I am not part of the PP cult, but I (a sort of) like it. Though I believe we will suffer from the recency bias for a while, following the abnormal returns in 2020, when we had all assets hitting highs at the same time .. So, I consider the current period as part of the revert to the mean

Kriegsspiel wrote: ↑Thu Feb 04, 2021 6:28 am

Vil wrote: ↑Thu Feb 04, 2021 5:55 am -0.74% in USD, -1.29% in EUR (as USD is rising). How long should we wait

Re-balancing band.

Krieg, sorry, guess was not clear, I am joking.
Btw, if I can recall (think was in Craig's book) PP did not do that bad even without rebalancing..

Kriegsspiel wrote: ↑Tue Feb 02, 2021 2:38 pm

-0.74% in USD, -1.29% in EUR (as USD is rising). How long should we wait

Portfolio Optimization with Optimization Goal = 'Risk Parity' on portfoliovisualizer.com - doesn't that work ? Link is https://www.portfoliovisualizer.com/examples#riskParity While I have tried other things from portfolio visualizer, this one personally I haven't tried. Just an idea for you to check...

Tlt should be falling Correct me if I am wrong, but TLT is hovering around the 150 level, it tested this level mid-Jan and was also important support level during the 24-26 Feb 2020 period, and previously a major resistance in mid August 2019 (a tad below it though).. If it breaks this support - gu...

Today, there are *huge* volume spikes (compared to previous days, even months and years) in most of the Bond ETFs hosted in Europe with no apparent price movements. Some bank/hedge fund is dumping heavily (billions). Quite interested in how this will unfold...

Here the usage of UV (esp. UVC) lamps has risen a lot, all different in size and shape. IMHO that might be possible solution for all that sort of situations. The stupid thing here is the schools do not legitimate their usage in classrooms - mechanism is simple - a fan pushing the air through a funne...

I do not have the nerves to keep individual stocks anymore. Either ETFs as part of portfolios or day/short swing trading when something pops on my scanners and I am dedicated to that... But day trading is more for fun rather anything else, especially day/swing trading in Europe is quite hard - frequ...

Examples. A billion is measly! Haha, thanks, visual representation makes it easier... Personally, I'd rather imagine that there is some programmer somewhere and he is instructed to utilize the shift left (<<) operator, that's well known from several programming languages as the fastest way to multi...

mathjak107 wrote: ↑Tue Feb 02, 2021 3:28 pm We have had trillions and trillions pumped into the economy

You know I still have difficulties assimilating what a trillion USD mean.. I think it was pmward explaining the magnitude of it (giving the example of trillion seconds that equal 31709 years....)

Cortopassi wrote: ↑Tue Feb 02, 2021 2:46 pm there is nothing that ever goes up all the time, except stocks! Screw this pp thing. I am going 100% stocks!

Agree on PP. I will become TIPS investor (TIPS are cool and heard they are expected to be even more cool this year )

GLD is now below the 10 month MA too (SMA200 it already passed). The ones that rebalance to cash in such conditions - will you do so now or will you wait for the "Last kiss" pattern to form ? Just asking out of curiosity ..

Below, the numbers are adjusted closes for December 31 and January 29 (from Yahoo), then the percentage change. VTI 194.64 193.99 -0.33% TLT 157.73 152.00 -3.63% GLD 178.36 172.61 -3.22% SHY 86.38 86.40 +0.02% PP January 2021: [(-0.33) + (-3.63) + (-3.22) + (+0.02)]/4 = -1.79% A negative January --...

It was done in 2010 https://mebfaber.com/2010/10/28/timing-the-permanent-portfolio-and-ivy-swensen-arnott-bernstein/ Do you have any idea what's the logic that Meb applied for PERM TIMING ? Playing around (Pinescript on TradingView) with PP and as expected it's quite hard to achieve anything meanin...

of 25% cash, I am considering keeping 5% in different currencies. ... Any thoughts? Not really sure those 5% would make any notable difference (unless you decide to diversify with Zimbabwean dollars ..). Personally, I am keeping 2:1 as ratio of EUR:USD holdings (EUR being my native currency). While...

That's very nice. He probably have a lot to say (can recall he has some degree like psychiatrist or alike). Only real issue here is that such topic is a premise for using a vocabulary that's way over my abilities in reading English... Will have a look here after some time to ask if the wording used ...

let the workers unite That sounds familiar ;D and take our country to the next logical step Can send you some, every school here has a lot of those collecting dust in basements.. Actually the sign on below says "Workers grab the weapons!" images.jpg Maybe.. exporting communist artifacts t...

vnatale wrote: ↑Thu Aug 27, 2020 9:52 pm Get it free here
Vinny

As you said free .. do not know if I am allowed to post it here (though worth a try but one of the best free book sites I've found is pdfdrive.com

Sleep paralysis is different from the atonia experienced by the body when sleeping, I believe. I used to suffer a lot from it during the wake up phase when I was a kid. I am saying 'suffer', as it's one of the most terrible things I've ever experienced. It's such a nasty feeling that I still recall ...

Even though not related to US Politics, recalling dualstow's signature from my fellow countryman Velina Tchakarova (@vtchakarova: "It’s easy to be a communist in a free country. But try being free in a communist country."), decided to post a link to pretty new investigation documentary pub...

Thanks for that, Hal. Choosing the proper US PP ETFs and/or contemplating whether to go with EU PP is definitely not an easy one. However, this PP implementation is not really for Europeans - 20+ LTTs are listed only on LSE (something I knew about) and given Brexit this ETF is even more non-Europeis...

Thanks guys, thanks l82start !
It's weird indeed, actually, it may have a relation with the way a search term is indexed by phpBB (e.g. "Trump" takes half of the index-tree ) ..
But you know better - thanks again!

Not that anybody cares (or cared), but just for the record - using the generic search functionality (Search box in the top right corner) actually works with all the words except TIPS . That's really weird, though it's 100% reproducible on my side. Oddly enough I was searching for something related t...

Hey guys

Apparently I am facing issues when trying to perform Search - tried both as guest and as logged user - both ways ended up with HTTP 500.
Is it only me ?

Is it that often what happens right now - CNN talks with 2 republican congressmans that both advice Trump to call it over ... Some guys just broke a window and entered Capitolia.. reminds me for Europe in 1989...