Just a random observation...
Ben Graham - Default Portfolio 50/50 Shares/Cash or Bonds
Rickards - Gold is a form of currency (cash)
BelangP - Optimal Gold/Shares ratio 35/65
On combining criteria into a simple portfolio, it looks quite promising
Search found 1353 matches
- Mon Jan 17, 2022 6:02 pm
- Forum: Variable Portfolio Discussion
- Topic: BelangP Graham Portfolio
- Replies: 2
- Views: 1071
- Sat Jan 15, 2022 10:14 am
- Forum: Other Discussions
- Topic: YouTube Junkie
- Replies: 1231
- Views: 639180
Re: YouTube Junkie
Documentary on Melbourne - Just released
https://www.youtube.com/watch?v=xzfJGC1_yPo
PS: Watched whole documentary, it is totally accurate
https://www.youtube.com/watch?v=xzfJGC1_yPo
PS: Watched whole documentary, it is totally accurate
- Sat Jan 15, 2022 3:15 am
- Forum: Politics
- Topic: Taleb on "Libertarians"
- Replies: 2
- Views: 2375
Re: Taleb on "Libertarians"
Thanks for the link Boglerdude!
Got a good laugh watching the lady in the background
https://www.reddit.com/r/ChurchOfCOVID/ ... o_destroy/
Got a good laugh watching the lady in the background
https://www.reddit.com/r/ChurchOfCOVID/ ... o_destroy/
- Fri Jan 14, 2022 9:30 pm
- Forum: Bonds
- Topic: Which Global Bond Fund? Decisions, decisions...
- Replies: 0
- Views: 1754
Which Global Bond Fund? Decisions, decisions...
Looks like we have some extra bond options in Australia! Any suggestions, comments? Nothing seems outstanding though..... Currently hold the Float Adjusted ETF which is roughly 21% US Treasuries Bloomberg Global Aggregate Corporate Bond Index (AUD Hedged) https://www.blackrock.com/au/individual/prod...
- Wed Jan 12, 2022 8:13 pm
- Forum: Other Discussions
- Topic: Coronavirus General Discussion
- Replies: 5196
- Views: 2095472
Re: Coronavirus General Discussion
https://www.youtube.com/watch?v=h0iAcQVIokgMark Leavy wrote: ↑Wed Jan 12, 2022 7:58 pmrevolting.jpgI Shrugged wrote: ↑Wed Jan 12, 2022 1:55 pm I’d like to see the unvaccinated peasants storm the castle somewhere. And not the selfie taking kind of January 6 in Washington. The kind with pitchforks.
- Wed Jan 12, 2022 3:22 am
- Forum: Other Discussions
- Topic: Coronavirus General Discussion
- Replies: 5196
- Views: 2095472
Re: Coronavirus General Discussion
Sheesh.... Did they make the announcement with a translator so non-Quebecans could understand, as per our "Great Leaders" example. ;D https://www.rebelnews.com/wa_premier_deploys_indigenous_aide_to_translate_english_into_english?utm_campaign=ay_wapremier_011222&utm_medium=email&utm...
- Tue Jan 11, 2022 7:26 pm
- Forum: Permanent Portfolio Discussion
- Topic: The PP, marginal utility, and investment "faith"
- Replies: 135
- Views: 32608
Re: The PP, marginal utility, and investment "faith"
FWIW: If investing as a resident of a country with a very small economy (eg NZ, Australia, Fiji) I think it would be easiest and most efficient to just set up a 3x33% portfolio consisting of International Bonds, International Shares and Gold. Why not 25% of your local currency? Well, if the Fiji dol...
- Tue Jan 11, 2022 6:49 pm
- Forum: Permanent Portfolio Discussion
- Topic: The PP, marginal utility, and investment "faith"
- Replies: 135
- Views: 32608
Re: The PP, marginal utility, and investment "faith"
Long Term one probably will do well if they just pick a solid portfolio (maybe even the Pinwheel FWIW) that they have faith in and stick with it like an English Bulldog. Emotional discipline being the key element in investing??? ^ Quote of the year ;) ^ I suspect people lose more trying to beat the...
- Tue Jan 11, 2022 5:29 am
- Forum: Permanent Portfolio Discussion
- Topic: The PP, marginal utility, and investment "faith"
- Replies: 135
- Views: 32608
Re: The PP, marginal utility, and investment "faith"
Thanks for explaining your rationale Mathjak.
For the folk who don't like reading, here's the article summary in one image
For the folk who don't like reading, here's the article summary in one image
- Tue Jan 11, 2022 4:47 am
- Forum: Permanent Portfolio Discussion
- Topic: The PP, marginal utility, and investment "faith"
- Replies: 135
- Views: 32608
Re: The PP, marginal utility, and investment "faith"
It is to heavy in long term bonds for my taste and I want more diversification on the gold side now with other inflation hedges…i would limit long term bonds to 5% ….. Mathjak, seeing you are a little bond adverse, I thought you might find this series of articles interesting. Enjoy! https://www.idi...
- Mon Jan 10, 2022 7:09 pm
- Forum: Other Discussions
- Topic: Coronavirus General Discussion
- Replies: 5196
- Views: 2095472
Re: Coronavirus General Discussion
Nice summary :o https://caldronpool.com/we-must-never-forget-victorias-two-months-of-brutal-medical-tyranny/ Ecclesiastes 1:9 New International Version 9 What has been will be again, what has been done will be done again; there is nothing new under the sun. https://www.solzhenitsyncenter.org/live-no...
