Search found 225 matches

by Smith1776
Tue Sep 17, 2019 4:08 pm
Forum: Variable Portfolio Discussion
Topic: Speculators Anonymous
Replies: 10
Views: 730

Re: Speculators Anonymous

I am and always have been deep into the Graham and Dodd value philosophy. I'm currently on the trail of Michael Burry (yes, that one) and looking at some of his fairly recent filings for his value holdings. https://whalewisdomalpha.com/michael-burrys-scion-13f-holdings/ Definitely looking to add to ...
by Smith1776
Tue Sep 17, 2019 4:05 pm
Forum: Stocks
Topic: Stock scream room
Replies: 758
Views: 151271

Re: Stock scream room

I'd like to chime in here with a link and perspective. https://youtu.be/3EzdvkRgToY That link is to a Yale lecture done by Robert Shiller on efficient markets. Right around the 42 minute mark he talks about technical analysis. Shiller, tellingly, recalls a story where he presses Burton Malkiel on wh...
by Smith1776
Tue Sep 17, 2019 5:20 am
Forum: Bonds
Topic: Treasury Yield Curve - June 3 2019
Replies: 24
Views: 4698

Re: Treasury Yield Curve - June 3 2019

I hate to be "that guy" that starts making market/economic predictions of any kind. The PP is about conceding that we can't accurately predict the future. Nonetheless, just for fun, I'd opine that the next few years in the global economy will likely be incredibly tumultuous and really test the mett...
by Smith1776
Wed Sep 11, 2019 3:02 pm
Forum: Permanent Portfolio Discussion
Topic: How many brokerage firms are you using?
Replies: 40
Views: 2154

Re: How many brokerage firms are you using?

Just one: Wealthsimple Trade.

Literally zero fees of any kind. I’ll take that over brokerage diversification any day.
by Smith1776
Wed Sep 11, 2019 4:08 am
Forum: Stocks
Topic: How do you invest the stock portion?
Replies: 7
Views: 576

Re: How do you invest the stock portion?

boglerdude wrote:
Wed Sep 11, 2019 1:12 am
Vanguards small value has the same PE as total market. Youre paying the same price for a basket of weaker companies.
Yeah, as I mentioned: it was a contentious statement. I'm still willing to stand on it.
by Smith1776
Tue Sep 10, 2019 11:09 pm
Forum: Stocks
Topic: How do you invest the stock portion?
Replies: 7
Views: 576

Re: How do you invest the stock portion?

I personally highly recommend factor tilting the PP’s equity allocation to small and value regimes rather than using total market indices.

Just my 2 cents though. Lots will disagree with the assertion.
by Smith1776
Tue Sep 10, 2019 8:56 pm
Forum: Permanent Portfolio Discussion
Topic: Forum question.
Replies: 2
Views: 293

Re: Forum question.

Yup, if you go to the top left corner of the interface there's a little button (typically called a hamburger). This button has options that includes sorting by latest post and active topics.
by Smith1776
Tue Sep 10, 2019 7:15 pm
Forum: Stocks
Topic: Stock scream room
Replies: 758
Views: 151271

Re: Stock scream room

by Smith1776
Tue Sep 10, 2019 2:55 pm
Forum: Gold
Topic: Swiss banks looking for US clients again
Replies: 24
Views: 941

Re: Swiss banks looking for US clients again

I know that the canonical PP philosophy is to have some assets outside of your home country, but I just can't bring myself to do it so far. Mentally I can't help but equate all forms of gold that I can't hold in my hands as being the same. Whether it's an ETF, Perth Mint, Swiss service, etc. I'm cog...
by Smith1776
Mon Sep 09, 2019 9:52 pm
Forum: Permanent Portfolio Discussion
Topic: I am loving the PP
Replies: 6
Views: 722

Re: I am loving the PP

boglerdude wrote:
Mon Sep 09, 2019 9:26 pm
Yall arent even 4x25. "Variable portfolios"
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by Smith1776
Mon Sep 09, 2019 8:14 pm
Forum: Permanent Portfolio Discussion
Topic: I am loving the PP
Replies: 6
Views: 722

Re: I am loving the PP

So am I.

Maybe we should start a forum about it.

Oh, wait. :D
by Smith1776
Mon Sep 09, 2019 5:41 pm
Forum: Cash
Topic: How do you invest the Cash portion?
Replies: 45
Views: 9329

Re: How do you invest the Cash portion?

mathjak107 wrote:
Mon Sep 09, 2019 4:41 pm
what money markets can invest in has changed drastically since the reserve fund failed . i owned that money market too
That is true.