Search found 40 matches

by coasting
Fri Dec 08, 2023 6:27 pm
Forum: Variable Portfolio Discussion
Topic: Leverages ETN strategies
Replies: 5
Views: 10243

Re: Leverages ETN strategies

I am fascinated by leveraged ETNs such as UPRO, a 3X S&P ETN, and a new one, XXXX, a 4X S&P ETN. While I'm not interested in leveraged products, if I where to choose one, it would never be an ETN. ProShares UPRO does appear to be a standard ETF. This new XXXX offering from BMO is an Exchange Traded...
by coasting
Thu Oct 19, 2023 8:00 pm
Forum: Permanent Portfolio Discussion
Topic: Alright who’s hitting rebalancing bands?
Replies: 13
Views: 13868

Re: Alright who’s hitting rebalancing bands?

My LTTs are 15.8%. I think I'm ready to rebalance. In Fidelity accounts, what is better for buying LTT funds: TLT ETF or FNBGX index? I currently already have both. I use FNBGX because I prefer Mutual Fund structure over ETF where possible. FNBGX is also incredibly inexpensive at 0.03% ER. If this ...
by coasting
Fri Oct 13, 2023 7:14 pm
Forum: Gold
Topic: Why the big move in gold?
Replies: 28
Views: 56900

Re: Why the big move in gold?

I Shrugged wrote:
Fri Oct 13, 2023 5:28 pm
Big move in gold today. Why?
Stocks down, gold and long treasurys up today - I assumed it was traders' flight to safety going into the weekend due to recent geopolitical events.
by coasting
Tue Jul 25, 2023 9:23 pm
Forum: Other Discussions
Topic: Signatures
Replies: 194
Views: 235696

Re: Signatures

Been getting really into zombie apocalypse games and movies lately. Throw me some suggestions if you have any. Lighthearted: Zombieland Not-so-lighthearted: 28 Days Later Thanks! O0 Dead Set is a must see in that genre. Set in a British Big Brother house. 5 short episodes you can watch in one sitti...
by coasting
Thu May 18, 2023 9:16 pm
Forum: Other Discussions
Topic: How To Build A Bond Ladder
Replies: 24
Views: 31793

Re: How To Build A Bond Ladder

Seriously, Vinny. Please lay off posting for a few hours at least. Not sure what you are trying to do by starting a million new threads and posting in every other one. Enough is enough. This has been going on for at least a year if not 2, and you guys are just now getting annoyed? Seriously? Naahh,...
by coasting
Sun May 14, 2023 8:33 pm
Forum: Other Discussions
Topic: Bank failures
Replies: 8
Views: 1482

Re: Bank failures

Thought they failed it does not look like they cost anyone anything? If by anyone you mean depositors, yes that's true - they were made whole by the bank itself. “In light of recent industry and regulatory developments, Silvergate believes that an orderly wind down of Bank operations and a voluntar...
by coasting
Sun May 14, 2023 6:19 pm
Forum: Other Discussions
Topic: Bank failures
Replies: 8
Views: 1482

Re: Bank failures

That's quite the snowman profile on the right side! Also, I was wondering where is Silvergate bank on the list for 2023? I know it wasn't very big compared to the other three, but was as big as a few others on the list from earlier years. Apparently, while it was FDIC insured, it was a voluntary sh...
by coasting
Sun May 14, 2023 5:47 pm
Forum: Other Discussions
Topic: Bank failures
Replies: 8
Views: 1482

Re: Bank failures

That's quite the snowman profile on the right side!
by coasting
Thu Apr 20, 2023 9:29 pm
Forum: Stocks
Topic: International stocks?
Replies: 42
Views: 68354

Re: International stocks?

Is the idea behind the Permanent Portfolio and Golden Butterfly only needing domestic US stocks (for US investors) that the gold provides sufficient hedging against foreign exchange movements? Yes, that is the idea I have come to believe (at least for US investors). Tyler has an article on Portfoli...
by coasting
Tue Apr 18, 2023 8:13 am
Forum: Cash
Topic: I-bonds from tax refund
Replies: 37
Views: 9391

Re: I-bonds from tax refund

vnatale wrote:
Tue Apr 18, 2023 7:31 am
Does Texas have state income taxes?
Hell no!!!

But we make up for it in property taxes. :(
by coasting
Mon Apr 17, 2023 7:54 pm
Forum: Stocks
Topic: Small Cap Value fund without a large allocation to financials
Replies: 3
Views: 1739

Re: Small Cap Value fund without a large allocation to financials

Does anyone know of a good Small Cap Value fund without a large allocation to Small Cap "Value" financials. I want to make a purchase but Vanguards VBR, I believe, has over 20 percent in financials at the moment. Looks like funds based on CRSP US Small Cap Value index (e.g. VBR) and Russell 2000 Va...
by coasting
Fri Apr 14, 2023 10:47 pm
Forum: Variable Portfolio Discussion
Topic: Hedging Against U.S. Dollar Losing Global Reserve Status
Replies: 34
Views: 24685

Re: Hedging Against U.S. Dollar Losing Global Reserve Status

Is there any general correlation between the strength of the US dollar and the returns that a US investor will get from a broad foreign stock index fund? ... But again my followup would be to ask whether there is even a weak correlation, in other words if the dollar is strengthening is it more like...
by coasting
Sat Mar 25, 2023 9:26 pm
Forum: Variable Portfolio Discussion
Topic: in depth review of golden butterfly
Replies: 21
Views: 12514

Re: in depth review of golden butterfly

snedgar wrote:
Sat Mar 25, 2023 9:07 pm
The article seems cluncky and uninspired to me.

