Search found 65 matches
Re: BOXX
I really like XHLF, 6 month tbil duration 0.03% ER
- Fri Jan 17, 2025 8:52 am
- Forum: Bonds
- Topic: Moving up to 4.9%
- Replies: 120
- Views: 18048
Re: Moving up to 4.9%
I'm not even trying to cherry pick data but it looks like a 100% long bond portfolio outperforms the PP from 1995 to 2021ish. Surprising. Perhaps treasuries underperforming is actually infrequent on longer time scales.




- Fri Jan 10, 2025 3:25 pm
- Forum: Bonds
- Topic: Moving up to 4.9%
- Replies: 120
- Views: 18048
Re: Moving up to 4.9%
Any thoughts on tilting the PP to 15% LTT and 35% cash/tbills? If deflation is THAT uncommon, then tilting seems appropriate while keeping the core philosophy intact
- Wed Jan 08, 2025 8:38 am
- Forum: Bonds
- Topic: Moving up to 4.9%
- Replies: 120
- Views: 18048
Re: Moving up to 4.9%
The PP forces you to buy the under performing asset so it makes sense to buy LTTs. But....its not easy 

- Wed Jul 26, 2023 5:54 am
- Forum: Gold
- Topic: Gold Substitutes
- Replies: 48
- Views: 130344
Gold Substitutes
Let's acknowledge for moment that Gold is indeed a physical item that can be exchanged for cash. With that in mind, other physical items could serve the same role. HB said in his book he wasn't a fan of real estate because you can't sell just the deck, and a house requires upkeep. But let's brainsto...
- Tue Feb 28, 2023 9:47 am
- Forum: Cash
- Topic: Single-bond ETFs
- Replies: 13
- Views: 11642
Re: Single-bond ETFs
in case it wasn't shared, check out ticker "XONE" - 0.3% expense ratio
"One Year Target Duration US Treasury ETF seeks to track the investment results of an index which contains U.S. Treasury securities that have an average duration of approximately 1 year."
"One Year Target Duration US Treasury ETF seeks to track the investment results of an index which contains U.S. Treasury securities that have an average duration of approximately 1 year."
- Tue Feb 28, 2023 7:30 am
- Forum: Gold
- Topic: Why do they say gold isn't a hedge against inflation?
- Replies: 17
- Views: 10034
Why do they say gold isn't a hedge against inflation?

Looks like its working to me
- Fri Jun 17, 2022 5:00 pm
- Forum: Permanent Portfolio Discussion
- Topic: 60/40 portfolio in shambles
- Replies: 1
- Views: 1804
60/40 portfolio in shambles
I was just listening to the man again. I don't give a shit what the economy does
- Wed May 18, 2022 9:49 pm
- Forum: Bonds
- Topic: coping with a LTT bear market
- Replies: 9
- Views: 5067
Re: coping with a LTT bear market
i love my treasuries. they won't let me down
- Wed May 18, 2022 9:30 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3835
- Views: 2205038
Re: The GOLD scream room
HB said gold would move during inflation. If we take his word at face value, we can conclude we've only had mild inflation these past 2 years despite what the CPI and other figures indicate.
- Fri May 13, 2022 12:43 pm
- Forum: Bonds
- Topic: Fed damaging bond market
- Replies: 53
- Views: 16691
Re: Fed damaging bond market
I'm trying to wrap my head around something. If rising rates are deflationary, when do bonds benefit from it? Because we all just witnessed bonds get slaughtered amidst the prospect of rising rates.
- Thu May 12, 2022 9:19 pm
- Forum: Permanent Portfolio Discussion
- Topic: Absolutely brutal - 5/5
- Replies: 291
- Views: 80648
Re: Absolutely brutal - 5/5
At the end of the day HB was a libertarian and I think he recommended USD only because it was the reserve currency. But in his book he also did say to keep some cash outside of the US...swiss francs for example. I wonder if, metaphorically, BTC fits that bill....no pun intended
- Thu May 12, 2022 11:05 am
- Forum: Permanent Portfolio Discussion
- Topic: Absolutely brutal - 5/5
- Replies: 291
- Views: 80648
Re: Absolutely brutal - 5/5
I think HB was deeply mistrusting of the government. Enough so that he would have been an advocate for owning some Bitcoin. Perhaps in the VP, if not the PP.
- Mon May 09, 2022 8:19 am
- Forum: Permanent Portfolio Discussion
- Topic: Absolutely brutal - 5/5
- Replies: 291
- Views: 80648
Re: Absolutely brutal - 5/5
Harry Browne was confident that cash would only do well during periods of "tight money". Makes sense we are in this environment as the FED is doing exactly that by raising rates and selling assets. But HB also said "tight money" is temporary and eventually inflation/deflation wil...
- Fri May 06, 2022 8:41 pm
- Forum: Bonds
- Topic: Fed damaging bond market
- Replies: 53
- Views: 16691
Re: Fed damaging bond market
Bonds are looking cheap relative to stocks:
Today VOO / TLT = 3.36
Last year VOO / TLT = 2.78
2 years ago VOO / TLT = 1.64
You can get over 3 tlts for the price of one VOO!!!
Today VOO / TLT = 3.36
Last year VOO / TLT = 2.78
2 years ago VOO / TLT = 1.64
You can get over 3 tlts for the price of one VOO!!!
- Fri May 06, 2022 12:47 pm
- Forum: Permanent Portfolio Discussion
- Topic: Jeffrey Gundlach on PP
- Replies: 47
- Views: 35534
Re: Jeffrey Gundlach on PP
Mr. Gundlach consistently touting the PP: https://www.youtube.com/watch?v=ECe4xLSkvZo&t=16m7s
- Tue May 03, 2022 8:15 pm
- Forum: Permanent Portfolio Discussion
- Topic: Is This a Tight-Money Recession?
- Replies: 13
- Views: 5714
Re: Is This a Tight-Money Recession?
just look at DXY. Of all the currencies, the dollar is what people want right now. Even Bitcoin has been flat while the dollar is rallying
- Wed Apr 27, 2022 12:00 pm
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 216921
Re: Are most people here sticking with Treasuries?
I use EDV instead of TLT and I've been tempted multiple times to sell calls on it but I never do. Why? Because I know as soon as a sell a call, some massive event will happen and TLT/EDV will skyrocket and I'll be selling for a pittance

