Search found 2464 matches

by buddtholomew
Fri Sep 23, 2022 8:51 am
Forum: Permanent Portfolio Discussion
Topic: PP YTD performance - was it the worst ever?
Replies: 101
Views: 2855

Re: PP YTD performance - was it the worst ever?

I’ve said it here a billion times. The ONLY thing that separates the PP from a traditional, passive portfolio is Gold. All others have some allocation to stocks, bonds and cash. Gold has proven once again its relationship to unexpected high inflation is putrid. PP followers hold Gold for this very “...
by buddtholomew
Fri Sep 23, 2022 7:33 am
Forum: Permanent Portfolio Discussion
Topic: PP YTD performance - was it the worst ever?
Replies: 101
Views: 2855

Re: PP YTD performance - was it the worst ever?

Do people still believe in this horse shit?
I would have a hard time explaining to anyone why I was still sitting in this awful portfolio.
Hopefully this year finally sinks this portfolio and the site forever.
by buddtholomew
Fri Sep 16, 2022 10:36 am
Forum: Permanent Portfolio Discussion
Topic: PP YTD performance - was it the worst ever?
Replies: 101
Views: 2855

Re: PP YTD performance - was it the worst ever?

If it's any consolation: https://portfolioslab.com/lazy-portfolios Makes me feel better until I look at the 10 year returns, where the PP is third to last :( There should be no surprise there if you did your homework before investing. Things "may" equalize if the bear stock market is bad enough but...
by buddtholomew
Thu Sep 15, 2022 10:54 am
Forum: Gold
Topic: Gold will rise when Fed stops raising interest rates?
Replies: 49
Views: 1421

Re: Gold will rise when Fed stops raising interest rates?

fucking idiots Gave me a laugh at least. What is your recommended portfolio allocation? No Gold or LTT’s. I can’t think of a worse portfolio to hold than this one for the last decade plus. All a bunch of garbage. It has proven its worthlessness time after time. If no gold or LTTs, what do you hold?...
by buddtholomew
Thu Sep 15, 2022 10:46 am
Forum: Gold
Topic: Gold will rise when Fed stops raising interest rates?
Replies: 49
Views: 1421

Re: Gold will rise when Fed stops raising interest rates?

fucking idiots Gave me a laugh at least. What is your recommended portfolio allocation? No Gold or LTT’s. I can’t think of a worse portfolio to hold than this one for the last decade plus. All a bunch of garbage. It has proven its worthlessness time after time. If no gold or LTTs, what do you hold?...
by buddtholomew
Thu Sep 15, 2022 10:33 am
Forum: Gold
Topic: Gold will rise when Fed stops raising interest rates?
Replies: 49
Views: 1421

Re: Gold will rise when Fed stops raising interest rates?

fucking idiots Gave me a laugh at least. What is your recommended portfolio allocation? No Gold or LTT’s. I can’t think of a worse portfolio to hold than this one for the last decade plus. All a bunch of garbage. It has proven its worthlessness time after time. If no gold or LTTs, what do you hold?...
by buddtholomew
Thu Sep 15, 2022 10:11 am
Forum: Gold
Topic: Gold will rise when Fed stops raising interest rates?
Replies: 49
Views: 1421

Re: Gold will rise when Fed stops raising interest rates?

whatchamacallit wrote:
Thu Sep 15, 2022 10:04 am
buddtholomew wrote:
Thu Sep 15, 2022 9:58 am
fucking idiots
Gave me a laugh at least.

What is your recommended portfolio allocation?
No Gold or LTT’s.
I can’t think of a worse portfolio to hold than this one for the last decade plus. All a bunch of garbage. It has proven its worthlessness time after time.
by buddtholomew
Wed Sep 14, 2022 2:18 pm
Forum: Gold
Topic: Gold will rise when Fed stops raising interest rates?
Replies: 49
Views: 1421

Re: Gold will rise when Fed stops raising interest rates?

Gold is completely useless.
Unexpected inflation tops 8% and we are down 7% + inflation over the course of a year.
I really do pity those still invested in the PP.
What more do you need to see before you dump it?
by buddtholomew
Thu Sep 01, 2022 2:42 pm
Forum: Permanent Portfolio Discussion
Topic: Banned
Replies: 31
Views: 1155

Re: Banned

Smith1776 wrote:
Thu Sep 01, 2022 10:11 am
buddtholomew wrote:
Thu Sep 01, 2022 9:19 am
honestly…down the toilet you go
TLT -2.2%, GLD -1.1%
cinco de mayo, bye bye yo…
lmao ok
You have a bear market in 2/3 assets.
Not sure what’s so funny.
A down day of 1% can cost me around 100K+.
It pays not to have taken the LTT losses.
by buddtholomew
Thu Sep 01, 2022 9:19 am
Forum: Permanent Portfolio Discussion
Topic: Banned
Replies: 31
Views: 1155

Re: Banned

I don’t hold LTT’s so I have been spared the rout. If you go back a few threads you’ll see me write “soon people on this board will be touting the 25% cash position as the saving grace”. Also, cash has not done its job as it has under-performed inflation. Point is the PP has an achilles heal and ri...
by buddtholomew
Wed Aug 31, 2022 2:51 pm
Forum: Permanent Portfolio Discussion
Topic: Banned
Replies: 31
Views: 1155

