Search found 271 matches

by modeljc
Tue Jan 12, 2016 10:00 am
Forum: Gold
Topic: SGOL
Replies: 15
Views: 10358

Re: SGOL

So far the morningstar site appears to have the best current premium or discount.
by modeljc
Tue Jan 12, 2016 9:55 am
Forum: Gold
Topic: SGOL
Replies: 15
Views: 10358

Re: SGOL

The premium or discount shown is from the day before.  I looking for a link that has the current NAV and current price in real time. Thanks. 1) Go to Schwab.com 2) bottom of page type in ticker click quote 3) Under 'Symbol', click on the hyperlink of the ticker 4) On the right hand side, premium/dis...
by modeljc
Tue Jan 12, 2016 8:27 am
Forum: Gold
Topic: SGOL
Replies: 15
Views: 10358

Re: SGOL

Thanks.
Jay-UMN wrote: 1) Go to Schwab.com
2) bottom of page type in ticker click quote
3) Under 'Symbol', click on the hyperlink of the ticker
4) On the right hand side, premium/discount is a point of information in the table of Details.
by modeljc
Fri Jan 08, 2016 11:46 am
Forum: Gold
Topic: SGOL
Replies: 15
Views: 10358

Re: SGOL

Jay-UMN wrote: Schwab shows the premium/discount for SGOL/GLD/IAU/etc.
how do you get this if you don't have a Schwab account.  Any other source?
by modeljc
Wed Jan 06, 2016 3:09 pm
Forum: Gold
Topic: SGOL
Replies: 15
Views: 10358

Re: SGOL

ochotona wrote: The expense ratio for SGOL is much higher than IAU
One of my heroes Pointedstick recently bought SGOL.
by modeljc
Wed Jan 06, 2016 12:39 pm
Forum: Gold
Topic: SGOL
Replies: 15
Views: 10358

Re: SGOL

Xan

Morningstar does show a current Intraday Indicative Value that I have not seen before.  Thanks
by modeljc
Wed Jan 06, 2016 12:30 pm
Forum: Gold
Topic: SGOL
Replies: 15
Views: 10358

SGOL

Is there a way to find the premium or discount on SGOL before you purchase it?  Or maybe just don't worry about it.  Any help will be appreciated.
by modeljc
Mon Jan 05, 2015 4:41 pm
Forum: Variable Portfolio Discussion
Topic: 20% annual returns over 40 years...interested?
Replies: 571
Views: 329679

Re: 20% annual returns over 40 years...interested?

I would love to hear from the folks that have some or all money in 2XPP or 3XPP.  I still can't find the DECAY!  If there is no decay than what is wrong with some VP or big VP with TMP, UPRO, UGLD? Also would love to hear how many are following on Paper. I would love to hear from Wong and when he m...
by modeljc
Mon Jan 05, 2015 4:39 pm
Forum: Variable Portfolio Discussion
Topic: 20% annual returns over 40 years...interested?
Replies: 571
Views: 329679

Re: 20% annual returns over 40 years...interested?

I would love to hear from the folks that have some or all money in 2XPP or 3XPP.  I still can't find the DECAY!  If there is no decay than what is wrong with some VP or big VP with TMP, UPRO, UGLD? Also would love to hear how many are following on Paper. I would love to hear from Wong and when he mi...
by modeljc
Thu Jan 01, 2015 9:09 am
Forum: Permanent Portfolio Discussion
Topic: PP Real Returns for 1, 2, 3 years
Replies: 1
Views: 1740

PP Real Returns for 1, 2, 3 years

ETF replay is reporting the 1 years PP did 9.5% and inflation was 1.6% for a real return of 7.9%.  Two year is shy of a good return as it did 7.8% or CAGR of 3.8% less inflation of 1.3% for a real return of 2.5%. Three years did 16.4% for a CAGR of 5.2% less inflation of 1.6% for a real return of 3....
by modeljc
Fri Jul 18, 2014 4:14 pm
Forum: Bonds
Topic: The Bond Dream Room
Replies: 554
Views: 360220

Re: The Bond Dream Room

A great thread title!  Who would have thought bonds would be ruling the roost this year.  I thought rates had nowhere to go but up. Check out the poll on TLT: http://gyroscopicinvesting.com/forum/bonds/2014-low-price-of-tlt/msg88412/#msg88412 I been wrong and several others!  The future is very unp...
by modeljc
Fri Jul 18, 2014 8:45 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3689
Views: 1658177

Re: The GOLD scream room

The insurance policy paid off and I have a deeper understanding of the role gold is intended to play in the portfolio. How long is your understanding?  I have followed your posts and I don't ever believe you can be happy with the PP.  Ever body on this board tried to help you with a lot of patience...
by modeljc
Thu Jul 17, 2014 5:51 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3689
Views: 1658177

Re: The GOLD scream room

budd...how u feel today? The insurance policy paid off and I have a deeper understanding of the role gold is intended to play in the portfolio. How long is your understanding?  I have followed your posts and I don't ever believe you can be happy with the PP.  Ever body on this board tried to help y...
by modeljc
Tue Jul 15, 2014 6:18 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3689
Views: 1658177

