Search found 51 matches

by jswinner
Fri Oct 29, 2021 12:26 am
Forum: Variable Portfolio Discussion
Topic: Anyone investing in farmland?
Replies: 6
Views: 501

Re: Anyone investing in farmland?

Yes, I like it and the crops, especially the berries, the farms produce. I have held some of this for about 5 years now as part of my variable portion, and overall it has done well, but it is a microcap so the price does move around
by jswinner
Mon Aug 30, 2021 11:12 pm
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 1909
Views: 101748

Re: Reasons why I will not be getting injected for the Wuhan

Just came across this: Well, that's something. Very glad you found it. What does it mean? How can we use it? I see that 45% of the deaths were female. Why must the women always suffer the brunt of these catastrophes? So wait, you accept this CDC data as gospel yet all of the prior test/hospitalizat...
by jswinner
Sun Aug 29, 2021 7:58 pm
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 1909
Views: 101748

Re: Reasons why I will not be getting injected for the Wuhan

I now know several people in real life who've tested positive and are at least mildly sick, two of my wife's elderly aunts (both over 75). Both are vaxxed. Almost everyone i hear about third person that are testing positive are vaxxed. I wonder if the vax is lowering immune systems or responsible f...
by jswinner
Sun Aug 29, 2021 1:05 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5357
Views: 491923

Re: Coronavirus General Discussion

Is it a reasonable assumption that if a child is less susceptible to Covid because their immune system is optimal, then they would be less susceptible to side effects or reactions to the vaccine for the same reason? How could that NOT be the case? Optimal? No, just young. But there are theories why...
by jswinner
Sun Aug 29, 2021 12:50 pm
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 1909
Views: 101748

Re: Reasons why I will not be getting injected for the Wuhan

I now know several people in real life who've tested positive and are at least mildly sick, two of my wife's elderly aunts (both over 75). Both are vaxxed. Almost everyone i hear about third person that are testing positive are vaxxed. I wonder if the vax is lowering immune systems or responsible f...
by jswinner
Thu Jul 22, 2021 9:50 am
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 1909
Views: 101748

Re: Reasons why I will not be getting injected for the Wuhan

Percent is mostly bad math. More in-depth from the graphic posted earlier.

https://youcanknowthings.com/2021/07/21 ... this-mean/
by jswinner
Wed Jul 21, 2021 1:54 pm
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 1909
Views: 101748

Re: Reasons why I will not be getting injected for the Wuhan

You can also say when 100% are vaccinated, 100% of those few hospitalizations will be vaccinated, and back to is it with or because of...
See this https://twitter.com/i/status/1417323212279631873
by jswinner
Thu Jul 15, 2021 7:19 pm
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 1909
Views: 101748

Re: Reasons why I will not be getting injected for the Wuhan

https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(21)00799-6/fulltext "Hospitalisation with COVID-19 is associated with high rates of morbidity in adults. Almost half of the survivors had one or more complications, which were more likely in patients who required critical care. Survivor...
by jswinner
Tue Jun 22, 2021 8:08 pm
Forum: Stocks
Topic: Best fund/ETF for equities portion of Permanent Portfolio?
Replies: 16
Views: 6780

Re: Best fund/ETF for equities portion of Permanent Portfolio?

I altered the mix with the addition of VIG to the portion
by jswinner
Thu Jun 17, 2021 10:17 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3319
Views: 921706

Re: The GOLD scream room

A PP of VTI, IAU, TLT and SHY returned over 9% between Feb 2020 and May 2021. Max drawdown was -4.55%. What is so bad about that? Yes 100% VTI was up over 24%. But max drawdown was over 21%. Seems to be classic PP use case. And IAU is up 14.30%, with a max daily drawdown of -13.8% The obsessive dail...
by jswinner
Wed Jun 09, 2021 7:12 pm
Forum: Other Discussions
Topic: What is your prediction for the future of the forum?
Replies: 72
Views: 4972

Re: What is your prediction for the future of the forum?

Hitch a VP to it of all FAANG, or BC or whatever floats your boat. Choose correctly you make some money. Choose poorly, you end up still having some money. And likely still better off compared to bringing in professional help.
by jswinner
Sun Jun 06, 2021 8:15 pm
Forum: Other Discussions
Topic: Should Single Family Home Rentals be Legal?
Replies: 14
Views: 1038

Re: Should Single Family Home Rentals be Legal?

pp4me wrote:
Sun Jun 06, 2021 6:20 pm
I Shrugged wrote:
Sun Jun 06, 2021 5:30 pm
Tom I think you are too focused on financial optimization of your life.
How can anyone possibly tell what Tomfoolery is focused on?
And he has stated holding positions in AMH. ???
by jswinner
Thu Jun 03, 2021 9:04 am
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 1909
Views: 101748

Re: Reasons why I will not be getting injected for the Wuhan

Should I be surprised? https://www.barnhardt.biz/2021/05/28/top-tier-medical-journal-the-lancet-blows-lid-off-of-vaccine-lie-pfizers-efficacy-rate-0-84-as-in-less-than-1-as-in-statistically-zero-in-other-words-these-injections/ Haven't had time to verify this report. I'm certain that the enthusiast...
by jswinner
Thu May 27, 2021 2:54 pm
Forum: Cash
Topic: Negative 1 and 3 Month Treasury Rates
Replies: 51
Views: 10401

