Search found 41 matches

by ppnewbie
Thu May 23, 2019 4:07 pm
Forum: Bonds
Topic: Large LTT purchase
Replies: 11
Views: 166

Re: Large LTT purchase

Excellent Thread: FNBGX vs. individual bonds at Fidelity https://www.gyroscopicinvesting.com/forum/viewtopic.php?f=3&t=9866&hilit=FNBGX I can probably start with all FNBGX (.03% ER) and figure it out (.03% ER). Yep, that would be a good low cost fund. You can even do the same thing I'm doing with c...
by ppnewbie
Thu May 23, 2019 3:50 pm
Forum: Bonds
Topic: Large LTT purchase
Replies: 11
Views: 166

Re: Large LTT purchase

Excellent Thread:
FNBGX vs. individual bonds at Fidelity
viewtopic.php?f=3&t=9866&hilit=FNBGX

I can probably start with all FNBGX (.03% ER) and figure it out (.03% ER).
by ppnewbie
Thu May 23, 2019 2:47 pm
Forum: Bonds
Topic: Large LTT purchase
Replies: 11
Views: 166

Re: Large LTT / STT purchase

Expanding the question to STT

Should I buy 1mo,3mo,6mo,1yr in equal proportions with autoroll enabled (see note). OR
Just put it all in 1 yr tbills with autoroll enabled.
Or maybe buy 1/12 for a year and have a permanent 1 year tbill.

Note: autoroll feature only rolls into the same duration tbill.
by ppnewbie
Thu May 23, 2019 1:55 pm
Forum: Bonds
Topic: Large LTT purchase
Replies: 11
Views: 166

Large LTT purchase

Trying to figure out how this works. The numbers magnitude I am talking about is in the hundreds of thousands of dollars - TLT will end up costing quite a bit per year nearly $1000 so want to just buy the bonds. Do I just buy a bunch of the longest 30 year bonds I can buy and not worry about a ladde...
by ppnewbie
Wed May 22, 2019 9:35 pm
Forum: Permanent Portfolio Discussion
Topic: Tax loss harvesting
Replies: 4
Views: 114

Re: Tax loss harvesting

Good article on Tax Loss Harvesting

https://www.kitces.com/blog/the-wash-sa ... -and-etfs/
by ppnewbie
Wed May 22, 2019 9:23 pm
Forum: Gold
Topic: Good Article about Gold ETF's also Tax Loss Harvesting Tip
Replies: 7
Views: 159

Good Article about Gold ETF's also Tax Loss Harvesting Tip

https://seekingalpha.com/article/382584 ... etf?page=1

On page three it says that tax loss harvesting and moving into another gold etf is allowed. Not sure how accurate this is.
by ppnewbie
Wed May 22, 2019 4:23 pm
Forum: Cash
Topic: Ally Bank No Penalty CD
Replies: 14
Views: 3816

Re: Ally Bank No Penalty CD

Goldman Sachs - marcus.com 2.25% savings ($1,000 minimum), 2.35% penalty free CD, 2.7% 1 year CD.
by ppnewbie
Tue May 21, 2019 11:30 pm
Forum: Permanent Portfolio Discussion
Topic: Tax loss harvesting
Replies: 4
Views: 114

Re: Tax loss harvesting

Thanks very helpful. I know an investment banker who pretty much tells me the same thing, that the IRS is not interested in every day investors.
by ppnewbie
Tue May 21, 2019 10:14 pm
Forum: Permanent Portfolio Discussion
Topic: CAGR of the PP
Replies: 4
Views: 147

Re: CAGR of the PP

pmward wrote:
Tue May 21, 2019 4:27 pm
I have no idea, but it's forbidden on my work computer for malicious content FYI.
Just ran the url through virustotal.com - Nothing malicious.
by ppnewbie
Tue May 21, 2019 4:18 pm
Forum: Permanent Portfolio Discussion
Topic: CAGR of the PP
Replies: 4
Views: 147

Re: CAGR of the PP

Does www.peaktotrough.com have real or nominal returns?
by ppnewbie
Tue May 21, 2019 3:55 pm
Forum: Permanent Portfolio Discussion
Topic: Tax loss harvesting
Replies: 4
Views: 114

Tax loss harvesting

Been looking around the forum. Has anyone tried finding two different but similar assets for each class and then harvesting a loss before rebalancing? For example if I was down on VTI and sold it could I purchase the same amount of SCHB (or ITOT) before rebalancing.
by ppnewbie
Tue May 21, 2019 1:18 pm
Forum: Permanent Portfolio Discussion
Topic: CAGR of the PP
Replies: 4
Views: 147

CAGR of the PP

I've seen varied reports regarding the CAGR of the PP. I've seen in the 4.5ish range and also the 9ish range. Can someone point me to the best place to see the returns over any period of time I choose.

Also, has anyone used recipeinvesting.com?