Search found 173 matches

by modeljc
Wed Feb 15, 2012 2:39 pm
Forum: Variable Portfolio Discussion
Topic: 20% annual returns over 40 years...interested?
Replies: 576
Views: 170743

Re: 20% annual returns over 40 years...interested?

The follwoing link warns of Leverage Trap for 2X and 3X products .  Several other sites also say that the volativity is what kills the returns over longer periods.  http://kidgas.hubpages.com/hub/BewareLe ... oxicAssets
by modeljc
Mon Feb 13, 2012 11:15 am
Forum: Variable Portfolio Discussion
Topic: 20% annual returns over 40 years...interested?
Replies: 576
Views: 170743

Re: 20% annual returns over 40 years...interested?

Wonk,

What re balance bands would you use for 3XPP, 33% each just for fun.  Is it 46/20?  Anybody out there willing to risk real money? 
by modeljc
Sat Feb 11, 2012 10:51 am
Forum: Permanent Portfolio Discussion
Topic: rebalancing PP since 1972
Replies: 16
Views: 5102

Re: rebalancing PP since 1972

bswift, The dividends and interest go to cash and are not reinvested.  I don't know how to make a withdrawal and trying to figure the best way.  It seems that cash and SHY would be the most stable and one could draw it down to 15% without affecting long term performance or paying a lot of taxes.  Ha...
by modeljc
Fri Feb 10, 2012 3:23 pm
Forum: Permanent Portfolio Discussion
Topic: rebalancing PP since 1972
Replies: 16
Views: 5102

Re: rebalancing PP since 1972

A great post for me bswift.  I am at the withdrawal age and was wondering about how to rebalance and also how to take a annual distribution.  I assume that the best way to take a distribution in real life is from you cash or to sell SHY down to 15% and then to rebalance.  Would that create the highe...
by modeljc
Sat Feb 04, 2012 12:03 pm
Forum: Permanent Portfolio Discussion
Topic: rebalancing PP since 1972
Replies: 16
Views: 5102

rebalancing PP since 1972

Has anyone tested back to 1972 to see how many times you would need to rebalance using 35%/15% and 30%/20%?  I assume that 35%/15% had the highest returns.