Thought this article was not half bad:
http://finance.yahoo.com/tumblr/blog-ar ... 19606.html
Search found 1993 matches
- Thu Dec 18, 2014 1:15 pm
- Forum: Bonds
- Topic: Bond Melt-Up?
- Replies: 5
- Views: 3130
- Thu Dec 18, 2014 10:15 am
- Forum: Permanent Portfolio Discussion
- Topic: End-of-year GAIN capturing?
- Replies: 17
- Views: 6926
Re: End-of-year GAIN capturing?
Confession: I'm thinking about chopping long term bonds down to maybe 20% after New Year's. No less than 15%, anyway. Then, when five straight years of deflation follow -- if I do it -- you can all laugh at me. ;) Bond prices will go down just enough in the next couple of weeks so that you don't h...
- Tue Dec 16, 2014 7:29 am
- Forum: Permanent Portfolio Discussion
- Topic: How often to purchase your assets
- Replies: 22
- Views: 9028
Re: How often to purchase your assets
I am not really keen on purchasing one asset a time, it feels like a big gamble to try to time the market. Yeah, as PS says, the picture came out really small. With a smaller PP, buying only one asset might tilt you a bit out of balance so that you are not exactly at 4X25 but that's OK. Just buy wh...
- Mon Dec 15, 2014 7:20 pm
- Forum: Other Discussions
- Topic: Doing your taxes: CPA vs DIY
- Replies: 12
- Views: 3033
Re: Doing your taxes: CPA vs DIY
The CPA I used to go to actually offered audit insurance for about $200. I liked that. He just charged too much for the other stuff.
- Mon Dec 15, 2014 6:17 pm
- Forum: Other Discussions
- Topic: Doing your taxes: CPA vs DIY
- Replies: 12
- Views: 3033
Re: Doing your taxes: CPA vs DIY
Just counted the pages of my 2013 return and there are 49 of them.
- Mon Dec 15, 2014 11:50 am
- Forum: Permanent Portfolio Discussion
- Topic: Newbie implementing PP in India
- Replies: 60
- Views: 20429
Re: Newbie implementing PP in India
Reub, You are asking about the numbers in krod16's returns chart, correct? It seems like to get the "total return", the monthly gains or losses are just multiplied by 12 to calculate a yearly return.Reub wrote: Are your numbers correct? Are the decimal points in the wrong place?
- Mon Dec 15, 2014 11:42 am
- Forum: Other Discussions
- Topic: Doing your taxes: CPA vs DIY
- Replies: 12
- Views: 3033
Re: Doing your taxes: CPA vs DIY
Being self employed, I use the cheapest competent CPA I can find. Depending on which forms certain expenses are listed, it can save me a lot. Might even bump up to a more expensive CPA during the years our daughter is in college because I don't yet know know all the tricks. When I am retired, I will...
- Mon Dec 15, 2014 6:38 am
- Forum: Other Discussions
- Topic: Hostages Taken In Sydney. Guess Who.
- Replies: 11
- Views: 3397
Re: Hostages Taken In Sydney. Guess Who.
I am struck over and over by the appearance that Muslim thugs seem to be trying to draw anyone and everyone into the battle against them... that they don't just want to fight the evil US but England, Spain, India, China, Australia and everyone else.
- Mon Dec 15, 2014 6:30 am
- Forum: Permanent Portfolio Discussion
- Topic: End-of-year GAIN capturing?
- Replies: 17
- Views: 6926
Re: End-of-year GAIN capturing?
Thanks Xan & Tech. This is a good trick to know about going forward. Here is a decent link on the subject: http://moneyover55.about.com/od/taxtips/fl/How-to-Manage-Capital-Gains-for-Mutual-Fund-Investors.htm And also a 1040 tax calculator I found online: http://www.dinkytown.net/java/Tax1040.htm...
- Sun Dec 14, 2014 12:00 pm
- Forum: Other Discussions
- Topic: Headline: Panthers' Newton suffers back fractures in crash
- Replies: 17
- Views: 4491
Re: Headline: Panthers' Newton suffers back fractures in crash
But not old enough to remember the eunuchs, correct?dualstow wrote: I am about as old as Unix, or at least the name UNICS.
- Sat Dec 13, 2014 6:06 pm
- Forum: Permanent Portfolio Discussion
- Topic: Newbie implementing PP in India
- Replies: 60
- Views: 20429
Re: Newbie implementing PP in India
Thanks for posting your early results, krod16. I am curious how long your long bonds are there in India. Does the Indian government issue a 30-year bond? I looked at some figures online and it looks like (at least officially) inflation has come down considerably there in India in the last year or so.
- Sat Dec 13, 2014 9:33 am
- Forum: Permanent Portfolio Discussion
- Topic: How often to purchase your assets
- Replies: 22
- Views: 9028
Re: How often to purchase your assets
lordmetroid, 3% in expenses means a return that is roughly that much lower. It's hard to reliably generate a 3% return so definitely don't go that route. Buying the lagging asset (think of it as shopping for stuff on sale) when you have a decent amount to invest seems a good route to go. You'll prob...
- Fri Dec 12, 2014 6:03 pm
- Forum: Permanent Portfolio Discussion
- Topic: Rebalancing 2014
- Replies: 4
- Views: 2159
Re: Rebalancing 2014
madbean,
Budd beat me to it but, yeah, check out the link that Craig provided. Much of the blog post is about tax efficiency.
