Search found 16 matches

by gull1
Fri Jun 05, 2020 6:51 am
Forum: Variable Portfolio Discussion
Topic: Golden Butterfly Portfolio
Replies: 519
Views: 122646

Re: Golden Butterfly Portfolio

I know this is the cardinal sin but anyone else thinking about switching back to PP from GB? I am just having a hard time seeing how stocks are going to perform much better in the upcoming several years in real terms. They'll prob go sideways. Then again, they seem to be doing OK and the world is a...
by gull1
Thu Jun 04, 2020 11:07 am
Forum: Variable Portfolio Discussion
Topic: Golden Butterfly Portfolio
Replies: 519
Views: 122646

Re: Golden Butterfly Portfolio

I know this is the cardinal sin but anyone else thinking about switching back to PP from GB? I am just having a hard time seeing how stocks are going to perform much better in the upcoming several years in real terms. They'll prob go sideways. Then again, they seem to be doing OK and the world is a ...
by gull1
Thu May 07, 2020 6:40 am
Forum: Permanent Portfolio Discussion
Topic: Steps how to rebalance?
Replies: 2
Views: 346

Steps how to rebalance?

OK basic question here - I seem to have misplaced Craig's book otherwise would look up. On the mechanics of rebalancing. If for example using the 15% or 35% bands and you have an infusion of cash to invest, I believe the book says to first put the money into your cash bucket. Once that bucket hits 3...
by gull1
Wed Apr 29, 2020 8:16 am
Forum: Permanent Portfolio Discussion
Topic: THE ALLEGORY OF THE HAWK AND SERPENT
Replies: 23
Views: 5923

Re: THE ALLEGORY OF THE HAWK AND SERPENT

So here is the construction of the 'dragon portfolio' Atermis offers. I am color blind but it looks like ~20% each: - equity-linked -gold -long vol -fixed income -commodity trend So gold seems straight forward. Fixed income would be a diversified bond or dividend paying stock portfolio? What is comm...
by gull1
Mon Apr 27, 2020 2:51 pm
Forum: Permanent Portfolio Discussion
Topic: THE ALLEGORY OF THE HAWK AND SERPENT
Replies: 23
Views: 5923

Re: THE ALLEGORY OF THE HAWK AND SERPENT

Artemis has a early-bird program where I think its just 1% before end of month. What about vol ETFs like https://money.usnews.com/funds/etfs/rankings/volatility ?
by gull1
Fri Feb 28, 2020 10:43 am
Forum: Permanent Portfolio Discussion
Topic: THE ALLEGORY OF THE HAWK AND SERPENT
Replies: 23
Views: 5923

Re: THE ALLEGORY OF THE HAWK AND SERPENT

Podcast interview recently with Chris Cole of Artemis, fast forward to about 11min

https://www.macrovoices.com/785-macrovo ... ging-times
by gull1
Sun Sep 08, 2019 7:14 am
Forum: Bonds
Topic: Bonds and IRAs
Replies: 16
Views: 9563

Re: Bonds and IRAs

In Craig's PP book it says p245 - tax deferred accounts (401k/IRAs) should be used for lease tax-efficient assets first (those that produce interest and dividends). Assets should go into tax sheltered accounts int he following order: bonds, cash, stocks, gold. Do folks generally agree with that? Com...
by gull1
Tue Sep 03, 2019 10:32 am
Forum: Other Discussions
Topic: Long Term Care Insurance
Replies: 9
Views: 2784

Re: Long Term Care Insurance

I have personal experience with policies and have experience in the care-providing business. I don't know what the ROI on some of these policies can be but it does seem like most of the LTCI have gone out of business, those that exist often make it very difficult to bring claims and to reimburse and...
by gull1
Tue Sep 03, 2019 2:42 am
Forum: Variable Portfolio Discussion
Topic: Ray Dalio inspires a risk parity ETF
Replies: 3
Views: 8491

Re: Ray Dalio inspires a risk parity ETF

Interesting. Do you think this might compliment a PP? Seems to have some similar asset allocation. I checked out the Canadian ETF which started in 2016. Not exactly knocking my socks off but short history. https://www.horizonsetfs.com/etf/HRA
by gull1
Mon Sep 02, 2019 11:43 am
Forum: Bonds
Topic: Puerto Rico’s Bankruptcy Plan Is Almost Done And Bondholders Are Going To Get Screwed
Replies: 7
Views: 7498

Re: Puerto Rico’s Bankruptcy Plan Is Almost Done And Bondholders Are Going To Get Screwed

Were insured PR bonds ever under offer and if so how would those holders fair in this type of situation?
by gull1
Mon Sep 02, 2019 11:10 am
Forum: Variable Portfolio Discussion
Topic: focus on income in VP?
Replies: 15
Views: 9295

Re: focus on income in VP?

I don't have a set strategy on how to use them. Ladder, barbell, coupon, no coupon, it all depends on your needs and wants. I was going to use them alongside Treasuries to provide extra yield on badly "sagged" parts of the yield curve. Would you consider iShares AGZ? or does that get too watered do...