Wonk,
Like thinking forward also about a Golden Butterfly approach. If you want 20% invested in Real Estate and you want to be passive can you suggest a High cap approach not helded directly?
Search found 271 matches
- Wed Oct 18, 2017 5:33 pm
- Forum: Variable Portfolio Discussion
- Topic: 20% annual returns over 40 years...interested?
- Replies: 571
- Views: 329518
- Wed Oct 18, 2017 5:10 pm
- Forum: Variable Portfolio Discussion
- Topic: 20% annual returns over 40 years...interested?
- Replies: 571
- Views: 329518
Re: 20% annual returns over 40 years...interested?
I still playing on Paper. Hope both KBG & Wonk will keep posting. Even if it is Annual or Quarterly.
- Tue Sep 26, 2017 4:35 pm
- Forum: Stocks
- Topic: Time to go NAKED 25% Stocks?
- Replies: 6
- Views: 8331
Time to go NAKED 25% Stocks?
Anybody out there that wants to make a market CALL?
https://www.advisorperspectives.com/dsh ... the-market
https://www.advisorperspectives.com/dsh ... the-market
- Sun Apr 23, 2017 5:27 pm
- Forum: Variable Portfolio Discussion
- Topic: 20% annual returns over 40 years...interested?
- Replies: 571
- Views: 329518
Re: 20% annual returns over 40 years...interested?
I use 50% bands as in .5 or 1.5x of whatever the allocation percentage is. So using my smallest XIV the bands would be 2.5 and 7.5 while the cash portion would be 22.5 and 67.while 16.66% would be 8.33 and 24.99. My method is as follows: Hit band...start watching When the asset appears to be leveli...
- Sun Apr 23, 2017 2:49 pm
- Forum: Variable Portfolio Discussion
- Topic: 20% annual returns over 40 years...interested?
- Replies: 571
- Views: 329518
Re: 20% annual returns over 40 years...interested?
So here's something I watch closely. In fact, besides decay closer than anything else. Does the leveraged PP pull away from a pure SPY portfolio when the market is going down. It better well or why the heck would anyone do this? Why, because these are exactly the times when we expect the leveraged ...
- Sat Apr 15, 2017 3:44 pm
- Forum: Permanent Portfolio Discussion
- Topic: Question for original forum members
- Replies: 42
- Views: 30191
Re: Question for original forum members
I joined the forum in 2010 after discovering the famous thread on BH forum with lots of gems from Craig and MT. Initially I had 50% in pure PP in IRAs and taxable and another 50% in a PP-like portfolio in my 401k. Some of you might remember my whining about bad 401k with no gold, no LTTs, and a sol...
- Wed Apr 12, 2017 4:33 pm
- Forum: Permanent Portfolio Discussion
- Topic: Nobody believes in the Permanent Portfolio
- Replies: 163
- Views: 85742
Re: Nobody believes in the Permanent Portfolio
It's always a little bittersweet when gold and bonds are strengthening. I'm currently overweight both in my long and slow transition from PP to semi-GB. Days like today feel pretty good in my brokerage account, but at what cost? I really hope peace prevails. Would be interested in what GB per cent ...
- Mon Apr 10, 2017 4:43 pm
- Forum: Permanent Portfolio Discussion
- Topic: Nobody believes in the Permanent Portfolio
- Replies: 163
- Views: 85742
Re: Nobody believes in the Permanent Portfolio
A picture is worth a thousand words... A variable chart is worth a thousand pictures...I think a great place to suggest to "seekers" is to send them to Tyler's excellent portfoliocharts.com site and let them play with the various portfolios or plug in what they are now doing and see how the compare...
- Sat Apr 08, 2017 4:28 pm
- Forum: Permanent Portfolio Discussion
- Topic: Nobody believes in the Permanent Portfolio
- Replies: 163
- Views: 85742
Re: Nobody believes in the Permanent Portfolio
This post isn't about the Permanent Portfolio so much as active vs. passive investing, which most of the posts in this thread (and many others) are really about. My brother has long been a staunch believer in market timing with stocks as the best way to invest. He's also become increasingly busy, b...
- Tue Apr 04, 2017 9:34 am
- Forum: Permanent Portfolio Discussion
- Topic: Nobody believes in the Permanent Portfolio
- Replies: 163
- Views: 85742
Re: Nobody believes in the Permanent Portfolio
Given the big run-up in stocks over the last 8 years (and bonds too), most investors aren't really worrying about risk right now. Investing has fashions like everything else in human affairs. Me, I worry all the time :) so when all the assets move in the same direction as they have been every time ...
- Sat Apr 01, 2017 12:02 pm
- Forum: Permanent Portfolio Discussion
- Topic: Nobody believes in the Permanent Portfolio
- Replies: 163
- Views: 85742
Re: Nobody believes in the Permanent Portfolio
Even if you add 17 Billion invested in Permanent Portfolio (PRPFX) and 60 Billion in Ray Dalio Bridgewater Assoc. All Weather portfolio you still can't find many who Believe in the Permanent Portfolio. Also the Dalio All Weather is not a pure Permanent Portfolio and PRPFX is not very close either. T...
- Wed Mar 29, 2017 7:12 pm
- Forum: Variable Portfolio Discussion
- Topic: 20% annual returns over 40 years...interested?
- Replies: 571
- Views: 329518
Re: 20% annual returns over 40 years...interested?
It was not good. Real money -10% for me and IIRC 16-18% Max DD. Flat markets are awful using 3x ETFs (as advertised). The astute readers will notice how drag differs with rebalance period and market type for that year. Thanks! That was with 50% SHY! Might be a look into the future if PP get funny.
- Wed Mar 29, 2017 5:56 pm
- Forum: Variable Portfolio Discussion
- Topic: 20% annual returns over 40 years...interested?
