I have not looked in a while. AVUV seems to be the most small capp-y. VBR has big companies in it. AVUV ER is a little higher. I have both.

Golden Butterfly in my 401k and basic stock in taxable that is slowly backing into gold, treasuries, small cap value. But still mostly stocks. I also would not do cash in the 401k in hindsight.

Purchased some LTTs today at 4.615. Have feeling a missed the peak yield for now which was around 4.81.

VTI with dividends reinvested is an easy one. But it is volatile with big potential drawdowns.

Happy to see Craig pop in. One important point is that both Craig and Harry Browne generated wealth from their businesses and then (IMHO) used the PP to preserve it, grow it at a reasonable amount above inflation, limit drawdowns while keeping things simple. Personally, I do not see the PP generatin...

I have tried many times but no gold bars available at costco

Vanguard Small Cap Value ETF.

Hey I didn't know about AVUV, thanks for mentioning! It looks like FISVX (Fidelity's small cap value mutual fund) is lagging it quite significantly, and it gets worse and worse over time. What is everyone's favorite small cap value investment??? After lots of research it seems to be the new consens...

I want yield and volatility.

This is an excellent article.

Yield is going up!

Hey I didn't know about AVUV, thanks for mentioning! It looks like FISVX (Fidelity's small cap value mutual fund) is lagging it quite significantly, and it gets worse and worse over time. What is everyone's favorite small cap value investment??? After lots of research it seems to be the new consens...

Good point. For some reason I was thinking it was higher. Definitely worth it at .25 percent.

Great minds think alike! That was the main reason I went ahead and purchased them (the day before a higher than expected CPI number!). Lets see what happens in May.

I've been wanting to buy decent chunk of AVUV. But I really dont want to pay the .6 percent expense ration. I may just buy the top ten stocks in AVUV or CALF and put it into a direct index for 60 / year. Any thoughts on this approach?

Rajiv

I was thinking the fixed rate was going to stay at 1.3% but I bought them the day before the hot CPI number came in. Lets see what the fixed rate gets set on May 1.

Apologies if this has been discussed already. I just read a fantastic post by Tyler regarding safe withdrawal rates / ulcer indexes.

https://portfoliocharts.com/2024/04/01/ ... ortfolios/

I love financial media. Its so entertaining and so wildly uncorrelated with reality. I will be a buyer again at five percent.

Can you remind me what the cashless PP is? Stocks, Gold, LTTs? Also how are you measuring the value? I am currently seeing an everything bubble inflate (Stocks, Gold). But I guess LTTs are getting cheaper and small cap value is still a bit stagnant. So maybe not an everything bubble.

https://posttruthera.substack.com/

Created a new substack to point out the seemingly upside down world we live in. Check it out, if you are inclined. And also feel free to suggest topics.

I actually made the purchase because I am in the building a balast phase of investing, for my VP (GOLD, SCV, LTT) AND rebalance my Golden Butterfly Frankenstein. I was thinking if I could live with the yield if if rates went higher and 5.088 percent. And I could. Its good income, regardless of what ...

I think AI may make simple tasks more complex and frustrating and increase productivity at the same time. It has saved coding time for me and pointed me in the right direction for technical tasks. Current simple task: Walk into a museum in London. “It’s free but you need to download the app and get ...

Thanks Vinny! Was reading through the transcript. Very interesting. I’m going to listen to the whole podcast over the next few days.

Remember the breathless reports of Putin battling cancer in 2022? IMHO the “news” is just noise and I also feel that many official statements are possibly slightly truthy propoganda. Maybe Germany needs a war to boost their economy after their greatest ally blew up the Nordstream pipeline and plunge...

Here is another interesting option I have considered. It is Monetary Metals based in Arizona. They loan your gold out and you get interest in gold back.

https://www.gyroscopicinvesting.com/for ... =5&t=12989