 11:37 pm
Forum: Permanent Portfolio Discussion
Topic: Gold / Stock / Bonds at highs or near highs?
Replies: 7
Views: 207

Re: Gold / Stock / Bonds at highs or near highs?

I started the PP just before Trumps election and EDV got crushed by the inflation expectations Yeah everything looks expensive right now, but long term rates will probably go lower just like the rest of the world. Gold would go higher with negative rates, as a way to store value. Have a mortgage you...
by boglerdude
Wed Sep 18, 2019 4:05 am
Forum: Permanent Portfolio Discussion
Topic: Contrarianism
Replies: 6
Views: 186

Re: Contrarianism

Value investors mocked the Facebook IPO, but it's outperformed?

https://www.businessinsider.com/faceboo ... ary-2018-5
by boglerdude
Wed Sep 18, 2019 1:15 am
Forum: Permanent Portfolio Discussion
Topic: How many brokerage firms are you using?
Replies: 38
Views: 756

Re: How many brokerage firms are you using?

thats the idea, companies where market sentiment is bad but fundamentals are good

But now everyone's looking for that. I wonder how much Arnott and Swedroe make every year from our fees?
by boglerdude
Wed Sep 18, 2019 1:05 am
Forum: Stocks
Topic: Stock scream room
Replies: 757
Views: 137951

Re: Stock scream room

PP drama xD 20% VP means you keep adding to it if it goes down. Go ahead and gamble, just call it gambling. Some poker players are better than others right What Browne, Shiller etc think is just appeal to authority. We cant all get PhDs in technical analysis and make money because its zero sum. Unle...
by boglerdude
Fri Sep 13, 2019 9:56 pm
Forum: Stocks
Topic: Stock scream room
Replies: 757
Views: 137951

Re: Stock scream room

The world is gray, these categories blend. Investing (eg Buffett): Studying a company and being ~80% sure it will profitable. You have all the information. Safe bets. Good ideas get funded and everyone wins. You cant be Buffett because he has a seat in all the boardrooms. pseudo-investing (eg Dalio,...
by boglerdude
Thu Sep 12, 2019 12:55 am
Forum: Gold
Topic: Texas Bullion Depository is the Best Way to Protect Your Gold
Replies: 14
Views: 309

Re: Texas Bullion Depository is the Best Way to Protect Your Gold

Thanks for this info & keep us updated. The real risk with gold is losing value, it's becoming less and less necessary as a tool of commerce. After that, the much smaller risk of gov confiscation.
by boglerdude
Wed Sep 11, 2019 11:35 pm
Forum: Stocks
Topic: Stock scream room
Replies: 757
Views: 137951

Re: Stock scream room

Technical analysis is sperglords jerking off. Pattern seeking feels good. Fine. Its a hobby, and "I need a VP so I feel that I have some control" is a legit reason. Lets not lose perspective tho, if you want to "outsmart" the markets (composed of players like Jim Simons et al): front run or insider ...
by boglerdude
Wed Sep 11, 2019 11:27 pm
Forum: Other Discussions
Topic: Will Trump be Re-elected?
Replies: 567
Views: 42919

Re: Will Trump be Re-elected?

Yes. Techno and I can agree on this. I cant believe all the shrieking in this thread about concentration camps, with no one providing any ideas: https://www.reddit.com/r/politics/comments/d2c03h/trump_pushing_for_major_crackdown_on_homeless/ Meanwhile when I point out what works and can scale up: ht...
by boglerdude
Wed Sep 11, 2019 1:12 am
Forum: Stocks
Topic: How do you invest the stock portion?
Replies: 6
Views: 188

Re: How do you invest the stock portion?

Vanguards small value has the same PE as total market. Youre paying the same price for a basket of weaker companies.
by boglerdude
Tue Sep 10, 2019 9:14 pm
Forum: Other Discussions
Topic: Will Trump be Re-elected?
Replies: 567
Views: 42919

Re: Will Trump be Re-elected?

https://www.reddit.com/r/LosAngeles/dup ... _homeless/

Ill change my mind and vote for him if he does it. The homeless apologists grind my gears.
by boglerdude
Tue Sep 10, 2019 9:10 pm
Forum: Permanent Portfolio Discussion
Topic: How many brokerage firms are you using?
Replies: 38
Views: 756

Re: How many brokerage firms are you using?

Just vanguard. Too big to fail
by boglerdude
Tue Sep 10, 2019 8:55 pm
Forum: Stocks
Topic: How do you invest the stock portion?
Replies: 6
Views: 188

Re: How do you invest the stock portion?

Half vanguard US and half international. Because my income depends on the US economy I diversify.