Search found 865 matches
- Thu Oct 19, 2023 6:45 pm
- Forum: Bonds
- Topic: Just made a purchase at 5.088 for 30 year LTTs
- Replies: 21
- Views: 5458
Re: Just made a purchase at 5.088 for 30 year LTTs
I was actually just thinking that. All of my LTT purchases are in the red. But I do like the 5.088 interest rate.
- Thu Oct 19, 2023 4:10 pm
- Forum: Bonds
- Topic: Just made a purchase at 5.088 for 30 year LTTs
- Replies: 21
- Views: 5458
Just made a purchase at 5.088 for 30 year LTTs
Its hard to buy something that nobody wants!
- Tue Oct 17, 2023 8:57 pm
- Forum: Variable Portfolio Discussion
- Topic: Golden Butterfly Portfolio
- Replies: 539
- Views: 366115
Re: Golden Butterfly Portfolio
Another way to look at it is that with VBR having a P/E around 10 it’s about a 10 percent return (not sure if that is naive). That also seems about as cheap as it will get. As long as they are mostly good companies that’s better than most alternatives. And eventually the stock price will catch up wi...
- Tue Oct 17, 2023 10:52 am
- Forum: Gold
- Topic: I Thought Gold Would Fare Better in 2022-23
- Replies: 63
- Views: 115898
Re: I Thought Gold Would Fare Better in 2022-23
How about US domestic stocks. I thought in a general inflationary environment they go up as well. That seems to me to be the easiest inflation hedge. And gold seems to be a long term inflation hedge and maybe a chaos hedge.
- Tue Oct 17, 2023 9:58 am
- Forum: Variable Portfolio Discussion
- Topic: Golden Butterfly Portfolio
- Replies: 539
- Views: 366115
Re: Golden Butterfly Portfolio
Thanks!
- Mon Oct 16, 2023 12:36 pm
- Forum: Gold
- Topic: I Thought Gold Would Fare Better in 2022-23
- Replies: 63
- Views: 115898
Re: I Thought Gold Would Fare Better in 2022-23
Gold has a 10 year CAGR of 3.46 percent. It feels like a super tanker moving very slowly (reflecting an inflationary environment).
- Mon Oct 16, 2023 12:12 pm
- Forum: Bonds
- Topic: How do bond funds / ETF’s work?
- Replies: 6
- Views: 5639
Re: How do bond funds / ETF’s work?
@boglerdude
Also thanks for the EDV reference. I was buying full duration 30 year bonds because I wanted biggest impact in a deflationary environment and TLT (expensive) are an average of 20 year durations.
With EDV being so cheap and a 25 year average duration it may be an easier choice.
Also thanks for the EDV reference. I was buying full duration 30 year bonds because I wanted biggest impact in a deflationary environment and TLT (expensive) are an average of 20 year durations.
With EDV being so cheap and a 25 year average duration it may be an easier choice.
- Mon Oct 16, 2023 11:58 am
- Forum: Bonds
- Topic: How do bond funds / ETF’s work?
- Replies: 6
- Views: 5639
Re: How do bond funds / ETF’s work?
yeah you'll get 4.65 total return back after 25 years its like holding a bond thats always 25 year duration Anybody heard from robert kessler? Seems like he'd be buying https://www.youtube.com/watch?v=y1EKb8dk0vg Just to clarify. You mean I will get 4.65 yield FOR 25 years not “after” 25 years, cor...
- Mon Oct 16, 2023 8:24 am
- Forum: Gold
- Topic: Gold bars on sale at Costco
- Replies: 15
- Views: 31451
Re: Gold bars on sale at Costco
That’s an interesting comment about Sales tax in the article. Having to get a refund on the sales tax after the purchase could be a hassle.
- Mon Oct 16, 2023 8:18 am
- Forum: Stocks
- Topic: Small Cap Value seems cheap at the moment
- Replies: 23
- Views: 31597
Re: Small Cap Value seems cheap at the moment
Thanks Vinny. VBR (which I currently am invested in) is the etf version of VSIAX.
https://thoughtfulfinance.com/vsiax-vs-vbr/
https://thoughtfulfinance.com/vsiax-vs-vbr/
- Sun Oct 15, 2023 9:33 pm
- Forum: Stocks
- Topic: Small Cap Value seems cheap at the moment
- Replies: 23
- Views: 31597
Re: Small Cap Value seems cheap at the moment
I have VBR in my portfolio but would add a different ETF if I find something better.
- Sun Oct 15, 2023 9:32 pm
- Forum: Stocks
- Topic: Small Cap Value seems cheap at the moment
- Replies: 23
- Views: 31597
Re: Small Cap Value seems cheap at the moment
Can you throw out some names of small cap value active index funds if you have any?
