Search found 1353 matches
- Fri Jul 08, 2022 2:55 am
- Forum: Other Discussions
- Topic: Car Advice Needed!
- Replies: 10
- Views: 2031
- Thu Jul 07, 2022 9:26 pm
- Forum: Other Discussions
- Topic: Car Advice Needed!
- Replies: 10
- Views: 2031
Re: Car Advice Needed!
Do you have access to anyone with a scan tool to read the error codes? USA version of https://www.racv.com.au/on-the-road/roadside-assistance.html Once you get the code, you can make an informed decision. btw: find this channel quite interesting https://www.youtube.com/channel/UCEKt2bUDBoRUw3wpPpDOUaA
- Thu Jul 07, 2022 1:08 pm
- Forum: Variable Portfolio Discussion
- Topic: Investment Sizing
- Replies: 1
- Views: 785
Re: Investment Sizing
This seems relevant to the Permanent Portfolio, but since the article discusses the B-word, I'll post here instead. https://elmwealth.com/bitcoin-allocation-investment-sizing/ 4. Among Constant Proportion investment strategies, there will be a range of investment sizes that will be profitable, with...
- Tue Jul 05, 2022 12:28 am
- Forum: Permanent Portfolio Discussion
- Topic: Absolutely brutal - 5/5
- Replies: 291
- Views: 55566
Re: Absolutely brutal - 5/5
Meanwhile in Australia....
- Thu Jun 30, 2022 4:02 pm
- Forum: Other Discussions
- Topic: Interesting BelangP interview
- Replies: 1
- Views: 530
- Mon Jun 27, 2022 8:36 pm
- Forum: Other Discussions
- Topic: YouTube Junkie
- Replies: 1231
- Views: 645374
Re: YouTube Junkie
My favourite stunts... chase scene from about 1:10. No CGI in those daysjoypog wrote: ↑Sat Jun 25, 2022 5:19 pm Commentary on this scene from a stuntman/choreographer:
https://youtu.be/v3W9O3BykC0?t=374
https://www.youtube.com/watch?v=m597TtqsFkQ
or if you prefer the colorised version
https://www.youtube.com/watch?v=rAABRE_Bubo
- Wed Jun 22, 2022 4:21 pm
- Forum: Permanent Portfolio Discussion
- Topic: Absolutely brutal - 5/5
- Replies: 291
- Views: 55566
Re: Absolutely brutal - 5/5
FWIW.... If I had my time again, I would go with a 50/50 Global Bond(Hedged)/Global Share portfolio with Gold added to minimise the volatility. Ben Graham got through the Great Depression and recommended the 50/50 allocation. Only difference being for most of his life they were on a Gold Standard Is...
- Tue Jun 21, 2022 3:46 pm
- Forum: Other Discussions
- Topic: YouTube Junkie
- Replies: 1231
- Views: 645374
Re: YouTube Junkie
B29 flight to Commemorative Air Force Headquarters at Dallas Executive Airport.
https://www.youtube.com/watch?v=YlgOAk7x7SE
https://www.youtube.com/watch?v=YlgOAk7x7SE
- Wed Jun 15, 2022 2:48 am
- Forum: Other Discussions
- Topic: Rickards on Victoria, we're famous!
- Replies: 2
- Views: 547
Rickards on Victoria, we're famous!
Excerpt from Jim Rickards newsletter re "The Great Leader" :P Nowhere was the fascist impulse more on display than in the state of Victoria in Australia, particularly its main city of Melbourne. Innocent citizens were arrested just for driving in cars alone. Civilians were scooped up off t...
- Fri Jun 10, 2022 7:04 pm
- Forum: Permanent Portfolio Discussion
- Topic: The PP, marginal utility, and investment "faith"
- Replies: 135
- Views: 32735
Re: The PP, marginal utility, and investment "faith"
Just to make you feel better (or less worse)
Check out the YTD in the LHS column. All the portfolios are in the red.
If it were just the PP in the red it would be a different matter....
https://portfolioslab.com/lazy-portfolios
Check out the YTD in the LHS column. All the portfolios are in the red.
If it were just the PP in the red it would be a different matter....
https://portfolioslab.com/lazy-portfolios
- Thu Jun 09, 2022 3:47 pm
- Forum: Other Discussions
- Topic: BelangP's latest
- Replies: 2
- Views: 549
- Sun Jun 05, 2022 8:45 pm
- Forum: Permanent Portfolio Discussion
- Topic: How much can you not afford to lose?
- Replies: 34
- Views: 7858
Re: How much can you not afford to lose?
In retrospect, this seems quite naieve Count me as naive as well ;D Waayyy back.... people used to save and not expect their investments to pay for their retirement instead of working. if "IF" you are a genius at speculating then having a lot in the VP when you are young may make sense. F...
- Fri Jun 03, 2022 9:10 pm
- Forum: Permanent Portfolio Discussion
- Topic: Absolutely brutal - 5/5
- Replies: 291
- Views: 55566
Re: Absolutely brutal - 5/5
Alternatively, we could look at the PP as the retirement account. Stashing victories from the VP to the PP. In other words, as you reach retirement your ratio of VP/PP approaches zero. +1. Well said !! And if you are unfortunate enough to get ill prior to your planned retirement date, you have some...
