Search found 106 matches
- Thu Aug 20, 2015 10:18 am
- Forum: Permanent Portfolio Discussion
- Topic: No gains to be had
- Replies: 36
- Views: 18171
Re: No gains to be had
Today is looking good! Nice bump in treasuries and gold, stocks having a tough time.
- Thu Aug 13, 2015 8:45 am
- Forum: Permanent Portfolio Discussion
- Topic: No gains to be had
- Replies: 36
- Views: 18171
Re: No gains to be had
In a nut shell when you mismatch time frames and try to use volatile assets for short term needs that is risk. I said year to year matters a little more to me since I'm all in (but have emergency cash outside of it), but didn't mean it's a huge factor. It's for money that isn't neccesarily short t...
- Wed Aug 12, 2015 7:53 pm
- Forum: Permanent Portfolio Discussion
- Topic: No gains to be had
- Replies: 36
- Views: 18171
Re: No gains to be had
Tom-Like any portfolio you can' t go by a year or even 2 or 3 years. You really need longer time frames because the daily action is almost random. Ytd i am up about 3% . But we had no real up cycle yet this year. I don't consider a 50/50 mix riskier .i consider it more volatile. Volatility is what ...
- Wed Aug 12, 2015 5:15 pm
- Forum: Gold
- Topic: I Bask in the Awesomeness of Gold
- Replies: 41
- Views: 18478
Re: I Bask in the Awesomeness of Gold
I'd wait until I hit the rebalance band.Fred wrote: I sold $13k of company stock in my ESPP today and now I have to decide on whether to let it sit in cash or buy gold. I'm sitting at about 17% gold in the PP.
So what does your crystal ball say? Should I buy now or wait until re-balance time?
- Wed Aug 12, 2015 5:14 pm
- Forum: Permanent Portfolio Discussion
- Topic: No gains to be had
- Replies: 36
- Views: 18171
Re: No gains to be had
What ever percentages someone wants . The basic total market fund is about 75% s&p 500 so it is really up to the investor as to what allocations they want. Right now i am about 50% equities with 10% of that international. The remaining 40% is about 1/2 fidelity blue chip growth and fidelity g...
- Wed Aug 12, 2015 11:51 am
- Forum: Gold
- Topic: I Bask in the Awesomeness of Gold
- Replies: 41
- Views: 18478
Re: I Bask in the Awesomeness of Gold
Been a long time since we've seen a day like this. Sure, it's only $1125, nothing to write home about, but PPers need to be feeling pretty good today about gold and bonds more than making up for the slide in stocks recently. I completely echo that sentiment. Feels like good validation that we hol...
- Wed Aug 12, 2015 11:41 am
- Forum: Permanent Portfolio Discussion
- Topic: No gains to be had
- Replies: 36
- Views: 18171
Re: No gains to be had
You didn't mention what percentages in each.mathjak107 wrote: No crystal ball needed. That is what makes up a typical diversified conventional portfolio. You buy it and rebalance it . No more crystal ball needed to guess market segamants than the pp
- Tue Aug 11, 2015 1:03 pm
- Forum: Permanent Portfolio Discussion
- Topic: No gains to be had
- Replies: 36
- Views: 18171
Re: No gains to be had
In my opinion the portfolio is really doing it's job and today is good example. It's been lagging, but no serious loss for the year and on days like today the asset no one would otherwise hold (LTTs) reacts to a world event (China devaluation) and gave it a good boost. The year is not over and the ...
- Wed Jul 22, 2015 4:15 pm
- Forum: Permanent Portfolio Discussion
- Topic: Perspective on the current drawdown
- Replies: 67
- Views: 23296
Re: Perspective on the current drawdown
Interesting article on how everything is relative (recency bias) http://www.wikinvest.com/wiki/Recency_bias TL;DR, when you enter the market shapes your opinions. If you enter at a downtime as it keeps going down, you're going to have a very different perspective than someone who had a large run up...
- Wed Jul 22, 2015 11:36 am
- Forum: Permanent Portfolio Discussion
- Topic: Perspective on the current drawdown
- Replies: 67
- Views: 23296
Re: Perspective on the current drawdown
I'm down a little under 3% YTD. I look at the PP as the "reality" mode of investing. Seems like the market doesn't know where it's going and there's a lot of fear selling in treasuries and gold. Gains in stocks are probably a result of over confidence. I look at the small loss as the p...
- Tue Jul 21, 2015 3:10 pm
- Forum: Gold
- Topic: Predictions For The Bottom In Gold
- Replies: 47
- Views: 24179
- Wed Jul 15, 2015 1:44 pm
- Forum: Permanent Portfolio Discussion
- Topic: The Permanent Portfolio is dead
- Replies: 77
- Views: 31305
Re: The Permanent Portfolio is dead
Beat to the punch. Was gonna post this. Everyone has already articulately outlined how they miss the point of why it's "permanent". Constantly shifting to what you think the environment is or is going to be is not a strategy, it's playing roulette.
