Thanks Mathjack,
Quite interesting. Is the only purpose of holding bonds to reduce volatility?
As an aside, just happened to come across this a couple of minutes ago.
https://www.youtube.com/watch?v=v7_AS9CVZbY
Search found 1353 matches
- Sat Apr 15, 2023 7:00 am
- Forum: Gold
- Topic: gold beats bonds for 30 years
- Replies: 6
- Views: 1364
- Fri Apr 14, 2023 8:24 pm
- Forum: Variable Portfolio Discussion
- Topic: Hedging Against U.S. Dollar Losing Global Reserve Status
- Replies: 34
- Views: 32485
Re: Hedging Against U.S. Dollar Losing Global Reserve Status
But again my followup would be to ask whether there is even a weak correlation, in other words if the dollar is strengthening is it more likely (even a little bit) that foreign stocks will go either up or down? Hi Stuper, Have a listen to this slightly dated talk. Makes me wonder if we should be lo...
- Fri Apr 14, 2023 1:47 am
- Forum: Variable Portfolio Discussion
- Topic: Hedging Against U.S. Dollar Losing Global Reserve Status
- Replies: 34
- Views: 32485
Re: Hedging Against U.S. Dollar Losing Global Reserve Status
I don't really understand the relationship between foreign currencies and foreign stocks. Aren't they somewhat at odds with each other? So when a country's currency gets stronger, its stock prices can be affected negatively? I feel like I'm hearing conflicting advice on this issue. Some people say ...
- Thu Apr 13, 2023 7:56 pm
- Forum: Permanent Portfolio Funds
- Topic: Comparison with Bridgewater All Weather fund
- Replies: 0
- Views: 51622
Comparison with Bridgewater All Weather fund
Interesting comparison.
https://corcapital.com.au/wp-content/up ... 3-v2_1.pdf
But the fees make me think this fund is run by Mafia Mutual....
https://corcapital.com.au/wp-content/up ... 3-v2_1.pdf
But the fees make me think this fund is run by Mafia Mutual....
- Thu Apr 13, 2023 7:40 pm
- Forum: Permanent Portfolio Discussion
- Topic: Considering the Goldsmith PP ?
- Replies: 0
- Views: 1351
Considering the Goldsmith PP ?
Interesting article
https://static.vgcontent.info/crp/intl/ ... epaper.pdf
ps: If anyone has other countries whitepapers on this, feel free to post.
https://static.vgcontent.info/crp/intl/ ... epaper.pdf
ps: If anyone has other countries whitepapers on this, feel free to post.
- Tue Apr 11, 2023 11:08 am
- Forum: Stocks
- Topic: Active management - recent winners
- Replies: 6
- Views: 2554
Re: Active management - recent winners
- Mon Apr 10, 2023 5:04 am
- Forum: Variable Portfolio Discussion
- Topic: Hedging Against U.S. Dollar Losing Global Reserve Status
- Replies: 34
- Views: 32485
Re: Hedging Against U.S. Dollar Losing Global Reserve Status
It's cold & wet, I'm bored, so I present to you.... BelangP vs PP
https://www.skylinewebcams.com/en/webca ... ourne.html
https://www.skylinewebcams.com/en/webca ... ourne.html
- Sat Apr 08, 2023 10:32 am
- Forum: Variable Portfolio Discussion
- Topic: Hedging Against U.S. Dollar Losing Global Reserve Status
- Replies: 34
- Views: 32485
Re: Hedging Against U.S. Dollar Losing Global Reserve Status
Does anyone have any thoughts on the prospects of these options going forward for someone in the decumulation stage? They have all worked fine in the past. It's the future that's hard to know. Cannot comment on future prospects, but your allocation is similar to BelangP's. I think he uses 2:1 High ...
- Sat Apr 08, 2023 8:20 am
- Forum: Variable Portfolio Discussion
- Topic: Hedging Against U.S. Dollar Losing Global Reserve Status
- Replies: 34
- Views: 32485
Re: Hedging Against U.S. Dollar Losing Global Reserve Status
So would you, or other forum members, feel comfortable with a 50/50 portfolio then?
https://www.merkinvestments.com/insight ... -12-10.php
- Wed Apr 05, 2023 5:50 pm
- Forum: Variable Portfolio Discussion
- Topic: Hedging Against U.S. Dollar Losing Global Reserve Status
- Replies: 34
- Views: 32485
Re: Hedging Against U.S. Dollar Losing Global Reserve Status
Fun! I'd imagine that if the US "loses" reserve currency status, then you wouldn't want to have much of an allocation to international stocks. /crystal ball Hi Kriegs, agree, fun topic! Wonder if we could use what happened to Britain post WW2 as a guide to possible outcomes. Not sure wher...
- Wed Apr 05, 2023 2:24 pm
- Forum: Variable Portfolio Discussion
- Topic: Hedging Against U.S. Dollar Losing Global Reserve Status
- Replies: 34
- Views: 32485
Re: Hedging Against U.S. Dollar Losing Global Reserve Status
What would Harry Browne do in this situation? Increase our gold allocation? Add an allocation to international stocks, and if so, how much and which sectors? Decrease our allocation to long-term Treasuries? What about short-term Treasuries? I welcome constructive input but again I don't really want...
