Search found 945 matches

by KevinW
Wed Apr 15, 2020 8:05 pm
Forum: Gold
Topic: New ETF option from State Street GLDM
Replies: 10
Views: 1302

Re: New ETF option from State Street GLDM

I'm using it.
by KevinW
Tue Mar 24, 2020 1:40 pm
Forum: Cash
Topic: Ok, everyone, time to go Treasury-only MMFs
Replies: 98
Views: 7950

Re: Ok, everyone, time to go Treasury-only MMFs

Like I either shift this Federal to Treasury and then later collapse the accounts. Or, tomorrow I collapse all the accounts and then Friday shirt Federal to Treasury. I don't think it will work to do all the same day. Slow and steady wins the race. Usually when I'm rebalancing or doing account main...
by KevinW
Wed Mar 18, 2020 10:31 pm
Forum: Cash
Topic: Ok, everyone, time to go Treasury-only MMFs
Replies: 98
Views: 7950

Re: Ok, everyone, time to go Treasury-only MMFs

I feel like someone should point out that if you keep each asset "pure of heart" at all times, you don't have to make these kinds of adjustments in the midst of market turmoil. 8)

I advocate keeping cash in T-bills or T-bill money market funds at all times.
by KevinW
Wed Mar 18, 2020 10:10 pm
Forum: Permanent Portfolio Discussion
Topic: EU-PP and PPeers
Replies: 13
Views: 1598

Re: EU-PP and PPeers

Kike Moreno wrote:
Wed Mar 18, 2020 11:22 am
I will stick to my plan, so I will rebalance (if needed) at the fixed date that I decided that I would check the portfolio every year, and using the rebalancing bands that I decided.
+1
by KevinW
Wed Mar 18, 2020 9:14 pm
Forum: Stocks
Topic: Extremely Simple Stock Question
Replies: 25
Views: 2825

Re: Extremely Simple Stock Question

Cortopassi wrote:
Tue Mar 17, 2020 9:02 pm
Mentally, having fewer holdings has always been beneficial for me.
+1, seems like a good opportunity to consolidate and simplify, with a low tax bill.
by KevinW
Tue Mar 10, 2020 2:08 pm
Forum: Permanent Portfolio Discussion
Topic: Transitioning from a Boglehead 60/40 to Permanent Portfolio
Replies: 55
Views: 3885

Re: Transitioning from a Boglehead 60/40 to Permanent Portfolio

Looking to transition to a Permanent Portfolio but it is looking like we're close to peak gold as it's currently at $1500 or so. Something tells me it may not be a good idea to put too much into a gold ETF at this point. Everyone considering the PP seems to say a variation on this, "I want to do th...
by KevinW
Tue Mar 10, 2020 2:03 pm
Forum: Permanent Portfolio Discussion
Topic: Rebalance during these days of high volatility?
Replies: 25
Views: 3051

Re: Rebalance during these days of high volatility?

IMO, just follow your normal rebalancing strategy. If that says to rebalance, do; if not, don't.
by KevinW
Tue Mar 10, 2020 2:03 pm
Forum: Permanent Portfolio Discussion
Topic: The Permanent Portfolio May Be About To Break
Replies: 25
Views: 4560

Re: The Permanent Portfolio May Be About To Break

Just stick to the plan. Weeks like this are where the adage about "you should be able to read the newspaper without worry" comes into play.
by KevinW
Tue Mar 10, 2020 2:00 pm
Forum: Permanent Portfolio Discussion
Topic: Vanguard Wellesley Income Fund
Replies: 6
Views: 1448

Re: Vanguard Wellesley Income Fund

Yes it's a good conservative fund, especially for people that want a single-fund portfolio.
by KevinW
Tue Feb 18, 2020 5:53 pm
Forum: Gold
Topic: Which Gold ETF Would You Recommend Now?
Replies: 10
Views: 2466

Re: Which Gold ETF Would You Recommend Now?

GLDM or IAU due to low expenses.
by KevinW
Tue Feb 04, 2020 1:00 pm
Forum: Permanent Portfolio Discussion
Topic: Smith PP
Replies: 3
Views: 3119

Re: Smith PP

Cool!

I've noticed that a USA investor can get very close to a PP with an off-the-shelf retirement income fund and a little gold. For example roughly 80% Vanguard Target Retirement Income and 20% gold is pretty darn close to a 4x25 PP.
by KevinW
Tue Feb 04, 2020 12:56 pm
Forum: Permanent Portfolio Discussion
Topic: I'm Done!
Replies: 327
Views: 83521

Re: I'm Done!

If all I've said is true, then would Budd be the "Doubting Thomas" of this Forum? His posting conduct was more troublesome than that. He clearly had a lot of critiques of the PP, which is fine, but he posed them in an accusatory combative way. He was asked a few times, if you hate the PP so much, w...