Search found 10364 matches

by yankees60
Sun Apr 27, 2025 5:52 pm
Forum: Bonds
Topic: Thinking about the unthinkable - Treasuries as a risky asset
Replies: 12
Views: 1588

Re: Thinking about the unthinkable - Treasuries as a risky asset

Wasn’t the shooter Luigi? I was thinking more of this Luigi. I spent some years in Providence. https://en.wikipedia.org/wiki/Luigi_Manocchio This is all news to me. I grew up in Rhode Island and lived there from 1951 to 1973. Never heard of him until now. It says: "He was the boss of the New E...
by yankees60
Sun Apr 20, 2025 10:27 am
Forum: Permanent Portfolio Discussion
Topic: Not yet coming here? [to the Forum]
Replies: 27
Views: 4016

Re: Not yet coming here? [to the Forum]

Ah. I’ve actually heard a few episodes of ‘Have Gun Will Travel’ on a cassette of old radio shows (already old shows when I was a kid). I don’t remember the ‘Case of’ part The name of the show was "Have Gun, Will Travel". I interpreted that to mean if he had his gun he'd travel. I was ask...
by yankees60
Sat Apr 12, 2025 7:31 am
Forum: Permanent Portfolio Discussion
Topic: 3 Risks Of The Permanent Portfolio
Replies: 6
Views: 2152

Re: 3 Risks Of The Permanent Portfolio

3 Risks Of The Permanent Portfolio Oct. 08, 2020 8:32 PM Summary What's changed since the strategy was created. Why 2020's great performance can't continue. Three potential strategy improvements. I want to like the permanent portfolio. It’s a simple low-cost strategy with an excellent track record. ...
by yankees60
Fri Apr 11, 2025 4:34 pm
Forum: Other Discussions
Topic: Rebalancing
Replies: 12
Views: 6719

Re: Rebalancing

"Tax on Corporate Profit Margins" finally someone says it. Funny cuz reddit loves corporate tax but they're in shambles over tariffs. Trump's not going to betray his megacorp donors....if markets drop more than 20% we'll get the printer. Well we better cuz Ive been bagholding EDV since Ob...
by yankees60
Fri Apr 11, 2025 2:46 pm
Forum: Permanent Portfolio Discussion
Topic: 3 Risks Of The Permanent Portfolio
Replies: 6
Views: 2152

3 Risks Of The Permanent Portfolio

From over 4+ years ago. Don't know if anyone ever put it here, though. But now here it is! https://seekingalpha.com/article/4378268-3-risks-of-the-permanent-portfolio 3 Risks Of The Permanent Portfolio Oct. 08, 2020 8:32 PM Summary What's changed since the strategy was created. Why 2020's great perf...
by yankees60
Fri Apr 11, 2025 10:28 am
Forum: Other Discussions
Topic: Rebalancing
Replies: 12
Views: 6719

Re: Rebalancing

"Tax on Corporate Profit Margins" finally someone says it. Funny cuz reddit loves corporate tax but they're in shambles over tariffs. Trump's not going to betray his megacorp donors....if markets drop more than 20% we'll get the printer. Well we better cuz Ive been bagholding EDV since Ob...
by yankees60
Thu Apr 10, 2025 8:25 pm
Forum: Politics
Topic: The Tariff Turmoil explained
Replies: 4
Views: 1916

Re: The Tariff Turmoil explained

https://www.mcsweeneys.net/articles/our-plan-worked-stocks-are-skyrocketing-back-to-less-than-they-were-before?fbclid=IwY2xjawJlKchleHRuA2FlbQIxMQABHgKWuJols4FnQVN1SmT7u-LPEg1KnSpNqlhitB9mQbkiZ2Y-yP5wPrHak7cI_aem_5MSyEmU7_bjTsdukAsX3Ig Excellent! Trump, the genius himself, could not have said it be...
by yankees60
Thu Apr 10, 2025 8:20 pm
Forum: Variable Portfolio Discussion
Topic: More timely insights from Cullen Roche
Replies: 1
Views: 1269

Re: More timely insights from Cullen Roche

I highly recommend subscribing to Cullen's newsletter (and reading his book & perusing his website). One of the smartest guys out there for sure, and when it comes to monetary policy there's no one better. I've often said he ought to be running the Fed, but knowing as much as he know he'd proba...
by yankees60
Wed Apr 09, 2025 6:32 pm
Forum: Permanent Portfolio Discussion
Topic: Superb new post on Portfolio Charts
Replies: 3
Views: 874

Re: Superb new post on Portfolio Charts

Well friends Tyler @ Portfolio Charts has truly outdone himself with this new, ultra-timely offering: https://portfoliocharts.com/2025/04/09/how-to-succeed-in-the-worst-stock-markets/ Like many others who frequent this board I'm a great admirer of Tyler's work. Here you have so many of his virtues ...
by yankees60
Wed Apr 09, 2025 6:23 pm
Forum: Politics
Topic: Martha Stewart
Replies: 2
Views: 630

Re: Martha Stewart

flyingpylon wrote: Wed Apr 09, 2025 3:10 pm You shouldn't take Trump literally... except for when you should. ;D
!!!!!!!!!!!!!!!!!!!!
by yankees60
Tue Apr 08, 2025 7:31 am
Forum: Permanent Portfolio Discussion
Topic: Not yet coming here? [to the Forum]
Replies: 27
Views: 4016

Re: Not yet coming here?

i think after it got hammered with everything else in 2022 many realized there is no free lunch . there are very real risks today at what are still historically low rates for a rise in rates to be kryptonite to the pp . there are so many new funds that can likely outperform the pp with less risk to...
by yankees60
Mon Apr 07, 2025 10:32 am
Forum: Other Discussions
Topic: Rebalancing
Replies: 12
Views: 6719

Re: Rebalancing

This is a great message from a financial advisor. I think you will enjoy the perspective: “CALMNESS: Much as many companies ascribe to "core values", Stonecrop Wealth Advisors claims five virtues that we try to live by. One of them is "calmness." Over the years, we have heard on...
by yankees60
Mon Apr 07, 2025 10:28 am
Forum: Permanent Portfolio Discussion
Topic: Good time to own a bunker
Replies: 8
Views: 1336

Re: Good time to own a bunker

dualstow wrote: Sun Apr 06, 2025 5:09 pm What about T.P.?
More of the same.

