Search found 1524 matches

by barrett
Wed Jan 02, 2019 5:52 pm
Forum: Other Discussions
Topic: Trump as tragicomedy
Replies: 1082
Views: 140494

Re: Trump as tragicomedy

Kbg wrote:
Wed Jan 02, 2019 3:51 pm
.
Shortest post of 2019 so far!
by barrett
Tue Dec 18, 2018 12:13 pm
Forum: Permanent Portfolio Discussion
Topic: Gyroscopic Portfolios Is Now Under Construction
Replies: 24
Views: 8099

Re: Gyroscopic Portfolios Is Now Under Construction

Nice-looking website, Smith! I agree but I'd like to see the returns in real (inflation-adjusted) terms. I suspect the "flattening" that we see over the last ten years or so is at least partly due to inflation being low during that entire period. Check out this page from Ryan Melvey's site: http://...
by barrett
Fri Dec 14, 2018 10:22 am
Forum: Cash
Topic: New I Bond Rate 11/1/18 to 4/30/18
Replies: 51
Views: 33916

Re: New I Bond Rate 11/1/18 to 4/30/18

So barrett, are you all good with your plans for your I bonds? They've turned out to be pretty darned good investments! Hey sophie, It seems that the best course of action based on current assumptions and multiple i-ORP runs is to keep income low for now to take advantage of ACA subsidies, and then...
by barrett
Tue Dec 11, 2018 5:06 pm
Forum: Cash
Topic: New I Bond Rate 11/1/18 to 4/30/18
Replies: 51
Views: 33916

Re: New I Bond Rate 11/1/18 to 4/30/18

So barrett, are you all good with your plans for your I bonds? They've turned out to be pretty darned good investments! Hey sophie, It seems that the best course of action based on current assumptions and multiple i-ORP runs is to keep income low for now to take advantage of ACA subsidies, and then...
by barrett
Tue Dec 11, 2018 4:58 pm
Forum: Other Discussions
Topic: Fear is the mind-killer
Replies: 118
Views: 18579

Re: Fear is the mind-killer

Of course the other side of the coin, PS, is why bother taking risk when you have already won the game? (borrowing from Bill Bernstein here) It sounds like your annual expenses are so low and your human capital is so valuable that, essentially, money just isn't all that important to you at this point.
by barrett
Fri Nov 30, 2018 1:37 pm
Forum: Permanent Portfolio Discussion
Topic: Stupid to Look at Portfolio Too Often
Replies: 25
Views: 5857

Re: Stupid to Look at Portfolio Too Often

After years of portfolio watching, I've come to the conclusion that the true problem isn't the act of looking but the reason you're looking. If you're looking because you're terrified of losing money or desperate to make money as fast as possible, it's an indication that you're looking to your port...
by barrett
Wed Nov 28, 2018 12:45 pm
Forum: Permanent Portfolio Discussion
Topic: Stupid to Look at Portfolio Too Often
Replies: 25
Views: 5857

Re: Stupid to Look at Portfolio Too Often

Realizing I am able to pay for college for my kids without stressing finances was a really big one for me. That is the last big known lifetime spend. Oh, God, now I'm stressing out about getting old... :o Congratulations on getting over the college stress hurdle, Cortopassi! We have three more unde...
by barrett
Wed Nov 28, 2018 12:38 pm
Forum: Permanent Portfolio Discussion
Topic: Stupid to Look at Portfolio Too Often
Replies: 25
Views: 5857

Re: Stupid to Look at Portfolio Too Often

barrett, you haven't looked for 3 years? How do you get notified if you need to rebalance? That might be a way to go for me, since all this is in a Google sheet, if I can trigger an email if a certain cell goes above or below a value....hmmm.... I am close to not caring. Realizing I am able to pay ...
by barrett
Wed Nov 28, 2018 8:14 am
Forum: Permanent Portfolio Discussion
Topic: Stupid to Look at Portfolio Too Often
Replies: 25
Views: 5857

Re: Stupid to Look at Portfolio Too Often

Sure, constant portfolio checking doesn't make sense and it certainly doesn't help a person grow their money. But how does one really not know more or less how much money they have at any given time? For example, if I have a million bucks stashed away and I have 30% in stocks (because that's my AA) ...
by barrett
Tue Nov 20, 2018 12:48 pm
Forum: Permanent Portfolio Discussion
Topic: Purpose of the PP
Replies: 153
Views: 35511

Re: Purpose of the PP

So it’s meeting everyone’s expectations? Come on, you’re not serious or lying to yourself if you’re not surprised at how poor the PP is responding. There have been 3 or 4 negative years for the PP in history and another is on the way... In real terms it's actually been negative about a quarter of t...
by barrett
Mon Nov 19, 2018 2:38 pm
Forum: Other Discussions
Topic: Fear is the mind-killer
Replies: 118
Views: 18579

Re: Fear is the mind-killer

How can you not know? Stuff will be flying all over the place like a tornado hit it. You'll know, the question is, what will you do? ocho, what did you actually do in March of 2009? Have you really learned a lot since then? Not only about markets, but about yourself and your willingness to take on ...
by barrett
Mon Nov 19, 2018 2:09 pm
Forum: Gold
Topic: Gold, What is it Good For?
Replies: 29
Views: 7556

Re: Gold, What is it Good For?

The question asked a few posts back is a good one. If Central Banks hold almost 20% of the world’s gold and if some of them (like Russia) are stocking up on it, does that tell me as an individual investor that it needs to be a part of my portfolio? Or are their curcumstances different? Not sure if ...