Search found 864 matches

by ppnewbie
Sun Jan 23, 2022 6:51 pm
Forum: Variable Portfolio Discussion
Topic: Algorithmic trading
Replies: 7
Views: 1864

Re: Algorithmic trading

Man, stressful enough being at a job selling electronic products that have firmware bugs we have to fix. I don't know how involved these financial algorithms get but I assume you'll be able to do this in a paper account for a while just in case there's a if/then that sends you in a direction you di...
by ppnewbie
Sun Jan 23, 2022 10:01 am
Forum: Permanent Portfolio Discussion
Topic: Yay PP!
Replies: 268
Views: 62969

Re: Yay PP!

Sure. I need to recalculate everything. The reason I say GB ish is that I converted a retirement into a GB. Like apart of the stock allocation is a portion of the Account that is a Roth. It has tech mutual fund in it. I did not sell that but count it as a stock. Anyway I’ll throw it out in a bit. Al...
by ppnewbie
Sat Jan 22, 2022 9:48 pm
Forum: Permanent Portfolio Discussion
Topic: Yay PP!
Replies: 268
Views: 62969

Re: Yay PP!

My GB (ish) portfolio is down 1.7 percent vs ~11 percent for VTI in the last month. So thank you Harry Browne and Tyler.
by ppnewbie
Sat Jan 22, 2022 9:23 pm
Forum: Variable Portfolio Discussion
Topic: Algorithmic trading
Replies: 7
Views: 1864

Re: Algorithmic trading

Thanks that’s very helpful. It would be with zero leverage with a large cash reserve. So the most I could lose is what was at risk which would not be much to start.
by ppnewbie
Sat Jan 22, 2022 9:20 pm
Forum: Permanent Portfolio Discussion
Topic: Yay PP!
Replies: 268
Views: 62969

Re: Yay PP!

Well that was an interesting last few pages to read through! If you've seen my other post on writing calls, I have grown a bit tired of being passive about my investments. I figure I am 2-10 years away from retirement, and now is the time to see if I can wrangle some consistent added income out of ...
by ppnewbie
Sat Jan 22, 2022 11:30 am
Forum: Variable Portfolio Discussion
Topic: Algorithmic trading
Replies: 7
Views: 1864

Algorithmic trading

Has anyone ever tried using your own algorithm trading? I have an idea that I want to try. If anyone knows a company that allows you to do this let me know and I would also want to the ability to make fake trades to test out the algorithm. And last thing - it could be a lot of trades - like 100 to a...
by ppnewbie
Sat Jan 22, 2022 1:57 am
Forum: Variable Portfolio Discussion
Topic: Covered Call Opinions
Replies: 3
Views: 1085

Re: Covered Call Opinions

Is this in a tax deferred account?
by ppnewbie
Sat Jan 22, 2022 1:48 am
Forum: Permanent Portfolio Discussion
Topic: Yay PP!
Replies: 268
Views: 62969

Re: Yay PP!

If people are concerned about maintaining a clean, well-lit place to educate others about the PP, perhaps there should be a separate Permanent Portfolio Skepticism forum. with lots of 'expertise' being shared with an admittance that the person has no intention of tracking the performance of their '...
by ppnewbie
Sat Jan 22, 2022 1:20 am
Forum: Other Discussions
Topic: Best Cash Back Credit Card
Replies: 22
Views: 4290

Re: Best Cash Back Credit Card

I would definitely do Alliant but I don’t want to open another bank account especially with a direct deposit requirement. Also I wish these cards did not say 6%…up to some dollar number. I would do the Costco card but it has too many caveats (at least for me). I wish I had the capacity to keep up wi...
by ppnewbie
Sat Jan 22, 2022 1:11 am
Forum: Permanent Portfolio Discussion
Topic: The PP, marginal utility, and investment "faith"
Replies: 135
Views: 32640

Re: The PP, marginal utility, and investment "faith"

Smith1776 wrote: Fri Jan 21, 2022 11:11 am Turns out my dad’s portfolio was almost all dividend paying stocks.

:P
Hopefully that is going to be a perpetual money machine for you.
by ppnewbie
Thu Jan 20, 2022 6:40 pm
Forum: Politics
Topic: Next up on the planned crisis list
Replies: 77
Views: 15339

Next up on the planned crisis list

Wow thats click baity? Straight from the heart of Davos - Ukraine, Climate change, Cyber warfare... I was a lefty, morphing into a libertarian (still left leaning), now a libertarian (right leaning). I've never done it before but in the absence of a very wise heavily right leaning democrat, I'm like...
by ppnewbie
Thu Jan 20, 2022 2:24 pm
Forum: Permanent Portfolio Discussion
Topic: Yay PP!
Replies: 268
Views: 62969

Re: Yay PP!

