Search found 186 matches

by PP67
Wed Sep 16, 2020 3:15 pm
Forum: Variable Portfolio Discussion
Topic: An odd choice for a VP: Wellesley
Replies: 22
Views: 407

Re: An odd choice for a VP: Wellesley

Excellent Taylor!

It is very GB-esque!

Many Many Thanks!
by PP67
Wed Sep 16, 2020 10:12 am
Forum: Variable Portfolio Discussion
Topic: An odd choice for a VP: Wellesley
Replies: 22
Views: 407

Re: An odd choice for a VP: Wellesley

I just celebrated my 69th birthday have long thought about how I could make our investments easier for my wife after I'm gone and had considered that perhaps moving everything to a Wellesley + Gold allocation would be the simplest for her to manage with Vanguard doing most of the "managing" within t...
by PP67
Sun Aug 09, 2020 8:43 am
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 2855
Views: 108776

Re: Coronavirus General Discussion

Cort, great charts! Could you provide a link? Thanks!
by PP67
Mon Aug 03, 2020 9:27 am
Forum: Variable Portfolio Discussion
Topic: BelangP - Retirement Planning
Replies: 7
Views: 470

Re: BelangP - Retirement Planning

Thanks for the link! The whole time I was watching the video I was wondering what the PP (or GB) allocation might look like on a “Wealth Multiplier” chart. Tyler if you think this is might be another good way to look at investment strategies (and there isn’t already something similar on Portfolio Ch...
by PP67
Fri Jul 10, 2020 9:14 am
Forum: Cash
Topic: BSV for cash portion
Replies: 14
Views: 1674

Re: BSV for cash portion

I have a sizable amount of my "cash" allocation in a 401k Mass Mutual stable value/Fixed Account that guarantees 3%/yr. "The Fixed Account is not a mutual fund. It is an investment choice available through a group annuity contract or group funding agreement." My plan was to draw from it as needed. I...
by PP67
Fri May 15, 2020 8:11 am
Forum: Permanent Portfolio Discussion
Topic: Is your pp passing the coronavirus test?
Replies: 34
Views: 3423

Re: Is your pp passing the coronavirus test?

My quasi-GBish portfolio is down 3% from my 2/21/2020 peak which Iooks like it is working to me...
by PP67
Mon Mar 23, 2020 10:15 am
Forum: Variable Portfolio Discussion
Topic: Golden Butterfly Portfolio
Replies: 521
Views: 129235

Re: Golden Butterfly Portfolio

My simplistic way of potentially dealing with rebalancing a GB (which is just a HBPP + 20% VB for me) was to track the HBPP portion separately and when the HBPP portion hits a 15%/35% limit on any of the HBPP assets I would rebalance everything back to a GB allocation (20% in all 5 assets). My ratio...
by PP67
Thu Oct 24, 2019 1:00 pm
Forum: Other Discussions
Topic: Is Trump doing a good job?
Replies: 993
Views: 71400

Re: Is Trump doing a good job?

A tad of a tangent but addresses some the drainage issues in DC that some might think Trump is threatening.... Here's Why 97% Of Congress Get Re-Elected Each Year It’s called an incumbent protection system. Taxpayers have a right to know how it works. Recently, our auditors at OpenTheBooks.com, mash...
by PP67
Mon Oct 07, 2019 3:06 pm
Forum: Other Discussions
Topic: Estate Taxes
Replies: 31
Views: 16571

Re: Estate Taxes

Why wait until you die? Sanders' wealth tax plan would would raise a $4.35 trillion over 10 years, Saez and Zucman estimated, to pay for programs such as "Medicare for all" and universal child care. It would apply to households with a net worth above $32 million, which is about 180,000 households — ...
by PP67
Tue Sep 24, 2019 8:59 am
Forum: Permanent Portfolio Discussion
Topic: American Asset Management Inc.
Replies: 30
Views: 10388

Re: American Asset Management Inc.

Here's an article which would seem to suggest that American Asset Management does not strictly adhere to the standard HBPP philosophy of holding 4x25% at all times. During this period of political transition, cash has become king for some investors. Among them is Julian Rubinstein, founder and presi...
by PP67
Tue Sep 24, 2019 8:52 am
Forum: Permanent Portfolio Discussion
Topic: American Asset Management Inc.
Replies: 30
Views: 10388

Re: American Asset Management Inc.

Here's an old thread pertaining to American Asset Management that you might find interesting... Lot's of oldies but goodies contributors back then.
by PP67
Wed Aug 21, 2019 10:49 am
Forum: Variable Portfolio Discussion
Topic: The Top 4 Portfolios to Recession-Proof Your Investments
Replies: 12
Views: 9516

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

Cue the Twiglight Zone theme song! Yesterday I heard friend of mine who is a high net worth individual financial advisor (you should see his "yacht!") who was keeping 20% of his assets in cash and advocating that if you can get 3% unrisked you should jump on it. That got me thinking more than usual ...