Search found 2072 matches
- Mon Mar 13, 2023 4:45 pm
- Forum: Permanent Portfolio Discussion
- Topic: portfolio charts
- Replies: 3
- Views: 2828
Re: portfolio charts
Everything seems to be working on my end. The first thing I would try is just hitting refresh a few times. If that doesn't work, you might try clearing your cookies. If it just started today, it's also possible that it's a regional Microsoft thing that may resolve itself in a few hours. Let me know ...
- Thu Mar 09, 2023 10:28 am
- Forum: Permanent Portfolio Discussion
- Topic: Dragon Portfolio
- Replies: 23
- Views: 15754
Re: Dragon Portfolio
It was recently brought to my attention that Artemis Capital Management (the firm run by Chris Cole that promoted the Dragon Portfolio) appears to have closed shop. If you go to their website , most of the pages are empty and even the famous "The Allegory of the Hawk and the Serpent" paper...
- Tue Mar 07, 2023 12:47 pm
- Forum: Stocks
- Topic: SCV in the GB
- Replies: 8
- Views: 9351
Re: SCV in the GB
With regard to the Portfolio Charts fund recommendations, I wouldn't necessarily interpret the Fund Finder as a comprehensive list or even my judgment of what makes a "good" SCV methodology. In order to make sure that the charts set proper expectations, I tend to prioritize funds that shou...
- Fri Jan 27, 2023 10:32 am
- Forum: Permanent Portfolio Discussion
- Topic: 2022 Returns
- Replies: 44
- Views: 41240
Re: 2022 Returns
I measured the PP with a real return (including inflation) that was down a little more than 18%. Yes, that's the worst year I have on record since 1970. That may not sound very good until you realize that it was still in the top third of all portfolio options and still quite tame compared to other a...
- Thu Jan 05, 2023 7:06 pm
- Forum: Other Discussions
- Topic: WiFi Extender?
- Replies: 20
- Views: 6281
Re: WiFi Extender?
I got a set of TP-Link Deco units to set up a wifi mesh and it's awesome. Super easy to set up. Highly recommended.
- Tue Dec 13, 2022 4:11 pm
- Forum: Gold
- Topic: Another Gold ETF post
- Replies: 29
- Views: 22419
Re: Another Gold ETF post
Agree with the general feeling on a Chinese holding company. However, I think the location, local laws in effect and the auditing/auditor is probably more important. If the vault is in the US or UK with a western auditing firm I'm not that concerned. Move the vault to Bejing, use a non-western Euro...
- Tue Dec 13, 2022 2:33 pm
- Forum: Gold
- Topic: Another Gold ETF post
- Replies: 29
- Views: 22419
Re: Another Gold ETF post
The one thing that hangs me up on IAUM is the trading volume. According to etf.com, the median daily trading volume for IAUM is just $2.7mm. For reference, GLDM trades $48mm per day. Not that I have anywhere near that level of gold, but whenever a reasonable position by a small-time individual inves...
- Fri Dec 09, 2022 7:24 pm
- Forum: Gold
- Topic: Another Gold ETF post
- Replies: 29
- Views: 22419
Re: Another Gold ETF post
Nice research! I appreciate all the info.
- Sat Nov 12, 2022 11:31 pm
- Forum: Gold
- Topic: Another Gold ETF post
- Replies: 29
- Views: 22419
Re: Another Gold ETF post
What I like about SGOL is: 1) Its custodian isnt a chinese bank 2) Gold is split between london and switzerland giving some diversity 3) They publish an inventory of bars own, including serial numbers periodically 4) they publish vault inspection reports. GLDM has none of these. SGOL is a good fund...
- Mon Nov 07, 2022 10:57 am
- Forum: Other Discussions
- Topic: Finance Books for Free
- Replies: 17
- Views: 5487
- Sat Nov 05, 2022 8:57 am
- Forum: Permanent Portfolio Discussion
- Topic: Non-ESG ETFs
- Replies: 53
- Views: 63113
Re: Non-ESG ETFs
I don't know how they were able to pick out me, selling my Vanguard/Blackrock funds because of their proxy voting habits, among all the market turmoil but YOU'RE WELCOME EVERYONE. The hero we need. 8) I'm also thankful for this thread for pushing me over the edge to trade out of a few Blackrock fun...
- Fri Nov 04, 2022 10:12 am
- Forum: Permanent Portfolio Discussion
- Topic: Non-ESG ETFs
- Replies: 53
- Views: 63113
Re: Non-ESG ETFs
It looks like things are actually moving in the right direction on the voting rights front. Vanguard just announced a pilot program that allows retail investors to have proper voting power with their shares. https://www.etfstream.com/news/vanguard-to-pilot-voting-rights-for-retail-investors-in-chall...
- Wed Oct 26, 2022 1:02 pm
- Forum: Permanent Portfolio Discussion
- Topic: Non-ESG ETFs
- Replies: 53
- Views: 63113
Re: Non-ESG ETFs
The problem with BlackRock is not that they offer ESG funds for people who care about those things and want to support them with their own money. Just like paying more for organic produce that is fundamentally the same product, people can pay more for ESG funds if they like. To each his own. The dee...
