Search found 32 matches
- Thu Mar 15, 2012 1:13 pm
- Forum: Variable Portfolio Discussion
- Topic: Leverage a dollar position?
- Replies: 22
- Views: 10918
Re: Leverage a dollar position?
lol, "worst arbitrage ever" it is... Seems like the only way margin could be used effectively as a dollar position is if there was some kind of leverage, but then you have volatility.
- Thu Mar 15, 2012 12:35 pm
- Forum: Variable Portfolio Discussion
- Topic: Leverage a dollar position?
- Replies: 22
- Views: 10918
Re: Leverage a dollar position?
I have an excellent margin rate of 0.9% and I deducted this from my taxes... Over the years of observation I have become very comfortable with the use of margin in the PP and have been slowly increasing it, but still never plan to ever be near the possibility of a margin call. I suppose if 2008 x 2-...
- Thu Mar 15, 2012 9:45 am
- Forum: Variable Portfolio Discussion
- Topic: Leverage a dollar position?
- Replies: 22
- Views: 10918
Leverage a dollar position?
I've been using margin for the PP for years with great success... All 3 other components are easy to margin, but not cash. It doesn't really make sense to use margin to buy SHY and pay more interest than it will earn. What about deep in the money calls for SHY?... What about a 2x dollar bull ETF?......
- Mon Oct 17, 2011 5:05 pm
- Forum: Permanent Portfolio Discussion
- Topic: Thoughts on PP if the dollar becomes gold/silver backed again
- Replies: 23
- Views: 12190
Re: Thoughts on PP if the dollar becomes gold/silver backed again
I couldn't resist...Indices wrote:The same was said for Ralph Nader back in 2000. The fringe of any society always believe their candidate is being ignored by the media.
http://www.theatlanticwire.com/politics ... med/43747/
- Mon Oct 03, 2011 5:44 pm
- Forum: Permanent Portfolio Discussion
- Topic: Just bought "The Economic Time Bomb" by Harry Browne
- Replies: 4
- Views: 3238
Re: Just bought "The Economic Time Bomb" by Harry Browne
I found Fail Safe Investing to be a big letdown... So much more PP info on here.
How I Found Freedom and Why Government Doesn't Work are two of my favorites, however.
How I Found Freedom and Why Government Doesn't Work are two of my favorites, however.
- Mon Oct 03, 2011 5:42 pm
- Forum: Permanent Portfolio Discussion
- Topic: Permanent Portfolio tattoo
- Replies: 6
- Views: 3395
Re: Permanent Portfolio tattoo
Quattuor quadrans, Aequilibrium pro re nata.MediumTex wrote:On the tablet he would be holding, rather than July 4, 1776, in Roman numerals, it would read "4 x 25%, rebalance as needed" in Latin.
Preferably in large letter old english across your torso, ala THUGLIFE.
- Wed Sep 28, 2011 4:09 pm
- Forum: Gold
- Topic: Weather the Storm...
- Replies: 40
- Views: 19556
Re: Weather the Storm...
Seems that the CME margin hike has a big hand in this... The last time they raised margin gold reacted with 2 very down days.
I've used the buying opportunity to move out of ETFs and into physical.
I've used the buying opportunity to move out of ETFs and into physical.
- Tue Sep 27, 2011 9:19 pm
- Forum: Permanent Portfolio Discussion
- Topic: Thoughts on PP if the dollar becomes gold/silver backed again
- Replies: 23
- Views: 12190
Re: Thoughts on PP if the dollar becomes gold/silver backed again
The same was said for Ralph Nader back in 2000. The fringe of any society always believe their candidate is being ignored by the media. Well, I don't consider myself "fringe" and Paul supporters do not make up a "society." :D I'm not even saying it's likely, I'm just saying that...
- Tue Sep 27, 2011 5:34 pm
- Forum: Permanent Portfolio Discussion
- Topic: Thoughts on PP if the dollar becomes gold/silver backed again
- Replies: 23
- Views: 12190
Re: Thoughts on PP if the dollar becomes gold/silver backed again
Ron Paul has no chance. He won't even win the nomination. if the primary election is fair and honest and people vote for him he is just as capable of winning as anyone. :) a new Harris pole is putting him ahead of obama in a run off, i don't know how accurate their polling is but he has some pretty...
- Tue Sep 27, 2011 12:37 pm
- Forum: Permanent Portfolio Discussion
- Topic: Thoughts on PP if the dollar becomes gold/silver backed again
- Replies: 23
- Views: 12190
Re: Thoughts on PP if the dollar becomes gold/silver backed again
It would certainly change the game if massive inflation was no longer the threat it is... I wouldn't worry about it until it happens. Frankly I just can't see it happening, too much power for central banking and inflationary policies. Ron Paul won't be elected President (though I am sure he would do...
