Search found 438 matches

by D1984
Wed Sep 16, 2020 5:49 pm
Forum: Variable Portfolio Discussion
Topic: An odd choice for a VP: Wellesley
Replies: 22
Views: 430

Re: An odd choice for a VP: Wellesley

When I was researching a safer way to invest after the 2008 meltdown I came across a debate about Wellesley vs the Permanent Portfolio on a forum. I don't think it was Bogleheads but I remember that MT and Craig were on the PP side and it got pretty nasty at times. I went with Wellesley for a while...
by D1984
Tue Sep 15, 2020 6:26 pm
Forum: Variable Portfolio Discussion
Topic: An odd choice for a VP: Wellesley
Replies: 22
Views: 430

Re: An odd choice for a VP: Wellesley

OK here's the best I can come up with. The constraint is that GLD, the first U.S. gold ETF, has only been in existence since 2004. But this gives you a good sense of what Tyler was talking about. The general principle that he talks about in his excellent article on gold on the Portfolio Charts site...
by D1984
Sat Sep 12, 2020 7:06 am
Forum: Other Discussions
Topic: Price Info not a cure for health care costs?
Replies: 18
Views: 317

Re: Price Info not a cure for health care costs?

Steve Forbes is quite excited over all that is in this book: The Cure That Works: How to Have the World's Best Healthcare -- at a Quarter of the Price Hardcover – June 18, 2019 by Sean Masaki Flynn Ph.D. (Author) https://smile.amazon.com/The-Cure-That-Works-How-to-Have-the-World-s-Best-Healthcare-a...
by D1984
Wed Sep 09, 2020 5:17 am
Forum: Variable Portfolio Discussion
Topic: Basic portfolio that beats the index, once a year reconfiguration
Replies: 3
Views: 324

Re: Basic portfolio that beats the index, once a year reconfiguration

All, As gratitude to many wonderful investors here who have been extremely helpful, I am sharing this basic portfolio that does beat S&P in the long run, and yet it is easy to maintain. Reconfiguration is required only once a year - once you get ready to meet a New Year, sell extra and buy what is ...
by D1984
Fri Aug 28, 2020 11:36 am
Forum: Permanent Portfolio Discussion
Topic: PP Critique
Replies: 13
Views: 1043

Re: PP Critique

I'm curious, what was your reasoning for using the 8 largest companies instead of SPY or VTI? The short answer is better returns. I did quite a bit of backtesting on portfoliovisualizer.com. I think the strategy is a bit aggressive, but I want that if I'm only having 25% allocated to stocks. I thin...
by D1984
Fri Aug 28, 2020 10:41 am
Forum: Other Discussions
Topic: Jeff Bezos is Now Worth 200 Billion
Replies: 108
Views: 1232

Re: Jeff Bezos is Now Worth 200 Billion

Doodle, do you have a citation for your "no taxes" statement? Just looking to get some more precision on what we're talking about. https://www.google.com/amp/s/www.cnbc.com/amp/2019/02/15/amazon-will-pay-0-in-federal-taxes-this-year.html I thought it might be something like this. The article is abo...
by D1984
Sun Aug 09, 2020 12:35 am
Forum: Permanent Portfolio Discussion
Topic: Big ERN Safe Withdrawal Rates - GB and PP Evaluated
Replies: 14
Views: 779

Re: Big ERN Safe Withdrawal Rates - GB and PP Evaluated

A follow up question would be how one would modify the PP under the conditions of a legitimate gold standard. Silver might be an interesting option. It's not the same as gold, but it's one of the closer assets to meeting the general Permanent Portfolio design intent under a gold standard. It's cert...
by D1984
Wed Jul 08, 2020 12:50 pm
Forum: Permanent Portfolio Discussion
Topic: The Elephant in the room: How should we prepare for the collapse of the US?
Replies: 54
Views: 4337

Re: The Elephant in the room: How should we prepare for the collapse of the US?

I think that guns, passport, bitcoin, increased physical gold allocation, increasing your digital privacy, land, upping self sufficiency skills (gardening, etc) and overall vigilance are good "variable portfolio" ideas here. I think trying to invest international or changing %s of the PP is a reall...
by D1984
Sun Jun 28, 2020 4:29 pm
Forum: Variable Portfolio Discussion
Topic: All Weather Portfolio with modification
Replies: 2
Views: 601

Re: All Weather Portfolio with modification

https://www.theoptimizingblog.com/leveraged-all-weather-portfolio/ I came across this blog yesterday and it suggests a modification to Ray Dalio's All Weather Portfolio substituting Utilities for the Commodities portion. 30% Total Stock 40% Long Term Treasury 15% Intermediate Treasury 8% Utilities ...
by D1984
Tue Jun 02, 2020 9:34 pm
Forum: Other Discussions
Topic: Quick question and a request for help on "chart-scraping"
Replies: 5
Views: 278

Re: Quick question and a request for help on "chart-scraping"

D1984, In your Edit 2 you indeed found the raw information to which I was trying to direct you! The way to parse the data out of what you've got involves writing a script or program. I don't think there's going to be a general-purpose tool that will do it out of the box. I would implement it in Per...
by D1984
Tue Jun 02, 2020 7:28 pm
Forum: Other Discussions
Topic: Quick question and a request for help on "chart-scraping"
Replies: 5
Views: 278

Re: Quick question and a request for help on "chart-scraping"

It looks like if you pull up the Network tab of the Dev Tools while refreshing the page, one of the requests that gets made is to "defaultChart?type=getcc&secids=%24FOCA%24LB%24%24;CA]FO&dataid=117&startdate=2009-06-03&enddate=2020-06-02¤cy=USD&format=1&adjusment=-" with a "plain" type. Pull ...
by D1984
Tue Jun 02, 2020 5:48 pm
Forum: Other Discussions
Topic: Quick question and a request for help on "chart-scraping"
Replies: 5
Views: 278

Quick question and a request for help on "chart-scraping"

Do we have any computer/software/scripting experts on here? I have a quick question/issue: I am trying to get some daily data on certain mutual funds (including two that were closed/liquidated a few years ago) in order to run a backtest in Excel and PV. CRSP only has monthly data--not that I have ac...