Search found 1190 matches

by Hal
Thu Jul 21, 2022 4:44 am
Forum: Politics
Topic: On Civility
Replies: 57
Views: 1816

Re: On Civility

Kbg wrote:
Wed Jul 20, 2022 9:55 pm
Love Mom
:D :D
by Hal
Tue Jul 19, 2022 6:28 am
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 294
Views: 16041

Re: Absolutely brutal - 5/5

To keep Smithy happy ;D

This is how the Aussie GoldSmith portfolio is going
by Hal
Tue Jul 19, 2022 12:48 am
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5510
Views: 726070

Re: Coronavirus General Discussion

While on the topic of Corona Virus...

https://caldronpool.com/victoria-police ... e-arrests/
by Hal
Tue Jul 12, 2022 2:21 pm
Forum: Other Discussions
Topic: Critique Financial Planner's Plan
Replies: 54
Views: 1506

Re: Critique Financial Planner's Plan

What really gets me is this idea of using a line of credit to finance the down payment for the new property and then mortgaging the rest of the balance. Has anyone on the forum done such a thing? A "what if" scenario... If you cannot service the loan for some reason, what happens? In Australia you ...
by Hal
Sat Jul 09, 2022 9:30 pm
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 294
Views: 16041

Re: Absolutely brutal - 5/5

Interesting chart
by Hal
Thu Jul 07, 2022 9:26 pm
Forum: Other Discussions
Topic: Car Advice Needed!
Replies: 10
Views: 362

Re: Car Advice Needed!

Do you have access to anyone with a scan tool to read the error codes? USA version of https://www.racv.com.au/on-the-road/roadside-assistance.html Once you get the code, you can make an informed decision. btw: find this channel quite interesting https://www.youtube.com/channel/UCEKt2bUDBoRUw3wpPpDOUaA
by Hal
Thu Jul 07, 2022 1:08 pm
Forum: Variable Portfolio Discussion
Topic: Investment Sizing
Replies: 1
Views: 145

Re: Investment Sizing

This seems relevant to the Permanent Portfolio, but since the article discusses the B-word, I'll post here instead. https://elmwealth.com/bitcoin-allocation-investment-sizing/ 4. Among Constant Proportion investment strategies, there will be a range of investment sizes that will be profitable, with...
by Hal
Tue Jul 05, 2022 12:28 am
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 294
Views: 16041

Re: Absolutely brutal - 5/5

Meanwhile in Australia....
by Hal
Mon Jun 27, 2022 8:36 pm
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1178
Views: 358020

Re: YouTube Junkie

joypog wrote:
Sat Jun 25, 2022 5:19 pm
Commentary on this scene from a stuntman/choreographer:
https://youtu.be/v3W9O3BykC0?t=374
My favourite stunts... chase scene from about 1:10. No CGI in those days ;)
https://www.youtube.com/watch?v=m597TtqsFkQ

or if you prefer the colorised version
https://www.youtube.com/watch?v=rAABRE_Bubo
by Hal
Wed Jun 22, 2022 4:21 pm
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 294
Views: 16041

Re: Absolutely brutal - 5/5

FWIW.... If I had my time again, I would go with a 50/50 Global Bond(Hedged)/Global Share portfolio with Gold added to minimise the volatility. Ben Graham got through the Great Depression and recommended the 50/50 allocation. Only difference being for most of his life they were on a Gold Standard Is...
by Hal
Tue Jun 21, 2022 3:46 pm
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1178
Views: 358020

Re: YouTube Junkie

B29 flight to Commemorative Air Force Headquarters at Dallas Executive Airport.

https://www.youtube.com/watch?v=YlgOAk7x7SE
by Hal
Wed Jun 15, 2022 2:48 am
Forum: Other Discussions
Topic: Rickards on Victoria, we're famous!
Replies: 2
Views: 193

Rickards on Victoria, we're famous!

