Search found 862 matches
- Sun Mar 05, 2023 9:10 pm
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 167120
Re: Are most people here sticking with Treasuries?
I highly recommend Jeff Snider’s Eurodollar University podcast where he deep dives into yield curves and the financial and global monetary system.
- Sun Mar 05, 2023 9:05 pm
- Forum: Permanent Portfolio Discussion
- Topic: Tim Price discussing the HBPP in the current economy
- Replies: 12
- Views: 3270
Re: Tim Price discussing the HBPP in the current economy
These are answers to questions I had from Mutiny fund. 1. Our investors get a K-1 every year. 2. Example of a fee structure: our sub-managers charge their own fees. 1.5/15 would be on the high side for one of them and we charge 1/10. That would be a total of 2.5/25 in this example. All returns that ...
- Sun Mar 05, 2023 8:48 pm
- Forum: Permanent Portfolio Discussion
- Topic: Tim Price discussing the HBPP in the current economy
- Replies: 12
- Views: 3270
Re: Tim Price discussing the HBPP in the current economy
Also I think CTA’s zag when other zig, I believe they performed poorly for the last several years when the market essentially averages up in a tight range. But would be happy if someone sanity checked my perception.
- Fri Mar 03, 2023 12:16 pm
- Forum: Gold
- Topic: Why do they say gold isn't a hedge against inflation?
- Replies: 17
- Views: 6944
Re: Why do they say gold isn't a hedge against inflation?
Great reading about gold in a portfolio: https://portfoliocharts.com/2020/08/21/metal-money-and-the-measurable-value-of-gold/ In the article below, you can go do the section "All that glitters is not a good investment" but the whole article is fantastic https://portfoliocharts.com/2021/12/...
- Fri Mar 03, 2023 12:11 pm
- Forum: Bonds
- Topic: When is it time to load up on bonds.
- Replies: 40
- Views: 39804
Re: When is it time to load up on bonds.
I've been buying max duration LTT's at the moment. I am going with the thesis that the yield curve inversions are telling us something significant.
Re: Fox News
I find The NY Times to be the equivalent of Fox News these days. In general I rarely pay attention to any big media right or left. I go to sites like zerohedge.
- Mon Feb 06, 2023 9:52 pm
- Forum: Permanent Portfolio Discussion
- Topic: The Peter Schiff portfolio: an evolutionary offshoot of the PP
- Replies: 100
- Views: 29363
Re: The Peter Schiff portfolio: an evolutionary offshoot of the PP
Schiff is entertaining and makes great points and he often uses very simple ideas to get his point across (IMHO) but I wound not give him any money.
- Sat Feb 04, 2023 11:06 am
- Forum: Gold
- Topic: Gold goes up
- Replies: 5
- Views: 1539
- Sat Feb 04, 2023 10:58 am
- Forum: Gold
- Topic: Gold goes up
- Replies: 5
- Views: 1539
Re: Gold goes up
Thanks @seajay!
- Fri Feb 03, 2023 11:58 pm
- Forum: Gold
- Topic: Gold goes up
- Replies: 5
- Views: 1539
Gold goes up
It’s pretty interesting that it takes $1900 to buy a yellow metal coin today that cost 35 dollars not too long ago. It feels like a safe asset to put in the portfolio.
- Fri Feb 03, 2023 11:55 pm
- Forum: Permanent Portfolio Discussion
- Topic: 2022 Returns
- Replies: 44
- Views: 26563
Re: 2022 Returns
I believe Portfolio Visualizer shows that VTI and VOO track each other very closely.
- Wed Feb 01, 2023 9:05 pm
- Forum: Politics
- Topic: Is Zelensky the George Washington of Ukraine?
- Replies: 6
- Views: 2530
Re: Is Zelensky the George Washington of Ukraine?
He is a puppet.
- Tue Jan 31, 2023 2:59 pm
- Forum: Stocks
- Topic: Permanent Broker
- Replies: 20
- Views: 7887
Re: Permanent Broker
I'm also interested to know what you don't like about the Fido website as I think it's great. I just felt like the site was a little clunky and busy compared to other brokers like Schwab and etrade. But the customer service is excellent. I’m think Fido may be the winner and they have a lot of physi...
- Sat Jan 28, 2023 11:11 pm
- Forum: Gold
- Topic: Lower Spreads Versus Greater Divisibility: Which Do You Go For?
- Replies: 5
- Views: 1917
Re: Lower Spreads Versus Greater Divisibility: Which Do You Go For?
If I can get a low premium I always prefer the smaller amount (1/4 or 1/10) but 1oz coins work as well. Also I love combibars. That’s the best of all worlds.
- Sat Jan 28, 2023 11:05 pm
- Forum: Gold
- Topic: Lower Spreads Versus Greater Divisibility: Which Do You Go For?
