Search found 1342 matches

by I Shrugged
Mon Jan 01, 2018 9:40 pm
Forum: Permanent Portfolio Discussion
Topic: 2017 PP Return Poll
Replies: 33
Views: 12053

Re: 2017 PP Return Poll

12.2%

I am overweight stocks and underweight gold.
Stocks are split between SP500 and Intl.
Using short term bond funds instead of cash.
I haven't checked lately but they should all still be within the 15-35% bands.
by I Shrugged
Sun Dec 17, 2017 10:41 am
Forum: Permanent Portfolio Discussion
Topic: How much is "enough" in the Permanent Portfolio?
Replies: 37
Views: 13023

Re: How much is "enough" in the Permanent Portfolio?

I (we) have Enough x 2 or 3. It’s a great feeling. I recall reading maybe Bill Bernstein saying that Bill Gates could afford to be 100% stocks. It was probably in his booklet “Deep Risk”. I tend to agree with Tyler. OTOH when you get to a big number, you start thinking about kids, grandkids, charity...
by I Shrugged
Tue Oct 31, 2017 11:30 am
Forum: Other Discussions
Topic: Overseas wire tracking (eg Manafort)
Replies: 0
Views: 1585

Overseas wire tracking (eg Manafort)

I am amazed that the wire transfers into the US by entities of Paul Manafort didn’t attract immediate scrutiny. Why would that be? Because it looked like foreign ownership?
by I Shrugged
Mon Sep 25, 2017 5:23 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3009
Views: 784543

Re: The GOLD scream room

I seldom look at my PP or its components.

I guess because my buy in of gold was below 800, I see it differently. If the current prices are waffling back and forth between a paper loss and gain, I can see how that would keep you worked up. I am in gold for the long, long run.
by I Shrugged
Wed Sep 13, 2017 4:46 pm
Forum: Other Discussions
Topic: Equifax hack
Replies: 57
Views: 21417

Re: Equifax hack

edited, I may have erred.
by I Shrugged
Tue Sep 12, 2017 9:17 am
Forum: Other Discussions
Topic: Equifax hack
Replies: 57
Views: 21417

Re: Equifax hack

I bet in several years we will look back at this and laugh about how weak and vulnerable the electronic transaction system was. The various financial entities wanted to make it painless for consumers, but that is now backfiring. In the future we will have to have some sort of physical verification. ...
by I Shrugged
Tue Aug 29, 2017 6:28 pm
Forum: Permanent Portfolio Discussion
Topic: Non-US tilt helping this year
Replies: 3
Views: 2744

Non-US tilt helping this year

We have about a 50/50 split in stocks between SP500 and non-US EAFE. It looks like this year it finally worked for the better.

I must be a genius.

:)
by I Shrugged
Wed Aug 16, 2017 6:18 pm
Forum: Other Discussions
Topic: Charlottesville
Replies: 175
Views: 52487

Re: Charlottesville

I've never been interested in seeing Mt. Rushmore. I guess I better see it before it is blown up.
As I read somewhere else today, what about the Roman Coliseum? Slaves were abused there. Slave owners were entertained there. Blow it up too.
by I Shrugged
Tue Aug 08, 2017 6:40 pm
Forum: Other Discussions
Topic: Will Trump be Re-elected?
Replies: 689
Views: 215057

Re: Will Trump be Re-elected?

Kriegsspiel wrote:
I Shrugged wrote:Trump won't be on the ballot in November 2020.
Now THAT is an assassination threat if I've ever heard one so bureaucratically stated.
I figure it this way:
10% chance he doesn't serve 4 years
20% chance he decides not to run again
40% chance he loses in the primaries
by I Shrugged
Sat Aug 05, 2017 3:50 pm
Forum: Gold
Topic: India & Venezuela
Replies: 4
Views: 3841

Re: India & Venezuela

I thought it was describing the stock market. My bad. :-[
by I Shrugged
Sat Aug 05, 2017 3:48 pm
Forum: Other Discussions
Topic: Will Trump be Re-elected?
Replies: 689
Views: 215057

Re: Will Trump be Re-elected?

Trump won't be on the ballot in November 2020.
by I Shrugged
Thu Aug 03, 2017 6:41 pm
Forum: Gold
Topic: India & Venezuela
Replies: 4
Views: 3841

Re: India & Venezuela

Update. The Indian stock market has cratered since new tax schemes and the wars on cash and gold.

http://www.zerohedge.com/news/2017-08-0 ... rikes-back
by I Shrugged
Thu Aug 03, 2017 6:08 pm
Forum: Other Discussions
Topic: Trump as tragicomedy
Replies: 1058
Views: 212505

Re: Trump as tragicomedy

I call him The Accidental President.

I don't think he thought he would win anything. He hooked a whale and couldn't let go as it pulled him into the abyss. By this time he must be thinking what the hell did I do?

I can go along with it being tragicomedy, for sure.
by I Shrugged
Fri Jun 02, 2017 6:58 pm
Forum: Permanent Portfolio Discussion
Topic: PP at new high for the year...
Replies: 54
Views: 26219

Re: PP at new high for the year...

