Search found 351 matches

by ppnewbie
Mon Nov 29, 2021 1:10 pm
Forum: Permanent Portfolio Discussion
Topic: A worthwhile read for all PP'ers
Replies: 99
Views: 5725

Re: A worthwhile read for all PP'ers

I heard a very good description by Lyn Alden (big fan of hers) Bitcoin is gold and a tech stock combined. I used to be a big fan as well. Unfortunately (or maybe fortunately?) her crypto coverage has opened my eyes to her faults. She's a very good financial-narrative dissector, but from a generalis...
by ppnewbie
Sun Nov 28, 2021 3:18 pm
Forum: Gold
Topic: Blockchain Gold
Replies: 0
Views: 64

Blockchain Gold

Has anyone looked at Paxos Gold? The token is PAXG.
by ppnewbie
Sun Nov 28, 2021 2:29 pm
Forum: Permanent Portfolio Discussion
Topic: A worthwhile read for all PP'ers
Replies: 99
Views: 5725

Re: A worthwhile read for all PP'ers

I heard a very good description by Lyn Alden (big fan of hers) Bitcoin is gold and a tech stock combined.
by ppnewbie
Sun Nov 28, 2021 1:17 am
Forum: Permanent Portfolio Discussion
Topic: Mutiny's Coackroach Fund
Replies: 0
Views: 85

Mutiny's Coackroach Fund

https://mutinyfund.com/offerings/ password: mutiny They mention all the major players in their video. The HBPP, the All Weather Portfolio, the Dragon Portfolio. I've interacted with Taylor of Mutiny Funds. They seem on top of every aspect of their funds. Taylor told me that Harry Browne was one of t...
by ppnewbie
Fri Nov 26, 2021 3:29 pm
Forum: Cash
Topic: Best Low Cost ETF for Cash
Replies: 41
Views: 4822

Re: Best Low Cost ETF for Cash

Good point.

I ended up moving the cash to SCHO. The lowest fee at .05 percent ER even if I have slightly more risk with treasury notes.
by ppnewbie
Fri Nov 26, 2021 1:27 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 199
Views: 11698

Re: BTC in the PP

Bitcoin will crash and burn. It's just a matter of when. It's nothing like gold. Gold/Bitcoin have some differences and similarities: Durability : bitcoin and gold both strong here. Portability : bitcoin is digital thus much more portable than gold. Divisibility : A single bitcoin can be subdivided...
by ppnewbie
Thu Nov 25, 2021 1:07 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 199
Views: 11698

Re: BTC in the PP

Some version of @bitcoininthevp’s post is definitely coming (IMHO). As far as the reserve currency, I view the dollar as the highest point in a sinking ship. The US reserve looks good vs other currencies but the entire ship is sinking.
by ppnewbie
Thu Nov 25, 2021 2:02 am
Forum: Permanent Portfolio Discussion
Topic: How The PP and HB's Philosophy May Have Saved My Life
Replies: 1
Views: 261

Re: How The PP and HB's Philosophy May Have Saved My Life

I appreciate your insights. Very helpful.
by ppnewbie
Wed Nov 24, 2021 6:37 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 199
Views: 11698

Re: BTC in the PP

IMHO - Something is going to replace the US reserve because it seems like all reserves eventually debase. If China said (and was believable) that its Yuan was now backed by gold. I would be converting my money.
reserve_currencies.png
reserve_currencies.png (291.97 KiB) Viewed 258 times
FRED.png
FRED.png (133.23 KiB) Viewed 258 times
by ppnewbie
Wed Nov 24, 2021 10:54 am
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 199
Views: 11698

Re: BTC in the PP

LTTs and Gold seem wildly speculative to some folks. But they have track records. I largely agree with this, ofc. But keep in mind their track records could actually prove to be very dangerous. If long bonds begin to correlate with stocks (which I believe is happening more and more), and gold stops...
by ppnewbie
Wed Nov 24, 2021 10:15 am
Forum: Permanent Portfolio Discussion
Topic: US GSGB - US Goldsmith Golden Butterfly
Replies: 11
Views: 312

Re: US GSGB - US Goldsmith Golden Butterfly

Here is a link to another thread about the same topic:

viewtopic.php?f=10&t=9633
by ppnewbie
Wed Nov 24, 2021 10:12 am
Forum: Permanent Portfolio Discussion
Topic: US GSGB - US Goldsmith Golden Butterfly
Replies: 11
Views: 312

Re: US GSGB - US Goldsmith Golden Butterfly

That’s one reason I was testing with Wellington which is 60 stocks and 40 bonds. If you throw in 25 gold it ckk comes out to:

45 stocks
30 bonds
25 gold

35 gold is too much in my opinion as well.
by ppnewbie
Wed Nov 24, 2021 12:30 am
Forum: Permanent Portfolio Discussion
Topic: portfolioslab.com - Excellent Portfolio Analysis Site
Replies: 0
Views: 89

portfolioslab.com - Excellent Portfolio Analysis Site

The site even has the "Gyroscopic Investing Desert Portfolio" as a prebuilt portfolio to analyze.
by ppnewbie
Tue Nov 23, 2021 11:50 pm
Forum: Variable Portfolio Discussion
Topic: What Crypto Exchange Do Are You Using?
Replies: 3
Views: 119

Re: What Crypto Exchange Do Are You Using?