- Replies: 5
- Views: 1917
Re: Lower Spreads Versus Greater Divisibility: Which Do You Go For?
Paper gold (low spread gold funds), converted to physical gold after a good year (PP up +8%, physical gold coin spread 4%, convert paper gold to physical gold and count it as a +7% up year. That way it feels like 'other peoples money' covered the spread). For ongoing adjustments (rebalancing), add ...
- Sat Jan 28, 2023 10:25 pm
- Forum: Stocks
- Topic: Permanent Broker
- Replies: 20
- Views: 7887
Re: Permanent Broker
Is it easy to see purchase history IE price paid date of purchase and current price. And are you able to sell specific shares? The reason I ask this is - say they have been buying VTI for 25 30 years and each purchase starts a dividend reinvestment machine of its own. This will become a monster to m...
- Sat Jan 28, 2023 4:23 pm
- Forum: Stocks
- Topic: Permanent Broker
- Replies: 20
- Views: 7887
Permanent Broker
I want to set up a stock account for my kids where we auto purchase and manually purchase mostly stocks mostly VTI and reinvest dividends. I want this to be broker that they can use forever. I’m looking for things like ease of use, customer support, on-site locations, etc, etc… Currently I am thinki...
- Thu Jan 26, 2023 9:53 pm
- Forum: Permanent Portfolio Discussion
- Topic: Tim Price discussing the HBPP in the current economy
- Replies: 12
- Views: 3270
Re: Tim Price discussing the HBPP in the current economy
One big take away for me is that commodity trend following (CTA) is very interesting. One CTA I follow is up 30 percent in the past 12 months. Which I think is a general direction of a lot of the CTA’s.
Basically it seems like they are zigging when a lot of stuff is zagging.
Basically it seems like they are zigging when a lot of stuff is zagging.
- Thu Jan 26, 2023 8:11 pm
- Forum: Permanent Portfolio Discussion
- Topic: 2022 Returns
- Replies: 44
- Views: 26563
Re: 2022 Returns
I just looked and I am down only 6.8 percent from the high on 3/22. This is after gold has started to move. Now I may need to rebalance! I may be close to even year to date.
I checked and the one year return and I’m down only 1.3 percent.
I checked and the one year return and I’m down only 1.3 percent.
- Sun Jan 15, 2023 6:42 pm
- Forum: Stocks
- Topic: Direct Indexing
- Replies: 6
- Views: 3241
Direct Indexing
I heard a very interesting comment by Burton Malkiel. With direct indexing they can buy a select group of stocks that tracks the index but if a stock is down the direct indexer can sell it and buy another stock similar to tax loss harvest.
- Sun Jan 15, 2023 6:39 pm
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 167120
Re: Are most people here sticking with Treasuries?
I bought 30 years at 4 and then again at 3.87. I am using a new rule for myself. It’s called go halfsies. If I’m scared to buy or sell I do around half. That gets me moving.
- Tue Jan 10, 2023 11:07 am
- Forum: Permanent Portfolio Discussion
- Topic: Tim Price discussing the HBPP in the current economy
- Replies: 12
- Views: 3270
Re: Tim Price discussing the HBPP in the current economy
Also I would argue that the PP is balanced to deflation as well. Long bonds and cash.
- Tue Jan 10, 2023 11:04 am
- Forum: Permanent Portfolio Discussion
- Topic: Tim Price discussing the HBPP in the current economy
- Replies: 12
- Views: 3270
Re: Tim Price discussing the HBPP in the current economy
What resonates with me and seems reasonable is another simple formula. Precious metals, value stocks, and commodity trend following. The CTA's seems very interesting to me, because they are market neutral. I have been following one CTA and were up 37 percent last year, net of fees. The only reason I...
- Tue Jan 10, 2023 10:37 am
- Forum: Other Discussions
- Topic: Washington Journal
- Replies: 144
- Views: 26501
Re: Washington Journal
JANUARY 10, 2023 | PART OF WASHINGTON JOURNAL 01/10/2023 Washington Journal Adam Andrzejewski on the Debt Ceiling and Government Spending Adam Andrzejewski talked about the Republican-led Congress' approach to government spending and the battle over raising the debt ceiling. https://www.c-span.org/...
- Tue Jan 10, 2023 10:17 am
- Forum: Other Discussions
- Topic: Washington Journal
- Replies: 144
- Views: 26501
Re: Washington Journal
JANUARY 10, 2023 | PART OF WASHINGTON JOURNAL 01/10/2023 Washington Journal Adam Andrzejewski on the Debt Ceiling and Government Spending Adam Andrzejewski talked about the Republican-led Congress' approach to government spending and the battle over raising the debt ceiling. https://www.c-span.org/...