Search found 92 matches

by hrux
Thu Nov 22, 2012 3:05 pm
Forum: Variable Portfolio Discussion
Topic: P2P Lending
Replies: 74
Views: 53724

Re: P2P Lending

Fellow Crawling Road Posters,
IMO, if one sets the right filters, after defaults one should be able to achieve 10-12% annual returns without all the stock market gyrations.  I highly encourage you to read this blog if you are interested in P2P lending...

http://www.lendacademy.com/
by hrux
Fri Nov 02, 2012 9:33 am
Forum: Permanent Portfolio Discussion
Topic: Must Read
Replies: 40
Views: 21170

Re: Must Read

And why not take diversification to a new level by diversifying your strategies. That way you get additional non-correlation and are protected in the event one of them fails to work as anticipated. Can you give me an example of a strategy that is uncorrelated with the PP? I'm assuming it would have...
by hrux
Mon Oct 29, 2012 8:22 pm
Forum: Permanent Portfolio Discussion
Topic: Must Read
Replies: 40
Views: 21170

Re: Must Read

The authors make some valid suggestions for their tactical overlay As I recall, you did some serious PP tire kicking a while back, but decided to go with active management with a money manager who was a relative (forgive me if I'm not remembering all of that correctly). How have the returns from th...
by hrux
Sun Oct 21, 2012 9:12 am
Forum: Permanent Portfolio Discussion
Topic: Must Read
Replies: 40
Views: 21170

Re: Must Read

The authors make some valid suggestions for their tactical overlay As I recall, you did some serious PP tire kicking a while back, but decided to go with active management with a money manager who was a relative (forgive me if I'm not remembering all of that correctly). How have the returns from th...
by hrux
Sat Oct 20, 2012 7:24 pm
Forum: Permanent Portfolio Discussion
Topic: Must Read
Replies: 40
Views: 21170

Re: Must Read

The authors make some valid suggestions for their tactical overlay
by hrux
Sat Oct 20, 2012 6:28 pm
Forum: Permanent Portfolio Discussion
Topic: Must Read
Replies: 40
Views: 21170

Must Read

Butler & Philbrick are putting out some of the best research on a consistent basis that I have seen anywhere.  They have reservations about it's future returns. Part 1 http://gestaltu.blogspot.ca/2012/08/permanent-portfolio-shakedown-part-1.html Part 2 http://gestaltu.blogspot.ca/2012/08/permane...
by hrux
Sat Feb 11, 2012 2:13 pm
Forum: Permanent Portfolio Funds
Topic: PERM Article by Nusbaum of Street.com
Replies: 7
Views: 7861

PERM Article by Nusbaum of Street.com

Interesting summary.  In my opinion I would prefer this over PRPFX due to lower fees and truer adoption to HB PP

http://www.thestreet.com/story/11412646 ... mance.html
by hrux
Fri Sep 09, 2011 4:17 pm
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio versus Mechanical Timing & Boglehead Buy Hold
Replies: 8
Views: 6796

Permanent Portfolio versus Mechanical Timing & Boglehead Buy Hold

As MedTex is aware I decided against the 100 percent adoption of the PP in lieu of including some active strategies such as Hussman, Doubleline, Driehaus, Caldwell & Orkin, etc...  Needless to say so far I remain puzzled as to which approach is best.  Decency bias obviously suggests the PP is th...
by hrux
Sun Aug 14, 2011 9:34 am
Forum: Permanent Portfolio Discussion
Topic: Boglehead PP Debate
Replies: 20
Views: 9909

Boglehead PP Debate

For those interested, a new ongoing debate...

http://www.bogleheads.org/forum/viewtop ... sc&start=0
by hrux
Sat Aug 06, 2011 11:10 pm
Forum: Bonds
Topic: U.S. loses triple-A credit rating from S&P
Replies: 76
Views: 34384

Re: U.S. loses triple-A credit rating from S&P

It is my suspicion that several of you are missing the macro issue here. The downgrade of US sovereign is NOT irrelevant due to the following: 1) It will force S&P to downgrade JP Morgan (as the sovereign stands behind the banking system, you cannot have a bank rated higher than the sovereign),...
by hrux
Sat Aug 06, 2011 8:16 pm
Forum: Bonds
Topic: U.S. loses triple-A credit rating from S&P
Replies: 76
Views: 34384

Re: U.S. loses triple-A credit rating from S&P

It is my suspicion that several of you are missing the macro issue here. The downgrade of US sovereign is NOT irrelevant due to the following: 1) It will force S&P to downgrade JP Morgan (as the sovereign stands behind the banking system, you cannot have a bank rated higher than the sovereign), ...
by hrux
Sun Jun 12, 2011 9:34 am
Forum: Permanent Portfolio Discussion
Topic: June 10 Seeking Alpha Article on PP
Replies: 11
Views: 4995

