Search found 2040 matches

by Tyler
Sat Nov 12, 2022 11:31 pm
Forum: Gold
Topic: Another Gold ETF post
Replies: 7
Views: 421

Re: Another Gold ETF post

What I like about SGOL is: 1) Its custodian isnt a chinese bank 2) Gold is split between london and switzerland giving some diversity 3) They publish an inventory of bars own, including serial numbers periodically 4) they publish vault inspection reports. GLDM has none of these. SGOL is a good fund...
by Tyler
Mon Nov 07, 2022 10:57 am
Forum: Other Discussions
Topic: Finance Books for Free
Replies: 17
Views: 723

Re: Finance Books for Free

Vil wrote:
Mon Nov 07, 2022 1:26 am
You see the enormous impact of posting here... ;D Holy crap.
I guess we now know that there's at least one Fed who is a fan of the Permanent Portfolio. 8)
by Tyler
Sat Nov 05, 2022 8:57 am
Forum: Permanent Portfolio Discussion
Topic: Non-ESG ETFs
Replies: 36
Views: 2282

Re: Non-ESG ETFs

I don't know how they were able to pick out me, selling my Vanguard/Blackrock funds because of their proxy voting habits, among all the market turmoil but YOU'RE WELCOME EVERYONE. The hero we need. 8) I'm also thankful for this thread for pushing me over the edge to trade out of a few Blackrock fun...
by Tyler
Fri Nov 04, 2022 10:12 am
Forum: Permanent Portfolio Discussion
Topic: Non-ESG ETFs
Replies: 36
Views: 2282

Re: Non-ESG ETFs

It looks like things are actually moving in the right direction on the voting rights front. Vanguard just announced a pilot program that allows retail investors to have proper voting power with their shares. https://www.etfstream.com/news/vanguard-to-pilot-voting-rights-for-retail-investors-in-chall...
by Tyler
Wed Oct 26, 2022 1:02 pm
Forum: Permanent Portfolio Discussion
Topic: Non-ESG ETFs
Replies: 36
Views: 2282

Re: Non-ESG ETFs

The problem with BlackRock is not that they offer ESG funds for people who care about those things and want to support them with their own money. Just like paying more for organic produce that is fundamentally the same product, people can pay more for ESG funds if they like. To each his own. The dee...
by Tyler
Fri Oct 21, 2022 3:34 pm
Forum: Permanent Portfolio Discussion
Topic: Non-ESG ETFs
Replies: 36
Views: 2282

Re: Non-ESG ETFs

Plenty of gold alternatives out there. Schwab has SGOL which I've used. TLT is the toughest one to replace, probably. GLDM (State Street) is currently the cheapest gold ETF option with a 0.10 ER. For LT treasuries, I really want to like SCHQ (Schwab) because of the very low 0.03 ER. The only thing ...
by Tyler
Thu Oct 20, 2022 5:40 pm
Forum: Permanent Portfolio Discussion
Topic: Non-ESG ETFs
Replies: 36
Views: 2282

Re: Non-ESG ETFs

Are there altenative ETFs that are not into the ESG movement? I've also thought about this, but the trick is finding an alternative that isn't doing something similar. Look past the marketing materials and self-serving platitudes of a guy like Larry Fink, and when you get down to it providers are l...
by Tyler
Tue Oct 04, 2022 11:49 am
Forum: Bonds
Topic: TBills as "the best horse at the glue factory?"
Replies: 93
Views: 4304

Re: TBills as "the best horse at the glue factory?"

Well I certainly appreciate you taking the time to politely engage with that often-brilliant but even-more-often-curmudgeonly crowd @ Bogleheads Tyler. Let me know if you ever don't want me to post links to Portfolio Charts articles over there; I fear driving more traffic to your site and turning s...
by Tyler
Mon Oct 03, 2022 10:13 pm
Forum: Bonds
Topic: TBills as "the best horse at the glue factory?"
Replies: 93
Views: 4304

Re: TBills as "the best horse at the glue factory?"