- Mon Apr 03, 2023 7:53 am
- Forum: Variable Portfolio Discussion
- Topic: Simplifying fund choices for the PP/GB
- Replies: 19
- Views: 7953
Re: Simplifying fund choices for the PP/GB
Does anyone else want to take a stab at honestly describing their own "simple" set up? I mean, I assume that many here hold at least four assets in three accounts that each have different tax treatment, correct? Well... first the rationale! 1. Has to be easy for another family member to m...
- Wed Mar 29, 2023 5:41 am
- Forum: Permanent Portfolio Discussion
- Topic: I'M OUT!
- Replies: 64
- Views: 79202
- Fri Mar 24, 2023 3:40 am
- Forum: Permanent Portfolio Discussion
- Topic: International PP / theory
- Replies: 11
- Views: 3468
Re: International PP / theory
This allocation has a great ulcer index - but it's at the bottom of the table for almost all other metrics? I've spent quite some time playing with the charts and backtesting ideas - they're great and addictive but in the end they're tools. Given my rookie level of understanding I'd really like to ...
- Thu Mar 23, 2023 4:48 pm
- Forum: Permanent Portfolio Discussion
- Topic: International PP / theory
- Replies: 11
- Views: 3468
Re: International PP / theory
Those in turn lead me to try to understand what would be an optimal PP (or GB *) for a "countryless", itinerant person (a bit like me) but the more I research that topic, the more it's becoming intractable :) (I'm probably overthinking it but I'm really interested in understanding the the...
- Thu Mar 23, 2023 5:40 am
- Forum: Permanent Portfolio Discussion
- Topic: International PP / theory
- Replies: 11
- Views: 3468
Re: International PP / theory
Good evening Witchcraft, Congratulations on your first post. It's late here in Australia so I will be brief. For my purposes I use Smithys GoldSmith portfolio (see footnote) and a retirement fund consisting of 2:1 International Fixed Interest (Hedged to AUD) to International Equities and 25% Gold ou...
- Wed Mar 22, 2023 9:35 pm
- Forum: Permanent Portfolio Discussion
- Topic: I'M OUT!
- Replies: 64
- Views: 79202
Re: I'M OUT!
For my pennies worth.... It's always good to have a plan B. For me, I plan to switch over to the BelangP portfolio when I consider the PP is no longer viable. HB said himself in his radio show, that if everything went to to pieces you would still have 25% Gold. What he didn't say was how not to reba...
- Sun Mar 05, 2023 12:08 am
- Forum: Bonds
- Topic: Interesting Bond diversification tool
- Replies: 0
- Views: 2948
- Fri Mar 03, 2023 2:57 pm
- Forum: Gold
- Topic: Why do they say gold isn't a hedge against inflation?
- Replies: 17
- Views: 7208
Re: Why do they say gold isn't a hedge against inflation?
Interesting read Seajay - Thanks.
Some more history
https://www.parliament.uk/about/living- ... -standard/
Some more history
https://www.parliament.uk/about/living- ... -standard/
- Thu Mar 02, 2023 9:36 am
- Forum: Gold
- Topic: Why do they say gold isn't a hedge against inflation?
- Replies: 17
- Views: 7208
Re: Why do they say gold isn't a hedge against inflation?
It sure is helping in Australia !
- Fri Feb 24, 2023 9:17 pm
- Forum: Permanent Portfolio Discussion
- Topic: Defensive moves when lunatics are running the asylum?
- Replies: 20
- Views: 5243
Re: Defensive moves when lunatics are running the asylum?
There is a good argument that it truly is different this time. Different in the sense that the Fed is being presented with a Hobson's choice from which there is likely no good outcome--and different in the sense that the global elite appear to actually be TRYING to take down the economy. That said,...
- Tue Feb 21, 2023 9:20 pm
- Forum: Other Discussions
- Topic: Dawg Pound
- Replies: 292
- Views: 125275
- Thu Feb 16, 2023 7:12 am
- Forum: Other Discussions
- Topic: ChatGPT and what it means for our future
- Replies: 135
- Views: 58992
Re: ChatGPT and what it means for our future
Forgive me, but I'm having a hard time understanding why this ChatBot thing is anything but a glorified version of my long-lost doll. At least Chatty Cathy had something edifying to say. Well, they still sell Talky Tina ::) https://www.youtube.com/watch?v=Bc9HtdMDvZM No explanation needed for Twili...
- Mon Feb 13, 2023 7:50 pm
- Forum: Other Discussions
- Topic: Politically incorrect but....
- Replies: 4
- Views: 1461
Re: Politically incorrect but....
- Fri Feb 10, 2023 6:03 pm
- Forum: Permanent Portfolio Discussion
- Topic: The Peter Schiff portfolio: an evolutionary offshoot of the PP
- Replies: 100
- Views: 30050
Re: The Peter Schiff portfolio: an evolutionary offshoot of the PP
I strongly suggest the kitces video for understanding this fact . It should be required watching for anyone who wants to understand just what the term means https://www.youtube.com/watch?v=7sUl_04g-CQ Thanks Mathjak, you've persuaded me to watch Kitces! I would imagine then it would still be safer ...