Search found 55 matches
- Mon Mar 16, 2020 9:18 pm
- Forum: Variable Portfolio Discussion
- Topic: PP Inspired Leveraged Portfolios
- Replies: 237
- Views: 493030
Re: PP Inspired Leveraged Portfolios
Great stuff.. I sort of legged in to Levaraged PP. I bought some UGLD and TMF. I didn't buy any 3X SPY because i thought the market was too high and weighted for a pullback. So far so good. I have been buy 3x SPY ETF as the market keeps dropping. What are people using as rebalance bands for 3x PP? s...
- Sun Jan 05, 2020 8:14 pm
- Forum: Variable Portfolio Discussion
- Topic: PP Inspired Leveraged Portfolios
- Replies: 237
- Views: 493030
Re: PP Inspired Leveraged Portfolios
Hi all, My 2019 leveraged PP results are in. I implemented this 5 years ago and have gotten a 14.93% CAGR. I rebalance yearly. Last year was spectacular, a whopping 67.71%! Here's a 5 year screenshot: http://www.tightwadweb.com/3x2019.jpg Take care. -Ozzy ozzy, just to clarify you keep the same all...
- Sun Apr 03, 2016 8:10 am
- Forum: Variable Portfolio Discussion
- Topic: The "trend following" Permanent Portfolio signals
- Replies: 17
- Views: 10607
Re: The "trend following" Permanent Portfolio signals
are u using real money to do this?
- Sun Apr 03, 2016 8:08 am
- Forum: Variable Portfolio Discussion
- Topic: XIV SVXY LEAP
- Replies: 9
- Views: 6370
Re: XIV SVXY LEAP
hey guys so far this is my experience but a LEAP call i think in jan when market was in turmoil... sold got out even weeks ago. bought svxy shares instead (this thing moves like an option so u might as have shares to not worry about time decay) up 11% so far.... i prob gonna sell it soon when its u...
- Tue Feb 23, 2016 6:39 pm
- Forum: Variable Portfolio Discussion
- Topic: Shorting the market... my mind has been blown
- Replies: 9
- Views: 5165
Re: Shorting the market... my mind has been blown
If you use SH S&P500 SHORT ETF, in a Dual Momentum pairing with the S&P500 SPY LONG ETF, and just swap back and forth between the two based on the simple DM trading rules, you have better CAGR, Sharpe, and MaxDD than buy-and-hold SHY alone! That's just amazing to me, and completely surprisi...
- Tue Feb 23, 2016 6:36 pm
- Forum: Variable Portfolio Discussion
- Topic: LEAPS PP
- Replies: 160
- Views: 74501
Re: LEAPS PP
prob the best way to do it set up ameritrade account...
then enable paper trading with think or swim... (quotes are delayed, unless you have enough cash in ur trading account)
thinkorswim got the best interface for options.
then enable paper trading with think or swim... (quotes are delayed, unless you have enough cash in ur trading account)
thinkorswim got the best interface for options.
- Fri Jan 22, 2016 9:27 am
- Forum: Variable Portfolio Discussion
- Topic: time to pick up gold/silver miners?
- Replies: 11
- Views: 6245
Re: time to pick up gold/silver miners?
looks like a good time to buy it... but only for trading i'd prob sell shortly after...
gold still looks like its in a down trend.
gold still looks like its in a down trend.
- Fri Jan 22, 2016 9:04 am
- Forum: Permanent Portfolio Discussion
- Topic: Stocks Crashing! Thank God For The PP!!
- Replies: 90
- Views: 44200
Re: Stocks Crashing! Thank God For The PP!!
depends on your wife spending habits...
but i think 4 million my number.... it really depends where you live... car you want to drive etc..
but i think 4 million my number.... it really depends where you live... car you want to drive etc..
- Sun Jan 17, 2016 8:20 pm
- Forum: Permanent Portfolio Discussion
- Topic: Stocks Crashing! Thank God For The PP!!
- Replies: 90
- Views: 44200
Re: Stocks Crashing! Thank God For The PP!!
I will be fine that's what asset allocations about. If spy goes down and Tlt will go up. That's not always the case, though it's been pretty consistent in the past few decades of declining interest rates. Before that period, the correlations weren't negative, they were closer to zero. of course. ...
- Sun Jan 17, 2016 2:54 pm
- Forum: Permanent Portfolio Discussion
- Topic: Stocks Crashing! Thank God For The PP!!
- Replies: 90
- Views: 44200
Re: Stocks Crashing! Thank God For The PP!!
My guess. We get a big nasty drop. And we go right back up again.
- Sun Jan 17, 2016 1:34 pm
- Forum: Permanent Portfolio Discussion
- Topic: Stocks Crashing! Thank God For The PP!!
- Replies: 90
- Views: 44200
Re: Stocks Crashing! Thank God For The PP!!
+1 Yup buy on nice pull backs that said. A few more down days I'll start buying. That's why don't even watch CNBC they'll talk PE. China down. Etc. then at some point You'll be. In panic. Also correct me if I am wrong. Boggle heads don't use TLT. they rather use diversified bond fund. I think ...
- Sat Jan 16, 2016 11:37 am
- Forum: Permanent Portfolio Discussion
- Topic: Stocks Crashing! Thank God For The PP!!
- Replies: 90
- Views: 44200
Re: Stocks Crashing! Thank God For The PP!!
CraigR has something to say about TIPS - check the Gold FAQ or his website. Among other issues, TIPS won't compensate for losses in other assets the way gold will. At best it will tread water, and that's if you have 100% faith in the CPI. The last several posts here should probably be moved to th...
