Search found 688 matches

by rocketdog
Mon Jan 13, 2014 9:38 am
Forum: Permanent Portfolio Discussion
Topic: What Happened to PP in 2013?
Replies: 24
Views: 7505

Re: What Happened to PP in 2013?

Kshartle wrote:
rocketdog wrote: I'm writing a novel, which is absorbing what little free time I still had left.  ;)
Would you share the premise?
Sorry, I never talk about my writing projects while I'm working on them.  Not even my wife knows anything about it.  ;D
by rocketdog
Mon Jan 13, 2014 9:37 am
Forum: Permanent Portfolio Discussion
Topic: What Happened to PP in 2013?
Replies: 24
Views: 7505

Re: What Happened to PP in 2013?

Which ETFs do you use for your PPs? Traditional PP returned like -2.5%. Did you rebalance at some point, or we're you a little bit stock heavy? Correction: I just went on Schwab.com to see how they calculated our 2013 returns for our Roth IRAs.  According to Schwab my Roth was up 3.82% on the year,...
by rocketdog
Thu Jan 09, 2014 11:59 am
Forum: Permanent Portfolio Discussion
Topic: What Happened to PP in 2013?
Replies: 24
Views: 7505

Re: What Happened to PP in 2013?

Hey PPers!  Long time no post!  The last few months have been crazy for me (boss left and still hasn't been replaced, dog had ACL surgery, then I got summoned for grand jury duty, then major projects have me swamped at work).  So I haven't even had time to lurk, but thought I'd post my 2013 portfoli...
by rocketdog
Fri Aug 09, 2013 3:29 pm
Forum: Other Discussions
Topic: Update on me
Replies: 3
Views: 1884

Update on me

I'm still alive, just totally slammed at work and at home.  Was out of town for a vacation, then a wedding, then a funeral, then a string of 7 different house guest visits (sometimes as many as 5 people staying at once), then my back-up person at work went out on a leave of absence, then my boss qui...
by rocketdog
Sat Jul 13, 2013 9:20 am
Forum: Other Discussions
Topic: Foods to Avoid
Replies: 238
Views: 36907

Re: Foods to Avoid

Moderation in all things is the key.  Because too much Omega-3 can create its own set of health problems . Correct. Remember, fish oil is a polyunsaturated oil (PUFA). And PUFAs are highly unstable (as I have been arguing). Therefore, I agree that is better to lower Omega-6 than to raise one's Omeg...
by rocketdog
Mon Jul 08, 2013 4:09 pm
Forum: Permanent Portfolio Discussion
Topic: HB PP wins in a portfolio shootout on Seeking Alpha
Replies: 3
Views: 1599

HB PP wins in a portfolio shootout on Seeking Alpha

I've been too busy to participate on the forums lately, but I came across this article and wanted to share:

3 Portfolios Inspired By Graham, Swensen, Browne: A Risk Vs. Return Analysis
by rocketdog
Thu Jun 27, 2013 3:14 pm
Forum: Permanent Portfolio Discussion
Topic: Seeking advice: Do I have the wrong approach in my attempt at the PP in my 401k?
Replies: 22
Views: 5577

Re: Seeking advice: Do I have the wrong approach in my attempt at the PP in my 401k?

TennPaGa wrote: GTU instead of SGOL (GTU is currently available at a 6% discount)
OK, dumb question:  how did you determine that GTU is available at a 6% discount? 
by rocketdog
Thu Jun 27, 2013 3:08 pm
Forum: Permanent Portfolio Discussion
Topic: PP investors--stay the course
Replies: 284
Views: 68236

Re: PP investors--stay the course

Miners.  They go broke all the time.  Very volatile industry--which is why I play the sector and not individual companies.  Although, look at the largest miner in the world--Barrick.  5x earnings?  Absurd.  As a sector, the miners are nearing single digit PEs--levels we've only seen in the midst of...
by rocketdog
Thu Jun 27, 2013 3:05 pm
Forum: Permanent Portfolio Discussion
Topic: 2 months old PP, down -3%.
Replies: 88
Views: 23316

Re: 2 months old PP, down -3%.

I don't know about anyone else, but when I made my initial PP buy-in I told myself that no matter when I took the plunge at least one of the assets I bought was going to start losing money almost immediately.  But I was wrong... because two of the assets started losing money almost immediately!  :o ...
by rocketdog
Thu Jun 27, 2013 1:59 pm
Forum: Other Discussions
Topic: Finance and Investing Books
Replies: 38
Views: 9783

Re: Finance and Investing Books

I just read an interesting book called "How To Retire Early and Live Well With Less Than A Million Dollars."  It was interesting because it was published in 2000, so the author was unaware of what would be happening in the markets.  Allegedly the author retired in 1981 at age 29 with a portfolio wor...
by rocketdog
Thu Jun 27, 2013 9:32 am
Forum: Permanent Portfolio Discussion
Topic: PP investors--stay the course
Replies: 284
Views: 68236

Re: PP investors--stay the course

All I can say is, "Thank goodness for my VP!"  :o Amen, brother! My VP is saving my bacon right now, +40% ytd. Makes me a little sick to think that I sold some VP and moved it into PP earlier this year, but whatever...  :'( please do tell about your VP What do you want to know?  My VP is equity-hea...
by rocketdog
Thu Jun 27, 2013 9:01 am
Forum: Permanent Portfolio Discussion
Topic: 2 months old PP, down -3%.
Replies: 88
Views: 23316

Re: 2 months old PP, down -3%.

What do you mean?  If you buy a 5-year bond for $1,000 and hold it to maturity, you get your entire $1,000 back. I think what he's getting to is that if there's, say, 10% inflation during every one of those years, that $1,000 you get back will only have the purchasing power of $590. 10% inflation f...