- Fri Oct 21, 2022 3:34 pm
- Forum: Permanent Portfolio Discussion
- Topic: Non-ESG ETFs
- Replies: 53
- Views: 63113
Re: Non-ESG ETFs
Plenty of gold alternatives out there. Schwab has SGOL which I've used. TLT is the toughest one to replace, probably. GLDM (State Street) is currently the cheapest gold ETF option with a 0.10 ER. For LT treasuries, I really want to like SCHQ (Schwab) because of the very low 0.03 ER. The only thing ...
- Thu Oct 20, 2022 5:40 pm
- Forum: Permanent Portfolio Discussion
- Topic: Non-ESG ETFs
- Replies: 53
- Views: 63113
Re: Non-ESG ETFs
Are there altenative ETFs that are not into the ESG movement? I've also thought about this, but the trick is finding an alternative that isn't doing something similar. Look past the marketing materials and self-serving platitudes of a guy like Larry Fink, and when you get down to it providers are l...
- Tue Oct 04, 2022 11:49 am
- Forum: Bonds
- Topic: TBills as "the best horse at the glue factory?"
- Replies: 93
- Views: 30686
Re: TBills as "the best horse at the glue factory?"
Well I certainly appreciate you taking the time to politely engage with that often-brilliant but even-more-often-curmudgeonly crowd @ Bogleheads Tyler. Let me know if you ever don't want me to post links to Portfolio Charts articles over there; I fear driving more traffic to your site and turning s...
- Mon Oct 03, 2022 10:13 pm
- Forum: Bonds
- Topic: TBills as "the best horse at the glue factory?"
- Replies: 93
- Views: 30686
Re: TBills as "the best horse at the glue factory?"
For anyone who wants to go further down the rabbit hole with TIPS I posted Tyler's blog post on Bogleheads and there's a good bit of discussion there (with Tyler participating). I especially recommend the posts from vineviz, who may be the single most savvy bond expert (among many) on that forum: h...
- Tue Sep 27, 2022 3:06 pm
- Forum: Bonds
- Topic: TIPS vs. the PP Barbell or iBonds: No Contest
- Replies: 23
- Views: 8524
Re: TIPS vs. the PP Barbell or iBonds: No Contest
Tyler, where’s the best place to alert you to typos? I found one at Looking Deeper - Going back to the TIPS mechanics we discussed, if you hold a bond to maturity then you get the full original principal pack Crowdsourced editing FTW. Thanks! But what I didn't fully appreciate until reading your ne...
- Tue Sep 27, 2022 2:33 pm
- Forum: Bonds
- Topic: TIPS vs. the PP Barbell or iBonds: No Contest
- Replies: 23
- Views: 8524
Re: TIPS vs. the PP Barbell or iBonds: No Contest
My contention that there is asymmetric risk in the decision to allocate one's fixed income in nominal bonds, such as TBM, or inflation-linked bonds, such as TIPS. With individual TIPS held to maturity , their real return known with precision at the time of purchase. There is no risk to the future b...
- Fri Sep 23, 2022 2:14 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP YTD performance - was it the worst ever?
- Replies: 124
- Views: 93604
Re: PP YTD performance - was it the worst ever?
Really? I thought it was the real CAGR for someone who has held the PP for 9 years. I thought that is why there are a lot of negative years in the one and two column, but none when you go far out. Because if you hold the PP for a long time, historically, you always get in the 4-5% real CAGR range. ...
- Tue Sep 13, 2022 10:49 am
- Forum: Other Discussions
- Topic: The Meme Thread
- Replies: 348
- Views: 408799
Re: The Meme Thread
What's your favourite restaurant in the whole world? One of my favorite restaurants in the world was always the Burger King in the Hong Kong airport. It was nothing special on its own. But after spending multiple weeks in mainland China, the opportunity to have a generic American burger with import...
- Fri Sep 09, 2022 10:37 am
- Forum: Other Discussions
- Topic: Scarce and high priced energy in Europe
- Replies: 76
- Views: 16493
Re: Scarce and high priced energy in Europe
Enlightening. I've read several Harry Browne books and do not remember reading this. Maybe I read it but did not retain the concept. Was this in one of his books? If so, which one? Or is this something he said or wrote elsewhere? That's from "How I Found Freedom in an Unfree World". Highl...
- Thu Jul 07, 2022 11:04 pm
- Forum: Stocks
- Topic: Unequal Sector Coverage in ETFs
- Replies: 16
- Views: 10037
Re: Unequal Sector Coverage in ETFs
FYI -- I published a new post today that reviewed portfolio returns in the first half of 2022, and it included a section on this topic. Halfway to Nowhere: 2022 Mid-Year Portfolio Rankings Be sure to take a look at the "stock sectors" chart in the article and think about what the resulting...
- Sat Jul 02, 2022 1:17 pm
- Forum: Other Discussions
- Topic: Any ideas on how to remove unwanted secions of images from a PDF
- Replies: 5
- Views: 1821
- Sun May 29, 2022 10:09 am
- Forum: Permanent Portfolio Discussion
- Topic: Absolutely brutal - 5/5
- Replies: 291
- Views: 99299
Re: Absolutely brutal - 5/5
Posted elsewhere by Tyler: https://portfoliocharts.com/2022/05/27/proven-ways-to-protect-your-portfolio-from-inflation/#the-top4-inflation-fighting-portfolios So staying the course with a dependable portfolio is not so much about covering your eyes and ignoring current performance, but about having...