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by Smith1776
Sun Feb 15, 2026 7:00 pm
Forum: Variable Portfolio Discussion
Topic: Bitcoin in the VP
Replies: 11
Views: 503

Re: Bitcoin in the VP

mathjak107 wrote: Sun Feb 15, 2026 1:03 pm there are endless dr frankenstein versions of the pp tried over the years and the end results are that other assets are just to wishy washy and not strongly linked to specific outcomes
I feel called out LOL
by Smith1776
Sat Feb 14, 2026 12:22 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 3389
Views: 3154998

Re: Daily "Check In" Thread For Us

My brokerage now has a wealth rank function which shows how you compare to other people in your age category! Cool idea.


IMG_0225.PNG
IMG_0225.PNG (221.69 KiB) Viewed 430 times
by Smith1776
Fri Feb 13, 2026 6:06 pm
Forum: Permanent Portfolio Discussion
Topic: Bridgewater All Weather ETF
Replies: 43
Views: 37070

Re: Bridgewater All Weather ETF

ALLW has returned over 20% since its inception last march - not even a year ago. O0
by Smith1776
Fri Feb 13, 2026 10:52 am
Forum: Variable Portfolio Discussion
Topic: Bitcoin in the VP
Replies: 11
Views: 503

Re: Bitcoin in the VP

My target allocation is 5%.
by Smith1776
Thu Feb 12, 2026 2:45 pm
Forum: Variable Portfolio Discussion
Topic: Bitcoin in the VP
Replies: 11
Views: 503

Re: Bitcoin in the VP

I notice that as the price of his stock and bitcoin has gone down, he's become more unhinged in his interviews.

Interestingly, despite the incredible drop, the stock is still selling at a net asset value multiple of 1.19. It's hard to make the argument it's particularly undervalued.
by Smith1776
Wed Feb 11, 2026 10:07 pm
Forum: Other Discussions
Topic: AI
Replies: 11
Views: 798

Re: AI

Happened to see this on Drudge today: https://shumer.dev/something-big-is-happening I think it's worth reading. His point is that we're in the same spot we were in February of 2020 with Covid: that everything is about to change. I know you've heard that kind of thing before, but it's worth reading ...
by Smith1776
Wed Feb 11, 2026 2:40 pm
Forum: Other Discussions
Topic: AI
Replies: 11
Views: 798

Re: AI

It's become indispensable at work for us. (software development firm)
by Smith1776
Wed Feb 11, 2026 1:53 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 3389
Views: 3154998

Re: Daily "Check In" Thread For Us

dualstow wrote: Wed Feb 11, 2026 11:44 am
Smith1776 wrote: Wed Feb 11, 2026 9:43 am Alan Greenspan turns 100-years old next month. Wow!
But is he still alive?
I imagine when he does pass it will be a huge news story in the business/financial columns.
by Smith1776
Wed Feb 11, 2026 9:43 am
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 3389
Views: 3154998

Re: Daily "Check In" Thread For Us

Alan Greenspan turns 100-years old next month. Wow!
by Smith1776
Sat Feb 07, 2026 12:50 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 3389
Views: 3154998

Re: Daily "Check In" Thread For Us

I thought the whole urine in jars thing was just a Vinny quirk. But Google Gemini confirms it's a great way to tend to your plants and garden.
by Smith1776
Sat Feb 07, 2026 12:39 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 3389
Views: 3154998

Re: Daily "Check In" Thread For Us

yankees60 wrote: Sat Feb 07, 2026 8:53 am PAGING Mountaineer!!!!


urine.JPG
lol!
by Smith1776
Sat Feb 07, 2026 12:33 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 515
Views: 916753

Re: BTC in the PP

mathjak107 wrote: Fri Feb 06, 2026 3:36 pm interesting as i see it playing on the post in the forum.

let me try a different way

https://photos.smugmug.com/FAMILY/n-cK5 ... 8-1280.mp4
Wow. That's intense. Again, you and your family are okay.
by Smith1776
Fri Feb 06, 2026 3:31 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 515
Views: 916753

Re: BTC in the PP

Mathjak, it looks like you appended some media to your last post but it looks like the forum is unable to parse it.

Is anyone else able to view Mathjak's attachment?
by Smith1776
Fri Feb 06, 2026 2:44 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 515
Views: 916753

Re: BTC in the PP

Yikes, I'm really glad you're okay mathjak. And the missus for that matter.

Seeing the dashcam footage would indeed be interesting.
by Smith1776
Fri Feb 06, 2026 11:21 am
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 515
Views: 916753

Re: BTC in the PP

One can always count on Xan to come into a thread and drop some mad knowledge. O0
by Smith1776
Fri Feb 06, 2026 11:05 am
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 515
Views: 916753

Re: BTC in the PP

Bitcoin has more whiplash than a car accident.
by Smith1776
Thu Feb 05, 2026 3:33 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 515
Views: 916753

Re: BTC in the PP

One of the reasons why I love this forum is because it's an unbiased record of both my brilliance and dumbassery.

Keeps me accountable. ;D
by Smith1776
Thu Feb 05, 2026 12:37 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 515
Views: 916753

Re: BTC in the PP

Look at those declines. Holy crap, my dudes.
by Smith1776
Thu Feb 05, 2026 10:48 am
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 515
Views: 916753

Re: BTC in the PP

MicroStrategy (Strategy) stock also looks like a potential bitcoin value play. Down 80% or so from its peak.
by Smith1776
Thu Feb 05, 2026 10:46 am
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 515
Views: 916753

Re: BTC in the PP

flyingpylon wrote: Thu Feb 05, 2026 10:40 am I wish I had been smart enough to buy BTC every time it got pummeled in the past.
Indeed. It's gone down so much that I'm thinking of buying back in.

Not at the same magnitude I did before (like 80%+ of net worth), but enough to have a bit of skin in the game.
by Smith1776
Thu Feb 05, 2026 9:24 am
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 515
Views: 916753

Re: BTC in the PP

I was definitely in that camp.

Fortunately dualstow talked some sense into me before the big drop and I went back to diversified investing.
by Smith1776
Mon Feb 02, 2026 6:38 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 4143
Views: 3312989

Re: The GOLD scream room

Looks like a big rise in the after hours.
by Smith1776
Sun Feb 01, 2026 3:58 pm
Forum: Bonds
Topic: Long Treasurys
Replies: 8
Views: 1759

Re: Long Treasurys

My concern with long-term treasury bonds in the PP has always been that their volatility and risk profile are not constant. They're both higher when rates are lower, and lower when rates are higher. Fortunately, I found a solution here in Canada. I'm sure similar solutions exist in the U.S. I found ...
by Smith1776
Fri Jan 30, 2026 3:37 pm
Forum: Gold
Topic: Those of you who track silver
Replies: 92
Views: 229919

Re: Those of you who track silver

A reminder to us all that anything can happen in markets.
by Smith1776
Fri Jan 30, 2026 3:16 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 3389
Views: 3154998

Re: Daily "Check In" Thread For Us

dualstow wrote: Fri Jan 30, 2026 2:15 pm
Smith1776 wrote: Fri Jan 30, 2026 10:13 am Are you guys planning any trips/travel this year?
China. Bit of medical tourism (nothing serious, just testing). And a bit of regular tourism. Trying to iron out the dates right now, actually.
I like it. I just rebalanced into emerging markets earlier this month!