I wonder if it was written by AI?
I wonder if it was written by AI? lol - I had exactly the same thought!
by coasting
Sat Feb 25, 2023 8:04 pm
Forum: Stocks
Topic: Stock Picking in the PP
Replies: 33
Views: 17494

Re: Stock Picking in the PP

If I recall correctly, in the Money Show radio archives he recommended the S&P 500 fund. Yes, S&P 500 fund for the stock allocation is my recollection from multiple episodes of the radio show. Below is my "strict" interpretation of the Permanent Portfolio philosophy: In October 10, 2004 episode Har...
by coasting
Sat Feb 25, 2023 10:55 am
Forum: Cash
Topic: Best place for cash
Replies: 7
Views: 3088

Re: Best place for cash

For the past decade, I've focused on building up cash reserves in my taxable investment account. Cash was ideal for taxable because it threw off almost no interest and of course had no gains. Whereas, I was preferring to load up my Roth IRA with stocks because of their growth potential. Now the sit...
by coasting
Fri Feb 24, 2023 8:56 pm
Forum: Gold
Topic: IRA approved international gold custodians
Replies: 1
Views: 1226

Re: IRA approved international gold custodians

Hi All, I did a quick search on this forum and did not find much in relation to IRA-approved international gold custodians. Diversification is a good thing and I think that would apply to physical gold held by a custodian internationally for a portion of assets. If anyone has information or referen...
by coasting
Thu Feb 23, 2023 9:13 pm
Forum: Bonds
Topic: Treasury bond pricing
Replies: 5
Views: 2076

Re: Treasury bond pricing

Why are treasuries priced in $100 increments i.e. 99.730 but sold in $1000 increments? Seems like a bond in this example would be priced at $997.30. I'm sure there is a simple, obvious reason. Per Investopedia at https://www.investopedia.com/terms/b/bondquote.asp "A bond quote is the last price at ...
by coasting
Sat Dec 24, 2022 5:37 pm
Forum: Gold
Topic: Fidelity Gold, Silver, Platinum, and Palladium Trading
Replies: 3
Views: 1537

Re: Fidelity Gold, Silver, Platinum, and Palladium Trading

When did this happen? I just learned of this from snedgar in the other thread. This at least feels like lower counter party risk with some higher fees. https://www.fidelity.com/trading/investment-choices/gold-silver-platinum Buying and selling fees: Fees5 Gross amount Percent charged on gross amoun...
by coasting
Fri Dec 23, 2022 8:42 pm
Forum: Gold
Topic: Liquidate Some Roth Space to Buy Physical Gold?
Replies: 18
Views: 7180

Re: Liquidate Some Roth Space to Buy Physical Gold?

I'm sure some wiser people will chime in. I don't know your age or tax situation, but I think I would liquidate something at breakeven in taxable rather than mess with my Roth before I have to, myself. Just my two cents. (Just my two gold slivers). I should have mentioned what I have already in tax...
by coasting
Tue Dec 13, 2022 12:36 pm
Forum: Gold
Topic: Another Gold ETF post
Replies: 29
Views: 9951

Re: Another Gold ETF post

Xan wrote:
Tue Dec 13, 2022 9:49 am
Yes, thanks, welderwannabe! This is a great resource. I've used it to divest of GLDM.
Xan, if you are open to sharing, may I ask: Did you invest the proceeds in a different gold ETF? And if so, which one did you select?
by coasting
Fri Nov 18, 2022 1:33 pm
Forum: Bonds
Topic: Treasury Notes (Auction vs Secondary - basically a wash?)
Replies: 14
Views: 4026

Re: Treasury Notes (Auction vs Secondary - basically a wash?)

Just for the sake of discussion… I have a T-Bill ladder in my taxable account at Fidelity composed of 3, 6, and 9 month T-Bills, purchased on the secondary market, that I will to hold to maturity. It currently yields about 4.5%-- which is far better than an HBPP-designated Treasury money market fun...
by coasting
Thu Nov 17, 2022 5:03 pm
Forum: Gold
Topic: Another Gold ETF post
Replies: 29
Views: 9951

Re: Another Gold ETF post

IAUM, iShares "Micro" version of IAU, launched with ER of 0.15%. Not sure when it happened, but ER for IAUM appears to have dropped to 0.09%. Both fund's prospectus list the same sponsor, trustee, and custodian. I'm not aware of a less expensive gold trust currently on the market. IAUM is even chea...
by coasting
Thu Nov 17, 2022 9:56 am
Forum: Gold
Topic: Another Gold ETF post
Replies: 29
Views: 9951

Re: Another Gold ETF post

IAUM, iShares "Micro" version of IAU, launched with ER of 0.15%. Not sure when it happened, but ER for IAUM appears to have dropped to 0.09%. Both fund's prospectus list the same sponsor, trustee, and custodian. I'm not aware of a less expensive gold trust currently on the market.
by coasting
Sun Oct 30, 2022 4:22 pm
Forum: Permanent Portfolio Discussion
Topic: Non-ESG ETFs
Replies: 53
Views: 37521

Re: Non-ESG ETFs

You can buy just 1 share (at whatever the stock price is) for most any (every?) stock on the market. Some brokerages allow you to buy fractional shares (Interactive Brokers) where you can spend as little as $25 on each company. Not sure how voting would work though if you own less than a full share...
by coasting
Wed Oct 26, 2022 11:25 pm
Forum: Permanent Portfolio Discussion
Topic: Non-ESG ETFs
Replies: 53
Views: 37521

Re: Non-ESG ETFs

The deeper issue is that BlackRock uses their voting rights (as extremely large holders of any company's stock) to actively pressure the board of every major company to adopt ESG values. That's not about choice. It's about direct political coercion. Tyler's got it. I was blissfully unaware that Van...