Search found 230 matches
- Tue Nov 07, 2023 6:27 am
- Forum: Permanent Portfolio Discussion
- Topic: tax-loss harvesting question
- Replies: 16
- Views: 27095
Re: tax-loss harvesting question
What would be the best replacement for SHY to buy and keep for 30 days to avoid wash sale at Fidelity? Sold some SHY for tax-loss harvesting. Probably just keeping the money in the settlement fund is good enough? I've been using SGOV lately. Thank you for your reply. So, does it make sense to buy t...
- Mon Nov 06, 2023 9:30 pm
- Forum: Permanent Portfolio Discussion
- Topic: tax-loss harvesting question
- Replies: 16
- Views: 27095
Re: tax-loss harvesting question
What would be the best replacement for SHY to buy and keep for 30 days to avoid wash sale at Fidelity?
Sold some SHY for tax-loss harvesting.
Probably just keeping the money in the settlement fund is good enough?
Sold some SHY for tax-loss harvesting.
Probably just keeping the money in the settlement fund is good enough?
- Thu Oct 19, 2023 6:38 pm
- Forum: Permanent Portfolio Discussion
- Topic: Alright who’s hitting rebalancing bands?
- Replies: 13
- Views: 16257
- Wed Oct 18, 2023 8:35 am
- Forum: Bonds
- Topic: TLT cracks $90
- Replies: 43
- Views: 83314
Re: TLT cracks $90
I had the very great honor of meeting and corresponding with Harry Browne, and I've read "Fail-Safe Investing" multiple times. So I know Harry would chuckle at my feeble attempts to time the market but... at what point should I rebalance my TLT (now dipping below the 15% band) with the la...
- Wed Oct 04, 2023 2:38 pm
- Forum: Permanent Portfolio Discussion
- Topic: Alright who’s hitting rebalancing bands?
- Replies: 13
- Views: 16257
- Tue Oct 03, 2023 6:44 pm
- Forum: Permanent Portfolio Discussion
- Topic: Alright who’s hitting rebalancing bands?
- Replies: 13
- Views: 16257
- Tue Oct 03, 2023 10:13 am
- Forum: Bonds
- Topic: TLT cracks $90
- Replies: 43
- Views: 83314
Re: TLT cracks $90
Great tip! But, I think it will not work in my case. All my LTTs are in the tax deferred accounts. No loss harvesting for me, I guess... Ugly_Bird Your appearances here are so infrequent (this was your 7th in 2023) .... That kinda jives with the PP concept. Things are slow and boring... Not much to...
- Tue Oct 03, 2023 7:40 am
- Forum: Bonds
- Topic: TLT cracks $90
- Replies: 43
- Views: 83314
Re: TLT cracks $90
Thoughts? At 16.7% of my PP... Getting close to the 15% rebalance band. I hope it doesn't happen this year but will in 2024. Will have to report my 2023 to FAFSA, so I do not want to sell anything from my brokerage accounts :-[ You have no lots of long Treasuries--or LTT ETF/mutual fund shares--you...
- Wed Sep 27, 2023 6:50 am
- Forum: Bonds
- Topic: TLT cracks $90
- Replies: 43
- Views: 83314
Re: TLT cracks $90
Thoughts? At 16.7% of my PP... Getting close to the 15% rebalance band. I hope it doesn't happen this year but will in 2024. Will have to report my 2023 to FAFSA, so I do not want to sell anything from my brokerage accounts :-[ Regarding FAFSA, make sure your ordinary income qualifies you for finan...
- Tue Sep 26, 2023 2:22 pm
- Forum: Bonds
- Topic: TLT cracks $90
- Replies: 43
- Views: 83314
- Fri Apr 28, 2023 7:12 pm
- Forum: Permanent Portfolio Discussion
- Topic: This is the best time in 45 years to invest in the Permanent Portfolio
- Replies: 33
- Views: 14020
Re: This is the best time in 45 years to invest in the Permanent Portfolio
@xmj - any reference material you have on monthly rebalancing would be appreciated, because I’ve heard several different approaches to rebalancing including never rebalancing. From this forum a while ago... https://www.gyroscopicinvesting.com/forum/viewtopic.php?f=1&t=1601&p=19157&hilit...
- Thu Jan 19, 2023 2:24 pm
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3693
- Views: 1738099
- Fri Jan 13, 2023 9:12 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3693
- Views: 1738099
- Wed Jan 04, 2023 8:27 am
- Forum: Permanent Portfolio Discussion
- Topic: 2022 Returns
- Replies: 44
- Views: 26375
Re: 2022 Returns
I was close for LTTs. 16.7% But now they are going up.
