Search found 59 matches

by sk55
Fri May 18, 2012 11:11 am
Forum: Variable Portfolio Discussion
Topic: Just bought 100 shares of TMF for ~ $7500
Replies: 4
Views: 3168

Re: Just bought 100 shares of TMF for ~ $7500

good luck.

i am curious how well it will do since its a leveraged ETF.
by sk55
Fri May 18, 2012 10:31 am
Forum: Cash
Topic: PP cash as emergency fund
Replies: 9
Views: 6190

PP cash as emergency fund

hi guys,

is it okay to count the cash portion as part of 6 month emergency fund?

thanks
by sk55
Wed May 16, 2012 8:46 am
Forum: Gold
Topic: Karatbars
Replies: 8
Views: 7363

Re: Karatbars

by sk55
Wed May 16, 2012 6:28 am
Forum: Permanent Portfolio Discussion
Topic: I'm Done!
Replies: 327
Views: 147094

Re: I'm Done!

Hi metta, you could space out your DCA more..  i do mine every 3 months, that way i don't have to stress about what to buy to often. Stop watching the pundits on cnbc helps alot too! Since i started using PP, i have a more detached attitude towards the markets, i see these pull backs as an opportuni...
by sk55
Wed May 16, 2012 6:19 am
Forum: Gold
Topic: Karatbars
Replies: 8
Views: 7363

Re: Karatbars

i personally like the pamp suise bars. They look pretty nice.

http://www.providentmetals.com/pamp-1-o ... -card.html
by sk55
Tue May 15, 2012 9:47 am
Forum: Permanent Portfolio Funds
Topic: 2X funds risk
Replies: 5
Views: 6774

Re: 2X funds risk

hoost,

i am not implying this is the start of a bull market.  Just pondering a plan for the next bull market.

i was trying to understand all the risk involved in a 2x fund.

they seem to be decay and tracking error.

Seems to me individual stocks can be more risky then some 2x funds.
by sk55
Mon May 14, 2012 10:12 am
Forum: Permanent Portfolio Funds
Topic: 2X funds risk
Replies: 5
Views: 6774

2X funds risk

guys, just look at the 3 yr performance of the SSO, seems like something i might want to add in my VP. seems like if you bought these at the near the start at the bull market and held you would have done pretty well? i dont see any evidence of any decay, seems to track 2x spy pretty well? do you guy...
by sk55
Sat May 05, 2012 3:17 pm
Forum: Gold
Topic: how to handle gold?
Replies: 14
Views: 8756

how to handle gold?

hi guys, so i made my first purchase.  Obviously i would like to play with my first coin a little.  Coin collecting suppose to be fun :) Whats the right way to touch the gold?  do i need to use cotton gloves as the dealer suggested (where do i get cotton gloves anyways) or can i use latex gloves? th...
by sk55
Sat May 05, 2012 2:52 pm
Forum: Gold
Topic: blanchard to buy gold coins
Replies: 11
Views: 4546

Re: blanchard to buy gold coins

i placed my first order on apmex!  I was pretty happy with the process, they were very patient and helpful on the phone. Will see how long it takes. The only thing else i am concerned with is storage.  For now i don't see my self holding too much physical, i would have to worry about insurance, wher...
by sk55
Sat May 05, 2012 2:45 pm
Forum: Bonds
Topic: bonds for a rising interest rate enviroment
Replies: 13
Views: 7899

Re: bonds for a rising interest rate enviroment

hoost, Just to challenge your thought process a little more, and hopefully enlighten me as well, why do short term bonds do well in rising inflation?  If this is true, would it be better to go with the shortest duration T-Bill? yes i after checking it out more 2-3 yr treasury seemed to do well.  Th...
by sk55
Fri May 04, 2012 6:31 am
Forum: Gold
Topic: blanchard to buy gold coins
Replies: 11
Views: 4546

Re: blanchard to buy gold coins

When its time to sell what  how much less than spot should i look for 3-5%? have you guys sold back to these online gold shops?  how was the  experience? Buying seems straight forward, but selling makes me uneasy.  sending a box of gold coins worth alot of money back to the online shop. what recours...
by sk55
Tue May 01, 2012 10:56 am
Forum: Gold
Topic: blanchard to buy gold coins
Replies: 11
Views: 4546

blanchard to buy gold coins

hi guys,

does anyone use :

http://www.blanchardonline.com

to buy gold coins?

i was looking for a reputable one stop shop to buy and sell my gold coins.  Currently i just use ETF.

anyone have any advice on this.

thanks
by sk55
Mon Apr 30, 2012 7:29 pm
Forum: Bonds
Topic: bonds for a rising interest rate enviroment
Replies: 13
Views: 7899

Re: bonds for a rising interest rate enviroment

hoost,

i am doing a custom blend in VP, which i wanted to include corp bonds, and other leveraged etf, etc.

