Search found 730 matches
- Sun May 21, 2023 1:06 am
- Forum: Permanent Portfolio Discussion
- Topic: Non-ESG ETFs
- Replies: 53
- Views: 45053
Re: Non-ESG ETFs
Interesting. I was under the impression that Vanguard and Blackrock were the most egregious ESG proponents. If that grading table is accurate, this is indeed good news. Profits for shareholders should be their main focus, nothing else. Except that by (for example) not encouraging, say, a fossil fue...
- Tue May 16, 2023 8:40 pm
- Forum: Permanent Portfolio Discussion
- Topic: Non-ESG ETFs
- Replies: 53
- Views: 45053
Re: Non-ESG ETFs
Interesting. I was under the impression that Vanguard and Blackrock were the most egregious ESG proponents. If that grading table is accurate, this is indeed good news. Profits for shareholders should be their main focus, nothing else. Except that by (for example) not encouraging, say, a fossil fue...
- Mon May 15, 2023 6:27 pm
- Forum: Other Discussions
- Topic: U.S. money supply suffers sharpest contraction since Great Depression
- Replies: 14
- Views: 5127
Re: U.S. money supply suffers sharpest contraction since Great Depression
The measure of trust for a random site is whether or not it's mentioned on Wikipedia? Not totally. More of a sign that if some negative information about it is on Wikipedia then one should probably use the web site with caution. So... Any site that doesn't have negative information about it on Wiki...
- Sun May 14, 2023 7:37 pm
- Forum: Permanent Portfolio Discussion
- Topic: The All-Weather Portfolio for Uncertain Times
- Replies: 4
- Views: 2030
Re: The All-Weather Portfolio for Uncertain Times
This blog is designed to record the investment journey of a UK based small investor. The All-Weather Portfolio for Uncertain Times https://diyinvestoruk.blogspot.com/2023/05/the-all-weather-portfolio-for-uncertain.html "Could this is the ultimate set-and-forget portfolio?" "Further r...
- Thu May 11, 2023 1:25 pm
- Forum: Permanent Portfolio Discussion
- Topic: The Weird Portfolio - latest from Tyler/Portfolio Charts
- Replies: 29
- Views: 25110
Re: The Weird Portfolio - latest from Tyler/Portfolio Charts
Having said that, there is an interesting asset class that seems to act almost like "risk-be-gone powder" that can be sprinkled on pretty much any portfolio and watch the maxDD and volatility go down without anything near the commensurate decrease in returns....unfortunately I at the mome...
- Wed May 10, 2023 6:03 pm
- Forum: Permanent Portfolio Discussion
- Topic: The Weird Portfolio - latest from Tyler/Portfolio Charts
- Replies: 29
- Views: 25110
Re: The Weird Portfolio - latest from Tyler/Portfolio Charts
Holy tracking error, Batman! 🙂 Well yeah but unlike the Larry Portfolio or even (dare one say it?) the PP you at least get some return to go with your tracking error. 😏 True enough....but in all fairness, neither the PP nor the Larry Portfolio (in its various incarnations with or without CCFs and/o...
- Wed May 10, 2023 3:54 am
- Forum: Permanent Portfolio Discussion
- Topic: The Weird Portfolio - latest from Tyler/Portfolio Charts
- Replies: 29
- Views: 25110
Re: The Weird Portfolio - latest from Tyler/Portfolio Charts
Holy tracking error, Batman! 🙂 Well yeah but unlike the Larry Portfolio or even (dare one say it?) the PP you at least get some return to go with your tracking error. 😏 True enough....but in all fairness, neither the PP nor the Larry Portfolio (in its various incarnations with or without CCFs and/o...
- Tue May 09, 2023 2:11 am
- Forum: Stocks
- Topic: Small Cap Value vs US Total Stock Market
- Replies: 19
- Views: 5701
Re: Small Cap Value vs US Total Stock Market
Interested in hearing opinions about SCV vs TSM investing for my children. Seems like over the long term SCV beats TSM by a long way. Wondering if there are any gotcha's with SCV . I'm planning on starting with one automated investment to keep things simple. Two come immediately to mind (although t...