Might be missing out or maybe not if Feds increase the rates again this year.
Would be nice to be able to time this but... We do not do market timing, don't we? :-)
- Sat Dec 31, 2022 7:31 pm
- Forum: Permanent Portfolio Discussion
- Topic: 2022 Returns
- Replies: 44
- Views: 26375
- Thu Dec 01, 2022 10:35 am
- Forum: Permanent Portfolio Discussion
- Topic: Help a newbie to trust the PP
- Replies: 56
- Views: 12514
Re: Help a newbie to trust the PP
Hello, I have increased my assets through company sales and real estate sales this year. After some consideration, I have now built a European Permanent Portfolio last month. I live in Germany. The portfolio consists of: - Developed Europe Stock ETF - German Gov Bond (2050) - German Gov Bond (2023)...
- Thu Dec 01, 2022 8:44 am
- Forum: Permanent Portfolio Discussion
- Topic: Help a newbie to trust the PP
- Replies: 56
- Views: 12514
Re: Help a newbie to trust the PP
Hello, I have increased my assets through company sales and real estate sales this year. After some consideration, I have now built a European Permanent Portfolio last month. I live in Germany. The portfolio consists of: - Developed Europe Stock ETF - German Gov Bond (2050) - German Gov Bond (2023)...
- Tue Nov 08, 2022 2:16 pm
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3693
- Views: 1738099
Re: The GOLD scream room
Wow, when did gold creep up into the 1700s On the downside...bonds, stocks and gold are all moving in lock step. As of late we are getting zilch diversification. Had to bring in some shade on the little ray of light I introduced. :-) Bonds still should go down if the feds keep bumping up the rates....
- Fri Nov 04, 2022 5:09 pm
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3693
- Views: 1738099
- Sat Oct 22, 2022 6:28 pm
- Forum: Permanent Portfolio Discussion
- Topic: Non-ESG ETFs
- Replies: 53
- Views: 44732
Re: Non-ESG ETFs
What is this about? Is there some new bogus affecting our PP investments?dopplerdave wrote: ↑Thu Oct 20, 2022 11:03 am I have been using VTI, TLT, SHY and IAU for my PP but do not want to support the wokeness of Blackrock and Vanguard. Are there altenative ETFs that are not into the ESG movement?
Could someone explain please?
- Fri Oct 07, 2022 12:52 pm
- Forum: Bonds
- Topic: When is it time to load up on bonds.
- Replies: 40
- Views: 39494
Re: When is it time to load up on bonds.
My grandparents were of the depression generation. They never had really high paying jobs nor did they ever invest a penny into the stock market or real estate etc. However, they did retire with a pretty good nestegg thanks to thrifty savings and also the fact that they saved most of their money in...
- Tue May 10, 2022 9:43 am
- Forum: Permanent Portfolio Discussion
- Topic: Absolutely brutal - 5/5
- Replies: 291
- Views: 53851
Re: Absolutely brutal - 5/5
I just accidentally discovered that 48oz of gold = 88,888.88 USD. 60oz is 111,11 As mathematicians say - we are in the same basket of equivalence - I am also counting hours/days to return back home from Germany, not much to do here anymore ... ;D By the way - with regards to inflation - yesterday a...
- Tue May 03, 2022 6:47 pm
- Forum: Permanent Portfolio Discussion
- Topic: Is This a Tight-Money Recession?
- Replies: 13
- Views: 3482
Re: Is This a Tight-Money Recession?
I take solace in the fact that markets don't always react immediately (IIRC, in March of 2020 it seemed like everything was crashing, but then bonds and gold started to come back before stocks did and it was a great time to rebalance). Patience, grasshopper! :-) Maybe it was good time to rebalance ...
- Tue May 03, 2022 1:50 pm
- Forum: Permanent Portfolio Discussion
- Topic: Is This a Tight-Money Recession?
- Replies: 13
- Views: 3482
Re: Is This a Tight-Money Recession?
I think so too. I found this quote from review of book: https://taylorpearson.me/bookreview/fail-safe-investing/ Stocks take advantage of prosperity. They tend to do poorly during periods of inflation, deflation, and tight money, but over time those periods don’t undo the gains that stocks achieve ...
- Tue Mar 08, 2022 9:52 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3693
- Views: 1738099
Re: The GOLD scream room
I missed rebalancing last time on the wake of pandemics. Missed by 2-3% because I was sticking to 15/35% :-)