Use a 2x leveraged stock fund for the 'stock' third. Thirds each 2x stock, gold, cash Gold in hand, safest cash (T-Bills/short term treasury). Exposure of 66% stock, 33% gold, 33% cash, 33% borrowed (by the leveraged ETF). Reduced counter-party risk, benchmark to 67/33 stock/bond and better reward,...

I can’t sell gold, and I wish there was some group like AA that I could go to for this problem. Not even swaps? The gold/Silver ratio (GSR) at the start of 2025 stood at 90, a historic relative high, a ounce of gold bought 90 ounces of silver. Year end 2025 the GSR had declined to 57, swapping back...

Use a 2x leveraged stock fund for the 'stock' third. Thirds each 2x stock, gold, cash Gold in hand, safest cash (T-Bills/short term treasury). Exposure of 66% stock, 33% gold, 33% cash, 33% borrowed (by the leveraged ETF). Reduced counter-party risk, benchmark to 67/33 stock/bond and better reward, ...

dualstow wrote: ↑Tue Jan 06, 2026 9:10 am80

Gold/Silver ratio 60.

Those that swapped gold for silver when GSR was 90 might swap back again and end up with 50% more gold.

P.S. Check out the “more than 500 pounds of precious metal” thread at b’heads. Yes, I saw that thread the other day. Apparently industrial demand for silver is high and junk silver is selling at a discount due to refiner backlog? I guess the lesson is if you're going to buy silver, don't buy the &q...

KAU (Kinesis gold) yield for 2025 indicated as being 4.38% https://i.postimg.cc/MH6Kv0tg/kinesis.png that's activity driven where much of that arose during March to July To earn that you do have to link a offline/cold wallet in, which is no different to making it online and the additional risks that...

I agree. It's dead to me. If you want digital gold, buy GLD. If you want a cryptocurrency, try Monero. Bitcoin via coinbase -> offline wallet binance using just a email to import the bitcoin and swap for monero then swap back for (different) bitcoin -> to offline wallet ... does break the bitcoin c...

But, just because someone is interested in the permanent portfolio, that doesn’t mean they’re going to wind up here. Let's face it, discussion forums (run on PHP, no less) are so 90s. These days all the cool kids are on TikTok or maybe Signal/Discord/Slack chats. ... where they perceive stocks and ...

ibit is 2% of the portfolio. i wouldn’t sit on more than not no matter whether i thought it was headed up or down . its more like a tech stock then alternative now Bitcoin blockchain is now too controlled/regulated, you have to verify any bitcoin you receive is 'clean' or otherwise risk losing it w...

What's driving silver now? Impending supply shock as the LBMA's (now mostly the COMEX's) silver ocean continues to evaporate. Silver stockpiles have also slumped in China (Shanghai). China restricts the Chinese to only selling gold to the state an treats silver much the same as gold, and has permit...

Neither fiat or gold standards are ideal, both have flaws, ... Governments suffer fiscal restraints under gold standards / sound money. People suffer stealth wealth theft via inflation under fiat currency systems. The choice seems easy to me. We seem to be transitioning to a bi era, some of both, w...

1750 - 1850 and the British Pound was a major international trade settlement currency as it was gold. A Pound was a gold Sovereign coin, a little under a quarter of ounce of gold. So the Pound and gold remained at around GBP 4.25/oz. Inflation was near zero Interest rates were typically around 4%, ...

Three quick questions: One, is there any reason almost all of their strategies--including this one--seem to only go back to 1970 (i.e. only be backtested back to that date), or 1972, or 1973? I would be very suspicious of any backtest that went back past the early 1970s, as the nature of money was ...

👉 Have these economic environments really happened 25% of the time each? 📊 Not exactly. Historical data for the U.S. (since 1900) and Europe (mainly post-1950) tells a different story: ⸻ 🔍 Historical Occurrence of Each Scenario 🇺🇸 United States (NBER, CPI, FRED data): • 🔹 Expansion (GDP growth, low...

everything would feel different if gold was legal tender or there was something backed by gold. I think this would be a key step in restoring responsible behavior by banks That's why it wont happen. ps buy boglercoin Fiat enables fine adjustments to direct glide paths rather than slamming into a wa...

i can see a 50/20/20/10 for retirement 50% equities, 20% gold/bitcoin , maybe 16% gold 4% bitcoin , 20% split between vgsh and vtip and then 10% cash At times the domestic currency might relatively strengthen, assets (stocks/commodities) decline, such as was the case for Japan 2008 (global financia...

The 25% cash can also feel weird. Imagine you had a portfolio of $100m. Would you really put $25m into T-bills? Seems doubtful - you'd prefer to invest those funds in more productive assets, while still keeping a smaller percentage around as "dry powder" in case you want to buy another La...

I have introduced a few coworkers to balanced investing over the past year. (In addition to Bitcoin for speculation.) A issue for me with bitcoin is that of being passed "dirty" coins - historic trail of having been used for illicit purposes or tax avoidance ...etc - resulting in the valu...

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The PP is out of vogue after recent large/fast gains elsewhere - but where the valuations in those alternatives seem high. Perhaps in another year after a major correction the board activity might once again soar. Those that perhaps profit took to start building up PP exposure at recent times might...

Previously many saw bitcoin as a alternative to gold, sold gold to buy bitcoin, nowadays that seems to be reversing. Of course the intangibility is generally seen as a plus. Divisible: isn’t it the ultimate divisible instrument? There are +ve and -ve sides. Tangible in-hand assets have distinct adv...

I think I will do a 3 way version of PP w/o the bonds, and then add bonds later when yields rise. I'll probably do shorter duration bonds, maybe 10 year max. What is your update on this? 3.5 years later I'm going basically a 3 way PP. it's doing well, but I realize I don't have the benefit of the L...

Yep, it’s just marketing. Everything gets compared to gold at some point. I guess it was a foregone conclusion that crypto would, too. Bitcoin: Fungible? Not without a audit trail of interchanges Divisible? Not without a audit trail Tangible? No, only exists as a digital record, isn't backed by phy...

How do you handle different time horizons or inflation assumptions? In the UK case that's easily covered by back-testing against long enough time, that include historic cases such as world wars, high inflation/IMF bailout, 2000 dot com bubble burst, 2008 financial crisis, 2020 Covid ...etc. If the ...

I use a spreadsheet to calculate the yearly real gain factors for the portfolio/assets If one year the PP = +10%, inflation = 4% then 1.10 / 1.04 = 1.0577 real gain factor for that year Repeated for all years. I store those is the first column (a) for each year I then create a column for each run/se...