Re: Banned

On another note: I love that I've adopted a strategy that most people don't like, or even despise. Going with the crowd and the "cheery consensus" hardly yields good results. Give me unusual any day of the week. SPY YTD -17% TLT YTD -22% GLD YTD -5% How could you possibly be comfortable with the PP...
by buddtholomew
Wed Aug 31, 2022 2:33 pm
Forum: Permanent Portfolio Discussion
Topic: Banned
Replies: 31
Views: 1155

Re: Banned

On another note: I love that I've adopted a strategy that most people don't like, or even despise. Going with the crowd and the "cheery consensus" hardly yields good results. Give me unusual any day of the week. SPY YTD -17% TLT YTD -22% GLD YTD -5% How could you possibly be comfortable with the PP?
by buddtholomew
Wed Aug 31, 2022 2:29 pm
Forum: Permanent Portfolio Discussion
Topic: Banned
Replies: 31
Views: 1155

Re: Banned

Budd, serious question, why do you continue to frequent the forum if this strategy causes you this much angst and irritation? Also, Budd ... I try to see the whole person rather than some limited things the person expresses opinions on here. Therefore I have valued your presence here. Particularly ...
by buddtholomew
Wed Aug 31, 2022 12:50 pm
Forum: Permanent Portfolio Discussion
Topic: Banned
Replies: 31
Views: 1155

Re: Banned

Thanks for banning me Xan. Even more time to reflect how pathetic this portfolio is along with the crooks that sold it as the holy grail. Good riddance to all of you. Economic climates, one asset will buoy the portfolio…what a joke…all cratered at the same time. Thanking my lucky stars I abandoned ...
by buddtholomew
Tue Aug 30, 2022 3:44 pm
Forum: Permanent Portfolio Discussion
Topic: Banned
Replies: 31
Views: 1155

Re: Banned

Xan wrote:
Tue Aug 30, 2022 3:28 pm
Budd, I recommend trying to get every cent out of the "crooks" that they got from you.
I doubt they have any to give.
Dying portfolio, dying site…
Good luck to you.
by buddtholomew
Tue Aug 30, 2022 3:19 pm
Forum: Permanent Portfolio Discussion
Topic: Banned
Replies: 31
Views: 1155

Banned

Thanks for banning me Xan. Even more time to reflect how pathetic this portfolio is along with the crooks that sold it as the holy grail. Good riddance to all of you. Economic climates, one asset will buoy the portfolio…what a joke…all cratered at the same time. Thanking my lucky stars I abandoned t...
by buddtholomew
Tue Jun 14, 2022 10:22 am
Forum: Stocks
Topic: Stock scream room
Replies: 1463
Views: 513757

Re: Stock scream room

I was ridiculed for years because I didn’t ascribe to the philosophy that one or more assets would buoy the portfolio in times of economic distress. We are now witnessing this distress first-hand and the PP has proven it does not have the ability to overcome an inflationary environment with rising i...
by buddtholomew
Mon Jun 13, 2022 11:26 am
Forum: Stocks
Topic: Stock scream room
Replies: 1463
Views: 513757

Re: Stock scream room

it’s ok, everyone knows what they’re dealing with now.
by buddtholomew
Mon Jun 13, 2022 9:13 am
Forum: Stocks
Topic: Stock scream room
Replies: 1463
Views: 513757

Re: Stock scream room

Take the PP and shove it [ edited ]
by buddtholomew
Fri Jun 10, 2022 8:54 am
Forum: Permanent Portfolio Discussion
Topic: The PP, marginal utility, and investment "faith"
Replies: 135
Views: 16249

Re: The PP, marginal utility, and investment "faith"

The pp is still right in there with other portfolios of equal or close equity allocations that have no gold . The model I use is doing slightly better then the pp and has totally different holdings although same equity levels but certainly not a lot of difference between them . If anything I think ...
by buddtholomew
Fri Jun 10, 2022 8:37 am
Forum: Permanent Portfolio Discussion
Topic: The PP, marginal utility, and investment "faith"
Replies: 135
Views: 16249

Re: The PP, marginal utility, and investment "faith"

Take Gold and the PP and bury them both.
Useless as always.
by buddtholomew
Sat Apr 30, 2022 10:42 am
Forum: Permanent Portfolio Discussion
Topic: If The Stock Market Crashes Which Asset Will Save Us?
Replies: 34
Views: 3494

Re: If The Stock Market Crashes Which Asset Will Save Us?

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by buddtholomew
Fri Apr 29, 2022 7:58 pm
Forum: Permanent Portfolio Discussion
Topic: If The Stock Market Crashes Which Asset Will Save Us?
Replies: 34
Views: 3494

Re: If The Stock Market Crashes Which Asset Will Save Us?

Why would you bother investing in a portfolio that fails during the most in-opportune time? Case in point, YTD stocks down 13%, LTT’s down 16%, Gold up 5% and Cash down whatever inflation is at the moment. Case 2, today, stocks down 3.5%, LTT’s down 1.35% and Gold down/flat as well. Seems like a lo...
by buddtholomew
Fri Apr 29, 2022 3:59 pm
Forum: Permanent Portfolio Discussion
Topic: If The Stock Market Crashes Which Asset Will Save Us?
Replies: 34
Views: 3494

Re: If The Stock Market Crashes Which Asset Will Save Us?

Why would you bother investing in a portfolio that fails during the most in-opportune time? Case in point, YTD stocks down 13%, LTT’s down 16%, Gold up 5% and Cash down whatever inflation is at the moment. Case 2, today, stocks down 3.5%, LTT’s down 1.35% and Gold down/flat as well. Seems like a lo...