- Thu Sep 22, 2011 3:53 pm
- Forum: Permanent Portfolio Discussion
- Topic: How do we apply Permanent Portfolio theory to establishing a balanced economy?
- Replies: 7
- Views: 3444
- Wed Sep 21, 2011 11:24 am
- Forum: Permanent Portfolio Discussion
- Topic: Master list of PP component ETF/MFD options
- Replies: 48
- Views: 37085
Re: Master list of PP component ETF/MFD options
Definitely agree on asterisk, Craig!... I'm hoping we can get a wiki going with all the if/and/buts for all funds. Thanks Akratic! Yes, the mutual funds are indeed a problem... I'm thinking that would be a logical break and have an ETF list and a MF list. Myself I am really only interested in the ET...
- Wed Sep 21, 2011 10:54 am
- Forum: Permanent Portfolio Discussion
- Topic: Master list of PP component ETF/MFD options
- Replies: 48
- Views: 37085
Re: Master list of PP component ETF/MFD options
I think that's a good idea, Craig... Perhaps a Y/N or check column for meeting Browne's criteria?
- Wed Sep 21, 2011 10:01 am
- Forum: Cash
- Topic: need help optimizing my cash allocation
- Replies: 8
- Views: 7828
Re: need help optimizing my cash allocation
Good day, Akratic!
Care to use your mastery of GoogleDocs to help the master PP component list from this thread?:
http://gyroscopicinvesting.com/forum/ht ... 068#p17068
Care to use your mastery of GoogleDocs to help the master PP component list from this thread?:
http://gyroscopicinvesting.com/forum/ht ... 068#p17068
- Thu Sep 08, 2011 11:46 am
- Forum: Gold
- Topic: What do you have for gold (ETf, physical)?
- Replies: 4
- Views: 3978
Re: What do you have for gold (ETf, physical)?
Why would you show your ID? Go to a different store that asks fewer questions. Tell em your sweet grandpappy bequeathed them unto you.... Not that you shouldn't pay taxes, of course, that would be the worst kind of wrong. I'd go for 1 oz govt minted coins (as outlined in the Gold FAQ). I, and everyo...
- Thu Sep 08, 2011 11:42 am
- Forum: Gold
- Topic: Mixing Gold Coin Types, or Staying Consistent?
- Replies: 18
- Views: 7981
Re: Mixing Gold Coin Types, or Staying Consistent?
99.99% coins are very soft, and care must be used handling them... For this reason, I'd recommend slabbing and/or coin holder for them.
On the bright side, a 99.99% forgery is much harder to pull off than a 91.67% forgery.
On the bright side, a 99.99% forgery is much harder to pull off than a 91.67% forgery.
- Thu Sep 08, 2011 11:39 am
- Forum: Gold
- Topic: Yahoo gave me a heart attack
- Replies: 7
- Views: 3979
Re: Yahoo gave me a heart attack
I really can't see gold losing 12% in one day... HEADLINE: "World's Problems Fixed! Golden Age Inevitable!" Prosperity takes time to build (stairs up), but it can unravel overnight (elevator down). Gold is inverse, therefore I don't see it ever making that huge of leaps down, outside of in...
- Wed Sep 07, 2011 12:41 pm
- Forum: Permanent Portfolio Discussion
- Topic: Master list of PP component ETF/MFD options
- Replies: 48
- Views: 37085
Re: Master list of PP component ETF/MFD options
Posted a very, very rough draft in the OP... Check it out, and the To Do List within. Right off the bat you'll notice mutual funds are broken, they require a different feed than ETFs. Details here: http://www.amateur-invest.com/files/inv_set.ini I wonder if this means we'll have to maintain two list...
- Tue Sep 06, 2011 8:59 am
- Forum: Permanent Portfolio Discussion
- Topic: Master list of PP component ETF/MFD options
- Replies: 48
- Views: 37085
Re: Master list of PP component ETF/MFD options
Thanks all, keep em coming! I updated the OP. What variables would be good to see in the [mostly] auto-populating spreadsheet? So far I'm thinking: SYMBOL, NAME, TYPE (ETF, MF, CEF [closed end fund]), EXCHANGE , EXP. RATIO, DIV YIELD, EX-DIV DATE, SPREAD (or bid/ask), NO COMMISSION BROKER , STANDARD...
- Mon Sep 05, 2011 11:06 am
- Forum: Permanent Portfolio Discussion
- Topic: Master list of PP component ETF/MFD options
- Replies: 48
- Views: 37085
Master list of PP component ETF/MFD options
I'm looking to compile a list of all PP variables. Any points and discussions are appreciated. So far I have these... Eventually I'd like to get a wiki going, and a googledoc with all stats (ex: dividend yield) auto-filled. Stocks: VT, VTI, SPY, VIFSX, VGTSX, VV, ILD, VWO, VB, IVV, ACWI, FSEMX, FSTM...