buddtholomew wrote: ↑Fri Mar 25, 2022 10:10 am Ouch!
Stocks, gold and cash are the order of the day.
It no longer makes sense to me to hold bonds.

Wait, I thought gold sucked?

I finally made the plunge recently into VGLT fully, with the decline in bond prices that allowed me to sell all my individual bond holdings without incurring a huge taxable event. Expense ratio is a little lower than TLT, but the duration is also a tad bit shorter. Struggled with the decision and fi...

With skyrocketing fuel prices and an economy in deep stress, this is starting to remind me of 2008, with differences, of course. This should be where the PP earns it's keep. What do you think? Except that in 2007 the 30 year Treasury was almost 5%. Now it is 2.24%. What can you reasonably expect ou...

I would've thought the Russian bots would be too busy right now to be having a discussion with each other hyping up crypto......

What are you currently investing in? Even if your money is in a savings account, 100% cash, you've essentially made a decision to go 'all in' on a 100% cash portfolio, with inflation increasing and cash completely unable to keep up. Point being, you already have a current asset allocation that may ...

What are you currently investing in? Even if your money is in a savings account, 100% cash, you've essentially made a decision to go 'all in' on a 100% cash portfolio, with inflation increasing and cash completely unable to keep up. Point being, you already have a current asset allocation that may b...

But, I repeat. Options are fairly priced. I'm not disagreeing. Let's imagine I had this in place last year, just on GLD. GLD started at 182.33 on Jan 1, 2021. Ended at 170.96 on Dec 31, 2021. Per the PP, just holding it, it was a losing year for gold. As the least "risky" case of selling ...

Last post for ppnewbie. Run far away ppnewbie, the PP is a lifetime of disappointment. I was in Analytics/BI for 15 years at a Fortune 300 company so I understand your mental makeup. The agnostic nature of the portfolio sounds great on the surface but you lose to equities on the upside and there is...

PP hurting bad. Gold and LTT’s cannibalizing each other to the downside as rates rise. Sucks for sure. Budd, you never answered my question from a few days ago on when you got into the portfolio, and what your expectations were at that time? I setup a taxable PP in 2010. Took literally that one or ...

buddtholomew wrote: ↑Wed Jan 26, 2022 3:02 pm PP hurting bad.
Gold and LTT’s cannibalizing each other to the downside as rates rise.
Sucks for sure.

Budd, you never answered my question from a few days ago on when you got into the portfolio, and what your expectations were at that time?

buddtholomew wrote: ↑Mon Jan 24, 2022 1:54 pm The PP has failed me and I only hope the rest of the board opens their eyes to see what is unfolding.

What were your expectations when you got in the portfolio? When did you get into the portfolio?

**Sorry for the long post** I wrote covered calls >10 years ago, trying to find the highest premiums, and bouncing from stock to stock. Worked well for a while until the financial crisis and I was left holding stocks I really did not care about that were severely underwater and I was terrified to w...

If people are concerned about maintaining a clean, well-lit place to educate others about the PP, perhaps there should be a separate Permanent Portfolio Skepticism forum. with lots of 'expertise' being shared with an admittance that the person has no intention of tracking the performance of their '...

Don wrote: ↑Fri Jan 21, 2022 5:40 pm I, for one, enjoy reading mathjak's posts even if I don't always agree with them. I've learned from him and I hope that we have a big enough tent here not to drive him away.

The first thousand times, it was an interesting alternative perspective.

There are next to no posts in this forum …I can easily not post it means nothing to me whether I post or not ..but I try to At least keep posts alive , interesting and informative. No problem we can just go back to near no posts in this section then there is nothing new to read or take interest in ...

If people are concerned about maintaining a clean, well-lit place to educate others about the PP, perhaps there should be a separate Permanent Portfolio Skepticism forum. I see no issue with that type of stuff being covered in the VP forum section? Perhaps that's too simplistic of a thought, though...

Meh …. My feeling is a newbie should be exposed to as much information about the pp as they can both good and bad . Moving certain facts away and only presenting the good really is not a good thing to do to new bees ..but then it goes back to the discussion being flipped back in to my choices and d...

I I know exactly how each individual portfolio does and my own results are in between the income model and the growth model ..I have no reason to get in to the weeds with a lot of calculations . What I do take interest in is how just the income model compares to the pp since they are the same equit...

MJ said it himself that an investment should be evaluated based on its long term performance, yet it seems to only apply to stocks. When it comes to the PP, then somehow he can't understand that gold has had the longest track record of keeping its purchasing power over time but no, we must look at ...

If he had this info, and disclosed it on this forum, everyone would realize him as the charlatan that he is. I don’t think he’s a charlatan at all. However, without the numbers, there’s a lot of confidence in these posts in pretty much every nook anad cranny of this, a permanent portfolio forum, co...

I don’t track performance since I retired and we are drawing out 6 figures a year ..only tracking I do personally is i compare balances left year to year …it’s the only thing that matters now Any performance tracking I do is done by the newsletter in the models themselves and i use a mix of two of ...

I don’t track performance since I retired and we are drawing out 6 figures a year ..only tracking I do personally is i compare balances left year to year …it’s the only thing that matters now Any performance tracking I do is done by the newsletter in the models themselves and i use a mix of two of ...

It’s multiple portfolios…..and the funds change over time …but I can give you the two portfolios returns since they are tracked right on the fidelity insight website . I use a mix of the two which varies too ,I keep equities in the 25- 40% range ..times like now I am more towards 30% …so exact numb...

It is a bet on lower inflation and rates not necessarily low prosperity… all assets can move up in prosperity. Rising rates and moderate inflation are its Achilles heel You yourself has said that NOTHING is doing well at the moment. So maybe this is the Achilles heel of all investment portfolios? I...

It is a bet on lower inflation and rates not necessarily low prosperity… all assets can move up in prosperity. Rising rates and moderate inflation are its Achilles heel You yourself has said that NOTHING is doing well at the moment. So maybe this is the Achilles heel of all investment portfolios? I...