Search found 862 matches

by ppnewbie
Mon Mar 30, 2020 2:21 pm
Forum: Variable Portfolio Discussion
Topic: The tech-dumbell portfolio
Replies: 69
Views: 29365

Re: The tech-dumbell portfolio

I'm hoping my kids think I'm a genius when I pass on my hoard to them in 40 years. Right now everyone thinks I'm cookoo.
by ppnewbie
Mon Mar 30, 2020 2:12 pm
Forum: Permanent Portfolio Discussion
Topic: Hidden feature of the Golden Butterfly
Replies: 5
Views: 2344

Hidden feature of the Golden Butterfly

One very big hidden feature of the Golden Butterfly is that it helps people unfamiliar with the concepts of the HBPP portfolio ease into it. As a person who has invested in stocks my entire adult life without even thinking of gold, bonds, and cash, the GB helped me make the leap. Now I can decide if...
by ppnewbie
Mon Mar 30, 2020 2:30 am
Forum: Other Discussions
Topic: Would you wear a mask?
Replies: 240
Views: 65654

Re: Would you wear a mask?

Just watched Dr. Chris Martensen of Peak Prosperity daily virus update. I think It would be great if everyone wore a mask to protect other people from the mist of saliva we expel when we talk. If everyone did that I think it would help tremendously. Basically your spitting on people! Also I saw a gr...
by ppnewbie
Sun Mar 29, 2020 2:32 pm
Forum: Variable Portfolio Discussion
Topic: The tech-dumbell portfolio
Replies: 69
Views: 29365

Re: The tech-dumbell portfolio

Technolvelist - You may be on the cusp of being an overnight genius. Have fun at Davos!
by ppnewbie
Sat Mar 28, 2020 4:04 pm
Forum: Other Discussions
Topic: George Gammon YouTube Channel
Replies: 1
Views: 980

George Gammon YouTube Channel

If anyone is interested in macroeconomics, check out George Gammons YouTube channel. He is very good at breaking down complex ideas into digestible parts.

If you want see something very interesting, check out his Jan 27 video.
by ppnewbie
Sat Mar 28, 2020 3:59 pm
Forum: Gold
Topic: Precious metal coins no longer available
Replies: 22
Views: 9011

Re: Precious metal coins no longer available

From my understanding, gold is there in the form of good delivery bars. It just cannot be supplied to the mints because of the supply chain disruption. Now if the mines start closing down because of the virus and production decreases, then it could be a real decrease in supply.
by ppnewbie
Sat Mar 28, 2020 10:30 am
Forum: Gold
Topic: Precious metal coins no longer available
Replies: 22
Views: 9011

Re: Precious metal coins no longer available

I heard an interesting perspective on this situation. Erik Townsend from the Macrovoices podcast believes there is no shortage of physical gold, specifically 400oz good delivery bars. The shortage is because mints are unable to take delivery fast enough because of demand spikes and supply chain disr...
by ppnewbie
Sat Mar 28, 2020 10:24 am
Forum: Gold
Topic: A CombiBar Thread
Replies: 8
Views: 3085

Re: A CombiBar Thread

I realized one big advantage of stacking combibars is that dealers will be happy to buy them back because they are so popular. That could change but IMO I think they will stay popular.
by ppnewbie
Sat Mar 28, 2020 10:19 am
Forum: Variable Portfolio Discussion
Topic: The tech-dumbell portfolio
Replies: 69
Views: 29365

Re: The tech-dumbell portfolio

The only thing I don’t see about this portfolio is a risk on component. Maybe the take away is that you don’t actually need risk! Although if you need to drawdown funds during a bull market it might not be the best portfolio.
by ppnewbie
Sat Mar 28, 2020 2:45 am
Forum: Bonds
Topic: LTT in an inflationary environment
Replies: 9
Views: 4601

LTT in an inflationary environment

What are people’s thoughts about LTT’s in an environment of unprecedented money printing. The long end of the yield curve may have to go up dramatically in order for parties to purchase LTT’s in a highly inflationary environment.
by ppnewbie
Fri Mar 27, 2020 12:15 pm
Forum: Gold
Topic: Why is IAU significantly trailing the gold spot price
Replies: 5
Views: 2244

Re: Why is IAU significantly trailing the gold spot price

Thanks! So does it seem accurate to say that my expenses for holding IAU are actually the Expense Ratio plus the decay from spot price? The ER is 0.25% and the decay is about 5.5%.
by ppnewbie
Thu Mar 26, 2020 10:46 pm
Forum: Gold
Topic: Why is IAU significantly trailing the gold spot price
Replies: 5
Views: 2244