- Wed Apr 27, 2022 11:55 am
- Forum: Stocks
- Topic: Unequal Sector Coverage in ETFs
- Replies: 16
- Views: 8502
- Sat Apr 23, 2022 7:55 am
- Forum: Permanent Portfolio Discussion
- Topic: Jeffrey Gundlach on PP
- Replies: 47
- Views: 35534
Re: Jeffrey Gundlach on PP
Thanks for sharing, yeah a 60/40 this year would be nothing but pain. PP is having some pain but its quite minimal in comparison
- Mon Mar 28, 2022 3:34 pm
- Forum: Permanent Portfolio Discussion
- Topic: When does PP inflation protection usually kick in?
- Replies: 2
- Views: 1575
Re: When does PP inflation protection usually kick in?
Inflation is always a lagging indicator. HB said gold will move when inflation surpasses 8, 9%. But the caveat is that much of this inflation is supply chain related. Time will reveal the truth. Glad to be in gold regardless.
- Mon Mar 28, 2022 3:32 pm
- Forum: Bonds
- Topic: Gundlach on LTT's today
- Replies: 21
- Views: 8396
Re: Gundlach on LTT's today
backwards take. PP is offensive on all fronts, not defensivebuddtholomew wrote: ↑Mon Mar 28, 2022 2:34 pm The PP is truly fantastic in how poorly it performs.
If you try and protect yourself from everything, you protect yourself from nothing.
- Sun Mar 27, 2022 9:29 am
- Forum: Bonds
- Topic: Gundlach on LTT's today
- Replies: 21
- Views: 8396
Re: Gundlach on LTT's today
Peter Schiff basically calls any one buying long term bonds a moron: https://www.youtube.com/watch?v=cfdyuSEaSQo
Still buying tho
Still buying tho
- Fri Mar 25, 2022 10:00 am
- Forum: Other Discussions
- Topic: Cautionary example of social media postings
- Replies: 11
- Views: 2998
Re: Cautionary example of social media postings
Not sure if this is allowed but there is facebook group for PP investors.
https://www.facebook.com/groups/291458589731062/
https://www.facebook.com/groups/291458589731062/
- Thu Mar 24, 2022 6:26 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP is Totally Obsolete!!!
- Replies: 62
- Views: 34854
Re: PP is Totally Obsolete!!!
Now is the BEST time to up a PP. Recent events show that anything can happen at any time. I sleep like a baby. 
