Search found 126 matches
- Fri Jan 18, 2019 8:10 am
- Forum: Variable Portfolio Discussion
- Topic: Tactical Asset Allocation + HBPP an intriguing combo
- Replies: 500
- Views: 297099
Re: Dual Momentum GEM + HBPP a great combo, easy to test
https://www.dualmomentum.net/2019/01/whither-fragility-dual-momentum-gem.html [/quote] Gary makes a compelling defense. I just learned that Novell's model is already just about ready to go back to equities based on a weekly close above the 13 week EMA. That's way too quick for me. That's short-term...
- Thu Jan 17, 2019 6:03 pm
- Forum: Variable Portfolio Discussion
- Topic: Tactical Asset Allocation + HBPP an intriguing combo
- Replies: 500
- Views: 297099
Re: Dual Momentum GEM + HBPP a great combo, easy to test
This is Gary Anonacci’ rebuttal to the GEM analysis kink posted by Kbg previously in this thread
(https://blog.thinknewfound.com/2019/01/ ... entum-gem/)
https://www.dualmomentum.net/2019/01/wh ... m-gem.html
(https://blog.thinknewfound.com/2019/01/ ... entum-gem/)
https://www.dualmomentum.net/2019/01/wh ... m-gem.html
- Sun Jan 13, 2019 10:03 pm
- Forum: Bonds
- Topic: Bond duration compensation
- Replies: 14
- Views: 8922
Re: Bond duration compensation
I may well be being obtuse here (wouldn't be the first time) butt I'm not seeing any advantage in extending Treasury bond maturities at current rates. The chances of a 1% (or even a .25%) decrease in rates is small, while the odds of a .50% increase this year are high. And yeah, I do remember how L...
- Sun Jan 13, 2019 10:25 am
- Forum: Bonds
- Topic: Bond duration compensation
- Replies: 14
- Views: 8922
Re: Bond duration compensation
If I recall Larry Swedroe has a formula for term risk, but this is not applicable to the PP investor. We want the investment with the highest duration even though the rates between 30 and 10-year Treasuries do not compensate for the additional risk. A 1% decline in interest rates will result in app...
- Sun Jan 13, 2019 10:16 am
- Forum: Bonds
- Topic: Bond duration compensation
- Replies: 14
- Views: 8922
Re: Bond duration compensation
Allen it's all determined by Mr. Market. There is no rule or formula. And it changes continually and lately really quickly. Look at this website, it updates daily. https://www.treasury.gov/resource-center/data-chart-center/interest-rates/Pages/TextView.aspx?data=yield That’s a better/more accurate ...
- Sat Jan 12, 2019 10:06 pm
- Forum: Bonds
- Topic: Bond duration compensation
- Replies: 14
- Views: 8922
Bond duration compensation
Is there a general rule regarding how many additional basis points are recommended to compensate the investor for the risk of each extra year of duration? Say that the interest on a 2 yr note is 2.80. On a 5 yr it is 3.4. Difference is 60 basis points. There is 20 basis points extra for each of the ...
- Fri Jan 04, 2019 10:24 pm
- Forum: Variable Portfolio Discussion
- Topic: Tactical Asset Allocation + HBPP an intriguing combo
- Replies: 500
- Views: 297099
Re: Dual Momentum GEM + HBPP a great combo, easy to test
From Allocate Smartly: (The site analyzes tactical asset allocation strategies) “TAA’s performance to start the new year is likely to be extreme (either extremely good or extremely mediocre). As we show in the data dump below, TAA is now postured very defensively. The average allocation to defensive...
- Sat Dec 29, 2018 9:19 am
- Forum: Variable Portfolio Discussion
- Topic: Tactical Asset Allocation + HBPP an intriguing combo
- Replies: 500
- Views: 297099
Re: Dual Momentum GEM + HBPP a great combo, easy to test
It is impressive that you are adhering to your system at this time, that means, you are locking in a loss of about 8.5% in equities for this year (according to the stats at https://indexswingtrader.blogspot.com/p/strategy-signals.html). Have you done this previously? In other words, what gives you t...
- Fri Dec 28, 2018 10:12 pm
- Forum: Bonds
- Topic: Fidelity gives individual bond durations
- Replies: 1
- Views: 2308
Fidelity gives individual bond durations
If you own individual bonds held at Fidelity then you can see the duration of each bond by clicking on the bond, then choosing to view the details, and then choosing the Price and Performance tab. The “duration to worst” is shown there. I believe that “worst” means that if the bond is callable then ...
- Thu Dec 27, 2018 10:05 pm
- Forum: Bonds
- Topic: How to calculate average maturity including cash?
- Replies: 4
- Views: 2897
Re: How to calculate average maturity including cash?
Many thx for the replies and understandings and example. Fortunately iShares provides the duration of TLT at their site. I have individual bonds so a special formula is required for calculating the duration of a single bond. I saw that there are online calculators for this and it can likely be done ...
- Thu Dec 27, 2018 5:46 pm
- Forum: Bonds
- Topic: How to calculate average maturity including cash?
- Replies: 4
- Views: 2897
How to calculate average maturity including cash?
Sometimes a person will post that they are using/including cash in their calculation of the average maturity of the bond portion of the PP. For example, the person says that he has a barbell of LTT and cash that equals a intermediate term bond maturity. Is there a formula to calculate the average ma...
