Search found 423 matches

by Vil
Sun Oct 16, 2022 11:31 am
Forum: Other Discussions
Topic: Vil's Valley
Replies: 11
Views: 1290

Re: Vil's Valley

vnatale wrote: Thu Oct 13, 2022 11:26 am Does your country have any government investment similar to our TIPS?
Nope, we don't, though Germany, Spain, France and Italy have for example.
by Vil
Thu Oct 13, 2022 4:03 am
Forum: Other Discussions
Topic: Vil's Valley
Replies: 11
Views: 1290

Re: Vil's Valley

Mountaineer wrote: Wed Oct 12, 2022 6:27 am I saw one of these at the Delaware "punkin chunkin" several years ago. Awesome machine.
Haha, was not aware, thanks for sharing. People are just awesome inventing that kind of stuff, indeed.
by Vil
Thu Oct 13, 2022 4:00 am
Forum: Other Discussions
Topic: Vil's Valley
Replies: 11
Views: 1290

Re: Vil's Valley

I do hope you and your family are doing alright, Vil Thanks DS. Not sure we are doing alright honestly. Definitely I/we are not desperate, but anxious for sure. Most likely I've mentioned it, but my plan was to do an early retirement, which unfortunately might not happen in the very near future. Of...
by Vil
Tue Oct 11, 2022 5:11 am
Forum: Other Discussions
Topic: Vil's Valley
Replies: 11
Views: 1290

Re: Vil's Valley

Yup, that's it. In general, you have 2 types of airguns - 1) when the projectile is being pushed by some kind of spring , and 2) shooting force is generated by compressed air that's being released through a tiny port with (sometimes) enormous pressure. There is really a wide variety of such guns.. A...
by Vil
Mon Oct 10, 2022 2:20 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 341
Views: 164489

Re: Are most people here sticking with Treasuries?

Agree? Not? Bought a new bipod for my hunting crossbow and looking for new powerful hunting PCP (note: here firearms are forbidden unfortunately and the one my old man is in posession of, is rather outdated, note2: AGT Vulcan 3 looks as a decent candidate). That's the rebalancing I do at the moment...
by Vil
Mon Oct 10, 2022 2:08 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 341
Views: 164489

Re: Are most people here sticking with Treasuries?

Smith1776 wrote: Mon Oct 10, 2022 2:00 pm ZFL, which is essentially the Canadian benchmark equivalent of TLT, is down by 23.82% year to date.
And DBXG (Eurozone gov bond 25+) is -39.19% YTD. Interesting times we live in.
by Vil
Wed Sep 21, 2022 10:41 am
Forum: Other Discussions
Topic: Scarce and high priced energy in Europe
Replies: 76
Views: 8907

Re: Scarce and high priced energy in Europe

Official inflation here is 18%. Guess unofficial is twice than that. Nice, ah? Today I realized that the local store that's normally quite busy during early morning hours has almost no clients now, the same time. Wondering how far will that go in EU...? ECB is lead by bunch of morons ... Still housi...
by Vil
Thu Jul 14, 2022 8:37 am
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 291
Views: 53334

Re: Absolutely brutal - 5/5

In days like this really wondering where all hedge funds money goes, if not in cash or in short positions... ;D
by Vil
Thu Jun 16, 2022 1:57 pm
Forum: Variable Portfolio Discussion
Topic: Covered calls and Cash secured puts in TLT, GLD and SLV
Replies: 75
Views: 14021

Re: Covered calls and Cash secured puts in TLT, GLD and SLV

How many folks around here are actually in the PP? I can only think of maybe 3 folks? Do you have statistically significant data-set for your conclusion ? ;D I have US-PP since 2.5 years, only contributing 1/year to keep the percentages. Oddly enough I do not even have a look at it. I guess my VP i...
by Vil
Tue Jun 14, 2022 1:44 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3693
Views: 1731322

Re: The GOLD scream room

dualstow wrote: Fri Jun 10, 2022 1:39 pm O0 O0 Love that black knight.
I did order a krug today.
Guys, what's the spread you 'enjoy' as of now with Apmex (?) ?

The dealer I use (=Tavex, one of the biggest ones in EU, and leader in Northern Europe) is now on 2.7% for some of the bullion coins..
by Vil
Mon Jun 13, 2022 2:57 pm
Forum: Permanent Portfolio Discussion
Topic: How much can you not afford to lose?
Replies: 34
Views: 7549

Re: How much can you not afford to lose?

And yes, while bond prices do decline at times, they're still less risky than stocks, especially if the average duration is not too long. Thanks, that's clear. What seems I cannot really accept and digest is that at the moment who's losing less is actually the winner. Still have the childish belief...
by Vil
Mon Jun 13, 2022 2:25 pm
Forum: Permanent Portfolio Discussion
Topic: How much can you not afford to lose?
Replies: 34
Views: 7549

Re: How much can you not afford to lose?

