Search found 2464 matches
- Fri Apr 29, 2022 3:59 pm
- Forum: Permanent Portfolio Discussion
- Topic: If The Stock Market Crashes Which Asset Will Save Us?
- Replies: 34
- Views: 9530
Re: If The Stock Market Crashes Which Asset Will Save Us?
Why would you bother investing in a portfolio that fails during the most in-opportune time? Case in point, YTD stocks down 13%, LTT’s down 16%, Gold up 5% and Cash down whatever inflation is at the moment. Case 2, today, stocks down 3.5%, LTT’s down 1.35% and Gold down/flat as well. Seems like a lo...
- Fri Apr 29, 2022 2:46 pm
- Forum: Permanent Portfolio Discussion
- Topic: If The Stock Market Crashes Which Asset Will Save Us?
- Replies: 34
- Views: 9530
Re: If The Stock Market Crashes Which Asset Will Save Us?
Why would you bother investing in a portfolio that fails during the most in-opportune time? Case in point, YTD stocks down 13%, LTT’s down 16%, Gold up 5% and Cash down whatever inflation is at the moment. Case 2, today, stocks down 3.5%, LTT’s down 1.35% and Gold down/flat as well. Seems like a los...
- Fri Apr 22, 2022 1:57 pm
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 166239
Re: Are most people here sticking with Treasuries?
Just as I thought, PP is completely and utterly useless.
Where’s MT...I’m sure he thinks it’s doing just fine.
Blah, blah, blah...spring, coil, rebound, bullsh*t.
Where’s MT...I’m sure he thinks it’s doing just fine.
Blah, blah, blah...spring, coil, rebound, bullsh*t.
- Thu Apr 21, 2022 4:08 pm
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 166239
Re: Are most people here sticking with Treasuries?
The PP has been neutralized. Talk of rising interest rates has turned the bond market upside down. Gold will face headwinds with yields rising as it does not pay a dividend. Stocks will continue to fall until rates stabilize and inflation subsides. Cash is the only true diversifier and I don’t but ...
- Thu Apr 21, 2022 3:45 pm
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 166239
Re: Are most people here sticking with Treasuries?
The PP has been neutralized. Talk of rising interest rates has turned the bond market upside down. Gold will face headwinds with yields rising as it does not pay a dividend. Stocks will continue to fall until rates stabilize and inflation subsides. Cash is the only true diversifier and I don’t but t...
- Tue Apr 19, 2022 2:55 pm
- Forum: Bonds
- Topic: Fed damaging bond market
- Replies: 53
- Views: 11588
Re: Fed damaging bond market
We are a whisker away from a 3% yield on LTT’s.
What happens if we go to 4, 5 or 6%?
Does your plan account for this possibility?
Personally, I believe LTT’s will have their day in the sun once more. I just need to see some strength when stocks decline before allocating any capital.
What happens if we go to 4, 5 or 6%?
Does your plan account for this possibility?
Personally, I believe LTT’s will have their day in the sun once more. I just need to see some strength when stocks decline before allocating any capital.
- Wed Apr 13, 2022 12:56 pm
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 166239
Re: Are most people here sticking with Treasuries?
It appears that there were more investors than panicked old Budd who questioned the validity of the PP moving forward. Where were you when I was being attacked for my perspective? Were you too afraid to voice the same opinion as mine? Now people are either selling some or all of their LTT’s down 15%...
- Fri Apr 08, 2022 4:15 pm
- Forum: Bonds
- Topic: Fed damaging bond market
- Replies: 53
- Views: 11588
Re: Fed damaging bond market
If you've looked at my options posting, I have converted about 33% of my net worth to cash and am selling puts. The rest I still have in a PP configuration, but yeah, i finally got a little tired of esp. holding GLD without seeing any income. I’ll have to take a look at your option trading posts. 3...
- Fri Apr 08, 2022 2:27 pm
- Forum: Bonds
- Topic: Fed damaging bond market
- Replies: 53
- Views: 11588
Re: Fed damaging bond market
I’m sure glad i sold TLT.
Perhaps I am the poster child for behavioral pitfalls, but I will not fight the last battle when the cards are stacked against me.
Corto, if ALL assets are going to do poorly for a while, then why hold ALL of them?
Perhaps I am the poster child for behavioral pitfalls, but I will not fight the last battle when the cards are stacked against me.
Corto, if ALL assets are going to do poorly for a while, then why hold ALL of them?
- Tue Apr 05, 2022 1:54 pm
- Forum: Bonds
- Topic: Fed damaging bond market
- Replies: 53
- Views: 11588
Re: Fed damaging bond market
Prove me wrong. We can play this game all day. The PP is directionless and the hope is that one or more assets increase more than the other assets decline to produce a positive return. Sometimes one or more assets are down and the remaining asset that is positive doesn’t increase enough to cover th...
- Tue Apr 05, 2022 1:13 pm
- Forum: Bonds
- Topic: Fed damaging bond market
- Replies: 53
- Views: 11588
Re: Fed damaging bond market
I used to advocate the PP as the holy grail to investing and even shared the book with family and friends. I was drawn to the philosophy as it aligned quite well with my mental composition. I long for the days when I felt secure holding 4x25 come hell or high water (rebalanced a few times). LTT’s sa...
- Thu Mar 31, 2022 3:01 pm
- Forum: Bonds
- Topic: Fed damaging bond market
- Replies: 53
- Views: 11588
Re: Fed damaging bond market
It’s ok, PP won’t help you.
