I'll be nibbling at stocks on a regular (weekly) schedule, dualstow, I forget your plan. Is that nibble a long term increase plan or micro rebalancing or what? Choice #1. It’s not so much rebalancing as a long term plan to continue to accumulate stocks, pp or not, while I’m still relatively young. ...

I'll be nibbling at stocks on a regular (weekly) schedule, but I think the dumbest thing I can do is make that equity-heavy fantasy a reality, even if stocks continue to drop. My thought for the day is stay the course. dualstow, I forget your plan. Is that nibble a long term increase plan or micro ...

Let me be clear, I am not advocating buying BTC but merely pointing out on a day where the DOW fell 1000+ points BTC rose 10% while Gold only 0.24% That doesn't seem unusual to anyone on this forum? Think about that for a moment. I thought about it again and it still seems congruous with zero corre...

Where are the tweets? Where is Trump? Aren't the democrats, illegals, someone somewhere responsible for this HUGE stock market drop? >:D Here's your tweet, corto. I can't tell who he's blaming after all. https://twitter.com/realDonaldTrump/status/961253168968622086 In the “old days,” when good news...

Thanks all, definitely frustrated but you are correct nothing outside the PP norm. Just once make me feel good about holding 25% in Gold. Show me why... Somehow gold has saved some other people’s asses two decades out of the last five. That’s not bad! Does it feel good even then? I wouldn’t know bu...

I understand the frustration but I just don’t think anyone ever promised it would work that way on a daily basis. The whole premise is low correlation and in the case of gold, like stuper said, zero correlation, not negative. The benefits unfold slowwwwly, but in return you never have to touch it an...

Great discounts to invest your tax cuts into

Interesting chart. I'm not familiar with that commodities index, but the ratio of gold alone to the S&P 500 is much different.

So if I tax-loss harvest my Treasuries, do I just buy a different CUSIP , even if the maturity date is only different by 1 month? Is that "different enough" for the IRS? I don't want to be disallowed due to wash sale rules. I was wondering the same thing and looked around the other day. T...

I love the PP, but for the investor who does not prefer to set it and forget it until each January, I think GEM makes a great pair with gold for dealing with the ebbs and flows of the dollar. Are we about to see a several year run of ex-US stocks outperforming? Who knows. GEM doesn't care. This arti...

It's pretty straightforward, just need the last 10 months and the last 20 trading days of returns for each asset class. It does trade a little bit more than GEM, but not a terrible amount, roughly 3x per year. On the other hand you are in 2 asset classes nearly all the time so there is less risk of...

2009 is a textbook case for your second question. Looking at the graph you can see GEM got out after a few months of downturn while the market kept dropping a few more months. Other times there is no clear trend and GEM can whipsaw in and out and miss upturns. GEM seems to do just as well on its ow...

Ocho - You could always measure the daily volatility for the prior month and if it is over some target threshold (maybe 20% annualized) scale your GEM holdings down based on that. That could possibly prevent losing too much during a flash 1987 event. IG Thanks for the suggestion, IG. When ocho ment...

It depends on the specifics of the bear and there is no one answer. Is there a long discernible downward trend to rise or is the market jumping up and down causing whipsaws in and out? Are the US and ex-US markets facing the same stress or is one stronger than the other? I’m sure there are other fac...

The irony is global ex-US markets are outperforming over the referenced time frame.

The “I resign/No you’re fired” bit keeps the comedy rolling (Bannon, Omarosa, surely more to come over the course of the administration). Only to be outdone by the “Resign/I resign/Not accepted” bit. https://www.nytimes.com/2018/01/04/us/politics/trump-sessions-russia-mcgahn.html The president fired...

Same here. It seems to be a glitch on the google servers, because changing the query at all then changing it back is enough to get it to work again.

Surprisingly my Google Finance paper portfolio is still working, despite the shutdown announced for mid November. Here is the pure 4x25 starting January 1, 2016, dividends not reinvested, showing a 10.3% return. The stocks portion is IYY. Ignore the overall return column, as I believe it is price ga...

I think I must be getting too old...these types of questions I just don't understand. (Please tell me the future and do all the analysis for me, no problem right? If someone actually serious about this with their real hard earned money on the line, I'd think they would want to do their own research...

Sign me up for when Kbg's book of eclectic investing strategies comes out. Unlike many resources advising a single way, Kbg has something for everyone.

Do you have any cash you could use to buy gold outside retirement accounts? Holding gold in a retirement account is not ideal anyway because that converts capital gains into ordinary income when you take it out. Wouldn’t that be effectively taxed as ordinary income either way due to the collectible...

I'd have no problem buying a bit more stocks, Jack. Stocks could do well for the next five years (I've been listening to Robert Shiller). It's not like you're betting the farm on stocks. Still, if your stocks are at 26% and gold is at 15%, shouldn't you be buying gold? If it's 401k constraints that...

Stockcharts.com is majorly ratcheting up the ads lately. I wish fidelity’s charts had a perfchart total return option. It looks like the etf comparison page Market 1yr total return would suffice.

I updated my back test with monthly GSPC prices from yahoo (and continued to add Shiller dividends). Much better to use that than Shiller’s daily average for this model. It now matches Anonacci’s returns much more closely back to 1970. I am satisfied that the remaining differences are accounted by c...

The article goes on to recount, move by move, how the investigation itself was a set-up designed to manufacture a crime. http://www.zerohedge.com/news/2017-12-03/what-media-isnt-telling-you-about-indictment-mike-flynn Thanks for the link, Maddy. If Yates’s motivation was as the article describes an...