- Mon Jun 15, 2015 2:53 pm
- Forum: Bonds
- Topic: How bad was my timing?
- Replies: 9
- Views: 5141
Re: How bad was my timing?
It's tough to not have those thoughts and worries, but the idea is that over the course of a year and longer losses from one asset should balance out with gains in another or at the very least protect your overall portfolio from severe losses. 10% loss in one asset will be minimized by the overall ...
- Sat May 09, 2015 12:33 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP Manhattan Meet-up: 2 pm May 9 @ New Leaf Cafe
- Replies: 86
- Views: 40517
Re: PP Manhattan Meet-up: 2 pm May 9 @ New Leaf Cafe
Will probably be a half hour late, but on our way.
- Fri May 08, 2015 1:42 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP Manhattan Meet-up: 2 pm May 9 @ New Leaf Cafe
- Replies: 86
- Views: 40517
Re: PP Manhattan Meet-up: 2 pm May 9 @ New Leaf Cafe
+1 to the american eagle idea.Tyler wrote:I think everyone should just sit down and casually lay an American Eagle on the table.Pointedstick wrote: I think you should go for the Harry Browne masks.
- Fri May 08, 2015 10:53 am
- Forum: Permanent Portfolio Discussion
- Topic: PP Manhattan Meet-up: 2 pm May 9 @ New Leaf Cafe
- Replies: 86
- Views: 40517
Re: PP Manhattan Meet-up: 2 pm May 9 @ New Leaf Cafe
How exactly are we all meeting each other there?
- Thu May 07, 2015 11:35 am
- Forum: Permanent Portfolio Discussion
- Topic: PP Manhattan Meet-up: 2 pm May 9 @ New Leaf Cafe
- Replies: 86
- Views: 40517
Re: PP Manhattan Meet-up: 2 pm May 9 @ New Leaf Cafe
Same here, still planning on being there
- Tue May 05, 2015 5:43 pm
- Forum: Permanent Portfolio Discussion
- Topic: No where to hide
- Replies: 804
- Views: 303981
Re: No where to hide
Mine is down -.46% YTD.
- Thu Apr 30, 2015 9:47 am
- Forum: Permanent Portfolio Discussion
- Topic: PP Manhattan Meet-up: 2 pm May 9 @ New Leaf Cafe
- Replies: 86
- Views: 40517
Re: PP Manhattan Meet-up: 2 pm May 9 @ New Leaf Cafe
That picture is now my avatar. Perfect.
- Wed Apr 29, 2015 4:27 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP Manhattan Meet-up: 2 pm May 9 @ New Leaf Cafe
- Replies: 86
- Views: 40517
Re: Manhattan Meet-Up for PP Folks?
You'll have to come next weekend to find out!Pointedstick wrote:Do you look like this?Tom wrote: Hah! I've been branded a "lurker"!
[img width=500]http://vignette4.wikia.nocookie.net/sta ... 0512134143[/img]
- Wed Apr 29, 2015 3:01 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP Manhattan Meet-up: 2 pm May 9 @ New Leaf Cafe
- Replies: 86
- Views: 40517
Re: Manhattan Meet-Up for PP Folks?
Hah! I've been branded a "lurker"!
- Wed Apr 29, 2015 1:24 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP Manhattan Meet-up: 2 pm May 9 @ New Leaf Cafe
- Replies: 86
- Views: 40517
Re: Manhattan Meet-Up for PP Folks?
I'll be there! My wife may join.
- Wed Apr 29, 2015 1:22 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP Manhattan Meet-up: 2 pm May 9 @ New Leaf Cafe
- Replies: 86
- Views: 40517
Re: Manhattan Meet-Up for PP Folks?
Saturday May 9th, 2pm
New Leaf Cafe in Fort Tryon Park
New Leaf Cafe in Fort Tryon Park
- Wed Apr 29, 2015 11:33 am
- Forum: Permanent Portfolio Discussion
- Topic: PP Manhattan Meet-up: 2 pm May 9 @ New Leaf Cafe
- Replies: 86
- Views: 40517
Re: Manhattan Meet-Up for PP Folks?
I'm late to this thread, but I'd be into it. I live in CT but work in Manhattan every week day. A week day after 7pm works best for me, but I'd be willing to come in on a weekend as well. I saw a few dates/times/locations thrown around, but has it been confirmed?
- Fri Feb 06, 2015 9:46 am
- Forum: Permanent Portfolio Discussion
- Topic: A Grand 2015
- Replies: 29
- Views: 13581
Re: A Grand 2015
Things are coming back down to reality. My portfolio was up about 4.5% in January - down to 2.06% YTD today.