Search found 9920 matches

by yankees60
Fri Jan 17, 2025 4:50 pm
Forum: Variable Portfolio Discussion
Topic: Tactical Asset Allocation + HBPP an intriguing combo
Replies: 522
Views: 363169

Re: Tactical Asset Allocation + HBPP an intriguing combo

I'm reposting mathjak107's reply here... because when he refers to "hedge fund strategies" I do believe that he's referring to strategies that use trendfollowing to enter and exit positions. Trendfollowing is at the heart of most Tactical Asset Allocation strategies, which is what this th...
by yankees60
Fri Jan 17, 2025 4:48 pm
Forum: Other Discussions
Topic: Renewable electricity sources are now a no-brainer
Replies: 139
Views: 93011

Re: Renewable electricity sources are now a no-brainer

I'm still around and still chuckling quietly when people tell me it's a scam, it won't work, it isn't possible. My house's utility bills have been zero (well, the $5 monthly electric company base charge) for the past 6 years, and I've been driving for free with a solar-charged EV for 5. The net $17...
by yankees60
Fri Jan 17, 2025 4:41 pm
Forum: Variable Portfolio Discussion
Topic: Ben Carlson makes the case for the Golden Butterfly
Replies: 4
Views: 255

Re: Ben Carlson makes the case for the Golden Butterfly

i am at the stage of my life i don’t care much about historical. what i care most about is what i experienced in my life time and most importantly most recent experiences since i am in the last down at 72 my concerns are did what was supposed to work actually work when called upon . sadly very litt...
by yankees60
Fri Jan 17, 2025 4:38 pm
Forum: Politics
Topic: WATCH: H.R. McMaster on Trump—the Good, the Bad, and the Ugly
Replies: 0
Views: 66

WATCH: H.R. McMaster on Trump—the Good, the Bad, and the Ugly

Quite good. One of the few times I've heard someone talk about Trump in an unbiased way. Not biased either for or against him. https://www.thefp.com/p/watch-hr-mcmasters-tell-all-on-trump-michael-moynihan-israel-ukraine?utm_source=podcast-email&publication_id=260347&post_id=154776693&utm...
by yankees60
Tue Jan 14, 2025 9:18 am
Forum: Variable Portfolio Discussion
Topic: my lifestyle investing for 2025
Replies: 10
Views: 1455

Re: my lifestyle investing for 2025

We already give to the charities we want and are not really interested in giving away any more at this stage Much to early in the game for us I'm just saying that giving from the RMDs is better tax-wise than regular giving. Somewhat similar to gifting long-term capital items rather than cash. So ag...
by yankees60
Tue Jan 14, 2025 9:16 am
Forum: Bonds
Topic: Moving up to 4.9%
Replies: 83
Views: 5051

Re: Moving up to 4.9%

It feels like it should be the perfect time to back up the truck for long-duration government bond funds: share prices are in the toilet and the Fed has already told us they plan to continue cutting rates over the next few years, which we know benefits bond values. Buy low, right? And yet... why bo...
by yankees60
Tue Jan 14, 2025 9:11 am
Forum: Other Discussions
Topic: Renewable electricity sources are now a no-brainer
Replies: 139
Views: 93011

Re: Renewable electricity sources are now a no-brainer

I'm still around and still chuckling quietly when people tell me it's a scam, it won't work, it isn't possible. My house's utility bills have been zero (well, the $5 monthly electric company base charge) for the past 6 years, and I've been driving for free with a solar-charged EV for 5. The net $17...
by yankees60
Fri Jan 10, 2025 12:07 pm
Forum: Other Discussions
Topic: Figuring Out Religion
Replies: 4056
Views: 1561226

Re: Figuring Out Religion

“If you want to know what God thinks of money, look at the people he gave it to.” —Dorothy Parker But seriously, I don't think money is evil per se. It gets corrupted by evil men who desire more than their fair share. Agreed. It's the love of money that is the problem, e.g. not being satisfied with...
by yankees60
Thu Jan 09, 2025 7:53 pm
Forum: Politics
Topic: Lex Strikes Again!
Replies: 1
Views: 615

Re: Lex Strikes Again!

