Search found 428 matches

by Smith1776
Fri Jan 17, 2020 2:18 am
Forum: Gold
Topic: Spikes in Premium on PHYS
Replies: 12
Views: 634

Re: Spikes in Premium on PHYS

https://www.cnbc.com/2020/01/15/bridgew ... -2000.html


“ The world’s largest hedge fund sees gold rising 30% to $2,000: ‘There is so much boiling conflict’”
by Smith1776
Fri Jan 17, 2020 12:30 am
Forum: Permanent Portfolio Discussion
Topic: Setting up PP in Australia
Replies: 9
Views: 272

Re: Setting up PP in Australia

The Smith Variation of the PP does indeed have credit risk in the fixed income side. A few thoughts. First, that credit risk is not totally uncompensated risk. In principle, you do have higher expected returns from corporates, so it's not a total negative. The credit risk is basically the trade-off ...
by Smith1776
Thu Jan 16, 2020 3:08 pm
Forum: Permanent Portfolio Discussion
Topic: Setting up PP in Australia
Replies: 9
Views: 272

Re: Setting up PP in Australia

Hi Toby, 1. Went for the 50% intermediate bonds as there is an ETF available -primarily for ease of portfolio management. No reason you could not use 25% GSBU20 and 25% GSBE47. https://www.asx.com.au/products/bonds/list-of-agbs.htm I personally minimise the amount of cash held due to the uncertaint...
by Smith1776
Thu Jan 16, 2020 2:51 pm
Forum: Other Discussions
Topic: Hello From Snowy Vancouver!
Replies: 17
Views: 245

Re: Hello From Snowy Vancouver!

P.S. if anyone needs firewood, I clearly have some to spare.
by Smith1776
Thu Jan 16, 2020 2:50 pm
Forum: Other Discussions
Topic: eGPU for Video Editing
Replies: 8
Views: 115

Re: eGPU for Video Editing

daulstow, do keep us updated on this! I've been curious about the whole eGPU thing for a while.

My current MacBook uses intel graphics. Boourns.
by Smith1776
Thu Jan 16, 2020 2:47 pm
Forum: Other Discussions
Topic: Hello From Snowy Vancouver!
Replies: 17
Views: 245

Re: Hello From Snowy Vancouver!

Our neighbours' tree decided to park itself in our backyard. The poor fence!
tree.png
tree.png (1.45 MiB) Viewed 74 times
I'm starting understand now why Saruman had such a tiff with all of those trees in Two Towers. ;D
by Smith1776
Thu Jan 16, 2020 2:17 am
Forum: Other Discussions
Topic: Hello From Snowy Vancouver!
Replies: 17
Views: 245

Re: Hello From Snowy Vancouver!

I'm actually really loving the "terrible" weather we're having.

I've gotten SO much done at home the past couple days. I've made a ton of progress in my math homework, and a ton of coding stuff. Not so bad! ;D
by Smith1776
Wed Jan 15, 2020 9:04 pm
Forum: Permanent Portfolio Discussion
Topic: Setting up PP in Australia
Replies: 9
Views: 272

Re: Setting up PP in Australia

You should send a PM to forum member Hal. He's a PP adherent residing in Australia. He should have some good insights for you. The only thing I can tell you with reasonable confidence is that an Aussie investor needs international diversification much more than our U.S. counterparts. Same goes for u...
by Smith1776
Wed Jan 15, 2020 7:05 pm
Forum: Permanent Portfolio Discussion
Topic: Trump's Effect on the PP
Replies: 91
Views: 30733

Re: Trump's Effect on the PP

I had to think about "least non-libertarian." I take it you couldn't bring yourself to say "most libertarian." :) I consider “libertarian” to be an absolute. If you abide by the NAP then you are one; otherwise not. But there are degrees of violation and he is the least bad President in my lifetime....
by Smith1776
Wed Jan 15, 2020 6:11 pm
Forum: Other Discussions
Topic: Hello From Snowy Vancouver!
Replies: 17
Views: 245

Re: Hello From Snowy Vancouver!

Xan wrote:
Wed Jan 15, 2020 5:58 pm
It's 76 degrees here right now.
Speak Canadian, please. ;) ;D
by Smith1776
Wed Jan 15, 2020 5:21 pm
Forum: Other Discussions
Topic: Hello From Snowy Vancouver!
Replies: 17
Views: 245

Hello From Snowy Vancouver!

O0 O0 O0

A picture from our neighbourhood! I'm nice and cozy inside with my coding and coffee.
weather.png
weather.png (1.56 MiB) Viewed 171 times
by Smith1776
Wed Jan 15, 2020 2:05 pm
Forum: Permanent Portfolio Discussion
Topic: Earmarks within a brokerage?
Replies: 2
Views: 94

Re: Earmarks within a brokerage?

I've wondered this myself. I haven't seen a feature such as this with any of the brokerage services I've used. The best I've found is either opening a different account or just using different securities. Like, if I'm using the PP, I can approximate TSM using 3 or 4 different low cost funds here in ...