Search found 1740 matches

by Tyler
Wed Sep 18, 2019 9:52 pm
Forum: Permanent Portfolio Discussion
Topic: Gold / Stock / Bonds at highs or near highs?
Replies: 15
Views: 393

Re: Gold / Stock / Bonds at highs or near highs?

My first thought is that you need to account for inflation. Even hard assets that do absolutely nothing will reach all-time highs in price almost every year. And that's before you account for things like companies and economies that naturally grow in value and are supposed to regularly set new highs...
by Tyler
Wed Sep 18, 2019 11:06 am
Forum: Variable Portfolio Discussion
Topic: REITs
Replies: 27
Views: 3861

Re: REITs

Bought some REITs for my vp today. I’ll drip more in each week. Paralysis over O0 It's always good to kick the paralysis one way or another. FWIW, I joined you and bought some SCHH this week. I've been tracking it for so long that I started taking it for granted that it was already part of my portf...
by Tyler
Fri Sep 13, 2019 12:15 pm
Forum: Permanent Portfolio Discussion
Topic: Indexing overtakes Active Investing
Replies: 4
Views: 226

Re: Indexing overtakes Active Investing

The articles I've found about active vs passive funds are written to make it sound like it's a big deal but are all very vague about an important qualifier. For reference, mutual funds and ETFs combined only own about 29% of the US stock market. So even if passive funds are now more than half of all...
by Tyler
Thu Sep 12, 2019 8:24 pm
Forum: Permanent Portfolio Discussion
Topic: Best resource for PP backtesting?
Replies: 13
Views: 1386

Re: Best resource for PP backtesting?

Relatively new to the Forum but I'm gathering that the Tyler below and the Tyler here: https://portfoliocharts.com/about/....are one and the same? Yep. Same guy. ;D Yes. Does portfoliocharts do the 15/35 rebalancing bands? Right now it just does simple annual rebalancing. But one of these days I'll...
by Tyler
Thu Sep 12, 2019 1:40 pm
Forum: Permanent Portfolio Discussion
Topic: How many brokerage firms are you using?
Replies: 38
Views: 824

Re: How many brokerage firms are you using?

I started with Fidelity back when they were the 401k provider for my original employer and eventually opened a brokerage account with them. I have always been very happy with their fund options and service, and have never really felt the need to open an investing account elsewhere. To address any sh...
by Tyler
Fri Sep 06, 2019 10:49 am
Forum: Other Discussions
Topic: Basic Income back in the news
Replies: 13
Views: 784

Re: Basic Income back in the news

https://www.theglobeandmail.com/opinion/article-i-dont-want-to-do-my-phd-i-want-a-universal-basic-income/ Apparently not satire. You know you're in trouble when the best example you can think of for an even more rigorous and stressful degree than your own (that hospitalized you from stress) is the ...
by Tyler
Fri Sep 06, 2019 10:43 am
Forum: Variable Portfolio Discussion
Topic: REITs
Replies: 27
Views: 3861

Re: REITs

So in the past REITs have been an uncorrelated diversifier in backtests? With financialization increasing, should we expect that to continue? They crashed with stocks in 08. Whats the macroeconomic/real world explanation for why they might outperform total stock market. Leverage? Companies leverage...
by Tyler
Thu Aug 29, 2019 2:27 pm
Forum: Stocks
Topic: Bubble in Passive Investing?
Replies: 6
Views: 1519

Re: Bubble in Passive Investing?

I really enjoyed Josh Brown's rebuttal. In short, passive investing is nothing new -- it's the historical norm.

"The Real Bubble Has Always Been in Active Management"

https://thereformedbroker.com/2019/08/2 ... anagement/
by Tyler
Mon Aug 26, 2019 12:34 pm
Forum: Permanent Portfolio Discussion
Topic: Best resource for PP backtesting?
Replies: 13
Views: 1386

Re: Best resource for PP backtesting?

https://www.portfoliovisualizer.com/ Tyler...pretty big delta between your site and these guys on the Pinwheel. It's because PV has no data for emerging markets prior to 1995 and only runs the numbers from 1995 to present. For reference, the PC data always goes back to 1970 (using replacement asset...
by Tyler
Mon Aug 26, 2019 10:11 am
Forum: Permanent Portfolio Discussion
Topic: Best resource for PP backtesting?
Replies: 13
Views: 1386

Re: Best resource for PP backtesting?

jason wrote:
Mon Aug 26, 2019 9:24 am
Regarding the Portfolio Charts data, do they do the 15/35 rebalancing bands?
Portfolio Charts uses annual rebalancing, so if you're looking at the trading bands P2T is your best option. I'm glad it's working for you again. :)
by Tyler
Fri Aug 23, 2019 11:22 am
Forum: Variable Portfolio Discussion
Topic: The Top 4 Portfolios to Recession-Proof Your Investments
Replies: 12
Views: 2349

Re: The Top 4 Portfolios to Recession-Proof Your Investments

Were you riffing of this slighty odd article at Monevator ? https://monevator.com/how-to-protect-your-portfolio-in-a-crisis Not directly, although I do like Monevator quite a bit and read it regularly. I just noticed lots of recession stories all over the place the last few weeks and figured a stud...
by Tyler
Wed Aug 21, 2019 4:28 pm
Forum: Variable Portfolio Discussion
Topic: The Top 4 Portfolios to Recession-Proof Your Investments
Replies: 12
Views: 2349

Re: The Top 4 Portfolios to Recession-Proof Your Investments

My stats show that the Desert Portfolio performed in-line with the PP during those times and that is the Portfolio I have been holding for the last few years. Nice! The Desert Portfolio is very similar in structure to the All-Seasons portfolio, so it does not surprise me at all that it also provide...