Search found 148 matches

by ppnewbie
Mon Mar 30, 2020 2:21 pm
Forum: Variable Portfolio Discussion
Topic: The tech-dumbell portfolio
Replies: 58
Views: 2409

Re: The tech-dumbell portfolio

I'm hoping my kids think I'm a genius when I pass on my hoard to them in 40 years. Right now everyone thinks I'm cookoo.
by ppnewbie
Mon Mar 30, 2020 2:12 pm
Forum: Permanent Portfolio Discussion
Topic: Hidden feature of the Golden Butterfly
Replies: 5
Views: 508

Hidden feature of the Golden Butterfly

One very big hidden feature of the Golden Butterfly is that it helps people unfamiliar with the concepts of the HBPP portfolio ease into it. As a person who has invested in stocks my entire adult life without even thinking of gold, bonds, and cash, the GB helped me make the leap. Now I can decide if...
by ppnewbie
Mon Mar 30, 2020 2:30 am
Forum: Other Discussions
Topic: Would you wear a mask?
Replies: 159
Views: 3773

Re: Would you wear a mask?

Just watched Dr. Chris Martensen of Peak Prosperity daily virus update. I think It would be great if everyone wore a mask to protect other people from the mist of saliva we expel when we talk. If everyone did that I think it would help tremendously. Basically your spitting on people! Also I saw a gr...
by ppnewbie
Sun Mar 29, 2020 2:32 pm
Forum: Variable Portfolio Discussion
Topic: The tech-dumbell portfolio
Replies: 58
Views: 2409

Re: The tech-dumbell portfolio

Technolvelist - You may be on the cusp of being an overnight genius. Have fun at Davos!
by ppnewbie
Sat Mar 28, 2020 4:04 pm
Forum: Other Discussions
Topic: George Gammon YouTube Channel
Replies: 1
Views: 207

George Gammon YouTube Channel

If anyone is interested in macroeconomics, check out George Gammons YouTube channel. He is very good at breaking down complex ideas into digestible parts.

If you want see something very interesting, check out his Jan 27 video.
by ppnewbie
Sat Mar 28, 2020 3:59 pm
Forum: Gold
Topic: Precious metal coins no longer available
Replies: 22
Views: 1460

Re: Precious metal coins no longer available

From my understanding, gold is there in the form of good delivery bars. It just cannot be supplied to the mints because of the supply chain disruption. Now if the mines start closing down because of the virus and production decreases, then it could be a real decrease in supply.
by ppnewbie
Sat Mar 28, 2020 10:30 am
Forum: Gold
Topic: Precious metal coins no longer available
Replies: 22
Views: 1460

Re: Precious metal coins no longer available

I heard an interesting perspective on this situation. Erik Townsend from the Macrovoices podcast believes there is no shortage of physical gold, specifically 400oz good delivery bars. The shortage is because mints are unable to take delivery fast enough because of demand spikes and supply chain disr...
by ppnewbie
Sat Mar 28, 2020 10:24 am
Forum: Gold
Topic: A CombiBar Thread
Replies: 8
Views: 551

Re: A CombiBar Thread

I realized one big advantage of stacking combibars is that dealers will be happy to buy them back because they are so popular. That could change but IMO I think they will stay popular.
by ppnewbie
Sat Mar 28, 2020 10:19 am
Forum: Variable Portfolio Discussion
Topic: The tech-dumbell portfolio
Replies: 58
Views: 2409

Re: The tech-dumbell portfolio

The only thing I don’t see about this portfolio is a risk on component. Maybe the take away is that you don’t actually need risk! Although if you need to drawdown funds during a bull market it might not be the best portfolio.
by ppnewbie
Sat Mar 28, 2020 2:45 am
Forum: Bonds
Topic: LTT in an inflationary environment
Replies: 9
Views: 630

LTT in an inflationary environment

What are people’s thoughts about LTT’s in an environment of unprecedented money printing. The long end of the yield curve may have to go up dramatically in order for parties to purchase LTT’s in a highly inflationary environment.
by ppnewbie
Fri Mar 27, 2020 12:15 pm
Forum: Gold
Topic: Why is IAU significantly trailing the gold spot price
Replies: 5
Views: 330

Re: Why is IAU significantly trailing the gold spot price

Thanks! So does it seem accurate to say that my expenses for holding IAU are actually the Expense Ratio plus the decay from spot price? The ER is 0.25% and the decay is about 5.5%.