I'm not a shop every week for what I need each week person. I buy on sale or large quantities. Hopefully, both at the same time.

I may have ordered a large quantity from Amazon during that time which I'm still using.
by yankees60
Sun Apr 06, 2025 4:48 pm
Forum: Permanent Portfolio Discussion
Topic: Good time to own a bunker
Replies: 8
Views: 1336

Re: Good time to own a bunker

And here I thought this post was about a literal bunker haha. That's how we keep all of the Boglehead's riff raff off of this board. They think we all live in bunkers stocked with AR-15's, gold bars and MRE's. ;) I have plenty of Larabars on hand! Actually, have plenty of several items on hand. Jus...
by yankees60
Sun Apr 06, 2025 12:15 pm
Forum: Politics
Topic: What’s going on in the UK?
Replies: 13
Views: 1973

Re: What’s going on in the UK?

Every day I see news about people getting arrested for social media posts, but Muslim immigrants given a pass for assembling and shouting about how they want Sharia law in their new home country. Is this right wing propaganda or is it real? I can’t tell, because I don’t know what news sources are r...
by yankees60
Sun Apr 06, 2025 12:11 pm
Forum: Permanent Portfolio Discussion
Topic: Not yet coming here? [to the Forum]
Replies: 27
Views: 4016

Re: Not yet coming here? [to the Forum]

dualstow wrote: Sun Apr 06, 2025 9:40 am Case of?

I don’t understand your question, Vin.
Then you must be too young to get the reference to ....

https://en.wikipedia.org/wiki/Have_Gun_ ... ill_Travel
by yankees60
Sun Apr 06, 2025 9:37 am
Forum: Permanent Portfolio Discussion
Topic: Not yet coming here? [to the Forum]
Replies: 27
Views: 4016

Re: Not yet coming here? [to the Forum]

One thing that I think would really help is to revamp the sticky threads under each asset. I mean the links don't go anywhere, right? If someone finds their way here, shouldn't they be able to read about some of the basic PP philosophy. For example, what if the Permanent Portfolio Discussion sectio...
by yankees60
Sat Apr 05, 2025 9:21 pm
Forum: Permanent Portfolio Discussion
Topic: Not yet coming here? [to the Forum]
Replies: 27
Views: 4016

Re: Not yet coming here? [to the Forum]

Historically when we've had similar times as this ... there have been people coming here for an alternative? Is it really that bad (yet)? I mean stocks are down sure, but I think S&P 500 is only down ~13% YTD. Excepting some federal employees (and not to make light of their situation), employme...
by yankees60
Sat Apr 05, 2025 8:38 am
Forum: Permanent Portfolio Discussion
Topic: Not yet coming here? [to the Forum]
Replies: 27
Views: 4016

Not yet coming here? [to the Forum]

Historically when we've had similar times as this ... there have been people coming here for an alternative? However, from the last time I checked on March 28, 2025 -- 8 days ago -- the forum has only gained 4 new members. We are not getting new people here: Here are total posts going backwards from...
by yankees60
Sat Apr 05, 2025 8:25 am
Forum: Permanent Portfolio Discussion
Topic: Bridgewater All Weather ETF
Replies: 42
Views: 10899

Re: Bridgewater All Weather ETF

Capture.JPG
Capture.JPG (98.08 KiB) Viewed 2139 times
by yankees60
Sat Apr 05, 2025 8:22 am
Forum: Permanent Portfolio Discussion
Topic: Bridgewater All Weather ETF
Replies: 42
Views: 10899

Re: Bridgewater All Weather ETF

mathjak107 wrote: Sat Apr 05, 2025 8:05 am total market fund down 9.13 for the week

tlt up 3.37

gld. down 1.53

bil zero
No. The actual fund: PRPFX
by yankees60
Sat Apr 05, 2025 7:56 am
Forum: Permanent Portfolio Discussion
Topic: Bridgewater All Weather ETF
Replies: 42
Views: 10899

Re: Bridgewater All Weather ETF

In comparison how did the Permanent Portfolio fund do?
by yankees60
Thu Apr 03, 2025 8:38 pm
Forum: Politics
Topic: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!
Replies: 104
Views: 28598

Re: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!

I wonder how that "taking him seriously, but not literally" thing is working out for everyone who doesn't have TDS. Listening to somewhere today that there is the 32% who will never leave him no matter what. But all the new ones he captured for the 2024 election ... came because they want...
by yankees60
Thu Apr 03, 2025 2:51 pm
Forum: Permanent Portfolio Discussion
Topic: A Fund For Uncertain Times
Replies: 4
Views: 688

Re: A Fund For Uncertain Times

dualstow wrote: Thu Apr 03, 2025 2:36 pm #savedYouAClick

It’s the pp
But certainly NOT Classic Permanent Portfolio. Not ever close!
by yankees60
Thu Apr 03, 2025 12:20 pm
Forum: Permanent Portfolio Discussion
Topic: A Fund For Uncertain Times
Replies: 4
Views: 688

A Fund For Uncertain Times

https://www.fa-mag.com/news/a-fund-for- ... ?issue=380


A Fund For Uncertain Times
December 1, 2024 • Jeff Schlegel