Search found 2336 matches

by AdamA
Wed Aug 07, 2019 8:26 pm
Forum: Permanent Portfolio Discussion
Topic: What have we learned over last 10 years?
Replies: 42
Views: 35735

Re: What have we learned over last 10 years?

What's the startup?
by AdamA
Wed Aug 07, 2019 8:20 pm
Forum: Permanent Portfolio Discussion
Topic: What have we learned over last 10 years?
Replies: 42
Views: 35735

Re: What have we learned over last 10 years?

Wow! A post from Craig. This is better than the time Satoshi Nakamoto emailed me!
by AdamA
Sat Jun 24, 2017 9:34 am
Forum: Cash
Topic: ee bonds
Replies: 21
Views: 18250

Re: ee bonds

I am a big fan of EE bonds for the reasons you mention.

Just remember that you can only buy $10K a year.

Also a good idea to have some T-bills prior to using EE bonds so that you can rebalance or use for emergencies.

Adam
by AdamA
Tue Jan 10, 2017 12:10 pm
Forum: Variable Portfolio Discussion
Topic: LEAPS PP
Replies: 160
Views: 73542

Re: LEAPS PP

buddtholomew wrote:

Hey AdamA, what are you learning from your results?
Sorry, haven't kept up with this thread for a while.
That the assets are volatile. ;)
by AdamA
Tue Jan 03, 2017 10:08 pm
Forum: Variable Portfolio Discussion
Topic: LEAPS PP
Replies: 160
Views: 73542

Re: LEAPS PP

Here are the 2016 results: 12/30/15 TLT 7 Jan 2018 Calls $5544 SPY 3 Jan 2018 Calls $5251 GLD 5 Jan 2018 Calls $5488 1/3/2016 TLT $3616 -35% SPY $7135 +36% GLD $6347 +16% Start Finish $16,283 $17,098 Total $815 (gross 5%) *.15% (capital gains) = $693 (net 4.3%) At one point this year the portfolio w...
by AdamA
Thu Dec 15, 2016 10:15 am
Forum: Other Discussions
Topic: Untold History of the United States
Replies: 1
Views: 4390

Untold History of the United States

Has anyone watched this series? 12 part documentary by Oliver Stone. I am in the middle of it and curious to hear opinions.

http://instantwatcher.com/title/80127995
by AdamA
Fri Nov 11, 2016 2:20 pm
Forum: Permanent Portfolio Discussion
Topic: PP and the Election
Replies: 13
Views: 10717

Re: PP and the Election

I am perfectly happy with the PP's performance.

I'm just curious as to what people think is motivating the trends in the various asset classes post election.
by AdamA
Fri Nov 11, 2016 1:27 pm
Forum: Permanent Portfolio Discussion
Topic: PP and the Election
Replies: 13
Views: 10717

Re: PP and the Election

All of those drops boil down to a 2-3% drop for the portfolio. Are you really that stressed?
by AdamA
Fri Nov 11, 2016 12:58 pm
Forum: Permanent Portfolio Discussion
Topic: PP and the Election
Replies: 13
Views: 10717

Re: PP and the Election

I just think it's odd that the two "flight to safety" assets are taking losses instead of the stock market, given the uncertainty.
by AdamA
Fri Nov 11, 2016 12:38 pm
Forum: Permanent Portfolio Discussion
Topic: PP and the Election
Replies: 13
Views: 10717

PP and the Election

It is interesting to me that gold and treasury bonds have responded the most dramatically to the election results.

Any thoughts?
by AdamA
Sat Aug 27, 2016 11:48 am
Forum: Permanent Portfolio Discussion
Topic: 13% time to cash out?
Replies: 13
Views: 11276

Re: 13% time to cash out?

MediumTex wrote:No, it is not time to cash out.

If you must do something, rebalance.
Or maybe go for a jog, play a round of gold, or start smoking crack or something.
by AdamA
Tue May 31, 2016 8:18 am
Forum: Permanent Portfolio Funds
Topic: PRPFX -6.58% YTD, 4x4 +6.69% YTD
Replies: 4
Views: 19506

Re: PRPFX -6.58% YTD, 4x4 +6.69% YTD

The thing is a lot of the financial sites like googlefinance.com don't take into account the end of year distribution. So what happens is shareholders get a payout, and then the price of the fund drops. If you re-invest the payout, you'll own more shares of PRPFX, but at a lower price. If you look a...
by AdamA
Tue Apr 26, 2016 8:39 am
Forum: Gold
Topic: Perth Mint Online Depository Program
Replies: 33
Views: 22485

Re: Perth Mint Online Depository Program

Yeah, but no one with a brain would use unallocated storage except as a temporary parking place.  I'm not sure I agree.  I think either you trust the mint or you don't.  If they're not honest enough to honor the unallocated storage, then why would anyone expect them to honor the allocated storage?
by AdamA
Tue Apr 26, 2016 8:36 am
Forum: Gold
Topic: Perth Mint Online Depository Program
Replies: 33
Views: 22485