I am about 2/3 done with it. Will be listening to it again as it is so exceptional and I don't want to miss anything.

He is a true leader as opposed to our soon departing president and our incoming one.
by yankees60
Thu Jan 09, 2025 4:06 pm
Forum: Politics
Topic: Lex Strikes Again!
Replies: 1
Views: 615

Lex Strikes Again!

Volodymyr Zelenskyy: Ukraine, War, Peace, Putin, Trump, NATO, and Freedom | Lex Fridman Podcast #456
https://www.youtube.com/watch?v=u321m25rKXc
by yankees60
Wed Jan 08, 2025 1:25 pm
Forum: Bonds
Topic: Moving up to 4.9%
Replies: 83
Views: 5051

Re: Moving up to 4.9%

flyingpylon wrote: Wed Jan 08, 2025 8:40 am We lose money on every purchase but we make it up in volume. ???
!!!!!!!!!!!!

Even though far from original ... always makes the humorous point when I read it.
by yankees60
Wed Jan 08, 2025 1:24 pm
Forum: Stocks
Topic: Seth Klarman's Margin of Safety
Replies: 15
Views: 25007

Re: Seth Klarman's Margin of Safety

ppnewbie wrote: Tue Jan 07, 2025 8:52 pm Book report anyone? Or if you have any maybe just throw out some interesting points in the book please.
Though I see from the above that I downloaded it on 9/23/23 .. it's in the category of innumerable books still not read.
by yankees60
Wed Jan 08, 2025 1:21 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2772
Views: 1732952

Re: Daily "Check In" Thread For Us

dualstow wrote: Tue Jan 07, 2025 3:37 pm How long have you been a vegetarian, boglerdude?

Is it difficult?
Obviously, I am not boglerdude ... but I've been one since summer 1978. Super easy for me to be one.

Not so easy to finally give up sugar in 1985. I was a sugaraholic.
by yankees60
Tue Jan 07, 2025 8:29 am
Forum: Other Discussions
Topic: Isn't there an Avatar Thread?
Replies: 236
Views: 232561

Re: Isn't there an Avatar Thread?

Vinny's desk isnt that clean. For any other vegetarians wondering https://cooking.stackexchange.com/questions/49741/what-is-the-difference-between-a-new-york-strip-and-a-bone-in-new-york-cut-sirlo Today it is filled with computer equipment. But in the days before monitors .... each day when I'd lea...
by yankees60
Sun Jan 05, 2025 12:18 pm
Forum: Permanent Portfolio Discussion
Topic: Are you always taking a bath on at least one asset?
Replies: 27
Views: 10972

Re: Are you always taking a bath on at least one asset?

the price of gold back when it hit 850 was a misprice . it was a price that should never have been . no different then we had etfs that got disjointed in the flash crash of 2010 , according to the Securities and Exchange Commission. For a few horrific seconds, shares of the iShares Russell 1000 Gro...
by yankees60
Sun Jan 05, 2025 9:49 am
Forum: Politics
Topic: Question on Ukraine for Smith1776!
Replies: 2
Views: 809

Question on Ukraine for Smith1776!

Question on Ukraine for Smith1776! You've been there how many times over how many years for a total of how many days? However, you answer ... you are this forum's expert from direct experience. I just heard a caller to C-Span say that Ukraine is run by a dictator and that they'd destroyed all libert...
by yankees60
Sun Jan 05, 2025 9:37 am
Forum: Permanent Portfolio Discussion
Topic: Are you always taking a bath on at least one asset?
Replies: 27
Views: 10972

Re: Are you always taking a bath on at least one asset?

