I don’t use the PP any longer but I still listen to podcasts like the ones from Resolve Asset Management who specialize in Risk Parity portfolios. They have convinced me that if you are going to do such a portfolio then you need a lot more diversification than the PP gives you. You definitely need ...

@seajay - Great post!

I can’t believe you’re steering someone away from index funds, Jack. Well, he did say “mostly.” Room for both. It's funny I was thinking the same thing about Jack's post. Individual stocks are NOT what I am trying to achieve with a one time set it and forget it approach for a foundation of their in...

🚧 This is an old thread and I should probably split & link. For example, GTU has been defunct since 2018. in the meantime, if you’ve just come upon this thread, you only need to scroll up two posts to Seajay’s. Before that, it’s 2020 & 2012 🚧 … Monetary Metals minimum of 10oz and they lease...

I’ll just jump in here. Monetary Metals is one option I am thinking about starting to use. Because dealing with gold and premiums and taxes in the ETF’s is painful. I’ll throw some details in later today but it’s a minimum of 10oz and they lease the gold at around 2 to 3 percent return for you in go...

Found one issue with the broker I chose, Fidelity charges $75 per VTSAX purchase. So...no automated purchases are going to happen. That could be a serious problem if I want to set VTSAX and forget it for the kids. I would be happy for an auto VTI purchase (would prefer that) but there is no option ...

Found one issue with the broker I chose, Fidelity charges $75 per VTSAX purchase. So...no automated purchases are going to happen. That could be a serious problem if I want to set VTSAX and forget it for the kids. I would be happy for an auto VTI purchase (would prefer that) but there is no option f...

@xmj - any reference material you have on monthly rebalancing would be appreciated, because I’ve heard several different approaches to rebalancing including never rebalancing.

ppnewbie: I don't know what information pollution is, but I find this to be a fascinating event. Not being facetious in this question. What part fascinates you? To explain the reason, I am asking because I see an enormous and complex organization and operation (the Russian military and the war) mak...

Russia’s air force accidentally bombs its own city Blast from Su-34 bomber shatters apartment windows, damages cars, leaves 20-meter crater in Belgorod; social media first blames Kyiv, until Moscow acknowledges mistake https://www.timesofisrael.com/russian-air-force-accidentally-bombs-their-own-cit...

I never knew any of this until reading it just now. Paints a totally different picture than the one you are always providing here. Ironic I was led to it from reading a baseball book: "The headline for Markovits’s story, which ran in 2020, was “How McKinsey Destroyed the Middle Class.” Reporte...

Does anyone know of a good Small Cap Value fund without a large allocation to Small Cap "Value" financials. I want to make a purchase but Vanguards VBR, I believe, has over 20 percent in financials at the moment. One final question, though....why do you specifically want to exclude banks/...

Does anyone know of a good Small Cap Value fund without a large allocation to Small Cap "Value" financials. I want to make a purchase but Vanguards VBR, I believe, has over 20 percent in financials at the moment.

I think long term treasuries may actually have the most short term potential so I like them again as of right now. I would really like to hear your reasoning on this. I am going with the following reasoning: Cash and long bonds - protect against deflation. When the market crashes it is a deflationa...

I’m worried about our reserve status and how quickly we will lose it. Also, I would recommend reading or listening to Ray Dalio’s “Changing World Order” book.

Just checked my one year return for my GB-ish is down 1.8 percent.

vnatale wrote: ↑Tue Mar 21, 2023 10:28 pm This seems to have a lot of credible detail regarding it:

https://thecollegeinvestor.com/37702/glint-review/

Thanks for that thorough review.

I think it is available in the US.

I have not, but I just recently heard about it on a monetary metals podcast. I am pretty sure I heard that it is not yet a USA product. Ep 56 - Jason Cozens: The Solution to Bank Risk is Gold https://www.youtube.com/watch?v=p_V6famQJiQ I did enjoy listening to the podcast for what it was though. Th...

Has anyone used Glint. It sounds interesting. It’s a gold based Mastercard.

One way to look at it is the entire global monetary system is willing to lend money for thirty years for less than they are willing to lend money for 2 years because many of the market participants may be experiencing a weak economic conditions. Or something like inflation will not go above 4 percen...

ppnewbie wrote: ↑Fri Mar 03, 2023 12:11 pm I've been buying max duration LTT's at the moment. I am going with the thesis that the yield curve inversions are telling us something significant.

I repeat the inverted yield curve is telling us the world may be about to implode.

I recall it was closed to retail investors but still open. But…if all the marketing material is gone it may have gone then it could have out of business.

I highly recommend Jeff Snider’s Eurodollar University podcast where he deep dives into yield curves and the financial and global monetary system.