Search found 2003 matches
- 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 ...
- 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
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

- 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...
- 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...
- 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...
- 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
Horseshitmurphy_p_t wrote: ↑Sat Jan 19, 2019 11:37 amI 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
- 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...
- 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 ...
- Fri Jan 18, 2019 7:47 am
- Forum: Variable Portfolio Discussion
- Topic: Tactical Asset Allocation + HBPP an intriguing combo
- Replies: 305
- Views: 40397
- 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...
- 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...
- 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...