Search found 79 matches

by Matthew19
Mon Jul 15, 2019 2:28 pm
Forum: Permanent Portfolio Discussion
Topic: Gains from a Feb to July
Replies: 2
Views: 1381

Re: Gains from a Feb to July

Thanks!
by Matthew19
Mon Jul 15, 2019 2:12 am
Forum: Permanent Portfolio Discussion
Topic: Gains from a Feb to July
Replies: 2
Views: 1381

Gains from a Feb to July

I'm trying to find the PP performance from Feb 15 to July 15. Can anyone help me out please. Thanks!
by Matthew19
Tue Feb 12, 2019 10:03 am
Forum: Permanent Portfolio Discussion
Topic: Today I call on the PP for a service
Replies: 9
Views: 5401

Re: Today I call on the PP for a service

Thanks for the feedback everyone. I think you're right in saying that the PP needs to stay balanced. I've decided to sell off a balanced chunk of my PP that has some gains and buy the house cash. It will be much easier on my mind in case it takes time to sell the other. 2k/month interest payments on...
by Matthew19
Sat Feb 09, 2019 9:10 pm
Forum: Permanent Portfolio Discussion
Topic: Today I call on the PP for a service
Replies: 9
Views: 5401

Re: Today I call on the PP for a service

Option 1. The worst possible time to drain yourself of cash is when you're buying a home. Talk to your real estate agent about alternatives? There are lots of other ways to manage this situation without having to resort to a mortgage and all the pain that entails. (Btw there is no such thing as "no...
by Matthew19
Sat Feb 09, 2019 7:10 am
Forum: Permanent Portfolio Discussion
Topic: Today I call on the PP for a service
Replies: 9
Views: 5401

Today I call on the PP for a service

I own my current home with no mortgage. I'm buying a new one and plan to do the same via a no closing cost mortgage paid off quickly after the current home sales. So buy a new home first then sell the current one to pay the mortgage. I have two options : 1 - put down 20% on a new home and take the r...
by Matthew19
Mon May 14, 2018 4:03 pm
Forum: Permanent Portfolio Discussion
Topic: Vanguard Solo 401 Downside
Replies: 6
Views: 3748

Re: Vanguard Solo 401 Downside

Thanks guys. With Vanguard you basically can't buy anything thats not a fund, with Fidelity you can't do electronic funding or Roth. Shafted.
by Matthew19
Sat May 05, 2018 10:17 pm
Forum: Permanent Portfolio Discussion
Topic: Vanguard Solo 401 Downside
Replies: 6
Views: 3748

Vanguard Solo 401 Downside

I've been the contribution to my solo 401k,and from what I understand I should be putting LTB in this tax deferred account. I'm currently doing that in my taxable directly through the bond desks. What are the downsides to using vanguards bonds as an alternative, or should I just move over to fidelity?
by Matthew19
Sat May 13, 2017 8:32 pm
Forum: Permanent Portfolio Discussion
Topic: An Alternative Explanation for the Permanent Portfolio
Replies: 12
Views: 7272

Re: An Alternative Explanation for the Permanent Portfolio

Well written and interesting post on your site!
by Matthew19
Sat Feb 25, 2017 3:07 pm
Forum: Permanent Portfolio Discussion
Topic: Solo 401k - who to seek for help
Replies: 3
Views: 2154

Solo 401k - who to seek for help

I own an LLC. Unfortunately don't have a retirement setup yet, but I know a solo 401k is a good fit. My CPA only wants to be told what to do and won't advise me. Should I seek out a financial advisor for help with a solo 401k or are they just going to try and push their products on me? I actually se...
by Matthew19
Mon Oct 17, 2016 2:55 pm
Forum: Bonds
Topic: Any opinions on FZFXX
Replies: 3
Views: 3102

Re: Any opinions on FZFXX

Ok thanks. I wonder if FZFXX is preferable to FCASH for core position in Fidelity?
by Matthew19
Mon Oct 17, 2016 12:37 pm
Forum: Bonds
Topic: Any opinions on FZFXX
Replies: 3
Views: 3102

Any opinions on FZFXX

Fidelity looks to have this new fund, would it work for the STT?

