Search found 1944 matches

by Tyler
Wed Jul 29, 2020 10:44 pm
Forum: Permanent Portfolio Discussion
Topic: Just for Fun - The Golden Middle
Replies: 28
Views: 1923

Re: Just for Fun - The Golden Middle

Kbg wrote:
Wed Jul 29, 2020 10:40 pm
Unfortunately I did not achieve my goal of making Tyler’s list. :'( ;)
It's an exclusive list! O0 But you don't have to be on a list to have good ideas.
by Tyler
Tue Jul 28, 2020 12:23 pm
Forum: Other Discussions
Topic: Some of the big tech companies are the enemy of the people
Replies: 15
Views: 568

Re: Some of the big tech companies are the enemy of the people

pugchief wrote:
Tue Jul 28, 2020 11:34 am
technovelist wrote:
Tue Jul 28, 2020 7:15 am
Here's the video that they have banned: https://vimeo.com/442234160.
This link is dead.
It's also embedded at the very top of the link in the OP.
by Tyler
Sun Jul 26, 2020 9:03 pm
Forum: Permanent Portfolio Discussion
Topic: Stumbled on this book
Replies: 3
Views: 502

Re: Stumbled on this book

I don't know Value Stock Geek personally, but we've talked about portfolio stuff and I really respect his perspective. For reference, his specialty is baked into his name as he's a value stock picker at his core. But somewhere along the line he embraced the permanent/variable portfolio concept where...
by Tyler
Sun Jul 26, 2020 10:21 am
Forum: Permanent Portfolio Discussion
Topic: Just for Fun - The Golden Middle
Replies: 28
Views: 1923

Re: Just for Fun - The Golden Middle

5 companies (Apple, Amazon, Alphabet, Microsoft and Facebook) are responsible for ALL of the S & P's positive performance since 2017 and their dominance has been launched into hyperspace with the pandemic, while entire categories of small business teeter on the verge of extinction. The way the bigg...
by Tyler
Fri Jul 24, 2020 12:46 pm
Forum: Permanent Portfolio Discussion
Topic: Cheating on re-balancing in a taxable account
Replies: 11
Views: 957

Re: Cheating on re-balancing in a taxable account

You're definitely not being foolish. Being thoughtful about taxes is always a good thing. That said, I think it's important to put together a plan for how you eventually will rebalance in the most tax-efficient way possible. Maybe that's to do some tax-loss-harvesting now to offset future gains. May...
by Tyler
Wed Jul 22, 2020 8:55 pm
Forum: Permanent Portfolio Discussion
Topic: BelangP proves PP is the least volatile
Replies: 9
Views: 1527

Re: BelangP proves PP is the least volatile

Nice! I must have missed this thread and just happened to stumble across it today. But I'm always looking for interesting new measures, so I'll definitely take a look.
by Tyler
Wed Jul 22, 2020 8:51 pm
Forum: Permanent Portfolio Discussion
Topic: Portfolio Charts 5 Year Anniversary
Replies: 11
Views: 1246

Re: Portfolio Charts 5 Year Anniversary

Here, here. Tyler's work is so scary good that I wonder how anyone can be that much smarter than me :) I don't know about that. There's spreadsheet smarts, and then there's pack your life in a single backpack smarts. I feel like I still have much to learn. ;) Thanks, guys! Portfolio Charts wouldn't...
by Tyler
Mon Jul 20, 2020 10:42 pm
Forum: Stocks
Topic: Golden Technology Portfolio
Replies: 27
Views: 3900

Re: Golden Technology Portfolio

Then I would ask how does a fund which screens for stocks with above average EPS, sales, and return on equity necessarily come up with a group of overpriced stocks? Because successful companies with high future growth prospects might be more expensive than companies with lower prospects? Actively m...
by Tyler
Mon Jul 20, 2020 9:11 pm
Forum: Stocks
Topic: Golden Technology Portfolio
Replies: 27
Views: 3900

Re: Golden Technology Portfolio

jalanlong wrote:
Mon Jul 20, 2020 9:11 am
My question from earlier still stands though. If stocks are for the growth part of the economic cycle, wouldn't you want growth stocks as your 25%?
In theory, that makes sense. But what if I told you "growth stocks" is just a really good marketing term for "overpriced stocks"?
by Tyler
Thu Jul 16, 2020 10:12 am
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 3163
Views: 133202

Re: Coronavirus General Discussion

I am not saying anyone here is necessarily hard left or right (but there are examples...) I have at least one friend who has quit Facebook over this. When I look at my feed (rarely) it is completely populated by those who say masks are BS, Covid is just the flu on one side and and those who don't t...
by Tyler
Wed Jul 15, 2020 3:26 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 3163
Views: 133202

Re: Coronavirus General Discussion

With all of the contradictory information about questionable tightly-controlled studies that never seem to test the same treatments that doctors in the field recommend, have you ever wondered what might happen to overall death rates when an entire country temporarily bans the use of hydroxychloroqui...
by Tyler
Tue Jul 14, 2020 8:56 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 3163
Views: 133202

Re: Coronavirus General Discussion

Both, really. Scooter riders will often wear a mask in Taipei because they sit behind the tailpipes of trucks all day, but you will also see masks on planes, on buses and in doctor's offices for more biological reasons. Fair enough. I personally never really saw them on planes or in the areas I wou...