Search found 182 matches

by PP67
Fri Jul 10, 2020 9:14 am
Forum: Cash
Topic: BSV for cash portion
Replies: 9
Views: 171

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: 2759

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: 519
Views: 120043

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: 677
Views: 56402

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: 15990

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: 9880

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: 9880

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: 9216

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 ...
by PP67
Mon Aug 12, 2019 1:01 pm
Forum: Other Discussions
Topic: Epstein
Replies: 83
Views: 26160

Re: Epstein

I thought the quote of the day belonged to John McAfee: "I was stunned by Epstein's suicide, though probably not as much as Epstein himself."

One has to wonder (or certainly Ghillaine Maxwell should be wondering) if Maxwell might get "suicided" as well...
by PP67
Tue Jun 11, 2019 5:02 pm
Forum: Permanent Portfolio Discussion
Topic: 3 years of PP returns
Replies: 25
Views: 5126

Re: 3 years of PP returns

Taylor's portfoliocharts site is an incredibly informative resource for seeing the expected range of performance of the PP and a good many other portfolios after 3 years. For the PP, the historic real CAGRs after 3 yrs is -0.4% minimum, 4.4% median and 11.2% maximum so really anything between a -0.4...
by PP67
Wed Apr 17, 2019 12:27 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2787
Views: 595709

Re: The GOLD scream room

I think for some of us is would just be wise to stay out of the sausage factory.
by PP67
Mon Mar 11, 2019 1:11 pm
Forum: Other Discussions
Topic: The Left is Eating Itself Pt. II
Replies: 663
Views: 105428

Re: The Left is Eating Itself Pt. II

This may be a combination of you-find-what-you’re-looking-for and/or fake news but I found this video more than a bit disturbing.

I’d love better minds than mine give me their opinion.

Thanks!

https://www.youtube.com/watch?v=1h5iv6sECGU&app=desktop