- Mon Jan 10, 2022 2:39 am
- Forum: Other Discussions
- Topic: Coronavirus General Discussion
- Replies: 5196
- Views: 2095472
Re: Coronavirus General Discussion
Meanwhile, down under....
- Sun Jan 09, 2022 5:01 pm
- Forum: Permanent Portfolio Discussion
- Topic: The PP, marginal utility, and investment "faith"
- Replies: 135
- Views: 32608
Re: The PP, marginal utility, and investment "faith"
Just another point to add :) On listening to HB's radio show yesterday, he advised that he wanted the most volatile assets in the four asset classes. So..... 1/ Did SCV ETF's exist back in 2004? 2/ Substituting SCV for the TSM provides a return improvement and 3/ 40% SCV in the Golden Butterfly actu...
- Fri Jan 07, 2022 4:28 pm
- Forum: Other Discussions
- Topic: Executive Forum Member Check-In Thread
- Replies: 37
- Views: 8141
Re: Executive Forum Member Check-In Thread
Congratulations Smithy,
Calabrian Bank I see...
- Wed Jan 05, 2022 10:31 pm
- Forum: Permanent Portfolio Discussion
- Topic: The PP, marginal utility, and investment "faith"
- Replies: 135
- Views: 32608
Re: The PP, marginal utility, and investment "faith"
Maybe it's just nerves that will settle. I'll give it some time and see how I feel. Has anyone else had a similar experience where the amount of money being managed changed your proclivity towards a particular strategy? Well, Smithy. For my brother (about to retire) and myself (retired), we both qu...
- Tue Jan 04, 2022 8:17 pm
- Forum: Other Discussions
- Topic: YouTube Junkie
- Replies: 1231
- Views: 639180
Re: YouTube Junkie
- Mon Jan 03, 2022 5:14 pm
- Forum: Bonds
- Topic: FUAMX for Bonds?
- Replies: 10
- Views: 2218
Re: FUAMX for Bonds?
I've just struggled holding long bonds in the past even though I understand the PP theory. It's a behavioral issue. Just thinking that a fund that is less volatile might be easier for me to hold without checking on the 30-year yield three times per day. If you are after something less volatile, a 2...
- Sun Jan 02, 2022 3:59 pm
- Forum: Other Discussions
- Topic: Politically incorrect but....
- Replies: 4
- Views: 1415
Politically incorrect but....
I suspect an Actuary has way too much free time
https://igotstandardsbro.com
https://igotstandardsbro.com
- Thu Dec 30, 2021 4:41 am
- Forum: Permanent Portfolio Discussion
- Topic: Customers having difficulty accessing vanguard accounts
- Replies: 17
- Views: 3490
Re: Customers having difficulty accessing vanguard accounts
I have had nothing but issues with customer service as well as their ridiculous policies as well as their self serving bull shit they pull Hi Mathjak et al, Would you be able to expand on the issues you've experienced. Just have their ETF's, so what joys will await me if I have to deal with them di...
- Wed Dec 29, 2021 11:10 pm
- Forum: Other Discussions
- Topic: Figuring Out Religion
- Replies: 4052
- Views: 1445974
Re: Figuring Out Religion
Well this link arrived in my inbox.
Never heard of this person before, and not even sure what an Arch-Bishop does, but it makes for an interesting read.
https://www.thelibertybeacon.com/archbi ... an-people/
Never heard of this person before, and not even sure what an Arch-Bishop does, but it makes for an interesting read.
https://www.thelibertybeacon.com/archbi ... an-people/
- Wed Dec 29, 2021 5:16 pm
- Forum: Other Discussions
- Topic: Coronavirus General Discussion
- Replies: 5196
- Views: 2095472
Re: Coronavirus General Discussion
This may be of interest.
https://www.canadiancovidcarealliance.o ... an-good-2/
https://www.canadiancovidcarealliance.o ... an-good-2/
- Wed Dec 29, 2021 4:31 am
- Forum: Permanent Portfolio Discussion
- Topic: HB gets a mention again
- Replies: 2
- Views: 1140
HB gets a mention again
Although I think HB's allocation is being confused with Marc Fabers.... https://www.youtube.com/watch?v=wo4PzxgXDqo PS: More Australian foolishness. Farmers cannot deliver wheat to Silos unless vaccinated :o Guess its preferable to go hungry.... https://www.farmingahead.com.au/farm-office/news/14227...
- Tue Dec 28, 2021 5:13 pm
- Forum: Other Discussions
- Topic: Would you wear a mask?
- Replies: 240
- Views: 65967
Re: Would you wear a mask?
Heh,Mountaineer wrote: ↑Tue Dec 28, 2021 3:06 pm [align=] ok[/align]Kemosabe,
Given your comments in another thread, shall we start referring to you as The Lone Ranger?
…Tonto
- Tue Dec 28, 2021 4:31 pm
- Forum: Other Discussions
- Topic: Would you wear a mask?
- Replies: 240
- Views: 65967
Re: Would you wear a mask?
People in this Country are going to wake up in a nation that they don't even recognize if we can't get this under control here pretty soon. It was not cool, or fun to live in a 'utopia' like the German Democratic Republic. Watch the movie, "The Lives of Others" if you want to get a taste ...
- Sat Dec 25, 2021 4:59 pm
- Forum: Permanent Portfolio Discussion
- Topic: Yay PP!
- Replies: 268
- Views: 62758
Re: Yay PP!
Just to echo what I believe Mathkak said, I moved to a PP in order to protect the wealth already created as I hopefully glide towards retirement. I would probably not choose this earlier in life. In fact I’m trying to decide the investing strategy for my kids. Is it better to limit losses with a go...