For anyone who wants to go further down the rabbit hole with TIPS I posted Tyler's blog post on Bogleheads and there's a good bit of discussion there (with Tyler participating). I especially recommend the posts from vineviz, who may be the single most savvy bond expert (among many) on that forum: h...
by Tyler
Tue Sep 27, 2022 3:06 pm
Forum: Bonds
Topic: TIPS vs. the PP Barbell or iBonds: No Contest
Replies: 23
Views: 1917

Re: TIPS vs. the PP Barbell or iBonds: No Contest

Tyler, where’s the best place to alert you to typos? I found one at Looking Deeper - Going back to the TIPS mechanics we discussed, if you hold a bond to maturity then you get the full original principal pack Crowdsourced editing FTW. Thanks! But what I didn't fully appreciate until reading your ne...
by Tyler
Tue Sep 27, 2022 2:33 pm
Forum: Bonds
Topic: TIPS vs. the PP Barbell or iBonds: No Contest
Replies: 23
Views: 1917

Re: TIPS vs. the PP Barbell or iBonds: No Contest

My contention that there is asymmetric risk in the decision to allocate one's fixed income in nominal bonds, such as TBM, or inflation-linked bonds, such as TIPS. With individual TIPS held to maturity , their real return known with precision at the time of purchase. There is no risk to the future b...
by Tyler
Fri Sep 23, 2022 2:14 pm
Forum: Permanent Portfolio Discussion
Topic: PP YTD performance - was it the worst ever?
Replies: 111
Views: 7036

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

Really? I thought it was the real CAGR for someone who has held the PP for 9 years. I thought that is why there are a lot of negative years in the one and two column, but none when you go far out. Because if you hold the PP for a long time, historically, you always get in the 4-5% real CAGR range. ...
by Tyler
Tue Sep 13, 2022 10:49 am
Forum: Other Discussions
Topic: The Meme Thread
Replies: 166
Views: 26415

Re: The Meme Thread

What's your favourite restaurant in the whole world? One of my favorite restaurants in the world was always the Burger King in the Hong Kong airport. It was nothing special on its own. But after spending multiple weeks in mainland China, the opportunity to have a generic American burger with import...
by Tyler
Fri Sep 09, 2022 10:37 am
Forum: Other Discussions
Topic: Scarce and high priced energy in Europe
Replies: 80
Views: 3987

Re: Scarce and high priced energy in Europe

Enlightening. I've read several Harry Browne books and do not remember reading this. Maybe I read it but did not retain the concept. Was this in one of his books? If so, which one? Or is this something he said or wrote elsewhere? That's from "How I Found Freedom in an Unfree World". Highly recommen...
by Tyler
Thu Jul 07, 2022 11:04 pm
Forum: Stocks
Topic: Unequal Sector Coverage in ETFs
Replies: 15
Views: 2427

Re: Unequal Sector Coverage in ETFs

FYI -- I published a new post today that reviewed portfolio returns in the first half of 2022, and it included a section on this topic. Halfway to Nowhere: 2022 Mid-Year Portfolio Rankings Be sure to take a look at the "stock sectors" chart in the article and think about what the resulting mix would...
by Tyler
Sat Jul 02, 2022 1:17 pm
Forum: Other Discussions
Topic: Any ideas on how to remove unwanted secions of images from a PDF
Replies: 5
Views: 597

Re: Any ideas on how to remove unwanted secions of images from a PDF

D1984 wrote:
Fri Jul 01, 2022 9:58 pm
Does anyone here know if there is there any program (either free or not super expensive) that can do something like the Clone Stamp tool in Photoshop
Try Gimp. It's a free, open-source alternative to Photoshop. And it includes a clone tool.
by Tyler
Sun May 29, 2022 10:09 am
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 294
Views: 23732

Re: Absolutely brutal - 5/5

Posted elsewhere by Tyler: https://portfoliocharts.com/2022/05/27/proven-ways-to-protect-your-portfolio-from-inflation/#the-top4-inflation-fighting-portfolios So staying the course with a dependable portfolio is not so much about covering your eyes and ignoring current performance, but about having...
by Tyler
Fri May 27, 2022 3:52 pm
Forum: Permanent Portfolio Discussion
Topic: What kind of inflation are we experiencing?
Replies: 34
Views: 3772

Re: What kind of inflation are we experiencing?

