Search found 15 matches

by LittleDinghy
Tue Oct 15, 2019 10:49 am
Forum: Permanent Portfolio Discussion
Topic: Investment locations?
Replies: 26
Views: 976

Re: Investment locations?

In setting up asset locations for our Golden Butterfly-like (GB) portfolio back in the last week of June of this year when I completed it, I tried to follow the advice in Chapter 13 of The Permanent Portfolio by Rowland and Lawson (TPP). However, there were limitations of investments in my 401k (esp...
by LittleDinghy
Fri Jun 28, 2019 9:44 am
Forum: Gold
Topic: % of gold asset in ETF or CEF for rebalancing purposes
Replies: 27
Views: 2317

Re: % of gold asset in ETF or CEF for rebalancing purposes

This is an age specific question, but for the younger investor, why would one not load up the ROTH space with equity? (Keep what is likely going to be the largest end amount tax free) I would like to but we had to use equities in our retirement accounts at our employers because they did not have go...
by LittleDinghy
Fri Jun 28, 2019 9:36 am
Forum: Gold
Topic: % of gold asset in ETF or CEF for rebalancing purposes
Replies: 27
Views: 2317

Re: % of gold asset in ETF or CEF for rebalancing purposes

If it puts you at ease at all, from a technical standpoint there is no real hard resistance in gold until almost $1700. So if the breakout doesn't reverse in quick order here, there's a lot of room for this rally to run before the big institutional shorts will start to try to fade the rally. Buying...
by LittleDinghy
Sun Jun 23, 2019 5:22 am
Forum: Gold
Topic: % of gold asset in ETF or CEF for rebalancing purposes
Replies: 27
Views: 2317

Re: % of gold asset in ETF or CEF for rebalancing purposes

Thank you pmward. You are giving us a lot of confidence that we are doing the right thing. Now all I have to do it somehow decide to buy the gold at around 1400. It is hard psychologically when I almost bought it at 1280 a few weeks ago. It feels like I should just go ahead and do it as my sense is ...
by LittleDinghy
Sat Jun 22, 2019 5:25 am
Forum: Gold
Topic: % of gold asset in ETF or CEF for rebalancing purposes
Replies: 27
Views: 2317

Re: % of gold asset in ETF or CEF for rebalancing purposes

In the second scenario in my last post I failed to mention that the 25-30 year T-bonds would be in our Roth accounts.
by LittleDinghy
Fri Jun 21, 2019 2:21 pm
Forum: Gold
Topic: % of gold asset in ETF or CEF for rebalancing purposes
Replies: 27
Views: 2317

Re: % of gold asset in ETF or CEF for rebalancing purposes

Thank you for your kind remarks. But I still feel the need for guidance on my questions, which I'll try to state more clearly here: 1) Where should I put the gold funds and 25-30 yr T-bonds? Should I place the gold funds in Roths and 25-30 yr T-Bonds in rollover IRAs? Or should I place the gold fun...
by LittleDinghy
Tue Jun 18, 2019 11:11 pm
Forum: Gold
Topic: % of gold asset in ETF or CEF for rebalancing purposes
Replies: 27
Views: 2317

Re: % of gold asset in ETF or CEF for rebalancing purposes

One thing to remember is that these things do not need to be perfect. There is some flexibility in the system. This is supposed to be a simple system, not a complicated one. We humans have this natural tendency to want to just complicate the hell out of everything. There's not much benefit in over ...
by LittleDinghy
Mon Jun 17, 2019 11:31 pm
Forum: Gold
Topic: % of gold asset in ETF or CEF for rebalancing purposes
Replies: 27
Views: 2317

Re: % of gold asset in ETF or CEF for rebalancing purposes

My apologies for my probably poor way of writing the following. This is all so new to me that everything is not clear enough yet for me to be able to write about it well. Our in-service 401k, SSP (Employer supplementary savings plan), 403b, 401a, and 457b do not contain treasury funds, or even good ...
by LittleDinghy
Fri Jun 14, 2019 9:31 am
Forum: Gold
Topic: % of gold asset in ETF or CEF for rebalancing purposes
Replies: 27
Views: 2317

Re: % of gold asset in ETF or CEF for rebalancing purposes

that's my final answer: 36.4% in physical, 63.6% in ETFs. [/quote] AND Just be aware of the tax implications of selling gold. Most of us keep ETFs in tax-advantaged accounts for future rebalancing purposes. You can use closed end funds in taxable to qualify for cap gains rates, but it's really a pa...
by LittleDinghy
Fri Jun 14, 2019 12:22 am
Forum: Gold
Topic: % of gold asset in ETF or CEF for rebalancing purposes
Replies: 27
Views: 2317

Re: % of gold asset in ETF or CEF for rebalancing purposes

My question is how should one decide what percentage of one's gold asset should be held in either ETFs or closed end funds (CEFs) for rebalancing purposes? I believe it has happened historically that a single asset has reached the 35% rebalancing band three times in a row, Thank you for a great met...
by LittleDinghy
Thu Jun 13, 2019 9:01 am
Forum: Gold
Topic: % of gold asset in ETF or CEF for rebalancing purposes
Replies: 27
Views: 2317

% of gold asset in ETF or CEF for rebalancing purposes

I'm currently rearranging our full retirement nest egg investments around to implement the Permanent Portfolio, but actually more like the Golden Butterfly. I am 3-1/2 years from retirement and my wife is 8-1/2 years away. Right now I'm thinking about how to implement the gold asset. On page 159 of ...
by LittleDinghy
Sat Jun 08, 2019 10:48 pm
Forum: Bonds
Topic: Meaning of 1-3 yr and 10-30 yr treasury ladders
Replies: 12
Views: 3408

Re: Meaning of 1-3 yr and 10-30 yr treasury ladders

Thank you everyone for your replies. I feel more confident now with the wisdom you all have shared with me. Now, it is on to worrying about how to proceed with the gold purchase, so I"m heading over to read that forum.