- Sat May 06, 2023 8:21 pm
- Forum: Permanent Portfolio Discussion
- Topic: I'M OUT!
- Replies: 64
- Views: 73746
Re: I'M OUT!
I don’t use the PP any longer but I still listen to podcasts like the ones from Resolve Asset Management who specialize in Risk Parity portfolios. They have convinced me that if you are going to do such a portfolio then you need a lot more diversification than the PP gives you. You definitely need ...
- Sat May 06, 2023 12:22 pm
- Forum: Gold
- Topic: Logistics of Large Quanties o' Physical Gold
- Replies: 32
- Views: 8490
Re: Logistics of Large Quanties o' Physical Gold
The modern interpretation of the asset allocation that the Talmud advocated millennia ago has a alternative and perhaps more correct interpretation of one third in-hand, one third buried in the ground, one third in commerce. The context within which that was recorded was in regard to safety/securit...
- Tue May 02, 2023 4:25 pm
- Forum: Stocks
- Topic: Permanent Broker
- Replies: 20
- Views: 7884
Re: Permanent Broker
Found one issue with the broker I chose, Fidelity charges $75 per VTSAX purchase. So...no automated purchases are going to happen. That could be a serious problem if I want to set VTSAX and forget it for the kids. I would be happy for an auto VTI purchase (would prefer that) but there is no option ...
- Fri Apr 28, 2023 6:22 pm
- Forum: Stocks
- Topic: Non financial stock ETF
- Replies: 1
- Views: 1612
Re: Non financial stock ETF
ProShares S&P 500 ex-Financials ETF; the ticker symbol is SPXN.dopplerdave wrote: ↑Fri Apr 28, 2023 6:14 pm Does anyone know of a broad market ETF that does NOT include financial companies (banks, insurance companies, etc.)?
- Fri Apr 28, 2023 5:51 pm
- Forum: Variable Portfolio Discussion
- Topic: Predicting US Treasury Returns - a tactical bond approach
- Replies: 3
- Views: 1734
Re: Predicting US Treasury Returns - a tactical bond approach
https://allocatesmartly.com/predicting-us-treasury-returns/ This seems to solve the "what if long bond interest rates keep going up from here?" It trades once a month between IEF and T-Bills. Sometimes it's very cashy, sometimes it's very bondy. It's down like -2% from Aug 2020... B&H...
- Fri Apr 28, 2023 4:21 am
- Forum: Bonds
- Topic: iShares GOVT as bond holding
- Replies: 7
- Views: 1427
Re: iShares GOVT as bond holding
Just playing around with backtests. BelangP's model doesn't look too bad. You would have to model it with a high dividend ETF that went through a period where bonds performed well though ... How far back would that need to be? DVY goes back to 2003; FDL (extended by using its underlying index back ...
- Thu Apr 20, 2023 10:00 pm
- Forum: Stocks
- Topic: International stocks?
- Replies: 42
- Views: 70221
Re: International stocks?
Is the idea behind the Permanent Portfolio and Golden Butterfly only needing domestic US stocks (for US investors) that the gold provides sufficient hedging against foreign exchange movements? Yes, that is the idea I have come to believe (at least for US investors). Tyler has an article on Portfoli...
- Thu Apr 20, 2023 9:00 pm
- Forum: Stocks
- Topic: International stocks?
- Replies: 42
- Views: 70221
Re: International stocks?
Currency purchasing power equilibrates over time. Why is the market consistently over-valuing international. Or is this too short a time frame. Total US vs total world See https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=2&startYear=2008&firstMonth=7&endYear=202...
