Search found 4456 matches
- Sun Jul 30, 2023 4:03 am
- Forum: Bonds
- Topic: Attention! Mathjak!!!!
- Replies: 19
- Views: 2445
Re: Attention! Mathjak!!!!
it just made sense to me that with rates having no where to go except up it was going to be an awful ride extending out maturity and durations . the only hope we had was really equities running with the ball and i always said that long term bonds would destroy most of the traction equities got well ...
- Sat Jul 08, 2023 9:26 am
- Forum: Permanent Portfolio Discussion
- Topic: I'M OUT!
- Replies: 64
- Views: 74071
Re: I'M OUT!
Every time I see this thread title I think it’s a Seinfeld reference. :D O0 One of the finest episodes. that episode won many awards …not only was it really something that could have been easily censored in those days but it never used the actual word once for what they were betting on … wikipedia ...
- Tue Jul 04, 2023 12:59 pm
- Forum: Gold
- Topic: Gold bars on sale at Costco
- Replies: 15
- Views: 29764
Re: Gold bars on sale at Costco
when i try it , it says item not found
- Tue Jun 20, 2023 8:11 am
- Forum: Permanent Portfolio Discussion
- Topic: the ray dalio all weather vs the PP
- Replies: 2
- Views: 1024
- Sat Jun 17, 2023 5:12 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3693
- Views: 1745274
Re: The GOLD scream room
i will have to keep abreast of that interview (*)(*)
- Sat Jun 17, 2023 5:10 am
- Forum: Bonds
- Topic: Bond barbell vs. other options
- Replies: 12
- Views: 2763
Re: Bond barbell vs. other options
interestingly i found that over most time frames i looked at IEF beat the barbell of tlt and cash or tlt and shy .
i would have expected the extra volatility in tlt would have given it an edge but it was consistently slightly behind with a few exceptions
i would have expected the extra volatility in tlt would have given it an edge but it was consistently slightly behind with a few exceptions
- Mon May 29, 2023 2:52 pm
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3693
- Views: 1745274
Re: The GOLD scream room
well now we have a total market fund or s&p fund up 10%. qqq up 31%
TLT UP 2.67
sgov 1.87
gold up 6.67
and sgov a
- Mon May 29, 2023 11:54 am
- Forum: Bonds
- Topic: Is anyone else buying TIPS?
- Replies: 28
- Views: 10881
Re: Is anyone else buying TIPS?
personally i wouldn’t take up valuable tax deferred space with bonds unless i thought i was going see capital gains from selling that may be high..
flipping or rebalancing tlt would warrant it .
at 3-4% interest ,not worth it to me taking up space
flipping or rebalancing tlt would warrant it .
at 3-4% interest ,not worth it to me taking up space
- Mon May 29, 2023 5:00 am
- Forum: Bonds
- Topic: Is anyone else buying TIPS?
- Replies: 28
- Views: 10881
Re: Is anyone else buying TIPS?
well we can’t predict what bonds will do but gold is now showing it is down monday because with the deal the thinking is the chances of rates rising just increased. so bonds can go either way tomorrow when we open …i thought the deal would be a good thing for them but after seeing gold this morning ...
- Sun May 28, 2023 4:32 am
- Forum: Bonds
- Topic: Is anyone else buying TIPS?
- Replies: 28
- Views: 10881
Re: Is anyone else buying TIPS?
my personal feeling is that if one wants TIPS and is a PP user i would not make them part of the PP bond holdings as they would suck in a recession or depression in comparison .. but nothing wrong holding them in the VP just like holding commodities on the side and not diluting the gold budget. unfo...
- Sat May 27, 2023 3:39 pm
- Forum: Bonds
- Topic: Is anyone else buying TIPS?
- Replies: 28
- Views: 10881
- Sat May 27, 2023 3:24 pm
- Forum: Bonds
- Topic: Is anyone else buying TIPS?
- Replies: 28
- Views: 10881
Re: Is anyone else buying TIPS?
i bonds have a different structure then tips , i bonds base rate doesn’t fall like tips does when rates go higher . tips barely beat out regular treasuries during this bought of inflation 2. Why have TIPS performed so poorly when inflation is so high? TIPS prices have fallen more than the principal ...
- Sat May 27, 2023 3:07 pm
- Forum: Bonds
- Topic: Is anyone else buying TIPS?
- Replies: 28
- Views: 10881
Re: Is anyone else buying TIPS?
And yet about half of the time TIPS held to maturity are going to beat nominal treasuries of the same maturity, right? Not sure how the government manipulating inflation figures changes that. As kbg pointed out a while back, we don't seem to talk as much about government manipulation of inflation d...
- Sat May 27, 2023 5:12 am
- Forum: Bonds
- Topic: Is anyone else buying TIPS?