- Thu Mar 31, 2022 2:02 pm
- Forum: Bonds
- Topic: Fed damaging bond market
- Replies: 53
- Views: 11588
Re: Fed damaging bond market
Prove me wrong. We can play this game all day. The PP is directionless and the hope is that one or more assets increase more than the other assets decline to produce a positive return. Sometimes one or more assets are down and the remaining asset that is positive doesn’t increase enough to cover th...
- Thu Mar 31, 2022 9:35 am
- Forum: Bonds
- Topic: Fed damaging bond market
- Replies: 53
- Views: 11588
Re: Fed damaging bond market
Prove me wrong. We can play this game all day. The PP is directionless and the hope is that one or more assets increase more than the other assets decline to produce a positive return. Sometimes one or more assets are down and the remaining asset that is positive doesn’t increase enough to cover the...
- Thu Mar 31, 2022 9:29 am
- Forum: Permanent Portfolio Discussion
- Topic: PP is Totally Obsolete!!!
- Replies: 62
- Views: 23646
Re: PP is Totally Obsolete!!!
Apologies, it’s 2021-2022 YTD. 2020 - YTD returns are pretty close, about 2% difference. Fair enough. Inflation adjusted, the PP is down about 6% since Jan 2021. Pretty bad for this portfolio, but still far, far, far from a disaster. Coupled with the huge runup that we saw in 2019-2020, it's still ...
- Thu Mar 31, 2022 9:27 am
- Forum: Bonds
- Topic: Fed damaging bond market
- Replies: 53
- Views: 11588
Re: Fed damaging bond market
The new normal for bonds is that they become more and more about simply guessing at central bank moves, and less about real-world fundamentals because investors will turn elsewhere to express such views -- precious metals, various equity sectors, commodity baskets and so on. I don't know that we ne...
- Thu Mar 31, 2022 9:24 am
- Forum: Permanent Portfolio Discussion
- Topic: PP is Totally Obsolete!!!
- Replies: 62
- Views: 23646
Re: PP is Totally Obsolete!!!
01/2021 - 2022 YTD PP: 2.25% BH 60/40: 8% Where are you getting your numbers? According to portfoliovisualizer, i'm seeing that $10k invested in the PP Jan 2020 would be worth almost $11k today, inflation adjusted. Apologies, it’s 2021-2022 YTD. 2020 - YTD returns are pretty close, about 2% differe...
- Thu Mar 31, 2022 8:29 am
- Forum: Permanent Portfolio Discussion
- Topic: PP is Totally Obsolete!!!
- Replies: 62
- Views: 23646
Re: PP is Totally Obsolete!!!
01/2020 - 2022 YTD
PP: 2.25%
BH 60/40: 8%
PP: 2.25%
BH 60/40: 8%
- Thu Mar 31, 2022 7:40 am
- Forum: Bonds
- Topic: Fed damaging bond market
- Replies: 53
- Views: 11588
Re: Fed damaging bond market
The new normal for bonds is that they become more and more about simply guessing at central bank moves, and less about real-world fundamentals because investors will turn elsewhere to express such views -- precious metals, various equity sectors, commodity baskets and so on. I don't know that we ne...
- Wed Mar 30, 2022 11:29 am
- Forum: Bonds
- Topic: Fed damaging bond market
- Replies: 53
- Views: 11588
Re: Fed damaging bond market
The new normal for bonds is that they become more and more about simply guessing at central bank moves, and less about real-world fundamentals because investors will turn elsewhere to express such views -- precious metals, various equity sectors, commodity baskets and so on. I don't know that we ne...
- Tue Mar 29, 2022 1:33 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP is Totally Obsolete!!!
- Replies: 62
- Views: 23646
Re: PP is Totally Obsolete!!!
Honestly, I think that I am a walking billboard for the real benefit of the PP, which is it allows you to live your life without thinking about or worrying about your investments. I have grown so indifferent to the markets that I will go months without looking at anything related to any of the PP a...
- Mon Mar 28, 2022 3:34 pm
- Forum: Bonds
- Topic: Gundlach on LTT's today
- Replies: 21
- Views: 5736
Re: Gundlach on LTT's today
>:D The PP is truly fantastic in how poorly it performs. If you try and protect yourself from everything, you protect yourself from nothing. backwards take. PP is offensive on all fronts, not defensive Nah, not worth the headache.. Go ahead ppnewbie, you’ll be where I am 10 years from now...nothing ...
- Mon Mar 28, 2022 2:34 pm
- Forum: Bonds
- Topic: Gundlach on LTT's today
- Replies: 21
- Views: 5736
Re: Gundlach on LTT's today
The PP is truly fantastic in how poorly it performs.
If you try and protect yourself from everything, you protect yourself from nothing.
If you try and protect yourself from everything, you protect yourself from nothing.
- Fri Mar 25, 2022 1:17 pm
- Forum: Bonds
- Topic: Gundlach on LTT's today
- Replies: 21
- Views: 5736
Re: Gundlach on LTT's today
I ascribe to buy, hold and rebalance as long as the risk/reward relationship exists for these assets. I no longer see LTT’s as worth holding and understand that I may not benefit from a flight to safety (although LTT’s have gone down steadily with the war, inflation and other headwinds). I initially...
- Fri Mar 25, 2022 10:10 am
- Forum: Bonds
- Topic: Gundlach on LTT's today
- Replies: 21
- Views: 5736
Re: Gundlach on LTT's today
Ouch!
Stocks, gold and cash are the order of the day.
It no longer makes sense to me to hold bonds.
Stocks, gold and cash are the order of the day.
It no longer makes sense to me to hold bonds.