- Sun Oct 15, 2023 9:03 pm
- Forum: Variable Portfolio Discussion
- Topic: Golden Butterfly Portfolio
- Replies: 539
- Views: 366115
Re: Golden Butterfly Portfolio
Did anyone go to this session?
- Sun Oct 15, 2023 8:53 pm
- Forum: Bonds
- Topic: How do bond funds / ETF’s work?
- Replies: 6
- Views: 5639
How do bond funds / ETF’s work?
If I buy a 30 year treasury today at 4.7 percent I will get 4.7 percent yield for 30 years regardless of the tradeable value of the bond. How does that work if I purchase 100 dollars of the EDV etf which has an average duration of 25 years. Would I get approximately a 4.65 percent yield (their curre...
- Sun Oct 15, 2023 8:47 pm
- Forum: Gold
- Topic: Gold bars on sale at Costco
- Replies: 15
- Views: 31451
Re: Gold bars on sale at Costco
They were not available at any Costco near me. I was going to buy two. In general it would be amazing if costco sold gold bars. I would probably accumulate many more bars.
- Sun Oct 15, 2023 8:42 pm
- Forum: Stocks
- Topic: Small Cap Value seems cheap at the moment
- Replies: 23
- Views: 31597
Re: Small Cap Value seems cheap at the moment
I am concerned about how many of these companies can survive high interest rates. Does any know a good way to see debt to equity ratios for the CRSPR small cap value indexes or the SP 600 small cap value index?
- Sun Oct 15, 2023 7:34 pm
- Forum: Stocks
- Topic: Small Cap Value seems cheap at the moment
- Replies: 23
- Views: 31597
Re: Small Cap Value seems cheap at the moment
Which small cap value fund are you in? And feel free to throw out any growth fund you think are good. But I am trying to stay disciplined and stick to a golden butterfly. Especially after this article by Tyler. https://portfoliocharts.com/2021/12/16/three-secret-ingredients-of-the-most-efficient-por...
- Sun Oct 15, 2023 3:59 pm
- Forum: Stocks
- Topic: Seth Klarman's Margin of Safety
- Replies: 11
- Views: 13496
Re: Seth Klarman's Margin of Safety
Please throw out any nuggets people of found in the book if its not too much trouble.
- Sun Oct 15, 2023 3:56 pm
- Forum: Stocks
- Topic: Small Cap Value seems cheap at the moment
- Replies: 23
- Views: 31597
Small Cap Value seems cheap at the moment
Any one have any thoughts on why small cap value is so cheap at the moment. VIOV seems to have a P/E of 4.87 (accoring to yahoo). I have a some questions that I would love to hear peoples opinion about. - VBR vs VIOV? OR any other SCV etf people use here. - Anyone concerned about the Small Cap Value...
- Sun Oct 08, 2023 3:22 am
- Forum: Stocks
- Topic: MKL / BRKB vs LTT
- Replies: 1
- Views: 1235
MKL / BRKB vs LTT
MKL, BRKB, and LTT are all seem cheap. Any thoughts on which one to buy?
- Sun Sep 17, 2023 3:24 am
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1173
- Views: 1082277
Re: Putin Invades Ukraine II
I think Putin may have been trolling the US because “the plane goes down” is a favorite method of a three letter agency.
- Mon Aug 07, 2023 3:34 am
- Forum: Gold
- Topic: Gold Substitutes
- Replies: 41
- Views: 106619
Re: Gold Substitutes
An easy light weight portable item that holds its value and in some cases explodes in value is high end mechanical watches. Some are susceptible to significant swings in value but the classics are a reliable store of value. Like say a Rolex submariner.
- Thu May 11, 2023 7:20 pm
- Forum: Variable Portfolio Discussion
- Topic: Simplifying fund choices for the PP/GB
- Replies: 19
- Views: 7947
Re: Simplifying fund choices for the PP/GB
For a Golden Butterfly... VTI VBR BIL (Interested in hearing what others do, I actually use SCHO but I would not recommend it). VGLT IAUM (JP Morgan Custodian) Or to Simplify further your wife could just not ever rebalance and only withdraw, just withdraw whatever is up at the time. And if she she d...
- Thu May 11, 2023 6:49 pm
- Forum: Stocks
- Topic: Small Cap Value vs US Total Stock Market
- Replies: 19
- Views: 6005
Re: Small Cap Value vs US Total Stock Market
Here are some portfoliovisualizer charts. It seems like these two classes are decently correlated. It shows a correlation of .89.
And...Log scale turned off
And...Log scale turned off
- Tue May 09, 2023 12:55 am
- Forum: Gold
- Topic: Monetary Metals
- Replies: 3
- Views: 3301
Re: Monetary Metals
No boundaries being crossed. They are based in Arizona. It’s an interesting way to own gold and earn a yield on it.