Re: The GOLD scream room

I personally have been invested in the PP since 2011 (taxable) and have significant long-term losses in gold (PP CAGR 4.35%). A loss, in and of itself, is not sufficient to challenge the investment philosophy, but the success of the overall portfolio appears dependent on the performance of this ind...
by modeljc
Tue Jul 15, 2014 5:31 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3689
Views: 1658177

Re: The GOLD scream room

Ahh, now I understand what you are getting at! Mike Another look at gold from Jan 1980 to July 2014 shows a CAGR of 2.75% vs 6.23% for 3 year treasury bills!  The goverment shows CPI or a rough measure of inflation @ 3.1%.  Your estate is missing $55,000 on a $10,000 investment.  It is sad but your...
by modeljc
Tue Jul 15, 2014 12:32 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3689
Views: 1658177

Re: The GOLD scream room

Not that I'd try to encourage anyone to stay in or leave the PP, but am I missing some recent event that is causing all of this angst? Or is it just angst over individual components of the overall strategy? Last I checked the PP is still up about 7% YTD. Today's decline is maybe 0.25%? Stocks are 5...
by modeljc
Tue Jul 15, 2014 10:35 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3689
Views: 1658177

Re: The GOLD scream room

Ahh, now I understand what you are getting at! Mike Another look at gold from Jan 1980 to July 2014 shows a CAGR of 2.75% vs 6.23% for 3 year treasury bills!  The goverment shows CPI or a rough measure of inflation @ 3.1%.  Your estate is missing $55,000 on a $10,000 investment.  It is sad but your...
by modeljc
Mon Jul 14, 2014 3:55 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3689
Views: 1658177

Re: The GOLD scream room

ModelJC, So you're going to pick the Jan 1980 peak, and stop at 2004.  Seems like someone is trying to manipulate their end result. Pretty sure I can pick appropriate timeframes for any asset and make them look very good or very bad. :D Mike Try picking a major asset class for 24 years and leave ou...
by modeljc
Mon Jul 14, 2014 2:07 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3689
Views: 1658177

Re: The GOLD scream room

Most folks can't believe in an asset class that producded -.86 CAGR from Jan. 1980 thru Jan. 2004 or DEAD money for 24 years.  Gets real heavy to carry when 3 year old treasuries had a CAGR of + 7.94%. 
by modeljc
Thu Jul 03, 2014 8:26 am
Forum: Permanent Portfolio Discussion
Topic: 2014 Halftime report
Replies: 11
Views: 4786

Re: 2014 Halftime report

At halftime, I got three year PP returns of +20% and three years of Inflation at +5%.  That is a FAT bogey of 5% per year! By year end I hope two year PP returns will equal 3% or more after inflation.  We need a 2014 PP return of +10% or so to get to an acceptable bogey for 2013 and 2014.
by modeljc
Fri Jun 13, 2014 2:21 pm
Forum: Permanent Portfolio Discussion
Topic: 46 Years of the PP
Replies: 17
Views: 10566

Re: 46 Years of the PP

I don't want to pick on you.  But I don't think you be able to sleep with any allocation!  You will never, never time gold or stocks as you be late to buy and real late to sell.  Sorry. Did you backtest this? Because my backtesting strongly disagrees. Mind you I'm not trying to avoid dime a dozen 1...
by modeljc
Thu Jun 12, 2014 5:23 pm
Forum: Permanent Portfolio Discussion
Topic: 46 Years of the PP
Replies: 17
Views: 10566

Re: 46 Years of the PP

Isn't it great on a bad stock market day like today to have a fantastic vehicle like the PP to not only keep you from sinking but to actually provide a sizeable gain? :) It really, really hurts the PP when bonds or gold goes the wrong way.  That's what caused the 26.50% MaxDD.  And it was not just ...
by modeljc
Thu Jun 12, 2014 8:32 am
Forum: Permanent Portfolio Discussion
Topic: 46 Years of the PP
Replies: 17
Views: 10566

Re: 46 Years of the PP

The Federal Reserve Bank Minneapolis Dollar calculator has $1.00 worth $6.79 after 46 years.  That is a inflation rate of 4.3% or a real bogey of 3.5% for the PP.  Craig would be happy and I would be happy also.  The problem is most of us can't sit still and manage our own monies.  I know I like to ...
by modeljc
Sat Apr 12, 2014 9:13 am
Forum: Variable Portfolio Discussion
Topic: Correction Ahead
Replies: 50
Views: 17523

Re: Correction Ahead

Desert wrote: MG, welcome back to the forum! 

Are you going to go 100% into long treasuries?  If so, when?
I would be interested to know your current allocation.  It sounds like you may not be  a PP believer.
by modeljc
Wed Apr 02, 2014 2:33 pm
Forum: Permanent Portfolio Discussion
Topic: IB removes min 10 USD charge for >100K accounts
Replies: 9
Views: 5972

Re: IB removes min 10 USD charge for >100K accounts

There is still a minimum $10 monthly market data charge, if you do less than $30 in trade commissions. This is for the normal non-pro market data, which does not include real time bond prices or options. You can turn the market data off for the months you are not trading in the account. I believe t...