Search found 123 matches

by mukramesh
Fri Mar 03, 2017 12:11 pm
Forum: Stocks
Topic: Why Dividends Are a Scam
Replies: 12
Views: 6088

Re: Why Dividends Are a Scam

the zero capital gains bracket is a gift from the tax gods . unfortunately i learned what i needed to had i done roths i would have been in better shape . there is so much linked to your magi in retirement that roths can be so much better even if tax rates were a bit higher Can you elaborate on thi...
by mukramesh
Wed Feb 01, 2017 2:59 pm
Forum: Other Discussions
Topic: Lack of outrage
Replies: 144
Views: 30286

Re: Lack of outrage

@PointedStick, I think you just turned me into a conservative :o
by mukramesh
Fri Dec 23, 2016 2:14 pm
Forum: Permanent Portfolio Discussion
Topic: "Agnostic" mechanisms in the PP aren't
Replies: 8
Views: 2599

Re: "Agnostic" mechanisms in the PP aren't

dualstow wrote:
ochotona wrote:Meb also points out that rebalancing bands are a form of trend-following.
Not really.
Aren't rebalancing bands technically a form of mean-reversion/volatility harvesting? That's the opposite of trend-following. ???
by mukramesh
Wed Dec 21, 2016 5:34 pm
Forum: Other Discussions
Topic: Apple Sucks, Doesn't it?
Replies: 75
Views: 13658

Re: Apple Sucks, Doesn't it?

My understanding is that the mouse is supposed to get something crazy like 9 hours worth of charge in < 2 minutes. That's less than a coffee/bathroom break. ;D
by mukramesh
Mon Dec 05, 2016 2:23 pm
Forum: Other Discussions
Topic: Chronic marijuana use is about as bad for your health as not flossing, researchers find
Replies: 98
Views: 12283

Re: Chronic marijuana use is about as bad for your health as not flossing, researchers find

I find it ironic how many people want the FED out of the economy but have no problem with Govt. prohibiting marijuana. :o

It's all about unintended consequences.
by mukramesh
Wed Oct 12, 2016 2:40 pm
Forum: Bonds
Topic: Ques about the purchase/sale of Long Term Bonds
Replies: 4
Views: 2197

Re: Ques about the purchase/sale of Long Term Bonds

Why buy 25yr bonds? Just buy 30. No laddering needed for the Bond portion of the PP.

You can consider laddering your Cash portion.
by mukramesh
Fri Aug 19, 2016 5:01 pm
Forum: Variable Portfolio Discussion
Topic: 20% annual returns over 40 years...interested?
Replies: 576
Views: 159139

Re: 20% annual returns over 40 years...interested?

My understanding is that in a flat market, XIV will do very well. But in a situation where stocks are dropping, won't holding XIV magnify your losses?
by mukramesh
Fri Aug 19, 2016 12:54 pm
Forum: Variable Portfolio Discussion
Topic: 20% annual returns over 40 years...interested?
Replies: 576
Views: 159139

Re: 20% annual returns over 40 years...interested?

kbg, does your personal mix still include XIV? If so, can you describe how much what this is supposed to add to the leveraged PP?
I'm sure you've already explained this but I am having a hard time finding the post in this thread...
by mukramesh
Wed Aug 17, 2016 2:39 pm
Forum: Variable Portfolio Discussion
Topic: 20% annual returns over 40 years...interested?
Replies: 576
Views: 159139

Re: 20% annual returns over 40 years...interested?

Hasn't kbg already shown that for trending non/inversely correlated assets, the decay actually works in your favor? I'd be most worried when all PP assets are in a sideways market.
by mukramesh
Mon Aug 01, 2016 2:45 pm
Forum: Variable Portfolio Discussion
Topic: Golden Butterfly Portfolio
Replies: 377
Views: 84152

Re: Golden Butterfly Portfolio

Let me try another way of explaining my point: ... If you reworked your excellent website such that all backtesting results started in 1975, the results of *comparisons* of various portfolios would change dramatically. ... Tyler has a graph that actually tracks Start Date Sensitivity https://portfo...
by mukramesh
Wed Jul 20, 2016 3:52 pm
Forum: Permanent Portfolio Discussion
Topic: Things about the PP that do not make sense to me
Replies: 37
Views: 9054

Re: Things about the PP that do not make sense to me

Answers to many of these questions used to be listed in the full Cash FAQ on crawlingroad.com, but it seems like all of that material has been removed. The best way to get get the details on the Permanent Portfolio is probably by reading Craig and MediumTex's book. https://www.amazon.com/Permanent-P...