- Sat Jan 16, 2016 6:00 am
- Forum: Permanent Portfolio Discussion
- Topic: Stocks Crashing! Thank God For The PP!!
- Replies: 90
- Views: 44200
Re: Stocks Crashing! Thank God For The PP!!
Why? If anything, now seems like the time to be buying stocks, not selling them. Stocks are still insanely overvalued. But they are less overvalued than they were when everyone thought buying them was a good idea. The best time to buy stocks is when everyone hates the stock market the most, but it'...
- Fri Jan 15, 2016 9:06 pm
- Forum: Permanent Portfolio Discussion
- Topic: Stocks Crashing! Thank God For The PP!!
- Replies: 90
- Views: 44200
Re: Stocks Crashing! Thank God For The PP!!
stocks are attractive.. however i think there a good chance to that will test aug 15 low... i rather wait and see what happens before i jump inMediumTex wrote:Why?lordmetroid wrote: I am thinking it might be a good time to go TLT and IAU now.
If anything, now seems like the time to be buying stocks, not selling them.
- Fri Jan 15, 2016 9:03 pm
- Forum: Permanent Portfolio Discussion
- Topic: Stocks Crashing! Thank God For The PP!!
- Replies: 90
- Views: 44200
Re: Stocks Crashing! Thank God For The PP!!
you could be right with TLT... wait for it to have a down day.lordmetroid wrote: I am thinking it might be a good time to go TLT and IAU now.
- Fri Jan 15, 2016 9:01 pm
- Forum: Permanent Portfolio Discussion
- Topic: Stocks Crashing! Thank God For The PP!!
- Replies: 90
- Views: 44200
Re: Stocks Crashing! Thank God For The PP!!
Care to share your modified PP allocation? Thanks 50/50 SPY/TLT i use ETFs sometimes i'll turn it into a covered call... if its down to generate income.. and i keep a decent amount cash on the side for dips... So in other words, a 50-50 Boglehead allocation. Not that there's anything wrong with...
- Thu Jan 14, 2016 7:44 pm
- Forum: Variable Portfolio Discussion
- Topic: I can't handle it!
- Replies: 15
- Views: 7937
Re: I can't handle it!
Yukk! This crashing stock market(Sweden) is killing my psyche. I like to go all in when I am trading in order to get any kind of reasonable return. However this is also associated with a lot of risk. Even when the market shows a rebounce I am not sure I have the guts to reinvest again. I know, I ha...
- Thu Jan 14, 2016 12:47 pm
- Forum: Variable Portfolio Discussion
- Topic: Twitter
- Replies: 5
- Views: 3550
Re: Twitter
twtr interface isn't that great...
i use it... now and then...
but its not like FB....
i use it... now and then...
but its not like FB....
- Thu Jan 14, 2016 8:22 am
- Forum: Variable Portfolio Discussion
- Topic: LEAPS PP
- Replies: 160
- Views: 74501
Re: LEAPS PP
no just the looking at the mutual fund returns themselves..
with options no... will see if the opportunity presents its self i might jump in...
with options no... will see if the opportunity presents its self i might jump in...
- Thu Jan 14, 2016 8:20 am
- Forum: Variable Portfolio Discussion
- Topic: XIV SVXY LEAP
- Replies: 9
- Views: 6370
Re: XIV SVXY LEAP
kbg and mark,
good points about XIV.
good points about XIV.
- Wed Jan 13, 2016 7:07 pm
- Forum: Variable Portfolio Discussion
- Topic: XIV SVXY LEAP
- Replies: 9
- Views: 6370
Re: XIV SVXY LEAP
It inverse Vix? So it should do well when volatility drops.
- Wed Jan 13, 2016 3:15 pm
- Forum: Variable Portfolio Discussion
- Topic: TLT UBT buffer
- Replies: 0
- Views: 1477
TLT UBT buffer
man i am glad i picked up some
TLT and UBT....really buffer my portfolio today....
HB was right about 20 yr treasuries!...
i know most people like diversified bond funds.... but nothing saves the day like 20yr treasuries!
TLT and UBT....really buffer my portfolio today....
HB was right about 20 yr treasuries!...
i know most people like diversified bond funds.... but nothing saves the day like 20yr treasuries!
- Wed Jan 13, 2016 2:54 pm
- Forum: Variable Portfolio Discussion
- Topic: BP for VP?
- Replies: 9
- Views: 4483
Re: BP for VP?
As a petroleum engineer nearing retirement (maybe sooner than I would chose), I have been taking more than a passing interest in the falling oil prices of late. It strikes me that unlike say gold, oil is currently a necessary global consumable commodity which cannot be replaced at near the current...
- Mon Jan 11, 2016 11:47 am
- Forum: Variable Portfolio Discussion
- Topic: XIV SVXY LEAP
- Replies: 9
- Views: 6370
Re: XIV SVXY LEAP
that said the VIX is sorta its own gyroscope.... take the inverese of that...
keep it simple.... one symbol!.... get in.... make profit get out...
keep it simple.... one symbol!.... get in.... make profit get out...
- Mon Jan 11, 2016 11:42 am
- Forum: Variable Portfolio Discussion
- Topic: XIV SVXY LEAP
- Replies: 9
- Views: 6370
Re: XIV SVXY LEAP
Mark,
I only wish i was smart\lucky enough to get in earlier...lol...
HB said we can experiment in our VP!
I only wish i was smart\lucky enough to get in earlier...lol...
HB said we can experiment in our VP!