Re: Negative 1 and 3 Month Treasury Rates

This weeks 8 week bill was filled at $99.9992. FIDO has basically stopped autoroll I think because when you purchase, you are required to click through a bunch of negative yield disclaimers. So I just purchase these weekly with manual entries.. So far, none have actually gone negative.
by jswinner
Thu May 20, 2021 8:32 pm
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 1909
Views: 101748

Re: Reasons why I will not be getting injected for the Wuhan

The reported data is from the CDC: https://gis.cdc.gov/grasp/COVIDNet/COVID19_5.html This study: Hospitalization Rates and Characteristics of Children Aged <18 Years Hospitalized with Laboratory-Confirmed COVID-19 — COVID-NET, 14 States, March 1–July 25, 2020 reported just over 38% with know underly...
by jswinner
Wed May 19, 2021 8:05 pm
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 1909
Views: 101748

Re: Reasons why I will not be getting injected for the Wuhan

CDC now reports almost 3 million cases in ages 0-19 . There have been 30,000 hospitalizations in that age group. Though not "common", I would not define that as "extremely rare" either. https://data.cdc.gov/Case-Surveillance/COVID-19-Case-Surveillance-Public-Use-Data/vbim-akqf/data As some of us ha...
by jswinner
Wed May 19, 2021 7:01 pm
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 1909
Views: 101748

Re: Reasons why I will not be getting injected for the Wuhan

CDC now reports almost 3 million cases in ages 0-19.
There have been 30,000 hospitalizations in that age group. Though not "common", I would not define that as "extremely rare" either.

https://data.cdc.gov/Case-Surveillance/ ... -akqf/data
by jswinner
Sun May 16, 2021 11:06 pm
Forum: Permanent Portfolio Discussion
Topic: Rebalancing into more LTT
Replies: 103
Views: 10567

Re: Rebalancing into more LTT

diamond-hand.jpg
diamond-hand.jpg (53.44 KiB) Viewed 2401 times
by jswinner
Thu May 13, 2021 9:27 pm
Forum: Permanent Portfolio Discussion
Topic: Rebalancing into more LTT
Replies: 103
Views: 10567

Re: Rebalancing into more LTT

FWIW The gospel is to sell at 20 years remaining. I keep staring into Tyler's chart: https://i0.wp.com/portfoliocharts.com/wp-content/uploads/2019/05/convexity-bond-fund-interest-rate-sensitivity-total-return.jpg?resize=836%2C628&ssl=1 convexity-bond-fund-interest-rate-sensitivity-total-return.jpg W...
by jswinner
Wed May 12, 2021 9:39 am
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 1909
Views: 101748

Re: Reasons why I will not be getting injected for the Wuhan

Is this based on symptomatic cases, or a meaningless PCR test? Thank you The CDC case reporting form provides number of case classification and identification categories. https://www.cdc.gov/coronavirus/2019-ncov/downloads/pui-form.pdf. Hey lets take a deep dive into the data.....Haha, we know that...
by jswinner
Tue May 11, 2021 8:19 pm
Forum: Permanent Portfolio Discussion
Topic: Rebalancing into more LTT
Replies: 103
Views: 10567

Re: Rebalancing into more LTT

You always have to look at it as today and into the future. Looking back at last August doesn't mean anything now. The rate is where it's at today, because half the market thinks it can go up tomorrow and half the market thinks it can go down tomorrow. By "half the market" I mean half of the buy/se...
by jswinner
Tue May 11, 2021 7:51 pm
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 1909
Views: 101748

Re: Reasons why I will not be getting injected for the Wuhan

Okay, so now the FDA is permitting the injection for a population which is unaffected by the China flu... 12 to 15 year olds. A solution in search of a problem. Is there anything which, for the enthusiasts of the regime, which may cause you to question the motives of your overlords? Screenshot from...
by jswinner
Mon May 03, 2021 10:10 am
Forum: Permanent Portfolio Discussion
Topic: Dragon Portfolio
Replies: 21
Views: 2659

Re: Dragon Portfolio

Some random internet dude (https://www.investwithfire.com/dragon-portfolio-protect-your-wealth/) suggested this allocation: Dragon Portfolio 24% Vanguard Total Stock Market ETF (VTI) 18% Long-Term Government Bonds – via the iShares Barclays 20+ Year US Treasury Bond ETF (TLT) 21% Long Volatility – ...
by jswinner
Sun May 02, 2021 5:08 pm
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio concept continues to live on
Replies: 84
Views: 7809

Re: Permanent Portfolio concept continues to live on

"Assuming I would have not panicked in 2001 and 2008." *Most* are not capable of sitting idling buy while their future evaporates, even if you have plenty of time to recover. In fact we all would have unimaginable wealth had we gone yolo into stocks at the bottom(s). But here we all are now, in an ...