Search found 123 matches

by mukramesh
Mon Apr 11, 2016 12:22 pm
Forum: Bonds
Topic: Managing IT Treasury allocation
Replies: 15
Views: 5165

Re: Managing IT Treasury allocation

This message states that Fidelity does add a markup to bonds purchased on the secondary market. I assume this is placed on the Bid/Ask price listed.

https://www.fidelity.com/about-fidelity ... -investors
by mukramesh
Fri Apr 08, 2016 1:15 pm
Forum: Bonds
Topic: Managing IT Treasury allocation
Replies: 15
Views: 5165

Re: Managing IT Treasury allocation

I was once told by a forum member named Joe that commissions aren't the only type of charge. Brokerages can also apply a markup on treasury transactions. I am also with Fidelity and am not exactly sure if they apply markups to treasuries on the secondary market. For that reason, it may be slightly b...
by mukramesh
Fri Apr 01, 2016 12:02 pm
Forum: Permanent Portfolio Discussion
Topic: Staggering World Debt Points toward Crisis
Replies: 63
Views: 11814

Re: Staggering World Debt Points toward Crisis

jafs wrote: I still don't buy it, though, even conceptually.  Banks have to have more money coming in than going out, since they're in business to make money, not to lose it or just break even.
You should read this: http://www.relfe.com/wp/money/want-earth-plus-5/
by mukramesh
Tue Mar 29, 2016 4:02 pm
Forum: Other Discussions
Topic: Free copy of my book (featuring PP)
Replies: 43
Views: 10348

Re: Free copy of my book (featuring PP)

Thanks, Jake! Just grabbed a copy and am enjoying it so far!
by mukramesh
Tue Mar 08, 2016 11:49 am
Forum: Permanent Portfolio Funds
Topic: PRPFX -6.58% YTD, 4x4 +6.69% YTD
Replies: 7
Views: 7506

Re: PRPFX -6.58% YTD, 4x4 +6.69% YTD

Eh? Google Finance shows +6.19% YTD
https://www.google.com/finance?q=MUTF%3 ... 2AaAg5HwBQ

Not sure why Google Search shows -6.58%. :o
by mukramesh
Mon Feb 15, 2016 2:11 pm
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio is only for US
Replies: 24
Views: 8020

Re: Permanent Portfolio is only for US

I don't really understand the fuss... Those charts make it look like the Japanese and Swedish PP are GREAT investments! :o
by mukramesh
Wed Feb 10, 2016 2:32 pm
Forum: Stocks
Topic: VHIAX
Replies: 3
Views: 2403

Re: VHIAX

pugchief wrote: Btw, why does your post count show '2'? At one point you had around 30 posts IIRC.
It looks like a bunch of his posts were deleted. Not sure why.
by mukramesh
Wed Feb 10, 2016 12:43 pm
Forum: Stocks
Topic: VHIAX
Replies: 3
Views: 2403

Re: VHIAX

You could play with this idea at Tyler's www.portfoliocharts.com
Just go to the calculator section and put in whatever asset allocation you would like to backtest.
by mukramesh
Fri Jan 29, 2016 12:12 pm
Forum: Permanent Portfolio Discussion
Topic: Simplicity or Security
Replies: 9
Views: 2358

Re: Simplicity or Security

For bonds, similar: 1. Directly held 2. TLT 3. Non-treasury Non-treasury bonds are really not appropriate when building the PP for a variety of reasons. https://web.archive.org/web/20160324133409/http://www.crawlingroad.com/blog/2009/02/09/permanent-portfolio-25-bond-allocation-faq/ Everything else...
by mukramesh
Thu Jan 21, 2016 6:40 pm
Forum: Variable Portfolio Discussion
Topic: Momentum Butterfly portfolio
Replies: 23
Views: 5302

Re: Momentum Butterfly portfolio

Under-performance can be either due to larger than average losses or lower than average gains. Using absolute momentum could give rise to a situation where lordmetroid is out of an asset that is gaining due to not hitting a certain trigger, correct? Investing is totally personal and while you might ...
by mukramesh
Thu Jan 21, 2016 3:50 pm
Forum: Variable Portfolio Discussion
Topic: Momentum Butterfly portfolio
Replies: 23
Views: 5302

Re: Momentum Butterfly portfolio

The main draw of the PP is it's incredibly low volatility. This psychological benefit helps us stick with it (not change strategies) when it under-performs because we know it provides safety under different economic conditions. You've already switched portfolios multiple times so I am wondering if y...
by mukramesh
Wed Jan 20, 2016 11:29 am
Forum: Variable Portfolio Discussion
Topic: Momentum Butterfly portfolio
Replies: 23
Views: 5302

Re: Momentum Butterfly portfolio

I am really uncomfortable holding gold and long bonds in another currency. As far as I know gold is gold, doesn't matter what currency the etf uses. The returns are the same when converted to your own currency. Holding IAU doesn't expose you to any currency risk. I agree with the others, stick with...