Search found 95 matches

by Kevin K.
Tue Jan 07, 2020 2:34 pm
Forum: Bonds
Topic: Auto-rollover for Treasuries and CDs at Schwab
Replies: 4
Views: 614

Auto-rollover for Treasuries and CDs at Schwab

Just received notice from Schwab that it's now possible to set up auto-rollover for T-bills bought at auction and CD's. I know other brokerages have offered this for some time but it's nice to see them doing so. Schwab's SCHO short-term Treasury ETF is quite good but I'll take direct ownership and n...
by Kevin K.
Sat Jan 04, 2020 8:17 am
Forum: Gold
Topic: Perth Gold and Australia Fires
Replies: 10
Views: 619

Re: Perth Gold and Australia Fires

Thanks Hal, thanks everyone!

Really sorry to see that beautiful country going through such hell.
by Kevin K.
Fri Jan 03, 2020 10:17 am
Forum: Gold
Topic: Perth Gold and Australia Fires
Replies: 10
Views: 619

Perth Gold and Australia Fires

I feel a bit guilty even posing this question considering the horrific circumstances Australians are dealing with at the moment, but it did occur to me to wonder if there was now a downside to holding gold at Perth Mint (e.g. in AAAU) given that the country is basically on fire? Obviously the vaults...
by Kevin K.
Sat Jul 20, 2019 5:47 pm
Forum: Gold
Topic: Better to hold two gold funds?
Replies: 6
Views: 5376

Re: Better to hold two gold funds?

Thanks!
by Kevin K.
Sat Jul 20, 2019 4:56 pm
Forum: Gold
Topic: Better to hold two gold funds?
Replies: 6
Views: 5376

Better to hold two gold funds?

Does it make sense to hold both AAUF and IAU rather than having the entire paper gold position in just one of them?

I understand physical gold is preferable but it just isn’t feasible for me right now.
by Kevin K.
Fri Jul 19, 2019 8:50 am
Forum: Gold
Topic: Safe Deposit Boxes Aren’t Safe
Replies: 19
Views: 9391

Safe Deposit Boxes Aren’t Safe

I’ve often wished I could hold physical gold rather than paper but this article in the New York Times makes me glad I don’t.

https://www.nytimes.com/2019/07/19/busi ... theft.html
by Kevin K.
Thu Jul 18, 2019 7:18 pm
Forum: Gold
Topic: Ray Dalio - Paradigm Shifts article recommending gold
Replies: 15
Views: 3550

Re: Ray Dalio - Paradigm Shifts article recommending gold

Kevin K. wrote:
Thu Jul 18, 2019 7:16 pm
The Dalio article is indeed superb.

Also found this piece comparing the simplified version of Dalio’s All Weather portfolio with the Golden Butterfly to be worthwhile.

https://www.listenmoneymatters.com/ray- ... portfolio/
by Kevin K.
Thu Jul 18, 2019 7:16 pm
Forum: Gold
Topic: Ray Dalio - Paradigm Shifts article recommending gold
Replies: 15
Views: 3550

Re: Ray Dalio - Paradigm Shifts article recommending gold

The Dalio article is indeed superb.

Also found this piece comparing the simplified version of Dalio’s All Weather portfolio with the Golden Butterfly to be worthwhile.

[url]https://www.listenmoneymatters.com/ray- ... olio//[url]
by Kevin K.
Wed May 29, 2019 2:05 pm
Forum: Bonds
Topic: Bond Convexity
Replies: 10
Views: 3471

Re: Bond Convexity

First of all I want to join the chorus here in thanking Tyler for yet another brilliant and eye-opening post on his site, which continues to improve having already established itself as (in my opinion) the single most useful educational resource for investing on the web. I also feel obliged to share...
by Kevin K.
Sun May 05, 2019 9:18 am
Forum: Bonds
Topic: TLT Study - Inverting History
Replies: 28
Views: 7620

Re: TLT Study - Inverting History

Thanks for the wise perspective pmward! I really appreciate your thoughtful comments. This article from just 4 days ago from Schwab supports what you and others here are saying about the dangers of going to only short duration bonds. They're not proposing barbells or ladders that go out to 30 years ...
by Kevin K.
Sat May 04, 2019 7:48 pm
Forum: Bonds
Topic: TLT Study - Inverting History
Replies: 28
Views: 7620

Re: TLT Study - Inverting History

A couple of quotes from Jazon Zweig's synopsis of William Bernstein's "Deep Risk" (the best analysis of the PP I've read) come to mind: "Deflation, the persistent drop in the value of assets, is extremely rare in modern history, Mr. Bernstein says. It has hit Japan but almost nowhere else in the pas...
by Kevin K.
Sat May 04, 2019 9:54 am
Forum: Bonds
Topic: TLT Study - Inverting History
Replies: 28
Views: 7620

Re: TLT Study - Inverting History

Another article that I came across today looking at the issue of bond returns going forward: https://movement.capital/analyzing-bond-performance-in-stock-corrections/?mc_cid=0a5d2ad61e&mc_eid=ded4b883a5 Thanks very much for posting this article. Perhaps I'm drawing the wrong conclusion, but in read...