Search found 1745 matches

by Cortopassi
Tue Nov 03, 2015 12:55 pm
Forum: Permanent Portfolio Discussion
Topic: PP is once again positive YTD
Replies: 216
Views: 28792

Re: PP is once again positive YTD

I follow your logic for the most part, except the part about % matters less than $.  If I have 100k, 5% down is 5k, and 5k is 5k, so they are equivalent to my mind.  Somehow they were not to you? I was the 90% guy, burned by 2008, then I was the all in on gold guy, burned by the 3 years following 20...
by Cortopassi
Tue Nov 03, 2015 10:32 am
Forum: Permanent Portfolio Discussion
Topic: PP is once again positive YTD
Replies: 216
Views: 28792

Re: PP is once again positive YTD

It is not just dollars and cents, it is surviving drawdowns without getting scared out. A 60/40 from 1975 on has had 21 drawdowns in excess of 10%, a PP had 5. Granted, a 60/40 in the end had 2.2x the amount of money the PP did, but the PP drawdowns would also have been something I could have mental...
by Cortopassi
Tue Nov 03, 2015 9:55 am
Forum: Permanent Portfolio Discussion
Topic: PP is once again positive YTD
Replies: 216
Views: 28792

Re: PP is once again positive YTD

As we've covered a lot in these discussions, it is never a single static investment point in time where you are dumping all your money in.  It is over a long time, yes, 30-40 years.  As rebalancing shows, gold had more time rebalanced out of it because it hit 35% than any other asset, so it is appar...
by Cortopassi
Tue Nov 03, 2015 9:41 am
Forum: Permanent Portfolio Discussion
Topic: PP is once again positive YTD
Replies: 216
Views: 28792

Re: PP is once again positive YTD

yep , in a way any old money hit a brick wall in 2000 and in real return is up less than 2% . but most of us  i would bet had only a fraction invested in 2000 compared to today so a whole lot of money went in and grew after 2000  and grew very nicely .. i had 1/3 my net worth pre 2000 . all the res...
by Cortopassi
Tue Nov 03, 2015 9:28 am
Forum: Permanent Portfolio Discussion
Topic: PP is once again positive YTD
Replies: 216
Views: 28792

Re: PP is once again positive YTD

Nasdaq being celebrated again on biz radio and media at 15 year high... well, that means it was at this same level 15 years ago, without inflation factored in.

So go ahead and gloat if you want.  Because a lot of people can say they've wasted 15 years investing in stocks.
by Cortopassi
Mon Nov 02, 2015 3:23 pm
Forum: Permanent Portfolio Discussion
Topic: PP is once again positive YTD
Replies: 216
Views: 28792

Re: PP is once again positive YTD

Yeah, nothing at all to worry about there...! :o
by Cortopassi
Sun Nov 01, 2015 4:40 pm
Forum: Permanent Portfolio Discussion
Topic: Why the PP is better in accumulation than you think
Replies: 226
Views: 27839

Re: Why the PP is better in accumulation than you think

mathjak107 wrote: except as as always , things not even on the radar totally alter what we think is a given when it comes to doom and gloom
I hope you are correct!
by Cortopassi
Sun Nov 01, 2015 11:50 am
Forum: Permanent Portfolio Discussion
Topic: Why the PP is better in accumulation than you think
Replies: 226
Views: 27839

Re: Why the PP is better in accumulation than you think

All this is telling me that there is going to be blood in the streets in the next decade.  No pension plan can survive this level of return, and there is a limit to which citizens will be taxed to pay for pensions and such without revolt.  More municipalities are going to have to declare bankruptcy,...
by Cortopassi
Fri Oct 30, 2015 12:22 pm
Forum: Other Discussions
Topic: Obamacare 2016
Replies: 39
Views: 3893

Re: Obamacare 2016

I work at a <50 people small business.  Last year I changed to HSA style BCBS plan vs. previously being on regular PPO $20 copays, etc. I never spent so little on healthcare as last year, and fingers crossed, same this coming year.  And using the pre-tax money from the HSA account to pay for things ...
by Cortopassi
Thu Oct 29, 2015 1:24 pm
Forum: Permanent Portfolio Discussion
Topic: PP is once again positive YTD
Replies: 216
Views: 28792

Re: PP is once again positive YTD

Yep, thanks for the crossing fingers..but I've drunk the PP Koolaid and can't see the error of my ways...I've been blindly following the PP like a lemming... ;D Whether intentional or not, you do realize your posts are very good at sticking it to people who follow the PP. Sure, the Contra is up 7%, ...
by Cortopassi
Thu Oct 29, 2015 10:10 am
Forum: Permanent Portfolio Discussion
Topic: PP is once again positive YTD
Replies: 216
Views: 28792

Re: PP is once again positive YTD

And again not positive for the year as every holding gets taken to the woodshed...

God, this whole Fed bullcrap is really old.
by Cortopassi
Wed Oct 28, 2015 9:20 pm
Forum: Permanent Portfolio Discussion
Topic: I dare someone to explain this chart from 2PM on
Replies: 7
Views: 912

Re: I dare someone to explain this chart from 2PM on

Why did stocks drop initially then?