Excerpt from Jim Rickards newsletter re "The Great Leader" :P Nowhere was the fascist impulse more on display than in the state of Victoria in Australia, particularly its main city of Melbourne. Innocent citizens were arrested just for driving in cars alone. Civilians were scooped up off the street ...
by Hal
Fri Jun 10, 2022 7:04 pm
Forum: Permanent Portfolio Discussion
Topic: The PP, marginal utility, and investment "faith"
Replies: 135
Views: 14552

Re: The PP, marginal utility, and investment "faith"

Just to make you feel better (or less worse)

Check out the YTD in the LHS column. All the portfolios are in the red.
If it were just the PP in the red it would be a different matter....

https://portfolioslab.com/lazy-portfolios
by Hal
Thu Jun 09, 2022 3:47 pm
Forum: Other Discussions
Topic: BelangP's latest
Replies: 2
Views: 241

BelangP's latest

by Hal
Sun Jun 05, 2022 8:45 pm
Forum: Permanent Portfolio Discussion
Topic: How much can you not afford to lose?
Replies: 37
Views: 2278

Re: How much can you not afford to lose?

In retrospect, this seems quite naieve Count me as naive as well ;D Waayyy back.... people used to save and not expect their investments to pay for their retirement instead of working. if "IF" you are a genius at speculating then having a lot in the VP when you are young may make sense. Family memb...
by Hal
Fri Jun 03, 2022 9:10 pm
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 294
Views: 16041

Re: Absolutely brutal - 5/5

Alternatively, we could look at the PP as the retirement account. Stashing victories from the VP to the PP. In other words, as you reach retirement your ratio of VP/PP approaches zero. +1. Well said !! And if you are unfortunate enough to get ill prior to your planned retirement date, you have some...
by Hal
Wed Jun 01, 2022 4:04 pm
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 294
Views: 16041

Re: Absolutely brutal - 5/5

I think a nice little more conservative portfolio for say 40+ in age is a 50/25/25 stocks/bonds/gold. The stock component is what matters and is your risk to reward asset (i.e. dial it up or down to taste). The second 2/3rds doesn't really matter all that much so long as you keep at least one at 10...
by Hal
Tue May 31, 2022 6:18 pm
Forum: Gold
Topic: Gold is not an investment
Replies: 35
Views: 2302

Gold is not an investment

Plus interesting insights on the value of backtesting.
https://www.youtube.com/watch?v=Rbvu7eSnAnk
by Hal
Tue May 31, 2022 5:19 am
Forum: Variable Portfolio Discussion
Topic: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")
Replies: 42
Views: 2161

Re: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")

Given my wife's conservativism, we may well land closer to a Desert portfolio by lowering the US TSM holding and upping the Tnotes. <snip> BTW how the hell did y'all end up finally settling on your final AA? When you finally ran out of cash to aveage into the market? Or is the fact you're on this f...
by Hal
Sun May 29, 2022 7:04 pm
Forum: Variable Portfolio Discussion
Topic: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")
Replies: 42
Views: 2161

Re: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")

Hi Joypog, You may find this interview interesting. Unfortunately can't remember where they discussed REITS and Chris Coles(?) opinion. https://www.youtube.com/watch?v=JwS824WRflI Have you thought about having a 40% core portfolio of the PP as you have the individual components already, and the othe...
by Hal
Thu May 19, 2022 4:44 am
Forum: Other Discussions
Topic: Phone - connected to keyboard / monitor
Replies: 29
Views: 1755

Re: Phone - connected to keyboard / monitor

Xan wrote:
Wed May 18, 2022 8:46 pm
Amanda, what is the airspeed velocity of an unladen swallow?
An African swallow or a European swallow? ;D
https://www.youtube.com/watch?v=w8Rn_f75UHs
by Hal
Tue May 17, 2022 3:18 am
Forum: Permanent Portfolio Discussion
Topic: Random observation
Replies: 11
Views: 973

Re: Random observation

I Shrugged wrote:
Mon May 16, 2022 9:24 pm
But, in 2008-09, corporates got killed while treasuries went up. Exactly why HB chose the treasuries.
Yet the Max drawdown for the two allocations are within 1/2%. Am I missing something?
by Hal
Mon May 16, 2022 11:49 am
Forum: Permanent Portfolio Discussion
Topic: Random observation
Replies: 11
Views: 973

Random observation

For those with no access to LTT's in their retirement account.