Search found 161 matches

by ozzy
Sun Oct 11, 2020 3:21 am
Forum: Variable Portfolio Discussion
Topic: PP Inspired Leveraged Portfolios
Replies: 124
Views: 77104

Re: PP Inspired Leveraged Portfolios

mrbk2fi - You can track the allocation here: https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=4&startYear=1985&firstMonth=1&endYear=2020&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPerce...
by ozzy
Thu Oct 08, 2020 7:42 pm
Forum: Permanent Portfolio Discussion
Topic: Long Term Tips YTD return
Replies: 10
Views: 2463

Re: Long Term Tips YTD return

Good question. The link shows "US Mkt Correlation" for TLT provides slightly more stock market crash protection. Other than that, I don't believe you're losing much. I'm not ready to go whole-hog into LTPZ, but I'm willing to go half-hog. I bought some LTPZ yesterday and its up +1.12% today. So far ...
by ozzy
Wed Oct 07, 2020 3:41 pm
Forum: Permanent Portfolio Discussion
Topic: Long Term Tips YTD return
Replies: 10
Views: 2463

Re: Long Term Tips YTD return

In the past 10 years, LT Treasuries (TLT) have performed very similarly to LT TIPS (LTPZ). See link below, only a ~1% difference in CAGR. https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=4&startYear=1985&firstMonth=1&endYear=2020&lastMonth=12&calendarAligned=true&includeYTD=fals...
by ozzy
Wed Aug 19, 2020 6:52 pm
Forum: Variable Portfolio Discussion
Topic: PP Inspired Leveraged Portfolios
Replies: 124
Views: 77104

Re: PP Inspired Leveraged Portfolios

Var - do your own UBT? Can you confirm it imploded? I don't see any evidence. According to Morningstar, as of 8/18/20, its up 41% YTD: https://www.morningstar.com/etfs/arcx/ubt/performance
by ozzy
Mon Jun 22, 2020 8:01 pm
Forum: Variable Portfolio Discussion
Topic: PP Inspired Leveraged Portfolios
Replies: 124
Views: 77104

Re: PP Inspired Leveraged Portfolios

Houston, we have a problem. UGLD is being de-listed, see article here: https://www.prnewswire.com/news-releases/credit-suisse-ag-announces-its-intent-to-delist-and-suspend-further-issuances-of-its-velocityshares-etns-301080971.html This is a real bummer. I've owned UGLD since 2014 and made good mone...
by ozzy
Mon Mar 09, 2020 6:52 pm
Forum: Permanent Portfolio Discussion
Topic: Stay cool...
Replies: 40
Views: 5030

Re: Stay cool...

Yes indeed, thank you Craig (and Harry). I've implemented my PP variant (Juicy PP) years back and its keep my returns consistent. I sleep good at night with a hands-off passive portfolio that can endure any economic condition.

I also enjoyed your excellent book. Take care my friend.
by ozzy
Mon Jan 06, 2020 6:37 am
Forum: Variable Portfolio Discussion
Topic: PP Inspired Leveraged Portfolios
Replies: 124
Views: 77104

Re: PP Inspired Leveraged Portfolios

Var - correct. I prefer the simple hands-off approach. Same allocation (45% UPRO, 35% TMF, 20% UGLD), rebalance yearly. The less I tinker the better. Its a roller coaster ride, but I only keep a portion of my net worth in the Leveraged PP.
by ozzy
Fri Jan 03, 2020 9:37 am
Forum: Permanent Portfolio Discussion
Topic: 2019 Permanent Portfolio Results
Replies: 18
Views: 2946

Re: 2019 Permanent Portfolio Results

Thanks dualstow! He's a standard tabby. Took him in as a stray kitten at 4 weeks old. He's been a real blessing in my life.
by ozzy
Fri Jan 03, 2020 8:28 am
Forum: Variable Portfolio Discussion
Topic: PP Inspired Leveraged Portfolios
Replies: 124
Views: 77104

Re: PP Inspired Leveraged Portfolios

Hi all,

My 2019 leveraged PP results are in. I implemented this 5 years ago and have gotten a 14.93% CAGR. I rebalance yearly. Last year was spectacular, a whopping 67.71%! Here's a 5 year screenshot: http://www.tightwadweb.com/3x2019.jpg

Take care.
-Ozzy
by ozzy
Fri Jan 03, 2020 8:06 am
Forum: Permanent Portfolio Discussion
Topic: 2019 Permanent Portfolio Results
Replies: 18
Views: 2946

Re: 2019 Permanent Portfolio Results

Hi all,

My JuicyPP returned 21.43% for 2019! Best year of the decade! I updated my website with the 2019 numbers: http://www.tightwadweb.com/customportfolio.html

Keep America Great! ;)
by ozzy
Wed Jan 02, 2019 2:08 pm
Forum: Permanent Portfolio Discussion
Topic: 2018 Results Post Here
Replies: 26
Views: 9098

Re: 2018 Results Post Here

For 2018 my JuicyPP returned -6.68%. It consists of:

Stocks: 55%
LT Bonds: 30%
Gold: 15%
Cash: 0%

http://www.tightwadweb.com/customportfolio.html
by ozzy
Fri Jul 20, 2018 10:04 pm
Forum: Variable Portfolio Discussion
Topic: PP Inspired Leveraged Portfolios
Replies: 124
Views: 77104

Re: PP Inspired Leveraged Portfolios

Hi all, adding my 2 cents. My leveraged PP is the following: 45% UPRO 35% TMF 20% UGLD I keep it simple and just rebalance annually. Its returned 22.23% CAGR over the past 5 years (2013-2017), here's a performance screenshot: http://www.tightwadweb.com/3x-2013-2017.jpg So far, the first 6 months of ...