I was playing with the boogleheads back-testing excel file, it seems to show the short term bonds do well in rising inflation.
by sk55
Mon Apr 30, 2012 8:41 am
Forum: Permanent Portfolio Discussion
Topic: PP vs buying a home
Replies: 13
Views: 6500

Re: PP vs buying a home

thanks for the insight guys.  i guess its hard for me stop looking at homes as an investment.




i always have friends and co-workers come up too me ever so often.. saying things:

now is the time to buy a home.

interest rates will start to rise lock in a home now.

buy a home for a tax shelter.
by sk55
Sat Apr 28, 2012 7:34 am
Forum: Permanent Portfolio Discussion
Topic: PP vs buying a home
Replies: 13
Views: 6500

PP vs buying a home

hi guys, i am young and saving to buy a home. i had hypothetical question: assuming you had  a place to live and didn't have to pay rent. if you had a chance to invest in PP for 10-15 years vs buying a home, what would u do? which would be a better investment? i think HB thought homes were a consump...
by sk55
Thu Apr 26, 2012 11:24 am
Forum: Bonds
Topic: bonds for a rising interest rate enviroment
Replies: 13
Views: 7899

Re: bonds for a rising interest rate enviroment

this was more for my bond allocation in my VP.

for example in 1970, wouldn't i rather hold a bond index with shorter duration than TLT.
by sk55
Thu Apr 26, 2012 10:25 am
Forum: Bonds
Topic: bonds for a rising interest rate enviroment
Replies: 13
Views: 7899

bonds for a rising interest rate enviroment

guys,


long bonds rates have been dropping for 20+ years... what happens if long bond rates start creeping up for 20+ years after the fed stops holding them down artificially?


would it better to hold AGG rather then TLT in that case?  whats your thoughts on this.

thanks
by sk55
Tue Apr 24, 2012 11:50 am
Forum: Permanent Portfolio Discussion
Topic: how to track gains with excel
Replies: 4
Views: 3091

how to track gains with excel

hi guys,

do you guys have any spreadsheets that would help me track my yearly gain with PP?

i typically make contributions monthly,  so i just need something to track my gains YTD?

* nevermind i found hoost google spreadsheet in prior post, this should do the trick.

thanks hoost!
by sk55
Thu Apr 19, 2012 10:04 am
Forum: Bonds
Topic: TLT vs buying direct
Replies: 29
Views: 17468

TLT vs buying direct

hi guys,

i am new to PP.  i usually buy bonds funds like TLT vs buying bonds directly.

I use fidelity.

is it better to buy T bonds directly? how complicated is this.?  is there a minimum investment?



thanks
by sk55
Tue Apr 10, 2012 10:03 am
Forum: Permanent Portfolio Discussion
Topic: Monthly Additions to HBPP
Replies: 13
Views: 9627

Re: Monthly Additions to HBPP

the screen shot really helps shoestring!

i assuming you happy with the gains so far with your PP using this method.
by sk55
Tue Apr 10, 2012 6:42 am
Forum: Permanent Portfolio Discussion
Topic: Monthly Additions to HBPP
Replies: 13
Views: 9627

Re: Monthly Additions to HBPP

just to make it clear in my mind guys. say i was a light on gold and stocks...  but i could only add to one at  this time do to lack of funds. gold was pullink back to 200ma.. while stocks were breaking new highs... i would add to gold? is this correct? seems like with PP you always want to add when...
by sk55
Mon Apr 02, 2012 6:04 pm
Forum: Permanent Portfolio Discussion
Topic: Monthly Additions to HBPP
Replies: 13
Views: 9627

Re: Monthly Additions to HBPP

Is there much difference investing quarterly vs. Monthly?
by sk55
Mon Apr 02, 2012 11:40 am
Forum: Permanent Portfolio Discussion
Topic: Monthly Additions to HBPP
Replies: 13
Views: 9627

Monthly Additions to HBPP

hi guys, new to HBPP. i have a few newbie questions. i plan to deposit monthly to my HBPP portfolio.  whats the best way to do this? should i just split my deposit and buy equal portions of each sector? or should i save up and do it every quarterly? should i be buying on dips? does it matter? i need...