We have been traveling for a while. I had not checked on our portfolio for at least a month. I was surprised to see how well it is doing. I guess I'll let the wife buy that tee shirt she wanted in the tourist shop.
by I Shrugged
Tue Apr 18, 2017 8:36 pm
Forum: Other Discussions
Topic: The political re-alignment of our time
Replies: 124
Views: 27285

Re: The political re-alignment of our time

I read a blog post today that made some sense regarding Trump's drastic change. Namely, suggesting that "they" truly have something big on him, or have otherwise shown him what could they could make go wrong for him personally. Of course it's just an idea, a conspiracy theory to boot, but it would e...
by I Shrugged
Sat Apr 15, 2017 4:09 pm
Forum: Other Discussions
Topic: Trump and Syria
Replies: 111
Views: 29867

Re: Trump and Syria

Here is Scott Adams, a Trump admirer, putting some meat into the argument that this is all about negotiating. http://blog.dilbert.com/post/159495094661/the-north-korea-reframe The only thing lacking in Trump’s reframing was a credible threat that he would launch a decapitation strike against North K...
by I Shrugged
Sat Apr 15, 2017 4:02 pm
Forum: Other Discussions
Topic: Trump and Syria
Replies: 111
Views: 29867

Re: Trump and Syria

I don't like what Trump is doing. I also don't think that Hillary would have been better. In fact I'm pretty sure she would have been worse. Oh well, at least I've had a few months of thinking that things might actually get better overall. Me too. So did DJT scam us, or is he is just a chameleon wh...
by I Shrugged
Mon Apr 10, 2017 7:52 pm
Forum: Permanent Portfolio Discussion
Topic: Nobody believes in the Permanent Portfolio
Replies: 166
Views: 54227

Re: Nobody believes in the Permanent Portfolio

I don't know if HB's book is too simple for some analytical types. I think maybe you need to have battle scars to appreciate it fully. Sophie I would recommend Berstein's Four Pillars book. Assuming he is smart and analytical. It really showed me the error of my ways as far as using active funds, le...
by I Shrugged
Tue Mar 21, 2017 7:05 pm
Forum: Other Discussions
Topic: The retirement crisis - yet another study
Replies: 42
Views: 11499

Re: The retirement crisis - yet another study

Well we can all imagine a citizen's dividend and who will fund it, but until then, let's be clear... it's not the "wealthy" that fund Social Security... it's mid-to-high income wage/salary or self-employed income earners. In my experience, the vast majority of the time, these people aren't really a...
by I Shrugged
Tue Mar 14, 2017 1:12 pm
Forum: Permanent Portfolio Discussion
Topic: Question for original forum members
Replies: 46
Views: 18681

Re: Question for original forum members

I don't have 1000 posts, but, I started my PP in the depths of the 08-09 crash. I needed to capture some big capital losses at the time, so it was a great time to make the move. I am still there, within 15/35 bands. Stocks are low-30-something percent now. I would not mind if stocks climbed to 40%, ...
by I Shrugged
Fri Mar 10, 2017 7:30 pm
Forum: Other Discussions
Topic: 900 Lb. Gorilla In The Room
Replies: 14
Views: 5192

Re: 900 Lb. Gorilla In The Room

It may just end not with a bang, but with a whimper.
by I Shrugged
Thu Mar 09, 2017 7:06 pm
Forum: Other Discussions
Topic: 900 Lb. Gorilla In The Room
Replies: 14
Views: 5192

Re: 900 Lb. Gorilla In The Room

I want to be able to go on Bogleheads when that happens. :)
by I Shrugged
Thu Mar 09, 2017 4:47 pm
Forum: Other Discussions
Topic: 900 Lb. Gorilla In The Room
Replies: 14
Views: 5192

Re: 900 Lb. Gorilla In The Room

I can't see how the US Dollar can possibly survive with any purchasing power over the long haul. It can't. That is the beauty of fiat money from the government's standpoint. They want inflation; they need inflation. For them, it's the most perfect tax ever devised. Nothing else is even close. Ironi...
by I Shrugged
Wed Mar 08, 2017 6:41 pm
Forum: Other Discussions
Topic: Channeling Maxine Waters (Wikileaks Vault 7)
Replies: 40
Views: 15732

Re: Channeling Maxine Waters (Wikileaks Vault 7)

I still don't see what this has to do with Maxine Waters telling us that Obama has a database for organizing and fundraising. Because she called it secret?
by I Shrugged
Wed Mar 08, 2017 6:31 pm
Forum: Other Discussions
Topic: 900 Lb. Gorilla In The Room
Replies: 14
Views: 5192

900 Lb. Gorilla In The Room

Flying under the radar of all the bickering about restroom rights and Russians, the big picture is not getting any better. Break down that national and state and local debt by the number of US citizens, and we find that we each – every man, woman, and child – owe over $70,000. Worse yet, the total d...