Search found 1111 matches

by dragoncar
Fri Aug 26, 2016 9:50 am
Forum: Variable Portfolio Discussion
Topic: 20% annual returns over 40 years...interested?
Replies: 576
Views: 193888

Re: 20% annual returns over 40 years...interested?

I understand futures in general but have no experience with them. I'd be interested in seeing a play by play for any paper trades you do to understand the mechanics involved
by dragoncar
Thu Aug 04, 2016 4:55 pm
Forum: Permanent Portfolio Discussion
Topic: MachineGhost's Research Resort
Replies: 218
Views: 52207

Re: MachineGhost's Research Resort

As my final post before the world-as-we-know-it ends, I thought it was fitting to announce that I was finally able to crack the rebalancing bands issue and backtest for the optimal thresholds to use. <drum roll> The optimal rebalancing bands are 12%-13% on a end of year basis. That means rebalancin...
by dragoncar
Sat Jul 23, 2016 12:26 am
Forum: Variable Portfolio Discussion
Topic: 20% annual returns over 40 years...interested?
Replies: 576
Views: 193888

Re: 20% annual returns over 40 years...interested?

That's amazing. There's still counterparty risk, of course, but I see why it's relatively insignificant
by dragoncar
Fri Jul 22, 2016 3:33 pm
Forum: Variable Portfolio Discussion
Topic: 20% annual returns over 40 years...interested?
Replies: 576
Views: 193888

Re: 20% annual returns over 40 years...interested?

How do futures contracts eliminate counterparty risk? What happens if there is a breach of contract?
by dragoncar
Tue Jul 19, 2016 11:31 pm
Forum: Other Discussions
Topic: Strongtowns.org Antifragile series
Replies: 85
Views: 17078

Re: Strongtowns.org Antifragile series

Not to mention their effective tax rate will be nowhere near 40%. Maybe marginal.
by dragoncar
Mon Jul 18, 2016 2:12 pm
Forum: Permanent Portfolio Discussion
Topic: Things about the PP that do not make sense to me
Replies: 37
Views: 10952

Re: Things about the PP that do not make sense to me

Others have proposed allocations based on duration or volatility, but I think they are still fairly close to the 4x25. I personally agree the PP is slightly skewed towards outperformance in bad times, but you have to remember that HB considered your salary to be the number one wealth generator. So i...
by dragoncar
Wed Jul 13, 2016 3:31 pm
Forum: Permanent Portfolio Discussion
Topic: Oh Come On
Replies: 111
Views: 22096

Re: Oh Come On

And so it unbegins
by dragoncar
Tue Jul 12, 2016 11:54 am
Forum: Permanent Portfolio Discussion
Topic: Oh Come On
Replies: 111
Views: 22096

Re: Oh Come On

and so it begins
by dragoncar
Sun Jul 10, 2016 3:01 pm
Forum: Other Discussions
Topic: Social Security Withheld vs Privatization
Replies: 8
Views: 2620

Re: Social Security Withheld vs Privatization

Machine ghost is for machine ghost
by dragoncar
Fri Jul 08, 2016 6:23 pm
Forum: Gold
Topic: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion
Replies: 208
Views: 50697

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

yes, its the same deal as GTU was

although I only have it in tax-deferred right now (but that saves me from having to file that stupid form I hate)
by dragoncar
Fri Jul 08, 2016 3:18 pm
Forum: Permanent Portfolio Discussion
Topic: Oh Come On
Replies: 111
Views: 22096

Re: Oh Come On

To those who were thinking of abandoning the PP during the dark times, I have some advice: believe in yourself

https://www.youtube.com/watch?v=F2ZShmt19uQ
by dragoncar
Fri Jul 08, 2016 12:33 pm
Forum: Permanent Portfolio Discussion
Topic: Oh Come On
Replies: 111
Views: 22096

Re: Oh Come On

it's killing me

I must have PP Stockholm syndrome at this point