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?
https://www.youtube.com/watch?v=w8Rn_f75UHs

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?

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

If I were going cashless, personally this would be my approach.
1. 50/50 Stock/Bonds as per Ben Graham
2. Add Gold for minimum volatility as per BelangP

Already had the allocations memorised for the Pacific Peso (AUD)
Edit: Results for USA 24% Gold, 38% TSM, 38% LTT

unfortunately the link just takes me to Morningstar's front page? Could you repost it? As for the pension...I won't vest for a couple more years, so I wonder how my psychology will shift once I know that I've got it in the bag. Even though the percentage is small at first just knowing its coming wi...

Here's something to think about seeing you will have a government pension. https://socialize.morningstar.com/NewSocialize/asp/FullConv.asp?forumId=F100000015&convId=190913&minReplySeq=41 If you took John Bogles advice, you would have a much higher share (& gold?) allocation than what you would norma...

Don't live in the US, so not familiar with your tax laws.
This may be useful though -> https://www.youtube.com/watch?v=mmuh1fvHIYg

https://www.youtube.com/watch?v=MhszdAX9Leg

Just re-reading. Posted incase anyone hasn't seen it.

https://web.archive.org/web/20160319123 ... icles.html

Thanks Mathjak.

Here's the portfolio visualizer on your allocation.
Blue is the Mathjak portfolio, red the PP.

ps: What was your rationale for choosing those assets and percentages?

Now if only I could find a way to do the same thing for food, our last variable monthly expense! Growing a lot of it myself has been a failure every time I've tried it. What the desert giveth in photons for free energy, she taketh away in dry barren soil. Hi Pointedstick, Try a wicking bed. My brot...

.. Just finished Belanger's, … How did you like it? Does Belanger belong or not on my shelf? O0 Looking forward to Vil's review as well. For my part, I thought the book was good, especially the analysis of the issues. However, for the solution I must disagree somewhat. To base the recommended alloc...

You will probably find this five part article interesting then.
https://www.idiosyncraticwhisk.com/search?q=bonds

> Australia, which thru Covid has shown itself to be authoritarian and insane Not the country of Crocodile Dundees I was told it was. https://texasbulliondepository.gov/ Also consider a rental prop for inflation protection, if you like to stay busy. But your gold will be safe with us.... ::) https:...

In another thread, ( joypog wrote ) On the gold front... moved to this new thread in the Gold § \DS 🚧 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ps: That's why I like the GoldSmith portfolio. Instead of seeing the individual assets classes swing widely, you just see the pr...

Indeed, behavioral risk is my biggest fear with the PP. I'm curious whether my wife and I will have the stomach to handle the upcoming turmoil that the US is heading into (my guess). Psychology is in trying times and I'm not immune. ^^^ Quote of the Week ^^^ and on Bernstein And therein lies the re...

For portfolios with 25% in shares...
PP is blue, 25% Shares 75% 10Y Treasuries red

If you take out the inflationary period of the 70's/early 80's they both track similarly.
Appears the PP is just like a 25/75 portfolio hedged against inflation.

Want super high returns? Try something else.

Well, this is what I did years ago. About 1/2 the funds were in a retirement account where you had two choices - actively managed or cash. Went for 50% Cash,25% Shares, 25% Gold. Once I hit 55, could take the funds out and implement a proper PP. Based on Whatcha's comment, how about 25% Shares, 25% ...

I'm just getting into the world of PP. I've held random indexes but we had gone pretty high in cash in part due to the pandemic and in part due to wanting to buy a house until the market skyrocketed beyond our willingness to purchase. I read Craig's book and really loved the concept so we're going ...

The Outer Limits
"The Inheritors"
https://www.youtube.com/watch?v=IunETGSK4qQ
https://www.youtube.com/watch?v=15ekxLXPXF8

On the 60/40 pain....
https://www.zerohedge.com/markets/bonds ... ear-record

Similar philosophy....
My notes in blue.

Attention bookworms
https://www.youtube.com/watch?v=mieigIC0Now

very well thought out!! might use some of the ideas myself After three years STILL have NOT finished my Permanent Portfolio research and implementation. But in this area I am actually getting things done! Vinny, perhaps you should just buy a Vanguard Target Retirement fund that fits your timing/ris...

kwg2005 wrote: ↑

Sat Apr 09, 2022 5:09 pm

I am staring to worry about an actual default in the US in the next 10-20 years.

https://www.youtube.com/watch?v=6IRtjJc0miE
https://www.youtube.com/channel/UCzu55W ... QIQ/videos

Holding a Global Aggregate Bond fund (Hedged) due to limited choices. Not worried in the slightest.
https://www.vanguard.com.au/adviser/pro ... s/32101/AU

To be honest, feel safer holding Global Bond & Share ETF's than a purely country specific one (even if the country is the US).....