- Tue Apr 18, 2023 9:44 pm
- Forum: Other Discussions
- Topic: Home Freeze Drying
- Replies: 46
- Views: 70044
Re: Home Freeze Drying
D1984 is gonna get freeze-dried IIRC CA is going to give free healthcare to illegals over 50 "Is gonna get freeze dried"? What the heck is that supposed to mean? Stop resorting to nonsense and insults and ad hominem and come up with some actual fact-based arguments if you want to be taken...
- Tue Apr 18, 2023 7:06 pm
- Forum: Other Discussions
- Topic: Home Freeze Drying
- Replies: 46
- Views: 70044
Re: Home Freeze Drying
At 20 amps / 110 volts and at my cost of electricity a total cost of $4.00 in electricity would be running it only 5 hours for that batch. But why should we care? California has just decreed that everyone gets unlimited electricity for $20 a month. Under the new plan, you’ll pay just $20 / month if...
- Mon Apr 17, 2023 8:13 pm
- Forum: Stocks
- Topic: Small Cap Value fund without a large allocation to financials
- Replies: 3
- Views: 1926
Re: Small Cap Value fund without a large allocation to financials
Does anyone know of a good Small Cap Value fund without a large allocation to Small Cap "Value" financials. I want to make a purchase but Vanguards VBR, I believe, has over 20 percent in financials at the moment. A few that come to mind: Mutual funds: TNVCX 2.3% in financials HFMDX Around...
- Tue Apr 11, 2023 1:24 pm
- Forum: Stocks
- Topic: Active management - recent winners
- Replies: 6
- Views: 2481
Re: Active management - recent winners
Yes, there's a paywall. Would you mind telling us what particular funds were being featured? I'd be curious to look at their holdings. I don't have access to the article directly but by searching using some (non-Google) search engines I was able to find a copy of the article that was non-paywalled....
- Mon Apr 10, 2023 6:43 am
- Forum: Variable Portfolio Discussion
- Topic: AllocateSmartly (Ochotona)
- Replies: 5
- Views: 1743
Re: Moonshots
Three quick questions: One, is there any reason almost all of their strategies--including this one--seem to only go back to 1970 (i.e. only be backtested back to that date), or 1972, or 1973? I would be very suspicious of any backtest that went back past the early 1970s, as the nature of money was ...
- Sun Apr 09, 2023 7:54 am
- Forum: Variable Portfolio Discussion
- Topic: AllocateSmartly (Ochotona)
- Replies: 5
- Views: 1743
Re: Moonshots
Make this your moonshot. I have 10% of my portfolio going to this. Look at how low the drawdown is, backtested 50 years. Look at the Sharpe / Sortino ratios. https://allocatesmartly.com/bold-asset-allocation/ Warning - seriously not tax efficient, lots of trading per year, so only use it in an IRA ...
- Sat Apr 08, 2023 9:38 am
- Forum: Variable Portfolio Discussion
- Topic: Hedging Against U.S. Dollar Losing Global Reserve Status
- Replies: 34
- Views: 30377
Re: Hedging Against U.S. Dollar Losing Global Reserve Status
The only portfolio ever posted here that was arguably stupid was techno's 50%+ gold allocation Honestly, I didn't understand his portfolio back when he was posting here, but I get it now. He was far ahead of me in contempt for the US government political and financial leadership at places like the ...
- Sat Apr 08, 2023 4:49 am
- Forum: Other Discussions
- Topic: How much to save for retirement
- Replies: 101
- Views: 91837
Re: How much to save for retirement
All any of us can do is to do our best and we’re going to end up with whatever we end up with. People have been retiring that way forever. That they have. But several things are different now. First, people are living longer while getting substantially less healthy. That means far more time spent n...
- Thu Apr 06, 2023 10:48 pm
- Forum: Politics
- Topic: President Kennedy?
- Replies: 2
- Views: 956
Re: President Kennedy?
Ron Paul's discussion: Robert F. Kennedy, Jr.'s filing papers to run for president yesterday has thrown a massive monkey wrench into the 2024 US Presidential campaign. Suddenly it looks like the seemingly-ailing President Biden will have a real challenger for the Democratic Party nomination. But ho...