I thought you guys might enjoy this one:

Proven Ways to Protect Your Portfolio From Inflation

Spoiler alert -- Harry Browne knew what he was doing. 8)
by Tyler
Mon May 23, 2022 9:19 pm
Forum: Permanent Portfolio Discussion
Topic: Backtesting the PP all the way to 1971?
Replies: 13
Views: 1658

Re: Backtesting the PP all the way to 1971?

Thanks for the info on this. I wasn't aware of the ability to start before 1970; from what it appeared on the website that was the earliest possible start date (the grey blocks on the Excel spreadsheet always were shown as starting at 1970 or later). I have PM'd you regarding a good potential sourc...
by Tyler
Mon May 23, 2022 5:00 pm
Forum: Permanent Portfolio Discussion
Topic: Backtesting the PP all the way to 1971?
Replies: 13
Views: 1658

Re: Backtesting the PP all the way to 1971?

Thanks Xan! I'm always a bit self-conscious about pushing paid products on forums, as I dislike spam just as much as the next guy. But I really appreciate your support, and I hope you guys find the new stuff useful. Hi Tyler, I was wondering....is there any chance of any of the PortfolioCharts backt...
by Tyler
Mon May 23, 2022 1:02 pm
Forum: Permanent Portfolio Discussion
Topic: Backtesting the PP all the way to 1971?
Replies: 13
Views: 1658

Re: Backtesting the PP all the way to 1971?

I admit this qualifies as a shameless plug (and I promise not to make a habit of it), but another option is to try one of my new standalone backtesting tools . You'll have to supply your own source data, but the individual PP asset histories aren't too hard to dig up and you also have control over t...
by Tyler
Mon May 23, 2022 9:59 am
Forum: Other Discussions
Topic: Paging Tyler!
Replies: 26
Views: 4967

Re: Paging Tyler!

Yeah, unfortunately the odds are not in our favor.
by Tyler
Fri May 20, 2022 11:55 am
Forum: Permanent Portfolio Discussion
Topic: Backtesting the PP all the way to 1971?
Replies: 13
Views: 1658

Re: Backtesting the PP all the way to 1971?

Hmm... It's interesting that PV doesn't have more LTT data than that. It's a terrific tool, but the way it automatically changes the start year is always kinda frustrating. You can rarely actually compare anything apples-to-apples. For the record, I set the gold return for 1970 on PC to 0% since the...
by Tyler
Fri May 20, 2022 10:39 am
Forum: Permanent Portfolio Discussion
Topic: Backtesting the PP all the way to 1971?
Replies: 13
Views: 1658

Re: Backtesting the PP all the way to 1971?

While it uses simple annual rebalancing rather than bands, Portfolio Charts has the data coverage you're looking for (back to 1970). Here's the dedicated Permanent Portfolio page: https://portfoliocharts.com/portfolio/permanent-portfolio/ And here's a tool where you can adjust the percentages of the...
by Tyler
Mon May 16, 2022 10:04 am
Forum: Other Discussions
Topic: Paging Tyler!
Replies: 26
Views: 4967

Re: Paging Tyler!

vnatale wrote:
Mon May 16, 2022 8:48 am
I heard last night that Phoenix played the all-time worst game 7 of any sport!
I prefer to think of it as Dallas playing the all-time best game 7 of any sport. 8)