Thanks!

I'm trying to find the PP performance from Feb 15 to July 15. Can anyone help me out please. Thanks!

Thanks for the feedback everyone. I think you're right in saying that the PP needs to stay balanced. I've decided to sell off a balanced chunk of my PP that has some gains and buy the house cash. It will be much easier on my mind in case it takes time to sell the other. 2k/month interest payments on...

Option 1. The worst possible time to drain yourself of cash is when you're buying a home. Talk to your real estate agent about alternatives? There are lots of other ways to manage this situation without having to resort to a mortgage and all the pain that entails. (Btw there is no such thing as "no...

I own my current home with no mortgage. I'm buying a new one and plan to do the same via a no closing cost mortgage paid off quickly after the current home sales. So buy a new home first then sell the current one to pay the mortgage. I have two options : 1 - put down 20% on a new home and take the r...

Thanks guys. With Vanguard you basically can't buy anything thats not a fund, with Fidelity you can't do electronic funding or Roth. Shafted.

I've been the contribution to my solo 401k,and from what I understand I should be putting LTB in this tax deferred account. I'm currently doing that in my taxable directly through the bond desks. What are the downsides to using vanguards bonds as an alternative, or should I just move over to fidelity?

Well written and interesting post on your site!

I own an LLC. Unfortunately don't have a retirement setup yet, but I know a solo 401k is a good fit. My CPA only wants to be told what to do and won't advise me. Should I seek out a financial advisor for help with a solo 401k or are they just going to try and push their products on me? I actually se...

Ok thanks. I wonder if FZFXX is preferable to FCASH for core position in Fidelity?

Fidelity looks to have this new fund, would it work for the STT?

FZFXX

Ah crap I was thinking we were still 12.5% ytd. What's the real gain?

It bears repeating: Harry Browne was a smart man. Amen. It's days like these when I thank my lucky stars I ran across Fail Safe Investing and this forum. I feel the same, but it was Best Laid Investments that did it for me. Breakfast was nice this morning when the wife asked how these giant stock m...

How does everyone think this will play out for the PP?

I don't think HB was suggesting you invest your entire nest egg at once (lump sum or dollar cost average). Harry suggested doing the PP with the money that you can't afford to lose. The rest can be variable portfolio, which for me is about 3%. The money that I could afford to lose was already lost ...

Isn August decided that I was going to put 100% of my money in the PP over the next year, so I split it into 4 purchases. Bought in mid august and again in January. I still have two more purchases to go. In hindsight I'd had been better buying all at once as is suggested by HB. But I'm very happy! 6...

I own an LLC filing as an S Corp. can anyone give insight to how the solo 401 can work and if it's possible to do a back door Roth with one. I understand that Vanguard has a Roth option for a portion of the account. Thanks for any help. My CPA has been useless with this.

Oh and regarding tax efficiency because you mentioned split between taxable/tax advantaged... Try to view your entire pool of assets as one portfolio but understand that some accounts are more suited to specific assets. Roth: Stocks 401k: Bond funds Traditional IRA: CDs (because 401ks don't offer t...

Through Fidelity's bond desk

I purchased 100K of treasury notes CUSIP 912828D64. It says I'm down $254. I know it has something to do with the coupon, but I don't understand how to account for that. .5% coupon in Aug and Feb.

I enjoyed this forum much more before you came along mathjak107.

I echo what everyone else just said.

I once had 100k extra dollars that would say "don't speculate in gold miners if you want to keep me"

I am glad that I chose to dollar cost average into the PP to smooth out any short term gyrations. I think Mediumtex is right in saying that it helps ease you into it mentally. I'm doing 4 buys over the next year, to smooth out any events like this.

all that money from stock sells has to go somewhere eventually. Give it a little while, like 2008.

I think it's also worth mentioning the effect that rebalancing has on generating more gains. Stableinvesting.com had a nice explanation of this sophisticated feature. It's almost like The PP is a product from Apple, simple and elegant on the surface but complex and brilliantly designed under the hood.