Search found 4 matches

by ryanarin
Wed Apr 16, 2025 9:59 am
Forum: Bonds
Topic: Thinking about the unthinkable - Treasuries as a risky asset
Replies: 12
Views: 5535

Re: Thinking about the unthinkable - Treasuries as a risky asset

About half of my long bonds are now AAA and AA+ corporates. (As a reminder: that is what Harry recommended in place of Treasurys when you don't think your government is on the moral up-and-up). They are cheap right now too.
by ryanarin
Sat Sep 28, 2024 10:05 am
Forum: Permanent Portfolio Discussion
Topic: New Here - What are folks investing in
Replies: 42
Views: 41801

Re: New Here - What are folks investing in

I am a long time lurker, started learning about the PP in 2008. My current portfolio is very much influenced by Tyler's excellent writing and his Golden Butterfly portfolio, also Harry Browne's advice for people who consider government treasury bonds to be immoral (since their value is based on siph...
by ryanarin
Tue Mar 07, 2023 9:04 am
Forum: Stocks
Topic: SCV in the GB
Replies: 8
Views: 9219

Re: SCV in the GB

I am just starting to get into the Small cap Value world in stocks, after reading some of Tyler's articles full of wisdom (thank you so much Tyler) Is there a reason nobody is mentioning ISCV? Its not one that gets recommended in Portfolio Charts either. Expense ratio only .06% and more small value-...
by ryanarin
Fri Jun 10, 2022 5:26 pm
Forum: Variable Portfolio Discussion
Topic: Covered calls and Cash secured puts in TLT, GLD and SLV
Replies: 75
Views: 53108

Re: Covered calls and Cash secured puts in TLT, GLD and SLV

I had to unlurk just to answer this post as well. Also been all in the PP since 2008 - mid 40s, and it serves me very well as a self-employed person with unpredictable income. I would probably have never gotten into the stock market at all if I had not been introduced back then- I am reluctant to be...