My comments were directed to the recent performance of the PP and not the individual PP investor. A few board members have capitulated publicly and I'm sure many have privately. I plan to stay the course, but wonder whether we will have the same conversation years from now. Re-read some of Clive's p...

Im not predicting anything. Are yields rising, has gold plummeted and has the rise in equities failed to buoy the portfolio. Seems factual to me.

Its over for the PP investor. A perfect storm of rising interest rates and tumbling gold. The achilles heal has been exposed as equities cannot buoy the portfolio from further declines. My worst fear has been realized. Buy into an investing philosophy to watch it crash and burn.

I feel very fortunate to have lived through 2008 in the prime of my investing career.  I experienced it fully and completely.  The trauma was comprehensive.  You can't read about that kind of stuff and understand it.  You must live through it. Truer words... This last year has to have been tough sl...

Wishing you all the best Melveyr. Let us know if we can assist in any capacity.

Of course you "knew" that gold at 16-1700 was too high and the 30-year yield below 3% was too low. So, you lowered your gold allocation to some percentage and did not have any long-term treasury exposure. What was your exposure to equities and cash? Are you a PP investor or trader that dab...

To what degree is the price of gold manipulated? Am I naive in believing in a free market? Many articles posit that the recent decline in gold has been manufactured by the fed to serve some purpose. Does the US want to return Germany's gold reserves at the lowest possible price? Interested to hear ...

[Oh, Crystal Ball... Crystal Ball...] When you're right, you're right, and Edward Lashinski of RBC Capital Markets was right on when he predicted that gold would go to $1,225. The yellow metal hit his bearish year-end price target in Wednesday trading. So where does the director of global strategy ...

To what degree is the price of gold manipulated? Am I naive in believing in a free market? Many articles posit that the recent decline in gold has been manufactured by the fed to serve some purpose. Does the US want to return Germany's gold reserves at the lowest possible price? Interested to hear o...

Interesting to see the divergence between TIPS and Gold. Looks like some of us that re-balanced prior to hitting a 15% trigger might have been early.

Btw, I re-balanced with additional cash and not from equities. Just for the record.

Budd's page was thrown into the garbage this afternoon. I logged into VG while waiting inline to pick up my son from school and placed a 50K limit order at 118.50 that executed around 12:10 this afternoon. Who knows how this asset or the portfolio will perform moving forward, but I for one know that...

I think the thing that's been most disturbing over the past 6 months is watching bonds and gold behaving almost in lock-step.  Gold is down 25%-30% for the year (depending on which fund you track) and bonds are down about 11% YTD.  Stocks are up around 12%, which is enough to offset the loss in bon...

Just rebalanced into gold today, selling stocks and buying more bonds, GTU at a 6.72% discount, and more physical bullion. I feel pretty good about this. Did you trigger a re-balancing band or was this trade emotionally driven? Feeling good about your investment decisions are not always a positive ...

I don't want to rain on the parade, but gold and treasuries can fall much further before they stage a recovery. We all reached the same conclusion that gold had no where to go but up and that the fed would do everything in its power to maintain a low interest rate environment. Unfortunately, both of...

My GDX holding is down approximately 25% again (re-balanced and recovered 24% last month before the recent decline) and I waiver between investing additional capital or holding until a re-balancing band is breached. The decline this week in equities and bonds has lowered the value of the entire VP, ...

Congratulations! I re-balanced into GLD before the recent decline, as timing the market is not my forte either. The only guidance I can offer (unsolicited) is to look at the overall portfolio performance and not fixate on gold's gyrations. This approach has been of little solace lately as all assets...

http://goldnews.bullionvault.com/gold-bullion-062120131

What dies this mean for gold?

Every relationship has its ups and downs.  IMHO, the important thing is to carefully select the relationships you enter into so that you can weather the downs because you know that over time the ups will easily outweigh the downs. When given a bit of time, an investor's relationship with the PP has...

The thing is, if push really came to shove and you were in a life-or-death situation, and had used up all of your designated emergency fund, and all you had left were your non-emergency portfolio, you'd spend down the portfolio even though it wasn't designated "emergency fund." So really ...

One lesson i've learned of late is to wait until a tolerance band is breached before contributing additional funds. Re-balancing methodically removes any self doubt, unlike buying or selling based on recent price removements. In other words, the yields are attractive, but may become more attractive.

Our only hope... Surely we aren't down to our last hope. Is it THAT dire? No, absolutely not. I am somewhat pleased with this recent decline as I now have a perspective on the portfolio that is difficult to attain through charts alone. It has certainly been a rough week for my other investment stra...

In my opinion, the PP is more risky in the short to intermediate term as the volatile asset classes lose their negative correlation when markets decline. Our only hope is for one of the investments to rebound and produce gains that outpace the losses in the remaining assets. Adding additional funds ...

Here's my prediction...the S&P500 will end in the green.

It appears as though I was a little premature in panicking, but I certainly sense some anxiety from other members of this board. I knew you were out there as I am not the only one who questions themselves. One member has capitulated publically and how many privately we will never know. Those members...