Mark Leavy wrote: ↑Thu Jan 02, 2020 11:03 pm
My current hack:

Omg I can't believe I didn't realize this. Works for me too. Thanks for the tip.

Thanks for the info mathjak107! I never knew about this.

Is there any advantage to buying at auction rather than the secondary market?

I'd be interested in a Texas meetup as well. I'm in Dallas.

LOL @ "Hairy brown pp party"

Vinny, not trying to offend anyone. It's just that mathjak107 has been a bit of a character on this forum and for a while and was quiet notorious for ruining MANY threads by dumping walls of text that were essentially bashing the permanent portfolio. The forum became almost unusable for a while sole...

mathjak107 wrote: ↑Mon Nov 11, 2019 9:05 am

Dude... we get it. You don't need to go on this tirade for multiple huge posts in every single topic on this board omg

Vanguard does not charge a fee for bond purchases.

Ayah, I thought it was just my Google sheet that stopped working! It was nice being able to see the entire yield curve at a glance.

Has anyone found a decent workaround yet?

Cortopassi wrote: ↑Thu Jun 21, 2018 5:45 pm I love clipping these charts...

Hi Corto, how did you get peaktotrough.com to give you data for 2018? When I go to the site, it shows the last date for stocks and gold is 10/31/2017 and the last date for bonds is 12/08/2017. The site just hangs indefinitely when I try to use a date after these.

Interesting point! Another advantage is that it reduces rebalancing frequency. I'll consider implementing this on my next rebalance.

I could put all my money into the Horizons Risk Parity ETF (HRA) found here: https://www.horizonsetfs.com/etf/hra This ETF is an All Seasons/Permanent Portfolio/Risk Parity type allocation all in one fund. It would certainly keep things simple, but the total expense ratio is way too high at about 1...

Broken how? They seem to be working for me: I can make/read posts, etc.

Do those results include your personal port which includes 5% XIV? Does this not mitigate some of the issues you described such as lowering portfolio level volatility?

Please continue Kbg! I actually do follow this thread and am very interested in how your personal portfolio (with XIV) performs vs. the straight 2x leveraged PP.

Thank you again for your posts in this thread and on this forum. I've learned a lot by reading them.

Lonestar wrote:Or, start purchasing a 5yr maturity treasuries each year for 5 consecutive years.

@Lonestar: This statement is correct.

Kbg wrote: Finally, a little nuance on public debt you never see

https://fredblog.stlouisfed.org/2017/02 ... n=fredblog

@KBG: That article was very interesting

Ah thank you, I realized that maturity affects duration but I forgot the yield.
Is it true that we always want the highest duration bond (i.e. lowest yield for the longest maturity)? And is this also true in retirement accounts?

sophie wrote:For bonds, buy the lowest interest-rate option you can find, e.g. pick a 2.5% bond over a 3.25%.

Sophie, can you please explain this statement in a bit more detail? I am not sure I understand why one would rather have a 2.5% bond over 3.25%.

i didn't refer to the pp as a doomsday portfolio . i was referring to mitigating short term temporary dips having no logic for a long term investor with a long term perspective . heavy betting against each other is for mitigating things in the short term as long term these dips have no meaning . Ac...

Here is his take on gold and a rebuttal to Buffet's idea that "gold does nothing."

http://alephblog.com/2012/04/06/gold-does-nothing/

the zero capital gains bracket is a gift from the tax gods . unfortunately i learned what i needed to had i done roths i would have been in better shape . there is so much linked to your magi in retirement that roths can be so much better even if tax rates were a bit higher Can you elaborate on thi...

Woohoo!

dualstow wrote:

ochotona wrote:Meb also points out that rebalancing bands are a form of trend-following.

Not really.

Aren't rebalancing bands technically a form of mean-reversion/volatility harvesting? That's the opposite of trend-following.

My understanding is that the mouse is supposed to get something crazy like 9 hours worth of charge in < 2 minutes. That's less than a coffee/bathroom break.

Why buy 25yr bonds? Just buy 30. No laddering needed for the Bond portion of the PP.

You can consider laddering your Cash portion.