I feel called out LOLmathjak107 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
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- 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
- 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.
- 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. 
- 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%.
- 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.
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.
- 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 ...
- 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)
- Wed Feb 11, 2026 1:53 pm
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 3389
- Views: 3154998
- 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!
- 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.
- Sat Feb 07, 2026 12:39 pm
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 3389
- Views: 3154998
- 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
Wow. That's intense. Again, you and your family are okay.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
- 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?
Is anyone else able to view Mathjak's attachment?
- 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.
Seeing the dashcam footage would indeed be interesting.
- 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. 
- 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.
- 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.
Keeps me accountable.
- 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.
- 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.
- 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
Indeed. It's gone down so much that I'm thinking of buying back in.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.
Not at the same magnitude I did before (like 80%+ of net worth), but enough to have a bit of skin in the game.
- 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.
Fortunately dualstow talked some sense into me before the big drop and I went back to diversified investing.
- 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.
- 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 ...
- 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.
- 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
I like it. I just rebalanced into emerging markets earlier this month!