Search found 2003 matches

by buddtholomew
Tue Feb 05, 2019 4:44 pm
Forum: Permanent Portfolio Discussion
Topic: Another solid January
Replies: 9
Views: 513

Re: Another solid January

A big part of me wants to move everything into SHV or some 2.2% money market for the rest of the year and call it done for 2019! I'm with you! That's what I was sort of hinting at with my post. After last year's loss, I'd be happy with 4% ytd and adding on 2.5% extra with an 11-month treasury. But ...
by buddtholomew
Mon Jan 28, 2019 7:25 pm
Forum: Gold
Topic: Bitcoin investors are running from the crypto to invest in gold
Replies: 34
Views: 952

Re: Bitcoin investors are running from the crypto to invest in gold

Oh boy, good old GDX.
I think every time period from inception the fund has been -ve.
Bought my first batch at 37 and last batch at 18 and change several years ago.
What a peach >:D
by buddtholomew
Mon Jan 28, 2019 4:08 pm
Forum: Gold
Topic: IAU is now commission-free at Fidelity
Replies: 21
Views: 2172

Re: IAU is now commission-free at Fidelity

{old thread} Gold is up plenty today, but IAU is only up 0.28%? :'( DS, what CNBC report can be and most often is different from the daily NAV change in IAU. Reason is CNBC quotes the comex close (I think around 11:30 PT) and ETFs trade until market close. So...if we saw a large move in gold betwee...
by buddtholomew
Fri Jan 25, 2019 2:05 pm
Forum: Permanent Portfolio Discussion
Topic: PP/VP Strategy Sanity Check
Replies: 40
Views: 1312

Re: PP/VP Strategy Sanity Check

Pmward, your thoughts are my thoughts but said more eloquently. Like others have said find the VP % you are comfortable with and the PP % in each asset you are comfortable holding while still maintaining the framework and philosophy AND stick to it for a while then reassess. We are tweakers at heart...
by buddtholomew
Thu Jan 24, 2019 7:34 pm
Forum: Permanent Portfolio Discussion
Topic: PP/VP Strategy Sanity Check
Replies: 40
Views: 1312

Re: PP/VP Strategy Sanity Check

Hey everyone I'm new here and just wanted to get a quick sanity check of my strategy. Apologize for the long post, but I wanted to explain not just what I'm doing, but also why. So 2018 was a bit of a wake up call to me. I realized, like many people, that the risk I was taking was greater than my t...
by buddtholomew
Sat Jan 19, 2019 1:43 pm
Forum: Other Discussions
Topic: Index investing, downside to what Jack Bogle accomplished
Replies: 2
Views: 162

Re: Index investing, downside to what Jack Bogle accomplished

murphy_p_t wrote:
Sat Jan 19, 2019 11:37 am
I expect this post may ruffle some feathers.

What are your thoughts on losing the proxy vote for all the shares you hold of your index fund companies?

The Market Ticker - Ding Dong This Man Did Real Harm https://tickerforum.org/akcs-www?singlepost=3465349
Horseshit
by buddtholomew
Fri Jan 18, 2019 2:07 pm
Forum: Variable Portfolio Discussion
Topic: Tactical Asset Allocation + HBPP an intriguing combo
Replies: 305
Views: 40397

Re: Dual Momentum GEM + HBPP a great combo, easy to test

You don't understand, Budd. McElligott is with Nomura Securities.. not ZH. He had an hour long podcast on macrovoices.com this week. I heard it yesterday. He called the Feb 18 sell off event, he says more is to come. I just cut and pasted from ZH because they had conveniently transcripted his audio...
by buddtholomew
Fri Jan 18, 2019 1:28 pm
Forum: Variable Portfolio Discussion
Topic: Tactical Asset Allocation + HBPP an intriguing combo
Replies: 305
Views: 40397

Re: Dual Momentum GEM + HBPP a great combo, easy to test

It's not a burden to be 12% gold, 13% cash, 70% T-Bills, 5% stocks right now. It's like a vacation. Ouch...missed a huge rally... Not if it's a bear market rally! They are often rippin' Zerohedge, Charlie McElligott What this means, somewhat ironically, is that while everyone was blaming the algos ...
by buddtholomew
Fri Jan 18, 2019 7:47 am
Forum: Variable Portfolio Discussion
Topic: Tactical Asset Allocation + HBPP an intriguing combo
Replies: 305
Views: 40397

Re: Dual Momentum GEM + HBPP a great combo, easy to test

ochotona wrote:
Fri Jan 18, 2019 5:30 am
It's not a burden to be 12% gold, 13% cash, 70% T-Bills, 5% stocks right now. It's like a vacation.
Ouch...missed a huge rally...
by buddtholomew
Fri Jan 18, 2019 5:52 am
Forum: Variable Portfolio Discussion
Topic: A novice's VP: requesting feedback
Replies: 14
Views: 543

Re: A novice's VP: requesting feedback

Picking SCB only based on both simplicity, and the idea that since my PP has TSM, I'd already have a lot of LCB exposure. After I thought about it more (before your post buddtholomew), I was considering having my VP be purely SCB & MCB.... The main reason I had other assets in my first proposal was...
by buddtholomew
Thu Jan 17, 2019 5:41 pm
Forum: Variable Portfolio Discussion
Topic: A novice's VP: requesting feedback
Replies: 14
Views: 543

Re: A novice's VP: requesting feedback

Hey all, Getting into investing and I really like the PP. However, as I am relatively young (27) and the PP provides steady-but-not-great CAGR, the idea of a VP interests me. Trying to apply some PP principles, I created what I think to be a simple portfolio that leans into growth and prosperity bu...
by buddtholomew
Wed Jan 16, 2019 4:27 pm
Forum: Bonds
Topic: Bond duration compensation
Replies: 14
Views: 621

Re: Bond duration compensation

Interestingly, when there is a flight to safety 3.07% (today’s yield) looks appealing. Not so long ago investors were holding onto LTT’s in the 2.5% and lower range. Don’t forget we want LTT’s not for the increased yield but rather the increased duration. A 1% rise is a 17% loss, BUT a 1% decline is...