Search found 187 matches

by PP67
Tue Nov 24, 2020 8:28 am
Forum: Politics
Topic: Let's get to the bottom of...
Replies: 8
Views: 485

Re: Let's get to the bottom of...

I think the proof is on Hunter's laptop...
by PP67
Wed Sep 16, 2020 3:15 pm
Forum: Variable Portfolio Discussion
Topic: An odd choice for a VP: Wellesley
Replies: 24
Views: 3234

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: 24
Views: 3234

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: 4675
Views: 370487

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: 1330

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: 3744

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: 6519

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: 169212

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: 871
Views: 127932

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: 32
Views: 19108

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: 12642

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: 12642

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: 10795

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: 94
Views: 34266

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: 8057

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: 3037
Views: 834659

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: Politics
Topic: The Left is Eating Itself Pt. II
Replies: 773
Views: 173690

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
by PP67
Mon Dec 31, 2018 12:53 pm
Forum: Permanent Portfolio Discussion
Topic: Carnac The Magnificence's 2019 Predictions
Replies: 3
Views: 2853

Carnac The Magnificence's 2019 Predictions

Agnostics aside, over the years it has been fun to see the range of what people think the various assets will perform in the upcoming year.

What %change do you foresee for each of the various PP assets (stocks, bonds, gold, cash) as well as the overall PP?
by PP67
Wed Oct 10, 2018 12:54 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3037
Views: 834659

Re: The GOLD scream room

FIW According to Bloomberg's Billionaire Index, The world’s wealthiest people have, in aggregate, lost 2 percent of their wealth so far this year...
by PP67
Tue Jun 12, 2018 5:29 pm
Forum: Other Discussions
Topic: More Than Half of Millenials Expect to Be Millionaires
Replies: 14
Views: 5597

Re: More Than Half of Millenials Expect to Be Millionaires

I thought that elderberry wine the kids have been bringing over was a bit off... :)
by PP67
Tue Jun 12, 2018 1:13 pm
Forum: Other Discussions
Topic: More Than Half of Millenials Expect to Be Millionaires
Replies: 14
Views: 5597

Re: More Than Half of Millenials Expect to Be Millionaires

...a dream is a wish your heart makes...

Actually, since 30% don't plan on having kids and by the time they are 58 their Boomer parents will have died leaving them their house and a sizable inheritance, being worth a million 20 years from now is pretty feasible.
by PP67
Tue Feb 13, 2018 1:47 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3037
Views: 834659

Re: The GOLD scream room

"A break above the neckline" sounds like a hanging of gold investors... not to be confused with the usual guillotine approach...
by PP67
Fri Feb 09, 2018 5:20 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3037
Views: 834659

Re: The GOLD scream room

This may to satisfy anyone here as well but here is some more food for thought...

https://www.bloomberg.com/news/articles ... s-sold-off
by PP67
Tue Jan 02, 2018 3:31 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3037
Views: 834659

Re: The GOLD scream room

And at this rate I will break even by April 1st... (No kidding!)
by PP67
Fri Dec 29, 2017 12:11 pm
Forum: Permanent Portfolio Discussion
Topic: HBPP Predictions for 2018
Replies: 8
Views: 4200

Re: HBPP Predictions for 2018

Sorry Xan... I was thinking nominal growth as that would exclude another assumption (inflation).