Also on the topic of gold. I like to think of it as a value gauge for the dollar. iE it takes 2640 dollars to exchange for ounce of gold. In 1971 it took 35 dollars. Gold is not going up, the dollar is going down. Just my humble opinion but I could be off. But 1971 was an engineered or restricted v...
by yankees60
Sun Jan 05, 2025 9:32 am
Forum: Permanent Portfolio Discussion
Topic: Are you always taking a bath on at least one asset?
Replies: 27
Views: 10972

Re: Are you always taking a bath on at least one asset?

My 2 cents One reason a portfolio of uncorrelated(ish) volatile assets work is that rebalancing forces you to sell high and buy low. Unfortunately this goes against a lot of our powerful behavioral biases. It feels like you are selling a winner and then trying to catch a falling knife. One thing to...
by yankees60
Sun Jan 05, 2025 9:29 am
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2772
Views: 1732952

Re: Daily "Check In" Thread For Us

Sorry guys. :( No need to apologize. That pales in comparison to all the TREMENDOUS positives you have brought here! You just happen to hit on my personal campaign against acronyms / abbreviations that are not clear to the receivers. When I first got into this forum I was asking a lot of questions....
by yankees60
Sun Jan 05, 2025 9:26 am
Forum: Gold
Topic: Good Deals at Apmex and JM Bullion
Replies: 9
Views: 1395

Re: Good Deals at Apmex and JM Bullion

Reads like a commercial. Agree There is no difficulty in selling “Costco gold” vs Gold. They are the same thing. Low premium gold from reliable source. That’s pretty much the headline. It would be interesting to see the business behind this. What distributors are they working with, etc, etc. I bet ...
by yankees60
Sat Jan 04, 2025 9:31 am
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2772
Views: 1732952

Re: Daily "Check In" Thread For Us

Mountaineer wrote: Sat Jan 04, 2025 7:11 amTIL ??
"today I learned"

????????????

If so, again an acronym time waster for the receivers of communications
by yankees60
Fri Jan 03, 2025 2:42 pm
Forum: Other Discussions
Topic: Fidelity Investments having issues
Replies: 16
Views: 3506

Re: Fidelity Investments having issues

I only have a Fidelity account because they set up a Roth 401K for me back when Vanguard couldn’t. Just seeing this now, dualstow. Really? A Roth 401K and not just an Independent 401K??? If true I would be stunned as setting up a Solo 401K Roth account is something that I have been tryin to accompl...
by yankees60
Fri Jan 03, 2025 2:16 pm
Forum: Gold
Topic: 2025 Gold Forecasts
Replies: 14
Views: 1668

Re: 2025 Gold Forecasts

I, also, that the prices of gold mining stock do not parallel the price of gold? Anyone know the correlation of their prices to the prices of gold? Yes, note that GDX, which ocho mentioned, is miners. Common sense says miners can have manager risk, windfalls after exploration, problems with illegal...
by yankees60
Fri Jan 03, 2025 2:14 pm
Forum: Permanent Portfolio Discussion
Topic: Does it make sense to start at 4x25?
Replies: 33
Views: 12463

Re: Does it make sense to start at 4x25?

I think Tyler’s portfoliocharts.com attempts to answer the start date sensitivity question. I’ll put in the link for the HBPP start date sensitivity if I find it. IMHO the HBPP may not be the best way to compound wealth for younger people. Some of the most public advocates including Harry Browne ca...
by yankees60
Fri Jan 03, 2025 2:12 pm
Forum: Gold
Topic: Good Deals at Apmex and JM Bullion
Replies: 9
Views: 1395

Re: Good Deals at Apmex and JM Bullion

Pamp Suisse and Rand Refinery more info here, although a lot of it is for people who have never bought any gold, anywhere https://www.herobullion.com/costco-gold-bars-guide/?srsltid=AfmBOor_SyTeOMxhtjtrIbWLEib0JRhLNC6DQWF2zbZJihN9R61H0aoL Thanks! Extremely informative. Regarding this: How to Sell C...