I had money out of the market for a while due to some real estate stuff happening. And then I switched to a new strategy where my allocations were "reset" to the original 4 x 25%. So I never did end up hitting that rebalancing band.

Great post, Vinny. Thanks.

vnatale wrote: ↑

Sat Sep 30, 2023 9:23 pm

Capture.JPG

LOL. Awesome.

I guess the lesson here is clear. If you want to be the best possible investor, imitate your pup!

vnatale wrote: ↑

Fri Sep 29, 2023 4:44 pm

If you, me, and Dualstow were either partners or owners of a Sub S corporation the K-1's tell us what we should be putting on our respective tax returns as our portion of the total tax results of either entity.

Ohhhhh interesting.

?

bitcoininthevp wrote: ↑

Fri Sep 29, 2023 2:22 pm

Smith1776 wrote: ↑

Tue Jan 03, 2023 1:32 am

Just added to my Bitcoin VP stash today.

You’ll be happy to know that it’s part of my main portfolio now: the All-Terrain Portfolio. (Essentially a variation of the PP.)

… A couple of the issues that I've had with commodities historically was "solved" for me when I discovered CCOM.TO. (There is also an ETF in the US that tracks the same index called COM.) https://funds.cifinancial.com/en/funds/alternative_investments/CIAuspiceBroadCommodityFund.html?currencySelecto...

Bridgewater's take on commodities as they relate to inflation.


https://youtu.be/HTGO72r_ENI

As I’m a Canadian I’m no expert, but COM says it’s non K-1 generating.

Like a dating meetup? I’ve only been to meetups for teaching English by way of conversation. Cool! Yeah, kind of like dating meetups for singles, except this one is like a tech thing. I'm not sure if it's just a free for all or if there's a presentation/tutorial of some kind. I'll bring my laptop j...

I'm headed to my first meetup tonight in my new city of Edmonton for software development. Apparently there's a joint Bitcoin meetup held at the same time and in the same coffee shop. I've been to this coffeeshop before. A place called Felice. If the meetup turns out to be a dud, I'm still going to ...

Buy commodities!

https://rationalreminder.ca/podcast/178

https://youtu.be/refBWkR7A-4

Inflation protection!

Yaaay! A commodities thread! As you mentioned in that other thread, I have commodities as an explicit allocation in my All-Terrain Portfolio. I elected for commodities as an "evolution" from gold for a few reasons. - A diversified commodities fund will have gold in it. So you still have gold, but in...

Tortoise wrote: ↑

Tue Sep 26, 2023 6:14 pm

Also, Jerry dated Skyler and George dated Gretchen.

I remember Skyler but didn't know about Gretchen. LOL!

More people need to download the book...

...IT'S A $2,500 BOOK FOR FREE.

dualstow wrote: ↑

Mon Sep 25, 2023 2:33 pm

Boo!
Torrent?
Does anyone torrent anymore in this age of streaming?
VPN?

LOL. I totally forgot about my own VPN. Even after that thread about it.

I changed my location and It's working now. As far as YouTube is concerned I now live on the U.S. east coast!

This AAII NYC Event may be of interest to those who want to learn more about Small Cap Value. Hello, The AAII NYC chapter cordially invites you to attend a special two-part mega-event featuring two of our most popular speakers, Paul Merriman and Chris Pedersen. Date: Wednesday, October 11 Time: 6:3...

Really good documentary on a Russian journalist and Novaya Gazeta . The cojones on this guy! Another Frontline production. Don't know if it will play in everyone's region, but there's always a transcript. This was released 12 days ago but the transcript is already there. It starts out in Russian wi...

I had to Google whether "cracks $90" meant on the upside or downside. Looks like some pretty violent losses.

Hi Smithy! As an aside here is the drawdown with Spanish Shares replaced by Developed World TSM. So 50% of the portfolio is not linked to the Spanish currency. Still would hurt if you just retired! The drawdown drops to 17% if the bonds are replaced by UNHEDGED Developed world bonds. Bit better I t...

Seth Klarman's Margin of Safety is a book that literally sells for thousands of dollars online. It's quite rare, as only a few hundred copies were ever printed. Here's a PDF version that I found for anyone that is interested. 4_5985509768515553987.pdf Downloaded! Thanks! You're welcome! I'm reading...

Seth Klarman's Margin of Safety is a book that literally sells for thousands of dollars online. It's quite rare, as only a few hundred copies were ever printed.

Here's a PDF version that I found for anyone that is interested.