Search found 2293 matches

by AdamA
Fri Oct 16, 2015 7:56 am
Forum: Permanent Portfolio Discussion
Topic: The Global PP
Replies: 49
Views: 8396

Re: The Global PP

But it's the kind of thing where it could come out in the wash when all the variables play out. It's just much too hard to model all the possibilities so you'd just have to do this a bit on educated decisions....But I think it could provide a good level of protection with increase in volatility how...
by AdamA
Thu Oct 15, 2015 12:37 pm
Forum: Permanent Portfolio Discussion
Topic: The Global PP
Replies: 49
Views: 8396

Re: The Global PP

Dutchtraffic--

Keep us posted on your progress.  I'm interested.
by AdamA
Tue Oct 13, 2015 9:37 am
Forum: Permanent Portfolio Discussion
Topic: The Global PP
Replies: 49
Views: 8396

Re: The Global PP

I think pretty much every bond in the SAAA etf is a "safe haven" bond though, besides France maybe. Yeah, that might be true. I'll admit I lack sophisticiation when it comes to global economics, but just for the sake of discussion, what do you think would happen to your hypothetical portfolio if a ...
by AdamA
Tue Oct 13, 2015 9:12 am
Forum: Permanent Portfolio Discussion
Topic: The Global PP
Replies: 49
Views: 8396

Re: The Global PP

I think it's an interesting idea and worth discussion, especially for someone who lives in the EU. I would not change your current PP (with 50% bunds and 50% US treasuries) but I would probably add this as 10-20% of the portfolio. I would be more inclined to use and ex-US bond fund though b/c it sou...
by AdamA
Mon Oct 12, 2015 3:26 pm
Forum: Variable Portfolio Discussion
Topic: Ex-US Boglehead Portfolio
Replies: 3
Views: 1387

Re: Ex-US Boglehead Portfolio

I was thinking the easiest way to achieve this would be with a BH type portfolio that excludes the US.  50% VTIAX  (Vanguard's ex-US international stock fund) 50% VTABX (Vanguard's ex-US international bond fund) I'm not planning on doing this any time, but hypothetically I would probably do this wi...
by AdamA
Mon Oct 12, 2015 3:06 pm
Forum: Other Discussions
Topic: ICD-10 is here!
Replies: 13
Views: 1399

Re: ICD-10 is here!

Any other physicians on the forum willing to contribute their favorite examples, or experiences with ICD-10? It's just more time charting and more chances for my chart to get down coded.  I think good record keeping is an important part of practicing good medicine, but when it's done just for the s...
by AdamA
Mon Oct 12, 2015 9:37 am
Forum: Variable Portfolio Discussion
Topic: Ex-US Boglehead Portfolio
Replies: 3
Views: 1387

Ex-US Boglehead Portfolio

The idea of using the VP to add yet more diversity to the PP came up in another thread: From CraigR: If I was in the EU with the present migrant situation and immigration trajectory I would be looking to diversify beyond the EU and the Euro that's for sure. What the pols are doing there is pure suic...
by AdamA
Fri Oct 09, 2015 12:21 pm
Forum: Bonds
Topic: Once the Biggest Buyer, China Starts Dumping U.S. Government Debt
Replies: 7
Views: 2076

Re: Once the Biggest Buyer, China Starts Dumping U.S. Government Debt

I think it will matter about as much as the S&P downgrade a few years ago.
by AdamA
Fri Sep 25, 2015 1:38 pm
Forum: Permanent Portfolio Discussion
Topic: The Reason to Quit PP
Replies: 271
Views: 35835

Re: The Reason to Quit PP

actually yes it does matter if gold only responds  to crisis when the dollar is weak or we have high inflation  because as bernstein pointed out , the flaw in the pp  is committing  equal  amounts of  money to anything but equal chances of outcomes playing out . But that "flaw" has never really cau...
by AdamA
Wed Sep 23, 2015 9:18 am
Forum: Gold
Topic: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion
Replies: 208
Views: 44882

Re: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion

http://money.cnn.com/news/newsfeeds/articles/marketwire/1218921.htm Central GoldTrust ("GoldTrust") (TSX:GTU.UN) (C$) (TSX:GTU.U) (US$) (NYSE MKT:GTU) (US$) today noted that Sprott Asset Management LP and Sprott Physical Gold Trust (collectively, "Sprott") have failed by a substantial margin to achi...
by AdamA
Fri Sep 18, 2015 12:39 pm
Forum: Gold
Topic: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion
Replies: 208
Views: 44882

Re: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion

l82start wrote: based on some back of a napkin calculations, i think Sprott has already blown/spent any profits on the deal just covering the cost of paper and postage from sending information pamphlets and solicitations for support..
Lol...so true. 

My mailbox is tiny, and they have to cram them in.