This blog is designed to record the investment journey of a UK based small investor. The All-Weather Portfolio for Uncertain Times https://diyinvestoruk.blogspot.com/2023/05/the-all-weather-portfolio-for-uncertain.html "Could this is the ultimate set-and-forget portfolio?" "Further r...

Kevin K. wrote: ↑Tue May 09, 2023 2:53 pm

Dieter wrote: ↑Tue May 09, 2023 2:05 pm Holy tracking error, Batman!

Well yeah but unlike the Larry Portfolio or even (dare one say it?) the PP you at least get some return to go with your tracking error.

True

Ditto on the “tracking error” bit — if trying to get them to learn, I’d probably start with TSM or some such so that it better tracks the news

Holy tracking error, Batman!

So, I logged into TreasuryDirect Sunday (5/7) — uses the new login: * Are sent a one-time passcode (OTP) every time (can’t register your computer) * No more using on-screen keyboard * Password now case sensitive, based on the capitalization used for first login I didn’t do any changes (I’m looking t...

Had intended to full go through this when it came out in September 2022 so as to implement. https://tipswatch.com/2022/09/21/short-term-treasurys-even-more-attractive-now/ However, since then several other things took priority. Those things have now been taken care of and I do have to time to go th...

Barret, Hal posted the following link in a different thread, that has some timeframes, compared to existing rate of 0.4% https://tipswatch.com/2023/04/14/i-bond-dilemma-buy-in-april-buy-in-may-or-dont-buy-at-all/ So, less than three years for mine that have less than 0.4% fixed rate Ah, good, so yo...

Barret, Hal posted the following link in a different thread, that has some timeframes, compared to existing rate of 0.4%

https://tipswatch.com/2023/04/14/i-bond ... uy-at-all/

So, less than three years for mine that have less than 0.4% fixed rate

I’m not planning to buy new, but I may “swap” (sell and buy new) older iBonds, as most of mine have a 0% fixed rate (one has 0.2% I think)

Not that I have much, but, as I have space, I might as well get that extra 0.9% (even with any tax implications of selling existing iBonds, I _think_ worth it)

Given trends in the economy for the last forty years, can’t say I’m surprised

Releasing footage just to a guy on the right sure does sound like weaponization of government

What with the starvation, and now more recent invasion by a vile terrorist neighbour, I'm certain that Ukraine deeply regrets having ever believed Russian promises when it surrendered its nukes. Caught twice, one would expect Ukraine to never be caught out again. Can't see how a negotiated settleme...

Ah, “The White Plague”, by Frank Herbert

Good book

Perun on Russia’s grand strategy and Ukraine —

https://youtu.be/94bqk8cB9iQ

Fox lawyers say Tucker not to be believed, so, why should we give him any credibility or spend time analyzing everything that he says? https://www.npr.org/2020/09/29/917747123/you-literally-cant-believe-the-facts-tucker-carlson-tells-you-so-say-fox-s-lawye https://www.cnn.com/2023/02/16/media/fox-ne...

For example, If they cut the rate to 0 (and your fixed rate is 0) wait three more months and when you sell you'd lose 0. Correct me if I'm wrong That's actually very clever. I keep looking for the catch. Ditto — ones I can think of: * maybe the opportunity cost vs what the could get when take out? ...

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 ...

Maddy wrote: ↑Sat Jan 21, 2023 4:47 pm In other words, you took a wild pot shot at a position with which you were predisposed to disagree.

Yup, that sounds like a description of Tucker Carlson to me

To any holders of the GB, or anyone really, what is your review of its performance in 2022, and how do you see it going forwards? How did it do vs the PP? If Quicken isn’t lying to me, Gold, LTT, and SCV have all beaten the S&P500 for the last three months (up 18-11%!) and YTD, so, looking bett...

You mean, like Fox lawyers / judge saying he's not to be taken literally?

https://www.npr.org/2020/09/29/91774712 ... ox-s-lawye

New Year's update: Two tweaks 1) My small allocation in wacky investments is going into Managed Futures, a mix of DBMF, CTA, and KMLM. We'll see how that goes. 2) The Wife made it clear she strongly prefers cash...so it looks like my AA will be more like Half Speculative - 16% each in US-TSM, US-SC...

A take on what’s happening in China with COVID (now that they are out of there zero COVID policy)

https://youtu.be/0-g1_e3iezk

As far as illegal immigrants, I've always wondered what percentage are hired by Republicans vs Democrats

I've always assumed Republican (more in agriculture and management, I assume)

So, just soundbite for most republican politicians.

Wage inflation? still not keeping up with even official inflation, let alone real Costs of housing, education, healthcare, etc, have been climbing faster than income for most for decades I'm not surprised the younger generation is disillusioned And others start their own businesses young, so, why pu...