Search found 37 matches

by mdwilson1991
Fri Jul 03, 2020 12:00 am
Forum: Permanent Portfolio Discussion
Topic: Funds or etfs for Stocks
Replies: 9
Views: 187

Re: Funds or etfs for Stocks

Consider also that ETFs have bid/ask spreads and may sell at a premium or discount to to the value of the underlying assets. And possibly, you might pay to make the trades to sell your funds and buy ETFs.

So, it's not as straightforward as just some tax savings.
by mdwilson1991
Thu Jun 25, 2020 8:26 am
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio Shakedown
Replies: 9
Views: 906

Re: Permanent Portfolio Shakedown

You grossly undersell the analysis that was performed in the series. If one is interested in ultra simplicity then 25x4 is as easy as it gets. But I think most impartial observers would say the PP 25x4 allocation is anything but truly neutral as to risk and as to properly weighting economic conditi...
by mdwilson1991
Sun Jun 21, 2020 10:48 am
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio Shakedown
Replies: 9
Views: 906

Re: Permanent Portfolio Shakedown

I think it is important to note that what the author of the linked post has proposed is in no way a version of the PP. He has addressed what he views as the flaws of the PP by introducing various modeling techniques which attempt to improve performance by predicting what the next periods results wil...
by mdwilson1991
Wed May 06, 2020 7:24 pm
Forum: Variable Portfolio Discussion
Topic: The tech-dumbell portfolio
Replies: 70
Views: 3298

Re: The tech-dumbell portfolio

I don't guess it matters anymore, but really this belongs in the Vp forum. It is not the PP.
by mdwilson1991
Mon Apr 27, 2020 9:40 am
Forum: Permanent Portfolio Discussion
Topic: PP vs 60/40 Shares/Gold
Replies: 6
Views: 955

Re: PP vs 60/40 Shares/Gold

You can construct lots of allocations that have better yield over some period with less volatility than the PP. However, the recommended 60/40 allocation doesn't contain the long bonds or cash component of the PP. So, when economic conditions favor long bonds or cash over stocks or gold, that alloca...
by mdwilson1991
Fri Apr 24, 2020 10:14 am
Forum: Permanent Portfolio Discussion
Topic: Raoul Pal "The Unfolding"
Replies: 9
Views: 740

Re: Raoul Pal "The Unfolding"

120 pages of pure joy. :(

Seriously though, thanks for posting, it is interesting.
by mdwilson1991
Fri Apr 24, 2020 9:50 am
Forum: Bonds
Topic: Help me get over my fear of LTTs
Replies: 24
Views: 3221

Re: Help me get over my fear of LTTs

Hi folks, I've been reading here a while, read Best Laid Plans, Rowland's book. I've been trying to pull the trigger and move to the PP or a variation, like GB. I can't seem to get past my fear (perhaps irrational ) of the long term treasuries. I know stocks can crash and stay there for ages. But s...
by mdwilson1991
Fri Apr 24, 2020 9:43 am
Forum: Gold
Topic: How do you invest the gold portion?
Replies: 42
Views: 14876

Re: How do you invest the gold portion?

In ALL the posts I have read in this Forum now (at least 1,000's) these two posts are the only two I've seen make reference to Market On Close (MOC) order. Two totally opposite opinions here....any others want to chime in? Vinny I can only give my point of view on the two opposite opinions - I had ...
by mdwilson1991
Fri Apr 24, 2020 9:33 am
Forum: Permanent Portfolio Discussion
Topic: New Member and Permanent Portfolio Novice. Asking for help
Replies: 15
Views: 1896

Re: New Member and Permanent Portfolio Novice. Asking for help

The whole thing above was great! Spelling it all out both concisely yet with detail. However, for we literalists out here, can you more precisely define "every so often"? Certainly Sophie can reply with own answer to what she meant, but my interpretation - - - We can't forget that a foundation of t...
by mdwilson1991
Thu Apr 02, 2020 2:33 pm
Forum: Other Discussions
Topic: Dawg Pound
Replies: 163
Views: 6458

Re: Dawg Pound

Thanks! I truly believe that "A house is not a home without a pug.". My soul is at peace again, even though the void left by the last one will never be completely filled. I have never owned a pug, and only known a few through the years. I have no idea what they are like to own as a pet, but they ab...
by mdwilson1991
Thu Apr 02, 2020 2:27 pm
Forum: Other Discussions
Topic: Computer games - then & now
Replies: 18
Views: 831

Re: Computer games - then & now

Choplifter. Battle Zone. Anything Infocom. Wow those were some good ones. I'll add Dr J and Larry Bird Go One On One, Archon, Red Baron, Pole Position, Karate Champ, Pirates, Defender of the Crown, Qbert...probably a zillion others. The good old Commodore 64... The arcade near my high school gave ou...
by mdwilson1991
Thu Apr 02, 2020 1:59 pm
Forum: Other Discussions
Topic: Coronavirus Conspiracy Theories
Replies: 151
Views: 5595

Re: Coronavirus Conspiracy Theories

There must be thousands of researchers examining this virus. Could some of them tell if it was engineered? Yes, they can tell if was engineered. It wasn't. Check the article I posted earlier in this thread. (We don't seem to have post numbers here, or I would just say look at post #...) https://www...