Search found 18 matches

by jswinner
Tue Aug 13, 2019 3:08 pm
Forum: Permanent Portfolio Discussion
Topic: 40 Years since the death of equities
Replies: 4
Views: 1852

40 Years since the death of equities

https://www.bloomberg.com/news/articles ... f-equities
and 30 year treasuries peaked in August/September 1981 @ 15.84%
by jswinner
Tue Jul 31, 2018 5:55 pm
Forum: Variable Portfolio Discussion
Topic: Farmland
Replies: 8
Views: 2324

Re: Farmland

Meb Faber's latest podcast had David Gladstone, owner of the Gladstone farmland REIT, symbol LAND. https://player.fm/series/1058800/213581629 I have been looking for a way to invest in farmland as a passive investor. I think I found it. LAND pays a sizable dividend as well, 4.6%. The ratio of LAND ...
by jswinner
Sun Jul 03, 2016 11:47 am
Forum: Bonds
Topic: 3 Decades of yields
Replies: 4
Views: 2454

3 Decades of yields

Even though I did live through it, hard to imagine hitting near 16%, seems like an alternate universe!

Image
by jswinner
Sun Dec 01, 2013 10:14 am
Forum: Gold
Topic: Doom, Gloom and Zoom Zoom
Replies: 18
Views: 5274

Re: Doom, Gloom and Zoom Zoom

Hmmm, note to self, don't get Bud mad.....
by jswinner
Mon Aug 19, 2013 6:10 pm
Forum: Bonds
Topic: How to value direct bond holdings on Google Docs?
Replies: 42
Views: 19291

Re: How to value direct bond holdings on Google Docs?

Dualstow:  Is this still working for you, my sheet is not returning the price.
by jswinner
Sat Jul 20, 2013 10:20 am
Forum: Gold
Topic: The GOLD scream room
Replies: 2610
Views: 468765

Re: The GOLD scream room

Like those SAT comparative questions:
Financial Advisor is to friend as government  is to security.  8)
by jswinner
Sun May 05, 2013 12:03 pm
Forum: Cash
Topic: My First Ever T-Bills Matured
Replies: 15
Views: 4132

Re: My First Ever T-Bills Matured

There is a great difference in the credit risk between FDIC and treasuries.  Thanks to Gumby in an earlier thread, he provides a link to the HB archive and a transcript of the salient portion of the show.  If the time comes when it matters,  FDIC covered accounts offer nowhere near the same level of...
by jswinner
Sun Apr 14, 2013 7:09 pm
Forum: Bonds
Topic: Faith is believing something you know ain't true
Replies: 15
Views: 3914

Re: Faith is believing something you know ain't true

I just simply cannot bring myself to put 50% of my assets into bonds and cash, when I know they are headed over the cliff. I wish that life and the markets were that simple.  It's a shame that they are not. When I bought the book, I was hoping I'd found the answer, but I just don't trust something ...
by jswinner
Sun Apr 14, 2013 10:27 am
Forum: Bonds
Topic: Faith is believing something you know ain't true
Replies: 15
Views: 3914

Re: Faith is believing something you know ain't true

In their book, Rowland and Lawson say to split your assets 4 X 25, and they have a table showing the performance of such a portfolio from 1972 to 2011. Peter Schiff has a new book on the market.  The title is The Real Crash, and the marquee on the top of the cover says America's Coming Bankruptcy. ...
by jswinner
Sun Apr 14, 2013 1:33 am
Forum: Bonds
Topic: Faith is believing something you know ain't true
Replies: 15
Views: 3914

Re: Faith is believing something you know ain't true

Bill:  All I can say is that the 30 yr I bought in mid March is up almost 5%. I have heard the "interest rates have nowhere to go but up" line from the experts the entire 4 years I have been using this strategy.  Here is the plot for TLT for the last month https://www.google.com/finance?chdnp=1&chdd...
by jswinner
Sat Apr 13, 2013 12:35 pm
Forum: Gold
Topic: Sell all gold and return later?
Replies: 33
Views: 8394

Re: Sell all gold and return later?

Catacomb:  Even after Friday, you have some distance to go to hit a rebalance point,  correct? Look at MT's  reply #11 in this thread: http://gyroscopicinvesting.com/forum/http://77.104.139.218/~gyroscop/phpBB3/viewtopic.php?t=6 Historically, it is not falling assets that trigger the rebalance.  Whe...