FZFXX
by Matthew19
Mon Jul 25, 2016 10:42 pm
Forum: Permanent Portfolio Discussion
Topic: Problem with Peaktotrough
Replies: 4
Views: 2722

Re: Problem with Peaktotrough

Ah crap I was thinking we were still 12.5% ytd. What's the real gain?
by Matthew19
Fri Jun 24, 2016 9:47 pm
Forum: Permanent Portfolio Discussion
Topic: Brexit
Replies: 39
Views: 12420

Re: Brexit

It bears repeating: Harry Browne was a smart man. Amen. It's days like these when I thank my lucky stars I ran across Fail Safe Investing and this forum. I feel the same, but it was Best Laid Investments that did it for me. Breakfast was nice this morning when the wife asked how these giant stock m...
by Matthew19
Fri Jun 24, 2016 12:21 am
Forum: Permanent Portfolio Discussion
Topic: Brexit
Replies: 39
Views: 12420

Brexit

How does everyone think this will play out for the PP?
by Matthew19
Tue Apr 12, 2016 2:39 pm
Forum: Permanent Portfolio Discussion
Topic: PP humming along again
Replies: 42
Views: 11867

Re: PP humming along again

I don't think HB was suggesting you invest your entire nest egg at once (lump sum or dollar cost average). Harry suggested doing the PP with the money that you can't afford to lose. The rest can be variable portfolio, which for me is about 3%. The money that I could afford to lose was already lost ...
by Matthew19
Thu Apr 07, 2016 10:26 pm
Forum: Permanent Portfolio Discussion
Topic: PP humming along again
Replies: 42
Views: 11867

Re: PP humming along again

Isn August decided that I was going to put 100% of my money in the PP over the next year, so I split it into 4 purchases. Bought in mid august and again in January. I still have two more purchases to go. In hindsight I'd had been better buying all at once as is suggested by HB. But I'm very happy! 6...
by Matthew19
Sun Feb 21, 2016 4:32 pm
Forum: Permanent Portfolio Discussion
Topic: Solo 401(k)
Replies: 2
Views: 1336

Solo 401(k)

I own an LLC filing as an S Corp. can anyone give insight to how the solo 401 can work and if it's possible to do a back door Roth with one. I understand that Vanguard has a Roth option for a portion of the account. Thanks for any help. My CPA has been useless with this.
by Matthew19
Thu Feb 18, 2016 5:53 pm
Forum: Permanent Portfolio Discussion
Topic: Question for Melveyr
Replies: 95
Views: 22816

Re: Question for Melveyr

Oh and regarding tax efficiency because you mentioned split between taxable/tax advantaged... Try to view your entire pool of assets as one portfolio but understand that some accounts are more suited to specific assets. Roth: Stocks 401k: Bond funds Traditional IRA: CDs (because 401ks don't offer t...
by Matthew19
Tue Dec 08, 2015 7:54 pm
Forum: Cash
Topic: What did I do wrong?
Replies: 3
Views: 3199

Re: What did I do wrong?

Through Fidelity's bond desk
by Matthew19
Sun Dec 06, 2015 11:37 pm
Forum: Cash
Topic: What did I do wrong?
Replies: 3
Views: 3199

What did I do wrong?

I purchased 100K of treasury notes CUSIP 912828D64. It says I'm down $254. I know it has something to do with the coupon, but I don't understand how to account for that. .5% coupon in Aug and Feb.
by Matthew19
Mon Oct 19, 2015 9:50 pm
Forum: Permanent Portfolio Discussion
Topic: Why the PP is better in accumulation than you think
Replies: 225
Views: 35863

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

I enjoyed this forum much more before you came along mathjak107.
by Matthew19
Sun Aug 30, 2015 6:51 pm
Forum: Permanent Portfolio Discussion
Topic: Is it a good idea to replace gold with gold mining stocks in PP?
Replies: 12
Views: 3203

Re: Is it a good idea to replace gold with gold mining stocks in PP?

I echo what everyone else just said.

I once had 100k extra dollars that would say "don't speculate in gold miners if you want to keep me"
by Matthew19
Tue Aug 25, 2015 9:52 am
Forum: Permanent Portfolio Discussion
Topic: Black Monday
Replies: 80
Views: 15485

Re: Black Monday

I am glad that I chose to dollar cost average into the PP to smooth out any short term gyrations. I think Mediumtex is right in saying that it helps ease you into it mentally. I'm doing 4 buys over the next year, to smooth out any events like this.
by Matthew19
Mon Aug 24, 2015 9:22 am
Forum: Permanent Portfolio Discussion
Topic: No where to hide
Replies: 823
Views: 147624

Re: No where to hide

all that money from stock sells has to go somewhere eventually. Give it a little while, like 2008.
by Matthew19
Wed Aug 19, 2015 9:47 am
Forum: Permanent Portfolio Discussion
Topic: Why does Permanent Portfolio work so well in the past few decades?
Replies: 11
Views: 3343

Re: Why does Permanent Portfolio work so well in the past few decades?

I think it's also worth mentioning the effect that rebalancing has on generating more gains. Stableinvesting.com had a nice explanation of this sophisticated feature. It's almost like The PP is a product from Apple, simple and elegant on the surface but complex and brilliantly designed under the hood.