just watched Mitchells versus the Machines (2021). Also excellent. Sony is absolutely killing it.

Two killer movies I just watched. Both worth checking out. Trailers linked below.

Puss in Boots, The Last Wish (2022)


Kpop Demon Hunters (2025)

I just went with the biggest three ETFs at the moment - DBMF, KMLM, CTA. It's kind of a nod towards Wall Street shennanigans/financial magic but not the slow decay of a straight commodity index.

My portfolio is 7 equal parts US-LCG, US-SCV, Intl-SCV, Cash, LTT, Gold, Managed Futures, basically 14% each. So I guess you could say that my MF, and US+Intl SCV holdings are my VP....so that would be 42% of our overall portfolio, with the remaining 2% (7*14%=98%) as just straight up play money whi...

It's possible...but in any case, it gives me some international exposure and with a state pension on the back end, I can push to be closer to 50% stocks. And the reality is that my intl portion is half MCW and half SCV because of my 401k offerings.

I'm currently 16% each of US Large Cap Growth, US Small Cap Value, Intl Small Cap Value, Cash, Long Term Treasuries and Gold with 4% in Managed Futures.

I plan on slowly transitioning to equal weights of all seven asset classes (noted above).

I know it's just the prosecutor's side of the story, but not a good look.

I like turkish food as much as the next guy...and business class too (or at least I think I would)....but damn....

Well Harris is way more prepared and just…coherent, than I expected. Trump had been wiping the floor with Biden, but now he’s talking about the eating of cats and dogs? He’s not doing well tonight. Whether or not you believe in her sincerity, Harris has actively tried to get out of the lefty echo c...

What I'm hoping is that they update the iPhone SE. If they do, I'll jump on that to replace my aging iPhone XS Max. Same here. I have an iphone 6s that is still chugging along (one battery change) but I will swap out as soon as the new SE comes out. At my previous job I had an iphone 12 which was u...

Meanwhile in Joypogs back yard...... Hahaha maybe one day! Though I don't think we'll find trees like that in Las Vegas! Nice. Though I’m not good at calligraphy, I love fountain pens. Makes my handwriting more legible. I have one self-inking brush pen. Yes! I have a Pentel brush pen...actually 4 n...

Thought I'd just share what I've been up to lately...changed gigs a few months ago which will ultimately be a time savings but a new job always come with a high mental overhead to start. Now that my portfolio is set (though I'm eyeing adding Managed Futures as one of my 1/n assets), I don't spend mu...

I spread it out between VIOV，AVUV, and DFSV. Our investments are spread across multiple brokerages so why not dip in a bit of each.

dualstow wrote: ↑Sun Sep 01, 2024 7:42 pm It’s joypog!
This is fascinating indeed. Gold and aluminum?!

Wild right?! It's a long video but so fun to watch him work through a problem.

Here is an amazing video of NileRed making a purple gold ring. Gotta say my stomach hurt when started working on the fresh gold bar to start the process...

Tyler has done it again with an amazing new chart surveying multiple countries and seven asset types. https://portfoliocharts.com/charts/global-withdrawal-rates/#chart You can also hear him discuss it on the Many Happy Returns podcast https://many-happy-returns.captivate.fm/episode/building-a-bullet...

When did acknowledging that your institution is on “Located on Occupied and Unceeded XYZ Ancestral Homelands” become a thing?

Is it anything other than empty virtue signaling?

"*!#% the libtards, y'all thought we were soft, [redacted]!" I don't know of a single person who voted for President Trump in 2020 who feels this way. And I aside from that dude in Iowa, I've heard no white evangelical leader bemoan the god awful option of Trump. But anecdata will only go...

The text of St. Matthew runs as follows: Thanks! Always good to reread the Beatitudes! I suspect a non-zero portion of the political evangelicals would take umbrage at the Beatitudes, but not having gone to church in 20 years, that might be my left leaning stereotypes coming through. Way too many e...

but without the softening balm of Jesus talk. The words of Jesus are in red in my New King James bible, and he never talked about abortion! He he did hang out with prostitutes, whom He forgave. Russel Moore talks about pastors getting complaints about spouting socialist propaganda after quoting tho...

Any other Texans want to confirm? Whats the motivation behind the pro-life folks. Are they really church goers? As a libertarian I dont get it but I want to at least empathize/understand I lived in Houston for 9 years, but left in 2013 only to move closer to family. As a big metro, Houston leaned b...

Like Smith 1776 I just bought a house so my "rebalancing" came in the form of lighting a ton of money on fire.

More seriously, I'm still accumulating so I don't wait for cash to hit a rebalancing band. I just make purchases every month.

If you have a lot of cash, TIPS makes sense. If you want any sort of long return, the protection comes at a high cost. I'm pretty conservative (ha, we're all here right?!) and I quickly gave up on TIPS after an intial study of the product. That said I do have some money in TIPS to help lock in money...

My lazy solution follows Smith1776 to have a bit in each and call it good. The most recent episode of Risk Parity Radio delves into the question a little. It's the last question on the episode before he goes into the weekly market update. His answer is gold can basically go anywhere. https://www.ris...

Perun drops a great episode on the Mutiny.

https://youtu.be/tP8VPkWXOfU

That was one wild weekend.