Why is IAU significantly trailing the gold spot price

IAU price is 15.61 and the gold spot is 1624. Are they having a hard time keep up with the volatility of gold at the moment? I hope this ETF stays solid because my 401k did not really have any for physical gold ownership.
by ppnewbie
Thu Mar 26, 2020 10:40 pm
Forum: Permanent Portfolio Discussion
Topic: YouTube: Harry Browne's The Money Show
Replies: 13
Views: 6661

Re: YouTube: Harry Browne's The Money Show

Thanks! It would be amazing to have these on a podcast as well. But thanks this.
by ppnewbie
Tue Mar 24, 2020 6:18 pm
Forum: Gold
Topic: Gold Dealer questions
Replies: 1
Views: 1146

Gold Dealer questions

I want to start buying gold and having it stored by the dealer itself. I want the most reputable business with the longest history. I am having trouble because they seem to be alot of these dealers. I want something as stable and secure as Perth Mint, which is one of my options. I'm a little wary of...
by ppnewbie
Tue Mar 24, 2020 6:06 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3693
Views: 1744572

Re: The GOLD scream room

Gold up from below 1500 to 1680 to 1630. Crazy.
by ppnewbie
Sat Mar 21, 2020 8:14 pm
Forum: Gold
Topic: Price of IAU vs. price of gold
Replies: 4
Views: 5116

Re: Price of IAU vs. price of gold

Just some other quick differences between GLD and IAU is their expense ratios as well their custodians. GLD’s custodian is HSBC and IAU I believe is JP Morgan.
by ppnewbie
Sat Mar 21, 2020 8:10 pm
Forum: Cash
Topic: Schwab cancels T bill rollovers due to negative rate fears
Replies: 23
Views: 10213

Re: Schwab cancels T bill rollovers due to negative rate fears

I think I bonds at treasury direct are still at 2.22 percent. You can purchase 10k per family member.
by ppnewbie
Sat Mar 21, 2020 7:50 pm
Forum: Variable Portfolio Discussion
Topic: Golden Butterfly Portfolio
Replies: 539
Views: 362088

Re: Golden Butterfly Portfolio

Interesting Kevin. I’ve thought about rebalancing closer to the HBPP as well, instead of doubling down on stocks at this moment.
by ppnewbie
Thu Mar 19, 2020 1:17 am
Forum: Gold
Topic: A CombiBar Thread
Replies: 8
Views: 3085

Re: A CombiBar Thread

These bars are in high demand and I figure they will also be very easy to resell. Plus they are super cool. I think the PAMP multigrams and the maple grams wound actually be more practical in a zombie apocalypse (the imminent zombie apocalypse). I believe the PAMP multigrams are in individual assays...
by ppnewbie
Tue Mar 17, 2020 4:28 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3693
Views: 1744572

Re: The GOLD scream room

I need to work on my overbalance rules. I did get my hands on a sweet valcambi CombiBar!
by ppnewbie
Tue Mar 17, 2020 2:45 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3693
Views: 1744572

Re: The GOLD scream room

Looking through some of the large sellers Provident, Apmex, JM Bullion and many of them are sold out of a majority of their gold inventory bars and coins
by ppnewbie
Sun Mar 15, 2020 3:17 pm
Forum: Permanent Portfolio Discussion
Topic: Is there a more perfect "bunker" in light of Coronovirus?
Replies: 15
Views: 6217

Re: Is there a more perfect "bunker" in light of Coronovirus?

I was thinking of dumping the entire portion of my GB stocks into cash. I am very concerned about a global depression. And was thinking that rather than watch my stock portion sink horribly I could put it in cash and buy back in on the next rebalance. I would view it as insurance basically paying th...
by ppnewbie
Tue Mar 10, 2020 11:25 am
Forum: Gold
Topic: Gold holding companies
Replies: 3
Views: 2436

Re: Gold holding companies

On a side note - you may want to look at the cash part of this forum. If want to move money quick - you can buy treasurydirect.gov tbill, notes, bonds, ee bonds. TIPs, or I bonds. To get your money out of a bank. I am buying series I bonds.
by ppnewbie
Tue Mar 10, 2020 11:21 am
Forum: Gold
Topic: Gold holding companies
Replies: 3
Views: 2436

Re: Gold holding companies

I’m trying to figure this out myself but I have not pulled the trigger on purchasing through one of these companies yet. I just purchased IAU for my 401k. But for my long term holdings I want to find an extremely stable company overseas. Perthmint also has some very interesting programs. I think you...