Search found 1349 matches
- Sun May 29, 2022 7:04 pm
- Forum: Variable Portfolio Discussion
- Topic: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")
- Replies: 48
- Views: 8082
Re: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")
Hi Joypog, You may find this interview interesting. Unfortunately can't remember where they discussed REITS and Chris Coles(?) opinion. https://www.youtube.com/watch?v=JwS824WRflI Have you thought about having a 40% core portfolio of the PP as you have the individual components already, and the othe...
- Thu May 19, 2022 4:44 am
- Forum: Other Discussions
- Topic: Phone - connected to keyboard / monitor
- Replies: 27
- Views: 4015
Re: Phone - connected to keyboard / monitor
- Tue May 17, 2022 3:18 am
- Forum: Permanent Portfolio Discussion
- Topic: Random observation
- Replies: 11
- Views: 2179
Re: Random observation
Yet the Max drawdown for the two allocations are within 1/2%. Am I missing something?I Shrugged wrote: ↑Mon May 16, 2022 9:24 pmBut, in 2008-09, corporates got killed while treasuries went up. Exactly why HB chose the treasuries.
- Mon May 16, 2022 11:49 am
- Forum: Permanent Portfolio Discussion
- Topic: Random observation
- Replies: 11
- Views: 2179
Random observation
For those with no access to LTT's in their retirement account.
- Sat May 14, 2022 5:52 pm
- Forum: Variable Portfolio Discussion
- Topic: PP without cash
- Replies: 2
- Views: 798
Re: PP without cash
If I were going cashless, personally this would be my approach.
1. 50/50 Stock/Bonds as per Ben Graham
2. Add Gold for minimum volatility as per BelangP
Already had the allocations memorised for the Pacific Peso (AUD)
Edit: Results for USA 24% Gold, 38% TSM, 38% LTT
1. 50/50 Stock/Bonds as per Ben Graham
2. Add Gold for minimum volatility as per BelangP
Already had the allocations memorised for the Pacific Peso (AUD)
Edit: Results for USA 24% Gold, 38% TSM, 38% LTT
- Sat May 14, 2022 7:43 am
- Forum: Variable Portfolio Discussion
- Topic: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")
- Replies: 48
- Views: 8082
Re: The Desert Looking Glass portfolio?
unfortunately the link just takes me to Morningstar's front page? Could you repost it? As for the pension...I won't vest for a couple more years, so I wonder how my psychology will shift once I know that I've got it in the bag. Even though the percentage is small at first just knowing its coming wi...
- Sat May 14, 2022 2:30 am
- Forum: Variable Portfolio Discussion
- Topic: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")
- Replies: 48
- Views: 8082
Re: The Desert Looking Glass portfolio?
Here's something to think about seeing you will have a government pension. https://socialize.morningstar.com/NewSocialize/asp/FullConv.asp?forumId=F100000015&convId=190913&minReplySeq=41 If you took John Bogles advice, you would have a much higher share (& gold?) allocation than what you would norma...
- Thu May 12, 2022 3:16 pm
- Forum: Permanent Portfolio Discussion
- Topic: Rebalancing advice needed
- Replies: 25
- Views: 4472
Re: Rebalancing advice needed
Don't live in the US, so not familiar with your tax laws.
This may be useful though -> https://www.youtube.com/watch?v=mmuh1fvHIYg
https://www.youtube.com/watch?v=MhszdAX9Leg
This may be useful though -> https://www.youtube.com/watch?v=mmuh1fvHIYg
https://www.youtube.com/watch?v=MhszdAX9Leg
- Tue May 10, 2022 4:59 pm
- Forum: Other Discussions
- Topic: The old Stable Investing website
- Replies: 0
- Views: 1532
The old Stable Investing website
Just re-reading. Posted incase anyone hasn't seen it.
https://web.archive.org/web/20160319123 ... icles.html
https://web.archive.org/web/20160319123 ... icles.html
- Tue May 10, 2022 4:42 pm
- Forum: Permanent Portfolio Discussion
- Topic: Jeffrey Gundlach on PP
- Replies: 47
- Views: 29305
Re: Jeffrey Gundlach on PP
Thanks Mathjak.
Here's the portfolio visualizer on your allocation.
Blue is the Mathjak portfolio, red the PP.
ps: What was your rationale for choosing those assets and percentages?
Here's the portfolio visualizer on your allocation.
Blue is the Mathjak portfolio, red the PP.
ps: What was your rationale for choosing those assets and percentages?
- Mon May 09, 2022 11:53 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP is Totally Obsolete!!!
- Replies: 62
- Views: 21113
Re: PP is Totally Obsolete!!!
Now if only I could find a way to do the same thing for food, our last variable monthly expense! Growing a lot of it myself has been a failure every time I've tried it. What the desert giveth in photons for free energy, she taketh away in dry barren soil. Hi Pointedstick, Try a wicking bed. My brot...
- Sat May 07, 2022 7:52 am
- Forum: Other Discussions
- Topic: Free book
- Replies: 7
- Views: 948
Re: Free book
.. Just finished Belanger's, … How did you like it? Does Belanger belong or not on my shelf? O0 Looking forward to Vil's review as well. For my part, I thought the book was good, especially the analysis of the issues. However, for the solution I must disagree somewhat. To base the recommended alloc...
