Search found 746 matches

by ppnewbie
Sat Jan 28, 2023 4:23 pm
Forum: Stocks
Topic: Permanent Broker
Replies: 1
Views: 14

Permanent Broker

I want to set up a stock account for my kids where we auto purchase and manually purchase mostly stocks mostly VTI and reinvest dividends. I want this to be broker that they can use forever. I’m looking for things like ease of use, customer support, on-site locations, etc, etc… Currently I am thinki...
by ppnewbie
Thu Jan 26, 2023 9:53 pm
Forum: Permanent Portfolio Discussion
Topic: Tim Price discussing the HBPP in the current economy
Replies: 8
Views: 572

Re: Tim Price discussing the HBPP in the current economy

One big take away for me is that commodity trend following (CTA) is very interesting. One CTA I follow is up 30 percent in the past 12 months. Which I think is a general direction of a lot of the CTA’s.

Basically it seems like they are zigging when a lot of stuff is zagging.
by ppnewbie
Thu Jan 26, 2023 8:11 pm
Forum: Permanent Portfolio Discussion
Topic: 2022 Returns
Replies: 37
Views: 1644

Re: 2022 Returns

I just looked and I am down only 6.8 percent from the high on 3/22. This is after gold has started to move. Now I may need to rebalance! I may be close to even year to date.

I checked and the one year return and I’m down only 1.3 percent.
by ppnewbie
Sun Jan 15, 2023 6:42 pm
Forum: Stocks
Topic: Direct Indexing
Replies: 2
Views: 263

Direct Indexing

I heard a very interesting comment by Burton Malkiel. With direct indexing they can buy a select group of stocks that tracks the index but if a stock is down the direct indexer can sell it and buy another stock similar to tax loss harvest.
by ppnewbie
Sun Jan 15, 2023 6:39 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 329
Views: 26463

Re: Are most people here sticking with Treasuries?

I bought 30 years at 4 and then again at 3.87. I am using a new rule for myself. It’s called go halfsies. If I’m scared to buy or sell I do around half. That gets me moving.
by ppnewbie
Tue Jan 10, 2023 11:07 am
Forum: Permanent Portfolio Discussion
Topic: Tim Price discussing the HBPP in the current economy
Replies: 8
Views: 572

Re: Tim Price discussing the HBPP in the current economy

Also I would argue that the PP is balanced to deflation as well. Long bonds and cash.
by ppnewbie
Tue Jan 10, 2023 11:04 am
Forum: Permanent Portfolio Discussion
Topic: Tim Price discussing the HBPP in the current economy
Replies: 8
Views: 572

Re: Tim Price discussing the HBPP in the current economy

What resonates with me and seems reasonable is another simple formula. Precious metals, value stocks, and commodity trend following. The CTA's seems very interesting to me, because they are market neutral. I have been following one CTA and were up 37 percent last year, net of fees. The only reason I...
by ppnewbie
Tue Jan 10, 2023 10:37 am
Forum: Other Discussions
Topic: Washington Journal
Replies: 109
Views: 8305

Re: Washington Journal

JANUARY 10, 2023 | PART OF WASHINGTON JOURNAL 01/10/2023 Washington Journal Adam Andrzejewski on the Debt Ceiling and Government Spending Adam Andrzejewski talked about the Republican-led Congress' approach to government spending and the battle over raising the debt ceiling. https://www.c-span.org/...
by ppnewbie
Tue Jan 10, 2023 10:17 am
Forum: Other Discussions
Topic: Washington Journal
Replies: 109
Views: 8305

Re: Washington Journal

JANUARY 10, 2023 | PART OF WASHINGTON JOURNAL 01/10/2023 Washington Journal Adam Andrzejewski on the Debt Ceiling and Government Spending Adam Andrzejewski talked about the Republican-led Congress' approach to government spending and the battle over raising the debt ceiling. https://www.c-span.org/...
by ppnewbie
Tue Jan 03, 2023 8:28 pm
Forum: Permanent Portfolio Discussion
Topic: 2022 Returns
Replies: 37
Views: 1644

Re: 2022 Returns

One thing I am proud of is that I worked up the courage to purchase 30 year treasuries recently. One interesting thing about the PP / GB is that it makes you confront financial behaviors. I was talking to a friend and telling him that your body physically will not allow you to step off a cliff. Tha...
by ppnewbie
Tue Jan 03, 2023 8:27 pm
Forum: Permanent Portfolio Discussion
Topic: 2022 Returns
Replies: 37
Views: 1644

Re: 2022 Returns

I haven’t looked, but did anyone hit any rebalance bands? I did on my gold when it spiked to 2k but I did not follow the rules! But I’ve been pretty good since. One way I have been able to force my reluctance to buy losers is to “go halfsies” if I need to buy / sell something, I give myself license...
by ppnewbie
Mon Jan 02, 2023 7:07 pm
Forum: Permanent Portfolio Discussion
Topic: 2022 Returns
Replies: 37
Views: 1644