- Wed Jun 01, 2022 4:04 pm
- Forum: Permanent Portfolio Discussion
- Topic: Absolutely brutal - 5/5
- Replies: 291
- Views: 55566
Re: Absolutely brutal - 5/5
I think a nice little more conservative portfolio for say 40+ in age is a 50/25/25 stocks/bonds/gold. The stock component is what matters and is your risk to reward asset (i.e. dial it up or down to taste). The second 2/3rds doesn't really matter all that much so long as you keep at least one at 10...
- Tue May 31, 2022 6:18 pm
- Forum: Gold
- Topic: Gold is not an investment
- Replies: 32
- Views: 5944
Gold is not an investment
Plus interesting insights on the value of backtesting.
https://www.youtube.com/watch?v=Rbvu7eSnAnk
https://www.youtube.com/watch?v=Rbvu7eSnAnk
- Tue May 31, 2022 5:19 am
- Forum: Variable Portfolio Discussion
- Topic: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")
- Replies: 48
- Views: 8741
Re: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")
Given my wife's conservativism, we may well land closer to a Desert portfolio by lowering the US TSM holding and upping the Tnotes. <snip> BTW how the hell did y'all end up finally settling on your final AA? When you finally ran out of cash to aveage into the market? Or is the fact you're on this f...
- Sun May 29, 2022 7:04 pm
- Forum: Variable Portfolio Discussion
- Topic: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")
- Replies: 48
- Views: 8741
Re: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")
Hi Joypog, You may find this interview interesting. Unfortunately can't remember where they discussed REITS and Chris Coles(?) opinion. https://www.youtube.com/watch?v=JwS824WRflI Have you thought about having a 40% core portfolio of the PP as you have the individual components already, and the othe...
- Thu May 19, 2022 4:44 am
- Forum: Other Discussions
- Topic: Phone - connected to keyboard / monitor
- Replies: 27
- Views: 4132
Re: Phone - connected to keyboard / monitor
- Tue May 17, 2022 3:18 am
- Forum: Permanent Portfolio Discussion
- Topic: Random observation
- Replies: 11
- Views: 2316
Re: Random observation
Yet the Max drawdown for the two allocations are within 1/2%. Am I missing something?I Shrugged wrote: ↑Mon May 16, 2022 9:24 pm But, in 2008-09, corporates got killed while treasuries went up. Exactly why HB chose the treasuries.
- Mon May 16, 2022 11:49 am
- Forum: Permanent Portfolio Discussion
- Topic: Random observation
- Replies: 11
- Views: 2316
Random observation
For those with no access to LTT's in their retirement account.
- Sat May 14, 2022 5:52 pm
- Forum: Variable Portfolio Discussion
- Topic: PP without cash
- Replies: 2
- Views: 882
Re: PP without cash
If I were going cashless, personally this would be my approach.
1. 50/50 Stock/Bonds as per Ben Graham
2. Add Gold for minimum volatility as per BelangP
Already had the allocations memorised for the Pacific Peso (AUD)
Edit: Results for USA 24% Gold, 38% TSM, 38% LTT
1. 50/50 Stock/Bonds as per Ben Graham
2. Add Gold for minimum volatility as per BelangP
Already had the allocations memorised for the Pacific Peso (AUD)
Edit: Results for USA 24% Gold, 38% TSM, 38% LTT
- Sat May 14, 2022 7:43 am
- Forum: Variable Portfolio Discussion
- Topic: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")
- Replies: 48
- Views: 8741
Re: The Desert Looking Glass portfolio?
unfortunately the link just takes me to Morningstar's front page? Could you repost it? As for the pension...I won't vest for a couple more years, so I wonder how my psychology will shift once I know that I've got it in the bag. Even though the percentage is small at first just knowing its coming wi...
- Sat May 14, 2022 2:30 am
- Forum: Variable Portfolio Discussion
- Topic: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")
- Replies: 48
- Views: 8741
Re: The Desert Looking Glass portfolio?
Here's something to think about seeing you will have a government pension. https://socialize.morningstar.com/NewSocialize/asp/FullConv.asp?forumId=F100000015&convId=190913&minReplySeq=41 If you took John Bogles advice, you would have a much higher share (& gold?) allocation than what you...
- Thu May 12, 2022 3:16 pm
- Forum: Permanent Portfolio Discussion
- Topic: Rebalancing advice needed
- Replies: 25
- Views: 4903
Re: Rebalancing advice needed
Don't live in the US, so not familiar with your tax laws.
This may be useful though -> https://www.youtube.com/watch?v=mmuh1fvHIYg
https://www.youtube.com/watch?v=MhszdAX9Leg
This may be useful though -> https://www.youtube.com/watch?v=mmuh1fvHIYg
https://www.youtube.com/watch?v=MhszdAX9Leg
- Tue May 10, 2022 4:59 pm
- Forum: Other Discussions
- Topic: The old Stable Investing website
- Replies: 0
- Views: 2250
The old Stable Investing website
Just re-reading. Posted incase anyone hasn't seen it.
https://web.archive.org/web/20160319123 ... icles.html
https://web.archive.org/web/20160319123 ... icles.html