Search found 2312 matches

by AdamA
Fri Nov 13, 2015 11:37 am
Forum: Permanent Portfolio Discussion
Topic: The permanent portfolio is not for me
Replies: 25
Views: 4966

Re: The permanent portfolio is not for me

I hope you keep posting anyway.

Lordmetroid is the best screen name ever.
by AdamA
Fri Nov 13, 2015 11:34 am
Forum: Gold
Topic: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion
Replies: 208
Views: 46700

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

I'm going to start mailing all of the notices I get in the mail back to Sprott.

They will have to hire hundreds of new employees to manage this volume of mail.
by AdamA
Fri Nov 06, 2015 7:07 pm
Forum: Permanent Portfolio Discussion
Topic: The PP Interviews
Replies: 33
Views: 7327

Re: The PP Interviews

I'm looking forward to hearing it. I would be curious to know what MT's thoughts are on the need to potentially diversify the PP a bit more with some allocation to non-US stocks/bonds, as has been discussed recently in the forum. Although I find the topic interesting to discuss, I remain unconvinced.
by AdamA
Sat Oct 24, 2015 8:44 am
Forum: Other Discussions
Topic: Oh yah, Fargo's back and other good tv eh
Replies: 22
Views: 1649

Re: Oh yah, Fargo's back and other good tv eh

pugchief wrote: Justified is over. Last season was the finale.
Lol...I meant to say Rectify.
by AdamA
Fri Oct 23, 2015 10:05 pm
Forum: Other Discussions
Topic: Oh yah, Fargo's back and other good tv eh
Replies: 22
Views: 1649

Re: Oh yah, Fargo's back and other good tv eh

Let me know if I left anything out. Better Call Saul is fantastic. Mad Men is as good as television gets, IMO I also really enjoyed Bloodline on Netflix.  "We're not bad people, we just did a bad thing." Honorable mention: Halt and Catch Fire Silicon Valley Kudos for mentioning Justified, although ...
by AdamA
Mon Oct 19, 2015 8:06 pm
Forum: Other Discussions
Topic: Official Fargo-Only thread
Replies: 48
Views: 7872

Re: Official Fargo-Only thread

It's really a good show.

There is something mesmerizing about watching such bad things happen in such a seemingly innocent place.

I wonder how Dutch will fit in to all of this.
by AdamA
Fri Oct 16, 2015 8:00 am
Forum: Gold
Topic: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion
Replies: 208
Views: 46700

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

steve wrote: If Sprott somehow succeeds I plan on selling. I am looking into the Merk Gold Trust called ounz and other alternatives for online easy trading to re balance and will consider holding more physical bullion.
Me too.  I think GTU is a great fund.  This Sprott bid is very annoying.
by AdamA
Fri Oct 16, 2015 7:56 am
Forum: Permanent Portfolio Discussion
Topic: The Global PP
Replies: 49
Views: 9106

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: 9106

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: 9106

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: 9106

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: 1485

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...