Re: 2022 Returns

Don’t have the one year performance offhand but I I’m down about 12 percent from the high on my modified GB. That’s vs 31 percent of the peak on my stock only portfolio. I think my 1 year performance was more like -13.9 but its a modified GB with a tech heavy mutual fund thrown in. No small cap val...
by ppnewbie
Mon Jan 02, 2023 2:58 pm
Forum: Other Discussions
Topic: Question for SilentMajority about Information Sources
Replies: 19
Views: 666

Re: Question for SilentMajority about Information Sources

One more thing. I think the NYT is basically garbage. I cant even put on my rotation because every time I go ten words deep into an article I have the overwhelming urge to throw it in the trash.
by ppnewbie
Mon Jan 02, 2023 2:55 pm
Forum: Other Discussions
Topic: Question for SilentMajority about Information Sources
Replies: 19
Views: 666

Re: Question for SilentMajority about Information Sources

Some sources I am turning to. zerohedge.com peakprosperity podcast and newsletter goldsilver.com - they have a section with news that’s very interesting. Ron Paul’s podcast I’m a fan of the Quoth The Raven podcast. I like what someone said “compare 180’s” because it seems a lot of media has an agen...
by ppnewbie
Mon Jan 02, 2023 3:01 am
Forum: Other Discussions
Topic: Died Suddenly
Replies: 85
Views: 2366

Re: Died Suddenly

I just heard from a friend who said their 36 year old brother in good health died suddenly. I am wondering if I should talk to them about this film.

It may be too painful for them and not helpful.
by ppnewbie
Mon Jan 02, 2023 2:45 am
Forum: Other Discussions
Topic: Question for SilentMajority about Information Sources
Replies: 19
Views: 666

Re: Question for SilentMajority about Information Sources

Some sources I am turning to. zerohedge.com peakprosperity podcast and newsletter goldsilver.com - they have a section with news that’s very interesting. Ron Paul’s podcast I’m a fan of the Quoth The Raven podcast. I like what someone said “compare 180’s” because it seems a lot of media has an agend...
by ppnewbie
Mon Jan 02, 2023 2:26 am
Forum: Gold
Topic: Fidelity Gold, Silver, Platinum, and Palladium Trading
Replies: 3
Views: 330

Re: Fidelity Gold, Silver, Platinum, and Palladium Trading

One interesting thing is I researched this a while back and Google mapped the company / storage facility that Fidelity uses for this service. On the website they have a very tight close up of the company sign. When I zoomed out it looked like a shack in an urban parking lot and I was pretty sure I h...
by ppnewbie
Mon Jan 02, 2023 2:19 am
Forum: Permanent Portfolio Discussion
Topic: 2022 Returns
Replies: 37
Views: 1644

Re: 2022 Returns

Don’t have the one year performance offhand but I I’m down about 12 percent from the high on my modified GB. That’s vs 31 percent of the peak on my stock only portfolio.
by ppnewbie
Wed Dec 28, 2022 2:20 pm
Forum: Variable Portfolio Discussion
Topic: DIY Real Estate
Replies: 28
Views: 920

Re: DIY Real Estate

@mathjak - Very interesting story about the tax lien adventure. I was thinking about 50k houses in the southeast and hopefully getting around 650 to 750 per month out of them. And maybe after all expenses getting down to a one percent rent-to-value ($500). Also that way, if it's a disaster probably ...
by ppnewbie
Sat Dec 24, 2022 2:44 pm
Forum: Variable Portfolio Discussion
Topic: DIY Real Estate
Replies: 28
Views: 920

Re: DIY Real Estate

I was thinking that if I had taken a conservative real estate path out of college, I may have been able to mostly retire at 30 to 35. Part of it was based on the fact that my technical degree gave me a better than average salary, the other part of it was that I was from a very nice but relatively c...
by ppnewbie
Sat Dec 24, 2022 2:02 am
Forum: Variable Portfolio Discussion
Topic: DIY Real Estate
Replies: 28
Views: 920

DIY Real Estate

I was thinking that if I had taken a conservative real estate path out of college, I may have been able to mostly retire at 30 to 35. Part of it was based on the fact that my technical degree gave me a better than average salary, the other part of it was that I was from a very nice but relatively ch...
by ppnewbie
Sat Dec 24, 2022 1:05 am
Forum: Gold
Topic: Gold in a collapse
Replies: 4
Views: 476

Re: Gold in a collapse

I love combibars
by ppnewbie
Fri Dec 23, 2022 6:48 pm
Forum: Permanent Portfolio Discussion
Topic: longtermtrends.net
Replies: 1
Views: 320

longtermtrends.net

Found a fantastic and very informative site while listening to George Gammon.

longtermtrends.net
by ppnewbie
Fri Dec 23, 2022 6:46 pm
Forum: Permanent Portfolio Discussion
Topic: Huh, 1/N Asset Allocation is Quite Robust
Replies: 12
Views: 965

Re: Huh, 1/N Asset Allocation is Quite Robust

For the wonky types. https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4281138 And of course, 1/N is how the PP does it. Thanks! And now I also know about SSRN.com. I've started thinking in terms of this 1/N for infrastructure projects as well (my job). Like 1/4 cost of capital, 1/4 cost of ongoi...