I seem to recall that the last time I looked at adding a fixed 5th asset: mid cap stocks, micro cap stocks, and corporate bonds were among the best. I'm mostly trying to decide whether it makes sense to internationally diversify or not. I know almost 50 percent of SP 500 revenue comes from overseas...

Fair enough. As long as we're clear that is a MJ investment diary essentially. For me that is the key and the reason why a more diversified portfolio makes sense. MJ(apanese) would basically be breaking even over that same investment timeframe. First off if I lived in Japan I didn’t have to buy Jap...

vincent_c wrote: ↑

Fri Mar 05, 2021 10:31 am

Fair enough. As long as we're clear that is a MJ investment diary essentially.

For me that is the key and the reason why a more diversified portfolio makes sense. MJ(apanese) would basically be breaking even over that same investment timeframe.

Ok, want to make a guaranteed 300 percent profit? Here's my idea.. Get a machine that sorts pre82 from post 82 pennies. Begin hoarding copper pennies. Wait til they are taken out of circulation and are legal to melt into giant bricks. No need to worry about theft...can store in front yard as lawn or...

Curious if anyone has taken a closer look at the performance of any variety of options for a golden butterfly fifth asset class. I'm stuck between allocating to traditional US small cap value or going for international ex-US type exposure. Over the last ten years the US small cap value option would ...

What if interest slowly grind upwards simultaneously squeezing the life out of stocks and gold? That would be a very nasty surprise indeed. Luckily I like ramen noodles and dumpster diving. I don't have far to fall!

I got a feeling this gonna be the theme song for at least a couple weeks...perhaps this thread can morph into a support group...

Welcome to hard times!


https://youtu.be/zvie5df0SP8

Oh, another tweak is watching NAV discount and premiums with close ended funds. Can sometimes get way out of whack...that can be a way to squeeze some profits out. I also like trying to absolutely minimize expense ratios...I think I'm somewhere around .07 for whole portfolio...which is pretty good ...

These discussions about how the PP sucks always come up at these times. And mj (and budd esp. on gold) are major negatory commenters on the pp. No disrespect. I have no problem with it, after years I am used to it. I keep on commenting because I hope to instill in younger investors that stocks aren...

Oh, another tweak is watching NAV discount and premiums with close ended funds. Can sometimes get way out of whack...that can be a way to squeeze some profits out. I also like trying to absolutely minimize expense ratios...I think I'm somewhere around .07 for whole portfolio...which is pretty good I...

One tweak that has made sense for me is tightening rebalance bands to 20 and 30%. With all the crazy swings over the last ten years I don't think at any point I got much above 30 or below 20 in any particular asset. Would have missed a lot of rebalancing opportunities if I had held out for 15 and 35...

Also, (and this works for me...maybe not anyone else) I have to continuously remind myself that I didn't really earn any of that money I made over the last two years. I didn't have to wake up early, or bleed or sweat for any of it....I sort of won it. So really from the standpoint of honesty it was...

Also, (and this works for me...maybe not anyone else) I have to continuously remind myself that I didn't really earn any of that money I made over the last two years. I didn't have to wake up early, or bleed or sweat for any of it....I sort of won it. So really from the standpoint of honesty it was...

I wish I were in all stocks instead of this rotten permanent portfolio. I'm missing a 700 pt drop today. Or you could be riding out a 30 percent drop in tesla. My 3% loss at this point feels pretty good in comparison...gotta look for that silver lining! Exactly how I feel. I'm losing more, actually...

Also, (and this works for me...maybe not anyone else) I have to continuously remind myself that I didn't really earn any of that money I made over the last two years. I didn't have to wake up early, or bleed or sweat for any of it....I sort of won it. So really from the standpoint of honesty it was ...

This thread is a fascinating picture into human nature. Here all of us on a PERMANENT portfolio thread picking apart how we are jumping in and out of things to try to outsmart the market. Harry Browne would find this very entertaining I think. It's almost worthy of a monty python skit. Lol Yeah, al...

I don’t fret about the things I can’t control ...but there are things in my control and I always have the ability to act on them .I may just choose not to I view the market as something I cannot control or predict. I have invested a lot of time trying to find a way to cope with that reality. I sett...

Getting crushed all over today.... :-[ Exactly my point about the pp .....when the flight to safety assets show their metal I may feel better about the pp but so far no cigar The only safety is in cash right now.(guess it's not trash after all)...everything is down even crypto is taking it on the c...

It's also in these moments of uncertainty that one realizes the importance of religion, faith, and belief instead of being portfolio atheists like all of us. Like most Christians who fear death, it's evident we don't really believe. Imagine how calming it must be to have that faith...it's almost wo...

Harry Browne would find this very entertaining I think This is the variable portfolio section of the forum so I think Harry would be okay with that. Yes, except the topic of discussion presently pertains to jettisoning the entire portfolio. This site is funny...my poll a while back indicated that m...

It's also in these moments of uncertainty that one realizes the importance of religion, faith, and belief instead of being portfolio atheists like all of us. Like most Christians who fear death, it's evident we don't really believe. Imagine how calming it must be to have that faith...it's almost wor...

This thread is a fascinating picture into human nature. Here all of us on a PERMANENT portfolio thread picking apart how we are jumping in and out of things to try to outsmart the market. Harry Browne would find this very entertaining I think. It's almost worthy of a monty python skit. Lol

Getting crushed all over today.... :-[ Exactly my point about the pp .....when the flight to safety assets show their metal I may feel better about the pp but so far no cigar The only safety is in cash right now.(guess it's not trash after all)...everything is down even crypto is taking it on the c...

Ok, dipping my toe again into the piranha tank....watch out below!

Cortopassi wrote: ↑

Thu Mar 04, 2021 12:59 pm

Getting crushed all over today....

Why do I get the feeling that PP is getting ready to spring into action here? These moves in 30s and GLD feel overdone