Search found 218 matches

by Pet Hog
Thu Dec 12, 2019 1:27 pm
Forum: Bonds
Topic: Selling long term bonds to rebalance?
Replies: 1
Views: 710

Re: Selling long term bonds to rebalance?

That's what I intend to do (although I'm targeting a 25-to-30-year range). Longer-maturity bonds have greater volatility, and that's what we are trying to take advantage of with the PP strategy. I guess there might be tax considerations that would favor selling longer-maturity holdings, so you shoul...
by Pet Hog
Thu Dec 12, 2019 1:19 pm
Forum: Bonds
Topic: Help me get over my fear of LTTs
Replies: 24
Views: 4330

Re: Help me get over my fear of LTTs

I agree with mathjak that it's the same. TLT holds 38 different bonds in a ladder. See the Portfolio/Holdings section here . Buying that ETF is akin to you holding the same ladder. It shouldn't make a difference if you rebalance your PP by buying treasuries directly or buying them through TLT. There...
by Pet Hog
Wed Dec 11, 2019 7:39 pm
Forum: Other Discussions
Topic: RIP Paul Volcker
Replies: 7
Views: 849

Re: RIP Paul Volcker

Imagine how long George Burns could have lived if he wasn't a smoker!
by Pet Hog
Wed Dec 11, 2019 7:30 pm
Forum: Bonds
Topic: Help me get over my fear of LTTs
Replies: 24
Views: 4330

Re: Help me get over my fear of LTTs

Hi mdwilson1991 In my opinion, an important part of investing in the PP or GB is considering the performance of the total portfolio, as a whole, and not that of its individual components -- one or more of which will inevitably be sucking at any one time. Perhaps it will be LTTs that will suck in the...
by Pet Hog
Tue Dec 10, 2019 6:26 am
Forum: Bonds
Topic: TLT Historical?
Replies: 3
Views: 829

Re: TLT Historical?

Yahoo has TLT data back to 2002. Both "closing prices" and "dividend-adjusted closing prices," as well as all dividends and their payment dates. That Nasdaq link has only one set of prices -- and it's not obvious if they are dividend-adjusted or not.
by Pet Hog
Sun Dec 08, 2019 6:06 pm
Forum: Other Discussions
Topic: Too bad George Orwell isn't around to see this
Replies: 21
Views: 2112

Re: Too bad George Orwell isn't around to see this

I think Vinny was just having fun with Newspeak. No. It's a phrase it seems I've recently frequently heard. Vinny Perhaps Vinny meant to write, "Not all crimes are impeachable offenses and not all impeachable offenses are crimes"? "All crimes are not impeachable" sounds like a politician could lite...
by Pet Hog
Sat Nov 30, 2019 4:48 pm
Forum: Cash
Topic: How do you invest the Cash portion?
Replies: 233
Views: 72741

Re: How do you invest the Cash portion?

Pet Hog, I disagree with your assumption that “someone in the accumulation phase has greater risk-tolerance” and therefore can be (ought to be?) more aggressive with their investments. Consider a couple of real-world examples: Example #1. 52 year old female (divorced, with 3 kids) came down with br...
by Pet Hog
Sat Nov 30, 2019 1:15 pm
Forum: Cash
Topic: How do you invest the Cash portion?
Replies: 233
Views: 72741

Re: How do you invest the Cash portion?

I was responding to I have no problem with cash being defined as up to five-year treasuries/CDs And the rest of that sentence is, "but I'm in the accumulation phase." I think someone in the accumulation phase has greater risk-tolerance toward any changes in interest rates and/or emergencies and, th...
by Pet Hog
Fri Nov 29, 2019 5:01 pm
Forum: Cash
Topic: How do you invest the Cash portion?
Replies: 233
Views: 72741

Re: How do you invest the Cash portion?

pugchief wrote:
Fri Nov 29, 2019 4:52 pm
Pet Hog wrote:
Fri Nov 29, 2019 4:45 pm

##Or maybe going to a loan shark would be smarter than selling my five-year treasuries! Again, many options for the PP investor.
Ah yes, PP investors' personality profiles certainly would be the type to use loan sharks. ::) :o
I'll admit, there I was being facetious!
by Pet Hog
Fri Nov 29, 2019 4:45 pm
Forum: Cash
Topic: How do you invest the Cash portion?
Replies: 233
Views: 72741

Re: How do you invest the Cash portion?

... imagine you suddenly need to use cash at the same time that five-year treasuries sharply decrease in value. How mature is that ladder? How many of those treasuries can you really sell in a pinch without much of a loss? Can you give an example of such a situation? Because as a PP investor in the...
by Pet Hog
Fri Nov 29, 2019 2:17 am
Forum: Stocks
Topic: Stock scream room
Replies: 1408
Views: 287385

Re: Stock scream room

Harry Dent is now selling a -70 to -90% stock market decline narrative. -90% would bring us back to July August 1987. https://seekingalpha.com/article/4302114?source=ansh I think the PP would do well -- or at least it would do no worse than (most) any other strategy and, therefore, do well in relat...
by Pet Hog
Fri Nov 29, 2019 1:57 am
Forum: Cash
Topic: How do you invest the Cash portion?
Replies: 233
Views: 72741

Re: How do you invest the Cash portion?

A general question, not addressed to anyone in particular: Isn't a treasury money market fund just a treasury ladder held by someone else on your behalf? If so, there's not magic to it. You can set up your own and cut out the middleman. And set the duration/maturity however you like. Personally, I h...