Search found 2293 matches

by AdamA
Fri Jan 08, 2016 8:26 am
Forum: Variable Portfolio Discussion
Topic: LEAPS PP
Replies: 162
Views: 40390

Re: LEAPS PP

Had a few questions and idea  At some point was this up greater then 30 pct for the year? Thanks for your interest.  I've been dying to discuss this with someone! For the last 3 years the returns were 3%, 85%, -58%. Because options obviously expire, it's not like you can just stay the course when t...
by AdamA
Sat Jan 02, 2016 9:54 am
Forum: Permanent Portfolio Discussion
Topic: Poll: HBPP Component Predictions for 2015
Replies: 42
Views: 9420

Re: Poll: HBPP Component Predictions for 2015

The black line on the chart is the 10-year moving average of the real returns (not the CAGR).  It shows that the PP is continuing to do its thing, even though we have experienced two years of negative real returns in the past three years.  The real CAGR over the last 10 years has been 4.86%. Great ...
by AdamA
Thu Dec 31, 2015 10:31 pm
Forum: Variable Portfolio Discussion
Topic: LEAPS PP
Replies: 162
Views: 40390

Re: LEAPS PP

I will have SLV, GDX, and GDXJ LEAPS all expiring next month which I bought 2 years ago under the assumption "they can't go any lower!" All are massively underwater and have zero value. I see from your previous post you were up well for the 2014 year.  And down for the latest.  Par for the course. ...
by AdamA
Thu Dec 31, 2015 3:32 pm
Forum: Variable Portfolio Discussion
Topic: LEAPS PP
Replies: 162
Views: 40390

Re: LEAPS PP

Rough 2015! All positions were at the money when I purchased. Initial (Jan 7, 2015)                                        Final (Dec 30, 2015)                                                                                            Gain/Loss SPY  Jan 2016 Expiration---$2115                      $...
by AdamA
Tue Dec 29, 2015 11:57 pm
Forum: Cash
Topic: Vanguard reopens Federal Money Market Fund (VMFXX)
Replies: 6
Views: 3368

Re: Vanguard reopens Federal Money Market Fund (VMFXX)

Although not a money market fund, I think VFISX is better.  It's almost purely US treasuries, just of slightly longer duration, so subject to a little bit of interest rate risk. 
by AdamA
Tue Dec 29, 2015 11:42 pm
Forum: Permanent Portfolio Discussion
Topic: Any Changes for the New Year?
Replies: 32
Views: 5890

Re: Any Changes for the New Year?

You may recall my intention was to revisit the 25/25/25/25 allocation in January, thinking about switching to a Golden Butterfly or similar variant -- at a minimum adding some level of small cap and/or international. The more I look at the current markets, the more I am convinced that 2016 will be ...
by AdamA
Wed Dec 16, 2015 9:43 am
Forum: Variable Portfolio Discussion
Topic: I did it for doodle
Replies: 22
Views: 6005

Re: I did it for doodle

Why do I have a feeling that right now would be a good time to "do it again...for doodle?"
by AdamA
Mon Dec 14, 2015 3:48 pm
Forum: Permanent Portfolio Discussion
Topic: Depressed
Replies: 39
Views: 7637

Re: Depressed

Fred wrote:
Close but no cigar for 2014, according to PeakToTrough any way. But I'll take 9.76% next year.

Image
Round up.

;)
by AdamA
Mon Dec 14, 2015 12:56 pm
Forum: Permanent Portfolio Discussion
Topic: Depressed
Replies: 39
Views: 7637

Re: Depressed

buddtholomew wrote: Isn't that the premise of the PP?
Yes. 

If you're having a rough time with this year's performance, just keep in mind that every prior down year has been followed by a double-digit (positive) year. 
by AdamA
Wed Dec 09, 2015 4:20 pm
Forum: Other Discussions
Topic: Official Fargo-Only thread
Replies: 48
Views: 7489

Re: Official Fargo-Only thread

I loved the episode...but was wondering why the writers chosed to put a UFO in it.

Opinions?
by AdamA
Sat Dec 05, 2015 2:53 pm
Forum: Other Discussions
Topic: The Man in the High Castle
Replies: 2
Views: 765

The Man in the High Castle

Has anyone else watched this show?

It's apparently based on a novel by Phillip K. Dick, and I'm really enjoying it. 

Alternate history science fiction wherin the Axis powers won WW II


https://www.youtube.com/watch?v=hzz_6dmv03I (1:30 trailer). 
by AdamA
Thu Dec 03, 2015 10:38 pm
Forum: Other Discussions
Topic: Official Fargo-Only thread
Replies: 48
Views: 7489

Re: Official Fargo-Only thread

Jack Jones wrote:
AdamA wrote: This weeks episode was awesome.  Great suspense.
I loved the cabin scene.
yeah...and the bar scene.