So he suggests a milder glide path for the red zone As pre-retirement I was genuinely interested on this, however if I can recall from this article (which you shared in the past if I am not mistaken) the glide path was in essence - move some of the stock allocation to bonds when you are in the red ...
by Vil
Mon Jun 13, 2022 8:51 am
Forum: Stocks
Topic: Stock scream room
Replies: 1438
Views: 654604

Re: Stock scream room

dualstow wrote: Mon Jun 13, 2022 8:01 am let 2022 be the year of GOLD
If 2022 is not the year of GOLD, it would be definitely the year of pain.
by Vil
Mon Jun 13, 2022 7:04 am
Forum: Other Discussions
Topic: No bid on mortgage backed securities
Replies: 2
Views: 599

Re: No bid on mortgage backed securities

Jack Jones wrote: Mon Jun 13, 2022 6:50 am https://notoriousrob.com/2022/06/finally-no-bid-on-mbs/

Mortgage rates heading higher. Not much demand for bonds that yield negative in real terms.
Days like today one can think that the time has come for the whole market to go no-bid.
by Vil
Fri Jun 10, 2022 11:14 am
Forum: Permanent Portfolio Discussion
Topic: The PP, marginal utility, and investment "faith"
Replies: 135
Views: 32056

Re: The PP, marginal utility, and investment "faith"

Sorry for being ignorant, but did not have time today to read the news for US - what's the current 'explanation' for the S&P/QQQ down days ? In EU we had the ECB announcement yesterday, which might serve as some explanation ... Inflation CPI higher than expected. So the freakout continues. Than...
by Vil
Fri Jun 10, 2022 9:15 am
Forum: Permanent Portfolio Discussion
Topic: The PP, marginal utility, and investment "faith"
Replies: 135
Views: 32056

Re: The PP, marginal utility, and investment "faith"

Sorry for being ignorant, but did not have time today to read the news for US - what's the current 'explanation' for the S&P/QQQ down days ?

In EU we had the ECB announcement yesterday, which might serve as some explanation ...
by Vil
Mon May 30, 2022 2:29 am
Forum: Variable Portfolio Discussion
Topic: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")
Replies: 48
Views: 8278

Re: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")

Yeah, definitely 20% commodities held in the Ivy portfolio needs some strong conviction, given that in the short term you will buy at high price (the war in Ukraine is already taken into account, and what happens if it ends some time soon..? For markets I do not think that it will make any sort of d...
by Vil
Tue May 24, 2022 1:03 am
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 291
Views: 53334

Re: Absolutely brutal - 5/5

Lagarde on Cryptos here Breaking news! European Central banker doesn't believe in Crypto and thinks it should be regulated. Yes, some more breaking news coming .. As I was reading through the recent (couple days ago) Gates notes found this : Hey Bill, what do you think about Bitcoin and cryptocurre...
by Vil
Mon May 23, 2022 10:20 am
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 291
Views: 53334

Re: Absolutely brutal - 5/5

Lagarde on Cryptos here
by Vil
Sun May 22, 2022 11:24 am
Forum: Permanent Portfolio Discussion
Topic: What kind of inflation are we experiencing?
Replies: 33
Views: 6098

Re: What kind of inflation are we experiencing?

The whole world is experiencing inflation, not just the US. Yes, you are definitely not alone. The euro area annual inflation rate was 7.4% in April 2022, a year earlier, the rate was 1.6%. European Union annual inflation was 8.1% in April 2022, up from 7.8% in March. A year earlier, the rate was 2...
by Vil
Thu May 19, 2022 1:54 am
Forum: Permanent Portfolio Discussion
Topic: Random observation
Replies: 11
Views: 2229

Re: Random observation

And as completely opposite to a random observation - I am completely certain that new PP investors will get better prices. One could ask - better compared to what? Well, compared to me who did rebalancing/contribution at the beginning of this year ;D So, joypog , you may have good opportunities ahea...
by Vil
Thu May 19, 2022 1:42 am
Forum: Other Discussions
Topic: Phone - connected to keyboard / monitor
Replies: 27
Views: 4070

Re: Phone - connected to keyboard / monitor

Indeed, such posts might prove harmful, given Musk has shifted his focus from TWTR to GYRO (ISIN: 25252525) ;D
by Vil
Wed May 18, 2022 10:59 am
Forum: Permanent Portfolio Discussion
Topic: Random observation
Replies: 11
Views: 2229

Re: Random observation

In my US-PP (in USD) I have been using US7 for the bond allocation and it's combination of several durations averaging ~8 yr. Feel comfortable with it and do not plan to shift. As another random observation, I do think the sentiment will change to full blown bearish at some point as stock market doe...
by Vil
Mon May 16, 2022 11:37 am
Forum: Variable Portfolio Discussion
Topic: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")
Replies: 48
Views: 8278

Re: The Desert Looking Glass portfolio?

Start to smell pinwheel-ish here... ;D you just miss some REIT .. For me its too much of slice & dice. Only piece of international stocks I found that is not that much corelated to US stock market is EU small caps (and in EU we are good in having the small caps really small ;-)). For REITs I ha...
by Vil
Mon May 16, 2022 3:46 am
Forum: Variable Portfolio Discussion
Topic: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")
Replies: 48
Views: 8278

Re: The Desert Looking Glass portfolio?

Start to smell pinwheel-ish here... ;D you just miss some REIT .. For me its too much of slice & dice. Only piece of international stocks I found that is not that much corelated to US stock market is EU small caps (and in EU we are good in having the small caps really small ;-)). For REITs I hav...