Search found 27 matches

by jalanlong
Mon Jan 13, 2020 1:13 pm
Forum: Permanent Portfolio Discussion
Topic: PP vs Desert Portfolio
Replies: 7
Views: 285

PP vs Desert Portfolio

I have been in the PP for some time and been reading this board for quite a while. I became intrigued by the Desert Portfolio a while ago and the more I look and study it, the more it seems to beat the PP over most periods of time both in an absolute and a risk-adjusted level. The major difference i...
by jalanlong
Fri Jan 10, 2020 8:33 pm
Forum: Permanent Portfolio Discussion
Topic: Any value in multiple ETFs?
Replies: 1
Views: 147

Any value in multiple ETFs?

I currently own a very basic 4x PP (TLT, IAU,VTI,SHV). Now that I am amassing a decent amount of money in each ETF, is it of any value to buy multiple ETFs for each asset to spread the risk of one ETF going under? For example instead of having all of my LT Treasury money in TLT I can split it betwee...
by jalanlong
Fri Nov 22, 2019 11:15 am
Forum: Variable Portfolio Discussion
Topic: Black Swan ETF
Replies: 1
Views: 338

Black Swan ETF

https://amplifyetfs.com/swan.html

Anyone every looked at this ETF? What is the difference (besides the expense ratio) between buying this and making my own Desert Portfolio using ETFs?
by jalanlong
Fri Nov 01, 2019 7:43 am
Forum: Permanent Portfolio Discussion
Topic: What is your current portfolio?
Replies: 36
Views: 10014

Re: What is your current portfolio?

escafandro wrote:
Thu Oct 31, 2019 7:43 pm
40 Stocks
40 Long Bond
20 Gold
May I ask what drew you to that portfolio?
by jalanlong
Thu Oct 31, 2019 8:30 pm
Forum: Other Discussions
Topic: is investing in stocks "immoral"?
Replies: 30
Views: 3675

Re: is investing in stocks "immoral"?

Over 50% of NFL Revenue comes from television contracts. Ticket sales are a much smaller %. And since it costs nothing for people to sit at home and watch games on tv, they really aren’t feeling the hit of higher player salaries other than the incessant advertising that invades every part of the gam...
by jalanlong
Thu Oct 31, 2019 6:24 pm
Forum: Other Discussions
Topic: is investing in stocks "immoral"?
Replies: 30
Views: 3675

is investing in stocks "immoral"?

https://www.polygon.com/2019/2/16/18226581/activision-blizzard-layoffs-executive-pay-unions I have always been fascinated by stocks and owning a piece of a company etc. But recently I have had more friends and co-workers than I have ever heard from before tell me that investing in stocks is "immoral...
by jalanlong
Thu Oct 31, 2019 8:58 am
Forum: Stocks
Topic: S&P 500
Replies: 42
Views: 6894

Re: S&P 500

I need to be educated on the issue of low volumes but if I am going to buy and hold this ETF in my PP for many, many years (I hope), what is the issue for me purchasing this instead of a higher volume etf?
by jalanlong
Wed Oct 30, 2019 11:21 am
Forum: Bonds
Topic: 10 Year Treasury in ETFs
Replies: 23
Views: 15037

Re: 10 Year Treasury in ETFs

You need at least 20% gold to do well in a 1970s-like era - check the year by year real returns on Portfoliocharts.com and you'll see what I mean. I thought the whole point of the Desert Portfolio was to appeal to conservative investors who are skittish about gold. It fills that niche very well. It...
by jalanlong
Wed Oct 30, 2019 10:08 am
Forum: Stocks
Topic: S&P 500
Replies: 42
Views: 6894

Re: S&P 500

You still get good diversity with an index fund, but I wonder how much better than buying and holding a basket of stocks it really is. In the new era of zero commissions, this might be worth a rethink. You'd want to buy and hold as opposed to constantly rebalance though. I bet we will start seeing ...
by jalanlong
Wed Oct 30, 2019 9:20 am
Forum: Stocks
Topic: S&P 500
Replies: 42
Views: 6894

Re: S&P 500

You still get good diversity with an index fund, but I wonder how much better than buying and holding a basket of stocks it really is. In the new era of zero commissions, this might be worth a rethink. You'd want to buy and hold as opposed to constantly rebalance though. I bet we will start seeing ...
by jalanlong
Tue Oct 29, 2019 9:08 pm
Forum: Stocks
Topic: DIY individual stock fund
Replies: 45
Views: 15539

Re: DIY individual stock fund

One way I tried for a while was on Jan 2 of each year, just look at the S&P 500, 400 and 600 etfs and buy the top 10 holdings in each one. That gives you 30 stocks diversified by market cap. Then next Jan sell the ones that are gone and buy the new ones. The few years I did it, I always outperformed...
by jalanlong
Tue Oct 29, 2019 6:14 pm
Forum: Bonds
Topic: 10 Year Treasury in ETFs
Replies: 23
Views: 15037

Re: 10 Year Treasury in ETFs

The same things I like about the Desert Portfolio are the same things that worry me about it. One the one hand, it is so simple to have my entire portfolio in 3 funds (IEF, VTI, IAU) that seem to cover most economic scenarios. But on the other hand I look at my brokerage statement and think oh my go...