- Thu May 05, 2022 2:51 pm
- Forum: Cash
- Topic: William Bernstein on Cash holdings (T-Bills)
- Replies: 11
- Views: 2925
Re: William Bernstein on Cash holdings (T-Bills)
You will probably find this five part article interesting then.
https://www.idiosyncraticwhisk.com/search?q=bonds
https://www.idiosyncraticwhisk.com/search?q=bonds
- Sun May 01, 2022 6:00 pm
- Forum: Gold
- Topic: Overseas Gold? 2022
- Replies: 18
- Views: 4621
Overseas Gold? 2022
> Australia, which thru Covid has shown itself to be authoritarian and insane Not the country of Crocodile Dundees I was told it was. https://texasbulliondepository.gov/ Also consider a rental prop for inflation protection, if you like to stay busy. But your gold will be safe with us.... ::) https:...
- Fri Apr 29, 2022 9:07 pm
- Forum: Gold
- Topic: Overseas Gold? 2022
- Replies: 18
- Views: 4621
Overseas Gold? 2022
In another thread, ( joypog wrote ) On the gold front... moved to this new thread in the Gold § \DS 🚧 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ps: That's why I like the GoldSmith portfolio. Instead of seeing the individual assets classes swing widely, you just see the pr...
- Fri Apr 29, 2022 8:25 pm
- Forum: Permanent Portfolio Discussion
- Topic: If The Stock Market Crashes Which Asset Will Save Us?
- Replies: 34
- Views: 8720
Re: If The Stock Market Crashes Which Asset Will Save Us?
Indeed, behavioral risk is my biggest fear with the PP. I'm curious whether my wife and I will have the stomach to handle the upcoming turmoil that the US is heading into (my guess). Psychology is in trying times and I'm not immune. ^^^ Quote of the Week ^^^ and on Bernstein And therein lies the re...
- Fri Apr 29, 2022 5:32 pm
- Forum: Permanent Portfolio Discussion
- Topic: If The Stock Market Crashes Which Asset Will Save Us?
- Replies: 34
- Views: 8720
Re: If The Stock Market Crashes Which Asset Will Save Us?
For portfolios with 25% in shares...
PP is blue, 25% Shares 75% 10Y Treasuries red
If you take out the inflationary period of the 70's/early 80's they both track similarly.
Appears the PP is just like a 25/75 portfolio hedged against inflation.
Want super high returns? Try something else.
PP is blue, 25% Shares 75% 10Y Treasuries red
If you take out the inflationary period of the 70's/early 80's they both track similarly.
Appears the PP is just like a 25/75 portfolio hedged against inflation.
Want super high returns? Try something else.
- Thu Apr 28, 2022 7:02 pm
- Forum: Permanent Portfolio Discussion
- Topic: Some edge questions for calculating / thinking about my PP
- Replies: 6
- Views: 1458
Re: Some edge questions for calculating / thinking about my PP
Well, this is what I did years ago. About 1/2 the funds were in a retirement account where you had two choices - actively managed or cash. Went for 50% Cash,25% Shares, 25% Gold. Once I hit 55, could take the funds out and implement a proper PP. Based on Whatcha's comment, how about 25% Shares, 25% ...
- Wed Apr 27, 2022 8:12 pm
- Forum: Permanent Portfolio Discussion
- Topic: If The Stock Market Crashes Which Asset Will Save Us?
- Replies: 34
- Views: 8720
Re: If The Stock Market Crashes Which Asset Will Save Us?
I'm just getting into the world of PP. I've held random indexes but we had gone pretty high in cash in part due to the pandemic and in part due to wanting to buy a house until the market skyrocketed beyond our willingness to purchase. I read Craig's book and really loved the concept so we're going ...
- Sun Apr 24, 2022 10:17 pm
- Forum: Other Discussions
- Topic: YouTube Junkie
- Replies: 1231
- Views: 591117
Re: YouTube Junkie
The Outer Limits
"The Inheritors"
https://www.youtube.com/watch?v=IunETGSK4qQ
https://www.youtube.com/watch?v=15ekxLXPXF8
"The Inheritors"
https://www.youtube.com/watch?v=IunETGSK4qQ
https://www.youtube.com/watch?v=15ekxLXPXF8
- Sat Apr 23, 2022 9:48 am
- Forum: Permanent Portfolio Discussion
- Topic: Jeffrey Gundlach on PP
- Replies: 47
- Views: 29305
Re: Jeffrey Gundlach on PP
On the 60/40 pain....
https://www.zerohedge.com/markets/bonds ... ear-record
https://www.zerohedge.com/markets/bonds ... ear-record
- Thu Apr 21, 2022 8:21 am
- Forum: Other Discussions
- Topic: BelangP's book out
- Replies: 23
- Views: 2664
Re: BelangP's book out
Similar philosophy....
My notes in blue.
My notes in blue.
- Mon Apr 18, 2022 7:22 pm
- Forum: Other Discussions
- Topic: BelangP's book out
- Replies: 23
- Views: 2664
BelangP's book out
Attention bookworms
https://www.youtube.com/watch?v=mieigIC0Now
https://www.youtube.com/watch?v=mieigIC0Now
- Mon Apr 18, 2022 2:54 pm
- Forum: Other Discussions
- Topic: Inflation - What are you doing different
- Replies: 58
- Views: 8471
Re: Inflation - What are you doing different
very well thought out!! might use some of the ideas myself After three years STILL have NOT finished my Permanent Portfolio research and implementation. But in this area I am actually getting things done! Vinny, perhaps you should just buy a Vanguard Target Retirement fund that fits your timing/ris...
- Sat Apr 09, 2022 5:55 pm
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 141721