Search found 2033 matches

by Tyler
Tue Oct 04, 2022 11:49 am
Forum: Bonds
Topic: TBills as "the best horse at the glue factory?"
Replies: 93
Views: 2168

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: 2168

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: 15
Views: 657

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: 15
Views: 657

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: 101
Views: 3628

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: 169
Views: 24590

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: 87
Views: 2794

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: 2080

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: 463

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: 20905

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: 3248

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: 1344

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: 1344

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: 1344

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: 27
Views: 4563

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: 1344

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: 1344

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: 27
Views: 4563

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)
by Tyler
Sun May 15, 2022 10:54 pm
Forum: Other Discussions
Topic: Paging Tyler!
Replies: 27
Views: 4563

Re: Paging Tyler!

I think you got your answer. :)

It would be awesome to watch Dallas play Boston in the finals. Let's hope they both pull it off!
by Tyler
Mon May 09, 2022 5:47 pm
Forum: Permanent Portfolio Discussion
Topic: PP is Totally Obsolete!!!
Replies: 64
Views: 7372

Re: PP is Totally Obsolete!!!

Hi from a fellow PP forum old-timer, MT! Nice to hear from you, and glad you're doing well. I thought I'd see how folks here were reacting to the recent market conditions, and what a nice surprise it was to see a thread with your name on it! Keep on keepin' on, and stay sane in these chaotic times ...
by Tyler
Sat Dec 18, 2021 12:29 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3553
Views: 1141448

Re: The GOLD scream room

Thanks, everyone! Yeah, the section on gold is an important one for anyone considering adding some to their own portfolio. Occupying the very best portfolios while also being the single worst investing option by itself presents a unique challenge for investors who like to track their portfolios clos...
by Tyler
Sun Nov 07, 2021 9:41 pm
Forum: Other Discussions
Topic: Correlation coefficient finding software or website?
Replies: 4
Views: 1107

Re: Correlation coefficient finding software or website?

You may also want to eliminate redundant portfolios (10% stocks has the same impact if it's in the first or tenth section) to increase efficiency. Out of curiosity, I spent a bit of time working out the full set of solutions. With 4 asset options to fill 10% chunks of a portfolio, the number of pos...
by Tyler
Sun Nov 07, 2021 9:32 am
Forum: Other Discussions
Topic: Paging Tyler!
Replies: 27
Views: 4563

Re: Paging Tyler!

Luka definitely seems to enjoy playing the Celtics!

https://twitter.com/BallySportsSW/statu ... 7060176896
by Tyler
Sat Nov 06, 2021 2:57 pm
Forum: Other Discussions
Topic: Correlation coefficient finding software or website?
Replies: 4
Views: 1107

Re: Correlation coefficient finding software or website?

Another way to approach the problem is to constrain it enough that it's realistic to model every possible solution. For example, instead of looking at hundredths of a percent try looking at 10% intervals. A portfolio could then be broken into 10 sections, where each section could be filled with one ...
by Tyler
Fri Oct 29, 2021 11:05 am
Forum: Other Discussions
Topic: Windows 11 PSA
Replies: 18
Views: 3947

Re: Windows 11 PSA

Saw this and thought of this thread: Apple seems to have forgotten it built a notch in the MacBook Pro Every new design often has bugs that eventually get worked out, but Apple is pretty notorious for completely ignoring product usability when normal user needs conflict with primarily aesthetic desi...