Re: June 10 Seeking Alpha Article on PP

Why does PP media chatter make you nervous? Look at PRPFX's asset growth in the last few years.  If there is anything PP-related to be nervous about, I would say it is that. What makes me nervous is the adoption of PP by more investors whether PRPFX or do it yourself approach.  Before the crisis on...
by hrux
Sat Jun 11, 2011 9:06 pm
Forum: Permanent Portfolio Discussion
Topic: June 10 Seeking Alpha Article on PP
Replies: 11
Views: 4995

June 10 Seeking Alpha Article on PP

The more publicity the PP gets the more nervous I get.....
http://seekingalpha.com/article/274266- ... using-etfs
by hrux
Sat Jun 04, 2011 5:12 pm
Forum: Gold
Topic: Differences between GTU and IAU
Replies: 6
Views: 6695

Re: Differences between GTU and IAU

Here are a few more articles to review http://www.runtogold.com/2008/12/a-problem-with-gld-and-slv-etfs/ http://seekingalpha.com/article/111157-the-safest-ways-to-invest-in-gold-and-silver http://www.minesite.com/fileadmin/content/pdfs/Brokers_Notes_April_10/Gold%20%26%20Resource%20Report%20April%20...
by hrux
Sat Jun 04, 2011 4:56 pm
Forum: Gold
Topic: Differences between GTU and IAU
Replies: 6
Views: 6695

Re: Differences between GTU and IAU

Read this blog for another insight on GLD, IAU, etc...  Personally I am not comfortable owning GLD or IAU and prefer GTU and CEF if you want silver exposure as well

http://harveyorgan.blogspot.com/
by hrux
Fri Jun 03, 2011 5:33 pm
Forum: Gold
Topic: Gold blog
Replies: 5
Views: 3569

Re: Gold blog

MT- saying it is the "best" is all relative to one's frame of reference.  Personally I do not read any other gold related blogs other then "expected returns" however Harvey's blog gets into the daily drivers behind price movements.  Let me know what you think after reading it for...
by hrux
Thu Jun 02, 2011 9:16 pm
Forum: Gold
Topic: Gold blog
Replies: 5
Views: 3569

Gold blog

For those interested one of the best blogs on gold and silver....

http://harveyorgan.blogspot.com/
by hrux
Tue May 31, 2011 10:26 pm
Forum: Variable Portfolio Discussion
Topic: Stocks to Buy & Hold
Replies: 15
Views: 10224

Re: Stocks to Buy & Hold

I am a big believer in thematic investing and one sector I like is solar stocks, specifically Chinese solar stocks such as LDK Solar.  The stock has been way oversold and has recently bounced nicely the past 3 sessions however beware as it is extremely volatile.  I see this as a 10 bagger over the n...
by hrux
Sun May 29, 2011 11:47 am
Forum: Permanent Portfolio Discussion
Topic: Morningstar Blog Discussion on PRPFX
Replies: 1
Views: 3096

Re: Morningstar Blog Discussion on PRPFX

This may be a better link otherwise if the entire thread does not display you will need to search for prpfx in the discussion search area...

http://socialize.morningstar.com/NewSoc ... px#3053145
by hrux
Sat May 28, 2011 7:02 pm
Forum: Permanent Portfolio Discussion
Topic: Morningstar Blog Discussion on PRPFX
Replies: 1
Views: 3096

Morningstar Blog Discussion on PRPFX

I came across this current thread over on the Morningstar column and it appears a few investors are seeking advice on PRPFX and are being misguided.  Please join in the discussion and help by articulating your thoughts.  Thanks http://socialize.morningstar.com/NewSocialize/forums/p/283064/3051067.as...
by hrux
Fri May 27, 2011 7:36 pm
Forum: Permanent Portfolio Discussion
Topic: Not Permanent Portfolio by Roger Nusbaum
Replies: 2
Views: 1920

Not Permanent Portfolio by Roger Nusbaum

See Roger's blog post today about a PP variation....

http://randomroger.blogspot.com/2011/05 ... folio.html
by hrux
Sat May 21, 2011 1:46 pm
Forum: Other Discussions
Topic: 529 Plan: West Virginia vs. Ohio? Recommendations Please
Replies: 5
Views: 3395

529 Plan: West Virginia vs. Ohio? Recommendations Please

This is an update from an earlier port on this subject.  After much due diligence, my family has narrowed its 529 college savings options to two plans, the state of Ohio College Advantage Plan or the West Virginia Smart Select Plan? The following is a summary comparing what their "balanced"...