- Mon Jul 09, 2018 5:27 pm
- Forum: Other Discussions
- Topic: The Permanent Tooth and Gum Care Regime
- Replies: 176
- Views: 281628
Re: The Permanent Tooth and Gum Care Regime
On the subject of magnesium. . . A friend recently mentioned that she had been soaking her feet in epsom salts and finding it an effective remedy for muscle cramps in her feet. My ears perked up because I've recently been plagued with intractable foot and leg cramps at night which have been noticea...
- Mon Jul 09, 2018 5:23 pm
- Forum: Other Discussions
- Topic: The Permanent Tooth and Gum Care Regime
- Replies: 176
- Views: 281628
Re: The Permanent Tooth and Gum Care Regime
As we know, the Japanese eat Allota rice. Yet they have some of the longest lifelongevity in the world. How do the no fiber gurus understand that phenomenon? Do you really think steamed white rice has a lot of fiber? Carbs, yes. Fiber, no. Ya, but carbs are supposed to be poison, according to the l...
- Mon Jul 09, 2018 2:54 pm
- Forum: Other Discussions
- Topic: The Permanent Tooth and Gum Care Regime
- Replies: 176
- Views: 281628
Re: The Permanent Tooth and Gum Care Regime
As we know, the Japanese eat Allota rice. Yet they have some of the longest lifelongevity in the world. How do the no fiber gurus understand that phenomenon?
- Mon Jul 02, 2018 9:51 pm
- Forum: Permanent Portfolio Discussion
- Topic: 1800 ETFs trade free through Vanguard
- Replies: 6
- Views: 5035
Re: 1800 ETFs trade free through Vanguard
Companies that already offer free ETF trading like M1Finance May still have an advantage because they offer purchase of fractionalized shares resulting in all of your investment amount being utilized.
- Thu Jun 21, 2018 3:25 pm
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3689
- Views: 1659260
Re: The GOLD scream room
Budd, mathjack107 reported success with the Fidelity Monitor & Insight Newsletter. He mentioned an annual gain of approximately 11% or a bit more. Sounds OK for a high net worth individual. I believe the newsletter deemphasizes gold. The newsletter might be nice when implementing a VP. Hulbert Fina...
- Sat Jun 09, 2018 1:52 pm
- Forum: Bonds
- Topic: vanguard vs fidelity
- Replies: 28
- Views: 26784
Re: vanguard vs fidelity
Very good, actionable replies about handling these things as cash. Appreciated
- Fri Jun 08, 2018 5:08 pm
- Forum: Bonds
- Topic: vanguard vs fidelity
- Replies: 28
- Views: 26784
Re: vanguard vs fidelity
Following the bouncing ball here...
if tax deferral is not an issue right now then is it best to buy I bonds or 1 yr t-bills or what?
Thx
if tax deferral is not an issue right now then is it best to buy I bonds or 1 yr t-bills or what?
Thx
- Mon Jun 04, 2018 9:37 pm
- Forum: Bonds
- Topic: vanguard vs fidelity
- Replies: 28
- Views: 26784
Re: vanguard vs fidelity
But that's the point - you're not a big a. So then why do these different outcomes happen to different people? Has to be something else going on...
- Mon Jun 04, 2018 3:04 pm
- Forum: Bonds
- Topic: vanguard vs fidelity
- Replies: 28
- Views: 26784
Re: vanguard vs fidelity
Interestingly enough, doesn’t it happen in so many fields of life that people have different experiences (success vs failure, results achieved more quickly vs more slowly, etc) trying to accomplish the same thing? This leads me to believe that there is a more subtle and more powerful influence at wo...
- Sat Jun 02, 2018 9:33 pm
- Forum: Bonds
- Topic: vanguard vs fidelity
- Replies: 28
- Views: 26784
Re: vanguard vs fidelity
My experience at Fidelity is different than what is being discussed. A rep walked me thru a bond purchase (I was not charged anything for her service). Prior to speaking with her I had initiated a transfer and she was able to use it to purchase the bond. And on top of that she was able to initiate a...
- Sun May 27, 2018 2:22 pm
- Forum: Variable Portfolio Discussion
- Topic: Tactical Asset Allocation + HBPP an intriguing combo
- Replies: 500
- Views: 297099
Re: Dual Momentum GEM + HBPP a great combo, easy to test
Are international stocks, VEU, still part of the strategy?
- Sun May 20, 2018 9:40 am
- Forum: Other Discussions
- Topic: The Permanent Tooth and Gum Care Regime
- Replies: 176
- Views: 281628
Re: The Permanent Tooth and Gum Care Regime
It's really not that hard. Just stop eating carbohydrates. https://www.ncbi.nlm.nih.gov/books/NBK8259/ It balances the PH in your mouth (tartar, decay) and starves S mutans. (caries) Mark, isn’t that like “robbing Peter to pay Paul” because carbs have good benefits also, especially if you’re a vege...
- Fri May 18, 2018 8:35 am
- Forum: Other Discussions
- Topic: The Permanent Tooth and Gum Care Regime
- Replies: 176
- Views: 281628
Re: The Permanent Tooth and Gum Care Regime
Someone just recommended trying an ionic toothbrush. This article explains about it. Not many companies are selling it , and all from Japan. Anyone ever have success with this?
http://www.holistic-healing-information ... ushes.html
http://www.holistic-healing-information ... ushes.html
- Sun May 13, 2018 9:32 pm
- Forum: Other Discussions
- Topic: Top VPN
- Replies: 12
- Views: 7079
Re: Top VPN
Have you seen this article? https://thewirecutter.com/reviews/best-vpn-service/ Spoiler: they pick IVPN “IVPN excels at trust and transparency, the most important factors when you’re choosing a virtual private network. The company publicly displays information about its leadership team so you know ...