We’re not talking about mom and pop on the street struggling to pay daily bills, but rather those who now have discretionary income to speculate.

1.9 Trillion is going somewhere.
Glad the money is going to those in need.

Do we get another huge run-up in equities? Will it come in the Tech sector or somewhere else?

It’s an uphill battle to convince someone that they made the right choice when the current outcome has been disappointing. More so when the alternative option for that individual has outperformed over the same timeframe. And to add icing on the cake, they went with a very conservative approach that ...

Hey look, stocks are up and GLD/TLT to follow...

These discussions about how the PP sucks always come up at these times. And mj (and budd esp. on gold) are major negatory commenters on the pp. No disrespect. I have no problem with it, after years I am used to it. I keep on commenting because I hope to instill in younger investors that stocks aren...

I’ll say it again at the risk of repeating myself ad nauseum.
Stocks down, gold and TLT down.
Stocks up, gold and TLT may catch a bid.

PP reduced to rubble...

buddtholomew wrote: ↑

Wed Mar 03, 2021 9:19 am

The portfolio has been reduced to 75% stocks/25% cash on down days as GLD and TLT search for a bottom.
Stocks go up, we see some life.
Stocks go down, GLD and TLT follow.

Do others recognize this pattern as well or am I full of shit?

I have been buying IAU. I'm curious why the confidence in gold right now? I would think that as long as long term yields are rising gold will fall even more than LTTs and will only start outperforming once LTTs find a ceiling. It’s to counterbalance the excess amount in cash. I agree with your view...

The portfolio has been reduced to 75% stocks/25% cash on down days as GLD and TLT search for a bottom. Stocks go up, we see some life. Stocks go down, GLD and TLT follow. I wanted with all my heart to stay 4x25 in taxable as I entered retirement on 4/20 but just couldn’t watch gains in TLT evaporate...

It is not a question of gold or Tlt not doing anything ever ..no one said that . The issue is will they dig themselves into a hole so deep that their day in the sun won’t even pull them out or not be able to pull you out as an existing investor if stocks are the unfavored asset and fell . Newer inv...

Makes me sick since I’ve seen this never ending slide in GLD and TLT before (feeding off each other). I don’t own TLT and have reduced GLD to 15% of PP and only 5% of portfolio. TLT swapped for ITT’s. If your timeframe for the PP is less than “forever” would you even choose the portfolio in the firs...

Be weary of fighting the last war. At some point you perhaps have enough in LTT’s and Gold. If I was in your shoes, I would stand pat and wait until a re-balance band is triggered. You’ve already contributed more money to the lagging asset if/when a rebound occurs will benefit handsomely. No need to...

And the PP shows it’s true colors.
Bought more IAU at 16.69

mathjak107 wrote: ↑

Fri Feb 26, 2021 8:09 am

I saw ...so watch gold sell off lol

I have a buy order for IAU this morning.
Time to start shoring up some of the losses.

Setting up a little better this morning MJ.
Hopefully TLT will hold these gains.

Risk parity tells us about the odds.

It is important to just understand that throwing equal amounts of money in to outcomes that are anything but equal as far as playing out does not mean you are not betting on the under dog with the same amount of money as the favorite and that in itself is a pretty heavy bet on the under dog odds Th...

Stocks down, gold and LTT’s down.
Nothing catches a bid unless stocks are up.
In TLT for another trade...

Everyone and their mother is waiting for a correction in stocks to stabilize yields.

One thing I’ve learned over and over with the PP is when the crisis fails to materialize rates will begin to rise. It’s a good idea to limp into LTT’s as I believe they will fall before rising if/when stocks decline.

In at 139.38. Hopefully that’s it for now. Out 140.20. Stocks up, bonds recover; stocks down, bonds sell off. You guys jump in and out over a half a percentage point? I'm over here thinking 20% moves... It’s all around the edges for me. The AA is set; this is trading plain and simple. AA - 35/15/0/50

In at 139.38.
Hopefully that’s it for now.

Out 140.20.
Stocks up, bonds recover; stocks down, bonds sell off.

Hahahah...who buys the bottom and then sells shortly thereafter?

Down 1.6% pre-market to 139.50. Buying at open. I should have waited a couple days, but I still believe that it will reverse. There are too many articles and talk about yields rising, blah, blah. When I have listened to the crowd in the past I have almost 100% of the time been on the wrong side. Re...

I am just adding daily to get it back to the 600k I started with in it ...I have 600k in each and that is as high as I want ..but if an asset falls below I bring it back to 600 ...I have been adding to Tlt daily for weeks. Lol Sorry MJ, hope it pays off in the long run. Trading in and out of TLT wh...

Down 1.6% pre-market to 139.50.
Buying at open.

Looks like the air has come out of the balloon and we are ready to inflate again.