I picked binance because it has every altcoin under the sun. However, I am pretty nervous about using it because i've heard that customer support is pretty bad and ultimately its not based in the US. I may pair it with coinbase or gemini and my own wallets.
by ppnewbie
Tue Nov 23, 2021 6:46 pm
Forum: Permanent Portfolio Discussion
Topic: US GSGB - US Goldsmith Golden Butterfly
Replies: 11
Views: 312

Re: US GSGB - US Goldsmith Golden Butterfly

Im a big fan of BelangP (Paul Belagner) as well. Currently reading some chapters of his book available at evidencebasedwealth.com. I was just trying to match the GB with two funds and literally adjusting numbers to make the charts match, which is why the gold portion ended up at 35 percent. It's int...
by ppnewbie
Tue Nov 23, 2021 3:32 pm
Forum: Cash
Topic: Best Low Cost ETF for Cash
Replies: 41
Views: 4822

Re: Best Low Cost ETF for Cash

I set that up using the Autoroll at fidelity but the autoroll (auto) stopped when rates went negative. In an earlier post I explained that I set up a purchase of a third one month tbills, to auto roll to 3 month, a third 2 month tbills to autoroll to three months, and a third 3 month tbills auto rol...
by ppnewbie
Thu Nov 18, 2021 2:28 pm
Forum: Cash
Topic: Best Low Cost ETF for Cash
Replies: 41
Views: 4822

Re: Best Low Cost ETF for Cash

Thanks for the GBIL recommendation. It’s probably a bit irrational but I have an extreme distrust of Goldman Sachs (GBIL is their ETF) In reality they may be no more corrupt than the average large Wall Street firm.
by ppnewbie
Wed Nov 17, 2021 11:06 pm
Forum: Variable Portfolio Discussion
Topic: What Crypto Exchange Do Are You Using?
Replies: 3
Views: 119

Re: What Crypto Exchange Do Are You Using?

Appreciate the suggestion but I want to put my BTC in hardware wallets. And the I have specific altcoins I want to buy and probably sell.

I also want the option to stake my coins.

I am keeping an open mind about the etf’s though.
by ppnewbie
Wed Nov 17, 2021 8:01 pm
Forum: Variable Portfolio Discussion
Topic: What Crypto Exchange Do Are You Using?
Replies: 3
Views: 119

What Crypto Exchange Do Are You Using?

I am struggling with what to choose. My work for some reason blocks coinbase and I like to do financial transactions behind a firewall. I also want to trade / invest in alt coins. I am struggling with this decision because I am a set it and forget it kind of person. Also I want to use binance.us but...
by ppnewbie
Wed Nov 17, 2021 7:57 pm
Forum: Permanent Portfolio Discussion
Topic: Dragon Portfolio
Replies: 21
Views: 2640

Re: Dragon Portfolio

Active long volatility and commodity trend following are the two areas that seem most complicated for the average investor. Haven't heard how he proposes actually putting those into practice....any ideas? I saw red flags when the Macro Voices guys said they would not ask him any Commodity Trend Fol...
by ppnewbie
Tue Nov 16, 2021 12:31 am
Forum: Gold
Topic: Gold ETFs old and new
Replies: 15
Views: 388

Re: Gold ETFs old and new

Good news for me. I am weary of GLD because its custodian is HSBC.

IAUM - JPMorgan Chase Bank N.A., London branch (the “Custodian”), is the custodian of the Trust. Which is the same as IAU. So now it's IAUM for me.
by ppnewbie
Tue Nov 16, 2021 12:23 am
Forum: Variable Portfolio Discussion
Topic: Wellesley
Replies: 24
Views: 10472

Re: Wellesley

Tyler could you please generate charts with Wellington. It's tilted towards stocks similary to the GB.

viewtopic.php?f=1&t=12373
by ppnewbie
Mon Nov 15, 2021 6:56 pm
Forum: Variable Portfolio Discussion
Topic: Bitcoin's U.S. ETF begins trading
Replies: 2
Views: 495

Re: Bitcoin's U.S. ETF begins trading

BTC hit home when I realized I would rather have it as compensation than digital numbers or printed paper.

https://www.youtube.com/watch?v=lK_rYS8L3kI
by ppnewbie
Mon Nov 15, 2021 6:50 pm
Forum: Variable Portfolio Discussion
Topic: Anyone investing in farmland?
Replies: 5
Views: 460

Re: Anyone investing in farmland?

I've talked to the farmland LP folks a few times. I've gone over the prospectus and a had CFA take a look and it was legit. But ultimately, I decided to pass. I may swing back around and do it but with I Bonds paying 7.12 percent I'm going the easy route. Also, the tax stuff and distributions on thi...
by ppnewbie
Mon Nov 15, 2021 6:46 pm
Forum: Variable Portfolio Discussion
Topic: I missed another 10x opportunity
Replies: 6
Views: 1115

Re: I missed another 10x opportunity

Its funny over the years I have stepped over ten baggers screaming at me in front of me in my pursuit of ten baggers!