Search found 218 matches

by Pet Hog
Mon Jun 08, 2015 4:09 pm
Forum: Permanent Portfolio Discussion
Topic: Worst 3 year PP performance ever?
Replies: 133
Views: 30589

Re: Worst 3 year PP performance ever?

Beautiful new charts, Tyler.  Would it be too much work to add a new column for the PP performance in 2014?  Craig wrote about that here :  +9.1 or +8.9% return depending on how cash was invested. Now you've got me wondering, does "invested in 1972, withdrawn in 2013" mean invested on 12/31/1972 and...
by Pet Hog
Sun Jun 07, 2015 3:18 pm
Forum: Permanent Portfolio Discussion
Topic: New PPer needs guidance.
Replies: 118
Views: 20141

Re: New PPer needs guidance.

So... here's what I have in my spreadsheet.  From March 26, 2004 to June 5 2015: The black line is nominal returns (9.58% CAGR over this period) The blue/purple line, just below it is the inflation adjusted return.  (7.32% over this period) The vertical lines are rebalance points (15/35) Mark, I tr...
by Pet Hog
Sat Jun 06, 2015 11:44 pm
Forum: Permanent Portfolio Discussion
Topic: New PPer needs guidance.
Replies: 118
Views: 20141

Re: New PPer needs guidance.

So... here's what I have in my spreadsheet.  From March 26, 2004 to June 5 2015: The black line is nominal returns (9.58% CAGR over this period) The blue/purple line, just below it is the inflation adjusted return.  (7.32% over this period) The vertical lines are rebalance points (15/35) Mark, I tr...
by Pet Hog
Wed May 27, 2015 1:39 pm
Forum: Gold
Topic: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion
Replies: 208
Views: 51983

Re: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion

Some movement on the Sprott/Goldtrust front... Sprott Formally Launches Offers to Central GoldTrust and Silver Bullion Trust Unitholders The number of Sprott Physical Gold Trust units to be distributed to each Central GoldTrust unitholder will be determined on a NAV to NAV basis. For example, based ...
by Pet Hog
Tue May 19, 2015 4:45 am
Forum: Other Discussions
Topic: Statins and Arthritis
Replies: 40
Views: 8858

Re: Statins and Arthritis

Your brain is 25% cholesterol by weight And of course cholesterol is a precursor to testosterone. That number didn't seem right to me.  According to wikipedia, the total amount of cholesterol in a 150-lb man is 35 g.  If it was all located in his grey matter, 25% cholesterol would imply a brain wei...
by Pet Hog
Fri May 15, 2015 5:00 pm
Forum: Other Discussions
Topic: "Cancer science" may be nothing of the sort
Replies: 9
Views: 1988

Re: "Cancer science" may be nothing of the sort

I agree, Benko.  But I don't think any researchers of, say, string theory would claim to know it to be true (that's what piqued me about your earlier statement).  They might personally convince themselves that, by golly, it just has to be true, but if it were to be proven wrong then they would have ...
by Pet Hog
Fri May 15, 2015 2:41 pm
Forum: Permanent Portfolio Discussion
Topic: No where to hide
Replies: 829
Views: 132646

Re: No where to hide

When I have my self driving car, I am all for traffic lights going away... Self-driving cars was also my first thought when the traffic lights argument was raised.  If we don't have a government controlling traffic, we might devise alternative methods for road safety that don't involve lights at al...
by Pet Hog
Fri May 15, 2015 2:18 pm
Forum: Other Discussions
Topic: "Cancer science" may be nothing of the sort
Replies: 9
Views: 1988

Re: "Cancer science" may be nothing of the sort

And much of what we think we know in all areas of science are wrong. I think two distinctions should be made.  Between settled science and conjecture, and between hard science and soft science.  I would say that most of what we think we know in all areas of science is true.  Because, you know, we k...
by Pet Hog
Sat May 02, 2015 2:11 pm
Forum: Cash
Topic: New I Bond Rate - May 1, 2015
Replies: 17
Views: 7557

Re: New I Bond Rate - May 1, 2015

Bean wrote: Fixed Rate = 0.00%
Inflation Rate = -0.80%
Composite rate = 0.00%


:'(
In case anyone is unaware of how I-Bond rates are calculated, this inflation rate is for the six months from September to March.  Annualized, it's –1.60%.  Even better real return at 0% nominal!
by Pet Hog
Thu Apr 30, 2015 4:28 pm
Forum: Permanent Portfolio Discussion
Topic: No where to hide
Replies: 829
Views: 132646

Re: No where to hide

I just posted these numbers on the Bonds>"TLT Negative YTD" thread, but thought they might be of interest here, too.  The real yields over the last one, five, and ten years have all been greater than 5%.  This year has been slightly positive.  No cause for concern, yet, in my mind. YTD returns (divi...
by Pet Hog
Thu Apr 30, 2015 4:19 pm
Forum: Bonds
Topic: TLT Negative YTD
Replies: 39
Views: 12701

Re: TLT Negative YTD

For a longer-term view... Five-year returns (dividends reinvested; Apr 30, 2010 to Apr 30, 2015) TLT: +60.28% VTI: +95.60% IAU: –0.87% SHY: +4.31% PP Total: +39.83% (+6.94% annualized) Inflation: +8.31% (end Apr 2010 to end Mar 2015; +1.61% annualized) PP real: +5.33% annualized Ten-year returns (di...
by Pet Hog
Thu Apr 30, 2015 3:59 pm
Forum: Bonds
Topic: TLT Negative YTD
Replies: 39
Views: 12701

Re: TLT Negative YTD

Here you go, dragoncar.  No fun today.  Now we're on track for a below-average, yet positive, year.  But YOY, we are still slightly above average (I consider +5.2% real as my benchmark).  If I remember, I'll update the real yields and inflation numbers when the CPI-U is announced for April on May 22...