It back tested to within spitting distance of the pp without gbtc and that was through a time that was ripe for the pp with low rates and falling inflation .. Now it will be interesting to watch it going forward under the opposite conditions I bet a GB with BITCOIN outperforms. Well track it going ...
by ppnewbie
Thu Jan 20, 2022 12:35 pm
Forum: Other Discussions
Topic: Best Cash Back Credit Card
Replies: 22
Views: 4290

Re: Best Cash Back Credit Card

I play the 5% cash back category game. Discover https://www.discover.com/credit-cards/cashback-bonus/cashback-calendar.html Chase Freedom https://www.chasebonus.com/ https://creditcards.chase.com/cash-back-credit-cards/freedom/flex The fidelity 2% cash back card for everything else. The automatic r...
by ppnewbie
Thu Jan 20, 2022 12:19 pm
Forum: Permanent Portfolio Discussion
Topic: Yay PP!
Replies: 268
Views: 62969

Re: Yay PP!

mathjak107 wrote: Thu Jan 20, 2022 10:14 am It back tested to within spitting distance of the pp without gbtc and that was through a time that was ripe for the pp with low rates and falling inflation ..

Now it will be interesting to watch it going forward under the opposite conditions
I bet a GB with BITCOIN outperforms.
by ppnewbie
Thu Jan 20, 2022 10:13 am
Forum: Permanent Portfolio Discussion
Topic: Yay PP!
Replies: 268
Views: 62969

Re: Yay PP!

mathjak107 wrote: Thu Jan 20, 2022 10:02 am Nice attempt for what it’s worth …your more ambitious than I am. It does backtest well .

Now I need to name it

I think wellsely is close although wellesly does hold a fair amount of long term bonds .

Wellesly is a fine fund for retirement
Bitcoin
by ppnewbie
Thu Jan 20, 2022 10:11 am
Forum: Permanent Portfolio Discussion
Topic: Yay PP!
Replies: 268
Views: 62969

Re: Yay PP!

Screen Shot 2022-01-20 at 8.07.50 AM.png
Screen Shot 2022-01-20 at 8.07.50 AM.png (375.52 KiB) Viewed 6319 times
Longer Term backtest when you take out GBTC (backtest only go to 2016).
Screen Shot 2022-01-20 at 8.10.37 AM.png
Screen Shot 2022-01-20 at 8.10.37 AM.png (295.4 KiB) Viewed 6319 times
by ppnewbie
Thu Jan 20, 2022 10:00 am
Forum: Permanent Portfolio Discussion
Topic: Yay PP!
Replies: 268
Views: 62969

Re: Yay PP!

11 percent drop during the 2020 crash. From 24144 to 21481. Thats good.

Modifying the post a bit. I removed GBTC and this seems to basically track a GB portfolio
by ppnewbie
Thu Jan 20, 2022 9:55 am
Forum: Permanent Portfolio Discussion
Topic: Yay PP!
Replies: 268
Views: 62969

Re: Yay PP!

Signal! I think we may have a winner.
MJ_Backtest.png
MJ_Backtest.png (287.6 KiB) Viewed 3790 times
MJ_Performance.png
MJ_Performance.png (236.88 KiB) Viewed 3790 times
by ppnewbie
Wed Jan 19, 2022 9:16 pm
Forum: Other Discussions
Topic: Best Cash Back Credit Card
Replies: 22
Views: 4290

Re: Best Cash Back Credit Card

Thanks for the input!
by ppnewbie
Wed Jan 19, 2022 7:21 pm
Forum: Permanent Portfolio Discussion
Topic: Yay PP!
Replies: 268
Views: 62969

Re: Yay PP!

OK last question for MJ.

Is the following statement true?

This statement is false.
by ppnewbie
Wed Jan 19, 2022 7:06 pm
Forum: Permanent Portfolio Discussion
Topic: Yay PP!
Replies: 268
Views: 62969

Re: Yay PP!

If he had this info, and disclosed it on this forum, everyone would realize him as the charlatan that he is. I don’t think he’s a charlatan at all. However, without the numbers, there’s a lot of confidence in these posts in pretty much every nook anad cranny of this, a permanent portfolio forum, co...
by ppnewbie
Wed Jan 19, 2022 6:48 pm
Forum: Permanent Portfolio Discussion
Topic: Yay PP!
Replies: 268
Views: 62969

Re: Yay PP!

As folks can see I am trying to find the signal in the noise. I’ve gotten two solid pieces of info. One was the portfolio break down and the other was list of the funds used (at one point in time). What I don’t know is what were MJ’s allocation in percentages (of the (26.4%). Apologies in advance - ...
by ppnewbie
Wed Jan 19, 2022 5:43 pm
Forum: Permanent Portfolio Discussion
Topic: Yay PP!
Replies: 268
Views: 62969

Re: Yay PP!

No idea …All I can tell you is what the individual models show since I only do a year end balance comparison AFTER OUR YEARLY SPENDING. There are just to many moving parts in retirement because many pieces of the portfolio are in our taxable account we live on . So money is always going in and comi...
by ppnewbie
Wed Jan 19, 2022 5:10 pm
Forum: Permanent Portfolio Discussion
Topic: Yay PP!
Replies: 268
Views: 62969

Re: Yay PP!

I don’t track performance since I retired and we are drawing out 6 figures a year ..only tracking I do personally is i compare balances left year to year …it’s the only thing that matters now Any performance tracking I do is done by the newsletter in the models themselves and i use a mix of two of ...
by ppnewbie
Wed Jan 19, 2022 4:50 pm
Forum: Permanent Portfolio Discussion
Topic: Yay PP!
Replies: 268
Views: 62969

Re: Yay PP!

From 11/30 2020
portfolios.png
portfolios.png (745.01 KiB) Viewed 3964 times