Budd beat me to it but, yeah, check out the link that Craig provided. Much of the blog post is about tax efficiency.
- Thu Dec 11, 2014 7:04 am
- Forum: Stocks
- Topic: The Stock Scream Room
- Replies: 8
- Views: 5339
Re: The Stock Scream Room
To paraphrase rickB, everything in the PP sucks eventually. You have every right to be upset about the lagging asset, but I think the key to being really comfortable with the PP is to just not pay too much attention to whatever is going down at any moment in time. I'm terrible at this as well but I'...
- Thu Dec 11, 2014 5:46 am
- Forum: Bonds
- Topic: Flattening Yield Curve (10Y vs 30Y)
- Replies: 36
- Views: 17609
Re: Flattening Yield Curve (10Y vs 30Y)
...what doesn't suck in a PP at some point in time? If you are having a bond discussion open up three other discussions and all four miss the entire point and theory of the PP. Not sure how I missed this post the first time but it's a great one. I guess I've never looked before, but I will admit to...
- Wed Dec 10, 2014 12:09 pm
- Forum: Variable Portfolio Discussion
- Topic: Oil Stocks
- Replies: 12
- Views: 7347
Re: Oil Stocks
Ah ha! Buy the spills!dualstow wrote: I bought BP during the disaster and public relations downward spiral. Was doing pretty well until oil went down across the board.
- Tue Dec 09, 2014 3:25 pm
- Forum: Permanent Portfolio Discussion
- Topic: How much do you keep in cash in a regular bank account?
- Replies: 28
- Views: 15282
Re: How much do you keep in cash in a regular bank account?
I'm a freelancer so I like having the extra cash in case of an emergency. I'm a CT-based freelancer as well. Maybe this is obvious but I think it makes a big difference if there are two income earners in a household. A big reason for a large cash stash is to protect us when we can't work or work is...
- Tue Dec 09, 2014 3:14 pm
- Forum: Bonds
- Topic: The Bond Dream Room
- Replies: 554
- Views: 373936
Re: The Bond Dream Room
Dualstow, Thanks for thinking of me. Haven't sold yet!dualstow wrote: Long bonds to Barrett: "How'ya like me now?"
- Tue Dec 09, 2014 3:08 pm
- Forum: Variable Portfolio Discussion
- Topic: Oil Stocks
- Replies: 12
- Views: 7347
Oil Stocks
Anyone out there eyeballing oil stocks at current levels? My wife who is never interested in anything to do with investing says that she wants to buy some. Those dividends look tasty but I realize they are not guaranteed. This stuff (oil, that is) is in limited supply in the long run, right?
- Mon Dec 08, 2014 3:58 pm
- Forum: Gold
- Topic: What form of physical gold to buy?
- Replies: 18
- Views: 11403
Re: What form of physical gold to buy?
I think there might be a tactical advantage to sticking with one type of coin for the most part. When you buy coins, you get a receipt. When you sell them to rebalance (or otherwise), it's important to be able to show what price you bought them for, no? Prices vary. Receipts are pretty general (five...
- Mon Dec 08, 2014 3:37 pm
- Forum: Other Discussions
- Topic: Johnathan Tepper: Why I'm giving up my passport
- Replies: 6
- Views: 1856
Re: Johnathan Tepper: Why I'm giving up my passport
Yeah, my accountant brother-in-law did the same for me when I was working overseas a lot in the 1980s. Some crap about tax compliance and yadda yadda yadda.dualstow wrote: Nope, my dad took care of it back then. Come to think of it, I was young and he was the stickler making me report it.
- Mon Dec 08, 2014 8:39 am
- Forum: Other Discussions
- Topic: Johnathan Tepper: Why I'm giving up my passport
- Replies: 6
- Views: 1856
Re: Johnathan Tepper: Why I'm giving up my passport
Dualstow, You didn't have to pay "thousands of dollars" to your accountant, did you?
- Sat Dec 06, 2014 5:12 pm
- Forum: Other Discussions
- Topic: Jeb Bush For President
- Replies: 26
- Views: 5384
Re: Jeb Bush For President
No real opinion of Jeb but it strikes me that we are getting closer and closer to our own version of royal families here in the US with the Bushes, Clintons and (maybe) Obamas.
- Sat Dec 06, 2014 11:26 am
- Forum: Permanent Portfolio Discussion
- Topic: 2014 Predictions (just for fun)
- Replies: 57
- Views: 31732
Re: 2014 Predictions (just for fun)
If three assets go down at once with only cash being the winner in a Mother-Of-All-Dual-Bubble-Pop-Deflations, there's no way the PP can offset it. I think Ray Dalio understood this problem which is why they shift from a All Weather portfolio to a special Deflationary Proof portfolio, but it still...
- Sat Dec 06, 2014 7:44 am
- Forum: Permanent Portfolio Discussion
- Topic: 2014 Predictions (just for fun)
- Replies: 57
- Views: 31732
Re: 2014 Predictions (just for fun)
I didn't miss it. Just concerned about the future. The PP isn't historically battle-tested under the conditions I'm worried about. What is more deflationary than stocks and bonds declining at the same time? MG, Why do you say that bonds tanking is 'deflationary'? Was that a typo or do you just m...