Search found 861 matches
- Sun May 07, 2023 1:36 am
- Forum: Permanent Portfolio Discussion
- Topic: I'M OUT!
- Replies: 64
- Views: 72955
Re: I'M OUT!
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 ...
- Fri May 05, 2023 10:32 pm
- Forum: Gold
- Topic: Logistics of Large Quanties o' Physical Gold
- Replies: 32
- Views: 8462
Re: Logistics of Large Quanties o' Physical Gold
@seajay - Great post!
- Thu May 04, 2023 11:28 am
- Forum: Stocks
- Topic: Permanent Broker
- Replies: 20
- Views: 7777
Re: Permanent Broker
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...
- Wed May 03, 2023 10:23 am
- Forum: Gold
- Topic: Scared to Take the PP Jump Because of Gold
- Replies: 48
- Views: 27552
Re: Scared to Take the PP Jump Because of Gold
🚧 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...
- Wed May 03, 2023 5:49 am
- Forum: Gold
- Topic: Scared to Take the PP Jump Because of Gold
- Replies: 48
- Views: 27552
Re: Scared to Take the PP Jump Because of Gold
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...
- Tue May 02, 2023 6:06 pm
- Forum: Stocks
- Topic: Permanent Broker
- Replies: 20
- Views: 7777
Re: Permanent Broker
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 ...
- Tue May 02, 2023 3:12 pm
- Forum: Stocks
- Topic: Permanent Broker
- Replies: 20
- Views: 7777
Re: Permanent Broker
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...
- Fri Apr 28, 2023 7:45 am
- Forum: Permanent Portfolio Discussion
- Topic: This is the best time in 45 years to invest in the Permanent Portfolio
- Replies: 33
- Views: 13978
Re: This is the best time in 45 years to invest in the Permanent Portfolio
@xmj - any reference material you have on monthly rebalancing would be appreciated, because I’ve heard several different approaches to rebalancing including never rebalancing.
- Sun Apr 23, 2023 2:27 pm
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1173
- Views: 980693
Re: Putin Invades Ukraine II
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...
- Sat Apr 22, 2023 4:05 pm
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1173
- Views: 980693
Re: Putin Invades Ukraine II
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...
- Fri Apr 21, 2023 6:42 pm
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1173
- Views: 980693
Re: Putin Invades Ukraine II
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...
- Mon Apr 17, 2023 8:39 pm
- Forum: Stocks
- Topic: Small Cap Value fund without a large allocation to financials
- Replies: 3
- Views: 1891
Re: Small Cap Value fund without a large allocation to financials
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/...
- Mon Apr 17, 2023 4:13 pm
- Forum: Stocks
- Topic: Small Cap Value fund without a large allocation to financials
- Replies: 3
- Views: 1891
Small Cap Value fund without a large allocation to financials
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.
- Mon Mar 27, 2023 3:22 am
- Forum: Permanent Portfolio Discussion
- Topic: I'M OUT!
- Replies: 64
- Views: 72955
Re: I'M OUT!
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...
- Thu Mar 23, 2023 2:07 am
- Forum: Permanent Portfolio Discussion
- Topic: I'M OUT!
- Replies: 64
- Views: 72955
Re: I'M OUT!
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.
- Wed Mar 22, 2023 12:47 am
- Forum: Permanent Portfolio Discussion
- Topic: 2022 Returns
- Replies: 44
- Views: 26267
Re: 2022 Returns
Just checked my one year return for my GB-ish is down 1.8 percent.
Re: Glint Pay
Thanks for that thorough review.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/
Re: Glint Pay
I think it is available in the US.
Re: Glint Pay
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...
Glint Pay
Has anyone used Glint. It sounds interesting. It’s a gold based Mastercard.
- Mon Mar 20, 2023 2:07 am
- Forum: Bonds
- Topic: When is it time to load up on bonds.
- Replies: 40
- Views: 39363
Re: When is it time to load up on bonds.
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...
- Wed Mar 15, 2023 10:30 pm
- Forum: Permanent Portfolio Discussion
- Topic: Dalio
- Replies: 5
- Views: 1061
- Wed Mar 15, 2023 10:28 pm
- Forum: Bonds
- Topic: When is it time to load up on bonds.
- Replies: 40
- Views: 39363
- Thu Mar 09, 2023 10:47 am
- Forum: Permanent Portfolio Discussion
- Topic: Dragon Portfolio
- Replies: 23
- Views: 10049
Re: Dragon Portfolio
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.
- Sun Mar 05, 2023 9:10 pm
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 165938
Re: Are most people here sticking with Treasuries?
I highly recommend Jeff Snider’s Eurodollar University podcast where he deep dives into yield curves and the financial and global monetary system.