Search found 2315 matches

by AdamA
Wed Nov 06, 2019 10:10 am
Forum: Variable Portfolio Discussion
Topic: MCD
Replies: 26
Views: 1778

Re: MCD

Steve Easterbrook’s out. He was a wonderful CEO. His relationship with an employee was consensual, but it violated company policy, so he’s fired. Now I have to “fire” McDonald’s from my portfolio. Too bad, it was among my favorite stocks. 'Buy into a business that's doing so well an idiot could run...
by AdamA
Wed Oct 30, 2019 8:03 pm
Forum: Permanent Portfolio Discussion
Topic: What is your current portfolio?
Replies: 36
Views: 8574

Re: What is your current portfolio?

Regular PP for 9 peaceful years.
by AdamA
Wed Oct 30, 2019 8:01 pm
Forum: Other Discussions
Topic: Books?
Replies: 91
Views: 7359

Re: Books?

Cherry Nico Walker
Above the Line Urban Meyer
Catch and Kill Ronan Farrow
by AdamA
Mon Sep 30, 2019 8:32 am
Forum: Permanent Portfolio Discussion
Topic: Gold / Stock / Bonds at highs or near highs?
Replies: 65
Views: 21332

Re: Gold / Stock / Bonds at highs or near highs?

I am looking at where each of the three investments currently are and it seems that two - stock and bonds - are at the all time highs while gold is near an all-time high. This certainly goes counter to buy high / sell low. If you search the term "all time high" on this forum, you'll get 17 pages of...
by AdamA
Wed Aug 07, 2019 8:36 pm
Forum: Permanent Portfolio Discussion
Topic: What have we learned over last 10 years?
Replies: 41
Views: 11387

Re: What have we learned over last 10 years?

Thanks!

I still lurk regularly. Just don't have much to add, so not a big poster these days.
by AdamA
Wed Aug 07, 2019 8:26 pm
Forum: Permanent Portfolio Discussion
Topic: What have we learned over last 10 years?
Replies: 41
Views: 11387

Re: What have we learned over last 10 years?

What's the startup?
by AdamA
Wed Aug 07, 2019 8:20 pm
Forum: Permanent Portfolio Discussion
Topic: What have we learned over last 10 years?
Replies: 41
Views: 11387

Re: What have we learned over last 10 years?

Wow! A post from Craig. This is better than the time Satoshi Nakamoto emailed me!
by AdamA
Sat Jun 24, 2017 9:34 am
Forum: Cash
Topic: ee bonds
Replies: 22
Views: 9314

Re: ee bonds

I am a big fan of EE bonds for the reasons you mention.

Just remember that you can only buy $10K a year.

Also a good idea to have some T-bills prior to using EE bonds so that you can rebalance or use for emergencies.

Adam
by AdamA
Tue Jan 10, 2017 12:10 pm
Forum: Variable Portfolio Discussion
Topic: LEAPS PP
Replies: 162
Views: 40009

Re: LEAPS PP

buddtholomew wrote:

Hey AdamA, what are you learning from your results?
Sorry, haven't kept up with this thread for a while.
That the assets are volatile. ;)
by AdamA
Tue Jan 03, 2017 10:08 pm
Forum: Variable Portfolio Discussion
Topic: LEAPS PP
Replies: 162
Views: 40009

Re: LEAPS PP

Here are the 2016 results: 12/30/15 TLT 7 Jan 2018 Calls $5544 SPY 3 Jan 2018 Calls $5251 GLD 5 Jan 2018 Calls $5488 1/3/2016 TLT $3616 -35% SPY $7135 +36% GLD $6347 +16% Start Finish $16,283 $17,098 Total $815 (gross 5%) *.15% (capital gains) = $693 (net 4.3%) At one point this year the portfolio w...
by AdamA
Thu Dec 15, 2016 10:15 am
Forum: Other Discussions
Topic: Untold History of the United States
Replies: 2
Views: 3063

Untold History of the United States

Has anyone watched this series? 12 part documentary by Oliver Stone. I am in the middle of it and curious to hear opinions.

http://instantwatcher.com/title/80127995
by AdamA
Fri Nov 11, 2016 2:20 pm
Forum: Permanent Portfolio Discussion
Topic: PP and the Election
Replies: 13
Views: 5514

Re: PP and the Election

I am perfectly happy with the PP's performance.

I'm just curious as to what people think is motivating the trends in the various asset classes post election.