Search found 184 matches

by modeljc
Mon Dec 24, 2018 5:42 pm
Forum: Permanent Portfolio Discussion
Topic: Worst investing year ever...
Replies: 67
Views: 16925

Re: Worst investing year ever...

I’m sticking to the plan and moving from 25/25/15/35 to 35/15/15/35 and am currently 30/17.5/17.5/35. I TLH Gold and offset gains in SCV (IJS) I then bought SC Blend (IJR) to move closer to 35% Definitely have felt the pain in stocks as IJR is down 6% since that purchase. Basically, sold some gold ...
by modeljc
Sat Dec 08, 2018 1:38 pm
Forum: Permanent Portfolio Discussion
Topic: Purpose of the PP
Replies: 153
Views: 36302

Re: Purpose of the PP

Actually I think you are the fool. I’ve run across people like you all my life, thinking they are superior than someone else in one way or another. Again, humorous to me these are usually the losers of the bunch Mr. vacuum cleaner. Like the PP, you suck. Budd, this has always been a very "hands-off...
by modeljc
Fri Oct 12, 2018 2:50 pm
Forum: Permanent Portfolio Discussion
Topic: 10 years of PP ownership
Replies: 5
Views: 2123

Re: 10 years of PP ownership

I started our PP in late 08, during the meltdown. Since then, the 10 year avg annual return has been 5.5%. On balance I am happy with that. It seems like it should be much higher, but then again, the gold, the cash, not much return there. Disclosure, I have some variances in the portfolio, mostly b...
by modeljc
Tue Aug 14, 2018 6:16 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2778
Views: 594247

Re: The GOLD scream room

Gold is a precious metal. It so valuable that you can buy it at the cost of production! About $1100. Back up the truck. Get all you want. I do believe in PP. But it's a hard sell for all my friends. Think 1982 when interest rates were high. Went from $850 to $250. A little correction but it was a lo...
by modeljc
Sun Jul 22, 2018 6:28 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2778
Views: 594247

Re: The GOLD scream room

Is everyone sitting down? I’ve come full circle, acceptance. Sticking to rebalancing bands and focusing on loss harvesting. It’s easier that way for all of us! Who are you and what have you done with Buddtholomew! Congrats to you! Your peace of mind will thank you. Put the gold investment out of si...
by modeljc
Sun Jul 22, 2018 2:50 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2778
Views: 594247

Re: The GOLD scream room

Is everyone sitting down? I’ve come full circle, acceptance. Sticking to rebalancing bands and focusing on loss harvesting. It’s easier that way for all of us! Who are you and what have you done with Buddtholomew! Congrats to you! Your peace of mind will thank you. Put the gold investment out of si...
by modeljc
Sat Jul 21, 2018 10:22 am
Forum: Variable Portfolio Discussion
Topic: PP Inspired Leveraged Portfolios
Replies: 96
Views: 69663

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...
by modeljc
Thu Jul 19, 2018 6:05 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2778
Views: 594247

Re: The GOLD scream room

I am a fan of PP. OK! So here is something that no one can do. Perdict the price of gold for 17 years out! Let me start with the price of Production: It is about $1100 to produce an ounce of gold. Why pay more! Jumping to a conclusion gold will not be over $1900 for 17 years if you believe in the 17...
by modeljc
Fri Jun 29, 2018 10:20 am
Forum: Gold
Topic: The GOLD scream room
Replies: 2778
Views: 594247

Re: The GOLD scream room

I don't think any asset class likes higher interest rates.
by modeljc
Tue May 01, 2018 7:00 pm
Forum: Variable Portfolio Discussion
Topic: Tactical Asset Allocation + HBPP an intriguing combo
Replies: 499
Views: 137438

Re: Dual Momentum GEM + HBPP a great combo, easy to test

ochotona wrote:No change to the portfolio for May 2018. Still in 81% SCHF + 19% SCHE, or 100% in VEU.
Thanks! When I look at the charts lines cross but still no change. I guess they can cross back.
by modeljc
Thu Mar 01, 2018 8:06 am
Forum: Variable Portfolio Discussion
Topic: Tactical Asset Allocation + HBPP an intriguing combo
Replies: 499
Views: 137438

Re: Dual Momentum GEM + HBPP a great combo, easy to test

ochotona wrote:Back to the GEM portfolio: no change to the portfolio for March 2018. Still in 81% SCHF + 19% SCHE, or 100% in VEU.

Thanks for the update!
by modeljc
Tue Feb 13, 2018 6:03 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2778
Views: 594247

Re: The GOLD scream room