Re: Perth Mint Online Depository Program

Good discussion here. http://gyroscopicinvesting.com/forum/gold/perth-mint/ There are a lot of good posts by the user named Bronsuchecki.  He works there, I think. Isn't that discussion with regards to the certificate program which had a 10k minimum? I believe this new one doesn't have this require...
by AdamA
Mon Apr 25, 2016 6:51 pm
Forum: Gold
Topic: Perth Mint Online Depository Program
Replies: 33
Views: 22485

Re: Perth Mint Online Depository Program

Good discussion here.

http://gyroscopicinvesting.com/forum/gold/perth-mint/

There are a lot of good posts by the user named Bronsuchecki.  He works there, I think. 
by AdamA
Sun Apr 10, 2016 9:20 am
Forum: Permanent Portfolio Discussion
Topic: *** NYC PP Meetups - @ ? ***
Replies: 57
Views: 26569

Re: *** NYC PP Meetup - 4/17/16 1 pm @ 181 Cabrini ***

Would love to meet you guys, but will be out of town.

Pour some out for me!
by AdamA
Fri Mar 04, 2016 11:14 pm
Forum: Other Discussions
Topic: OJ's Knife Found
Replies: 11
Views: 4680

Re: OJ's Knife Found

During the Rodney King beating, some of the radio traffic included the following comment: "This is like something out of Gorillas in the Mist ." They first scene of the first episode of the FX show The People versus OJ Simpson is the footage of the Rodney King beating and LA riots.  It made me wond...
by AdamA
Sun Feb 07, 2016 5:41 am
Forum: Other Discussions
Topic: The People Versus OJ Simpson
Replies: 1
Views: 1414

The People Versus OJ Simpson

Anyone watching it?

Gotta say, the first episode was pretty promising.

http://www.fxnetworks.com/shows/america ... y/episodes
by AdamA
Sat Feb 06, 2016 3:36 pm
Forum: Variable Portfolio Discussion
Topic: LEAPS PP
Replies: 160
Views: 73542

Re: LEAPS PP

GLD position is up 56%
TLT position is up 49%
SPY position is down 49%

Altogether it's up around 19% for the year so far.
by AdamA
Mon Jan 25, 2016 5:59 pm
Forum: Other Discussions
Topic: Crazy Doctor Talk
Replies: 58
Views: 17224

Re: Crazy Doctor Talk

I have dealt with physicians in a surprising number of settings, and the one thing that I can always count on is an attitude of: "I know.  I got it.", even when it was clear that they hadn't gotten it yet.  When you are trying to provide professional services to these people it can be maddening--e....
by AdamA
Mon Jan 25, 2016 5:50 pm
Forum: Permanent Portfolio Discussion
Topic: Global Permanet Portfolio
Replies: 11
Views: 5888

Re: Global Permanet Portfolio

Alright, my portfolio is designed! 25% Equities: 1/4 Europe Index 1/4 USA Index 1/4 Asia Index 1/4 Japan Index 25% Gold: IAU 25% Bonds: TLT 25% Cash Swedish Money Market mutual fund You may have mentioned this elsewhere already, but why not just use VT for your stock holding?
by AdamA
Mon Jan 25, 2016 12:08 am
Forum: Other Discussions
Topic: Crazy Doctor Talk
Replies: 58
Views: 17224

Re: Crazy Doctor Talk

So is it any surprise that adding a lot more stress is not working out too well?  It's not too surprising, MT, that two doctors of your acquaintenance have exited stage right in the past two years.  Sadly that trend will continue.  And yes, maybe it is the nicer/sensitive people who are less likely...
by AdamA
Fri Jan 15, 2016 10:30 pm
Forum: Gold
Topic: Time to buy CEF?
Replies: 5
Views: 4274

Re: Time to buy CEF?

Thoughts? I think it's a reasonable thing to do, as long you're comfortable with the tracking error you'll get as compared to a PP holding only gold, and especially if it's with only a fraction of your gold allocation. I am thinking about doing it myself.  I trust CEF more than I do GLD, SGOL, IAU,...
by AdamA
Thu Jan 14, 2016 7:22 am
Forum: Gold
Topic: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion
Replies: 192
Views: 97174

Re: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion

And CEF, but that has a lot of silver too. Actually not a bad idea, though, especially if you don't hold a high percentage of your overall gold allocation in an ETF or close-ended fund.  I just like these Canadian funds better.  They are more transparent and less susceptible to Wall Street shenanig...
by AdamA
Thu Jan 14, 2016 7:16 am
Forum: Variable Portfolio Discussion
Topic: LEAPS PP
Replies: 160
Views: 73542

Re: LEAPS PP

var wrote: i back tested the spy and tlt 50/50 strategy with the simba spreadsheet... and it looks decent...
With options???