- Replies: 571
- Views: 329518
Re: 20% annual returns over 40 years...interested?
Friction Update Year 1x 3xAnn 3xQtr LevAnn LevQtr 2012 20.85 37.35 31.99 1.79 1.53 2013 14.18 27.04 19.55 1.91 1.38 2014 17.32 27.78 30.03 1.60 1.73 2015 06.81 05.5 10.46 0.81 1.54 2016 09.81 15.74 19.59 1.60 2.00 2017 03.19 5.89 6.71 1.85 2.10 Sorry...this pretty much sucks as a table, maybe one d...
- Tue Mar 21, 2017 3:49 pm
- Forum: Permanent Portfolio Discussion
- Topic: Nobody believes in the Permanent Portfolio
- Replies: 163
- Views: 85742
Re: Nobody believes in the Permanent Portfolio
I'd be interested in what your friend did during/after the tech bust in 2000/2001 and the RE bubble in 2008? Just hang on to whatever he had? Sold? Bought? Does he have an advisor recommending things or does it himself? Cash not earning anything, long bonds scare him, gold has no return, yet he's c...
- Tue Mar 21, 2017 10:56 am
- Forum: Permanent Portfolio Discussion
- Topic: Nobody believes in the Permanent Portfolio
- Replies: 163
- Views: 85742
Nobody believes in the Permanent Portfolio
My friend Charles (Retired) asked me why we only have about 600 registered members. For a world wide forum and a recent book he suggested we were very much on the fringe of the investment world. Charles just can't buy the idea of Cash not earning anything. Long bonds scare him to death. Also he can'...
- Mon Dec 19, 2016 4:35 pm
- Forum: Stocks
- Topic: “The Worst Start To A Year Ever!”
- Replies: 9
- Views: 9768
Re: “The Worst Start To A Year Ever!”
I dunno. I've long since given up this kind of crunchy quantification and performance chasing. I like the GB portfolio better because it matches my emotions and predictions for the future better. If it ever gets really out of whack, I'll rebalance. If it does better than the PP, that means I was ri...
- Mon Dec 19, 2016 3:31 pm
- Forum: Stocks
- Topic: “The Worst Start To A Year Ever!”
- Replies: 9
- Views: 9768
Re: “The Worst Start To A Year Ever!”
I sent this too fast and should have asked about your Rebalance bands. Also what do you hope to net extra after 5 years over a normal PP?Pointedstick wrote:Not 100%; About 50%.modeljc wrote:Are you 100% invested in Golden Butterfly?Pointedstick wrote:I'm pretty happy with my Golden Butterfly portfolio's performance this year.
- Mon Dec 19, 2016 9:13 am
- Forum: Stocks
- Topic: “The Worst Start To A Year Ever!”
- Replies: 9
- Views: 9768
Re: “The Worst Start To A Year Ever!”
Are you 100% invested in Golden Butterfly?Pointedstick wrote:I'm pretty happy with my Golden Butterfly portfolio's performance this year.
- Fri Dec 02, 2016 5:18 pm
- Forum: Variable Portfolio Discussion
- Topic: Portfolio Moving Average
- Replies: 7
- Views: 5672
Re: Portfolio Moving Average
How much did you make on Paper? vs, no taxes, no commisions and good fills?
- Sun Nov 06, 2016 4:59 pm
- Forum: Permanent Portfolio Discussion
- Topic: Golbal debt/stiffed
- Replies: 5
- Views: 4231
Re: Golbal debt/stiffed
Sorry it is Global debt!
- Sun Nov 06, 2016 4:58 pm
- Forum: Permanent Portfolio Discussion
- Topic: Golbal debt/stiffed
- Replies: 5
- Views: 4231
Golbal debt/stiffed
Any one believe the 152 Trillion debt is too much?
Any one think you or your friend will be stiffed?
Ray Dalio's boomshell to NY Fed!
http://www.zerohedge.com/news/2016-10-0 ... w-york-fed
Any one think you or your friend will be stiffed?
Ray Dalio's boomshell to NY Fed!
http://www.zerohedge.com/news/2016-10-0 ... w-york-fed
- Sun May 08, 2016 7:34 pm
- Forum: Permanent Portfolio Discussion
- Topic: Anybody looked at 3 year REAL Returns!
- Replies: 3
- Views: 2654
Re: Anybody looked at 3 year REAL Returns!
Rarely after a book come out that the returns match the book.stuper1 wrote: Agreed 100%. And not just a 3-year focus, but a 3-year focus on real returns, as you suggested. That's where the PP differentiates itself from a lot of portfolios.
- Sun May 08, 2016 6:34 pm
- Forum: Permanent Portfolio Discussion
- Topic: Anybody looked at 3 year REAL Returns!
- Replies: 3
- Views: 2654
Anybody looked at 3 year REAL Returns!
As of May 8, 2016 I have REAL RETURNS: YTD +8.1% 12 months +4.5% 24 months +4.1% 36 months +3.0% Very much like 40 years of long term returns. Just like the book suggested. Before any one would want to bail out of The Permanent Portfolio I would recommend you KEEP a three year foucus. I think medi...
- Mon Apr 11, 2016 5:57 pm
- Forum: Variable Portfolio Discussion
- Topic: SCV+Momemtum Permanent Portfolio
- Replies: 117
- Views: 47814
Re: SCV+Momemtum Permanent Portfolio
I can get much better returns for the amount of risk the relative momentum adds with other strategies. What strategies do you prefer if you don't mind me asking? Me too MG. I hope you have a strategy or something that you believe in and have finally settle on. I made fun of you about a year ago. ...
Re: SGOL
So far the morningstar site appears to have the best current premium or discount.