Following BelangP over on Reddit

Happened to find the Framework Paper for the Australian version of the Goldsmith Portfolio. Enjoy! https://web.archive.org/web/20200313064950/https://static.vgcontent.info/crp/intl/auw/docs/literature/research/constructing-australian-diversified-funds-whitepaper.pdf For the new readers who haven't h...

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Happy New Year everyone!
Here are the Aussie results.

They have archives of the magazine on the Mises website.

https://mises.org/freeman/freeman-1999

For the Historical Tech Types amongst the Forum Members! https://www.youtube.com/watch?v=VwINhKcSF5o SAQ TO AIR ON DEC 1ST 2024. CELEBRATING “100 YEARS OF COMMUNICATION” On December 1st, 1924, the VLF transmitter, with call sign “SAQ” at Grimeton Radio Station, was put into commercial operation, wit...

Does anyone have any sage words of advice - are things going to get better for LTT? Keep DCA'ing and hang in there? Retool my PP? What? Well, HB said in his radio show that one asset class will always be performing poorly. But... it doesn't make it any easier to tolerate. A family member in our sel...

Smith1776 wrote: ↑Sun Nov 03, 2024 9:18 pm I just did a CompTIA exam and passed... barely.

My score was 682 and the minimum passing score was 675 hehe.

Congratulations!
Remember the old joke..
50% is a pass
51% is a good pass
52% is a wasted effort

Smith1776 wrote: ↑Sat Oct 26, 2024 4:57 pm I hope you guys are having a wonderful weekend!

Hi Smithy,
Just walked up to the top of this peak yesterday. Great view!
http://thenomadicexplorers.com/content/ ... nt-william

Been up to anything interesting?

2019 was the year of liftoff in AUD. What about your currency?

An interesting (and unfortunately accurate) talk on Australia.

For something a bit more modern, here's the exams for the end of Australian High School. How do they compare with the USA/elsewhere equivalents? https://www.vcaa.vic.edu.au/assessment/vce-assessment/past-examinations/Pages/index.aspx ps: Loved this line from University ; 50% is a pass, 51 is a good ...

Guess I had better not move to Kansas.....

https://web.archive.org/web/20040205212 ... deexam.htm

The rest of the plans options consist of plenty of good equity index funds, and a few target date funds. What my best options here? Right now I'm debating between the following options. 1. Keep the 50/50 equities/total bond fund portfolio with the non-treasuries since the credit quality is listed a...

Some Harry Browne history....

joypog wrote: ↑Tue Sep 03, 2024 11:05 pm
So instead I've been dabbling in various hobbies. My current hobby is calligraphy

Meanwhile in Joypogs back yard......

Another great Buffett interview from back in the day that's on the more difficult side to find now. Thanks Smithy, that was interesting. On the theme of old interviews, here are the typewritten notes from a Ben Graham lecture back in 1963 https://jasonzweig.com/wp-content/uploads/2015/03/BG-speech-...

<snip> I thoroughly believe that the typical investor, particularly ones of the boglehead variety, drastically underestimates: 1. Their overall risk of ruin 2. Their own risk tolerance when facing massive loses and where the bottom is unknown 3. How much "timing", e.g. the unexpected loss...

I think both gold and Bitсoin are assets that should be kept in reserve with a wait-and-see policy regarding their deployment. In other words, during a true currency crisis, one should wait until the economic and political situation stabilizes before deploying these hard assets. This is in contrast...

I guess more generally, how do folks here psychology insulate themselves from the tracking error inherent in these types of portfolios? Interestingly enough, I find it easier with just two items (Gold & VDCO). All the rebalancing between Bonds & Shares is not seen, and my mindset is that Go...

I'm curious. Are most people here invested in a traditional PP, a GB, or something else entirely? Good Morning Burley, Depends on the funds available where you live, and the tax sheltered retirement account rules. For us in Australia, we just do 25% Gold, 75% Vanguard VDCO. The Early Retirement Ext...

https://www.politico.eu/article/ukraine-russia-war-cat-army-social-media/ Watch the video or you will be missing out. ;D This is fantastic, Smithers. Thanks! They must be watching old "Outer Limits" episodes over in the Ukraine ;D https://www.youtube.com/watch?v=zhfVgNKjFKE https://www.da...

yankees60 wrote: ↑Wed Aug 14, 2024 9:17 pm This is COMPLETELY frightening!

Don't know where it took place or when.

A hint for you

Somewhat similar alternative? The All-Weather portfolio integrates a fuller spectrum of defences – including assets with a better record against the withering winds of inflation. (Hmm, smooth metaphor mixology – Ed). Not really All-Weather. Ray Dalio now says he doesn't want to hold debt and cash i...

This video has been blowing my mind today (among other current events). My takeaways: [*] With a 5 year horizon, 20% stocks / 80% gold is safer than 40% stocks / 60% tbills. [*] At a 10 year horizon, 40 % stocks / 60% gold has the same average returns as 50% stocks / 50% tbills, but had much better...