- Replies: 28
- Views: 10881
Re: Is anyone else buying TIPS?
i found interpreting the tips yields. on tips funds confusing so i wrote fidelity insight for a better explanation back in april . jack bowers replied When the SEC implemented a bunch of rules for reporting yield-to-maturity a few decades ago, inflation-protected bond funds didn’t exist. These funds...
- Fri May 19, 2023 3:22 pm
- Forum: Permanent Portfolio Discussion
- Topic: The Weird Portfolio - latest from Tyler/Portfolio Charts
- Replies: 29
- Views: 25204
Re: The Weird Portfolio - latest from Tyler/Portfolio Charts
it reminds me of a cross between bernsteins liability matching and ray lucia’s bucket system
- Fri May 19, 2023 3:11 pm
- Forum: Permanent Portfolio Discussion
- Topic: The Weird Portfolio - latest from Tyler/Portfolio Charts
- Replies: 29
- Views: 25204
Re: The Weird Portfolio - latest from Tyler/Portfolio Charts
i will check out the whole report . but it still doesn’t sit right with me ….gold has done better then bonds over most time frames since it has become main stream and used in quite a few portfolios … it is really a different animal today as proven by pretty much any time frame you can pick for almos...
- Fri May 19, 2023 2:46 pm
- Forum: Permanent Portfolio Discussion
- Topic: The Weird Portfolio - latest from Tyler/Portfolio Charts
- Replies: 29
- Views: 25204
Re: The Weird Portfolio - latest from Tyler/Portfolio Charts
i don’t follow the logic though of the insurance bucket with a 40 plus year duration as a retiree …. first off i wouldn’t say gold has a duration of 40 plus years . you can pick almost any time frame the last 25 years and equities and gold have beaten equities and bonds . so i fail to see the long d...
- Tue May 16, 2023 7:39 am
- Forum: Variable Portfolio Discussion
- Topic: Simplifying fund choices for the PP/GB
- Replies: 19
- Views: 7677
Re: Simplifying fund choices for the PP/GB
i wanted sgov just because it’s very short .. i also have shy so i wanted something close to a cash equivalent
- Sun May 14, 2023 7:54 am
- Forum: Permanent Portfolio Discussion
- Topic: Revisiting the “Permanent Portfolio”
- Replies: 1
- Views: 745
Re: Revisiting the “Permanent Portfolio”
“a portfolio composed exclusively of stocks is far more volatile than the Permanent Portfolio. For instance, if your grandparents had purchased a stock portfolio corresponding to the S&P 500 in August 1929 (just before the stock market meltdown that resulted in an 86% loss in this index),they wo...
- Fri May 12, 2023 1:15 pm
- Forum: Variable Portfolio Discussion
- Topic: Simplifying fund choices for the PP/GB
- Replies: 19
- Views: 7677
Re: Simplifying fund choices for the PP/GB
i like sgov for cash i am not utilizing
- Thu May 11, 2023 6:58 am
- Forum: Permanent Portfolio Discussion
- Topic: The Weird Portfolio - latest from Tyler/Portfolio Charts
- Replies: 29
- Views: 25204
Re: The Weird Portfolio - latest from Tyler/Portfolio Charts
excellent points d1984
- Sun May 07, 2023 12:30 pm
- Forum: Permanent Portfolio Discussion
- Topic: I'M OUT!
- Replies: 64
- Views: 74071
Re: I'M OUT!
very different today ..you can bet if we made it not legal for citizens to own something and you had it stored over seas they would report it .
plus getting out of the country today may not be possible if things were coming apart here
plus getting out of the country today may not be possible if things were coming apart here
- Sun May 07, 2023 4:15 am
- Forum: Gold
- Topic: Safe deposit boxes: Revisited
- Replies: 27
- Views: 9992
Re: Safe deposit boxes: Revisited
there was an episode on the show swat which wasn’t so far off from what could happen . a precious metals dealer was furnishing a safe installation company with leads . they would tell them how much gold was purchased so they can size an appropriate safe and call a potential client to see if they wer...
- Sun May 07, 2023 4:07 am
- Forum: Permanent Portfolio Discussion
- Topic: I'M OUT!
- Replies: 64
- Views: 74071
Re: I'M OUT!
i still am not sure exactly what one would buy in the cockroach …it seems awfully complex
- Mon May 01, 2023 8:22 am
- Forum: Cash
- Topic: Good piece on cash by Cullen Roche
- Replies: 11
- Views: 6731
Re: Good piece on cash by Cullen Roche
if we could plot our income over the decades i bet many of us are ahead. i know i was ..
we grow our income not by doing the same job function but by advancing ….so many of us stayed way ahead over decades of time
we grow our income not by doing the same job function but by advancing ….so many of us stayed way ahead over decades of time