SomeDude wrote: ↑Tue Nov 24, 2020 1:04 am
As horrible as Trump has been for debt growth, if he hands the keys over to Kamala I've got to think it will get worse.

Based on what? Democrats finance projects via taxes. Republicans finance projects via debt.

Have you considered buying T-bills in your brokerage account?

I don't think there is any advantage using Treasury Direct for anything other than Savings Bonds (I/EE).

Men working to start a bitcoin ETF promote bitcoin. I don't completely dismiss Bitcoin as an upstart alternative currency. But I will say that if the only points in the section "the problem with gold" are asteroids and the third-best Die Hard, then I'm not too worried about gold in my lif...

If I'm understanding you correctly, you're talking as though cash is a fixed variable against which the other three assets move. In recent years, due mostly to zero or near zero interest rate policies, this may indeed have been the case for practical purposes. But in principle, the Permanent Portfo...

It's all relative. We only care about the 3 major assets being correlated/uncorrelated (stocks, bonds, gold).

How can you measure their correlation to the value of cash when they are measured by cash?

Well I suppose the act of re-balancing forces you to sell the expensive asset(s) that have run up in price and buy the inexpensive asset(s) that is probably out of favor. Unless of course, all of the assets are moving up together which has happened before, in which case you would not be re-balancin...

Hi pp4me, By opportunistic rebalancing, I meant I hit a rebalancing band (15/35) during the crash for stocks on the low side since they crashed so harshly (almost -35%). Completely mechanical but it requires paying attention to your portfolio balances, especially during times of high volatility. No ...

Hi Craig! Thank you again for your site and book.
YTD results are even better than shown on ETF Replay due to an opportunistic rebalance during the crash . PP is feeling pretty bulletproof.

Aren't low rates just the result of asset price inflation -> the same that has been seen in stocks, gold, real estate, etc.? Why should the bond bull market be over but bull markets?

Cortopassi wrote: ↑Tue Mar 31, 2020 3:24 pm I am starting to think moda, Vinny and I are the only left leaning people on this forum anymore...

I'm also left leaning... but I try to stay out of online political discussions.

dualstow wrote: ↑Tue Mar 24, 2020 6:09 pm It’s like saying “Beetlejuice” 3x

Thanks CraigR! Very happy to have found your site in 2014.

Mark Leavy wrote: ↑Thu Jan 02, 2020 11:03 pm
My current hack:

Omg I can't believe I didn't realize this. Works for me too. Thanks for the tip.

Thanks for the info mathjak107! I never knew about this.

Is there any advantage to buying at auction rather than the secondary market?

I'd be interested in a Texas meetup as well. I'm in Dallas.

LOL @ "Hairy brown pp party"

Vinny, not trying to offend anyone. It's just that mathjak107 has been a bit of a character on this forum and for a while and was quiet notorious for ruining MANY threads by dumping walls of text that were essentially bashing the permanent portfolio. The forum became almost unusable for a while sole...

mathjak107 wrote: ↑Mon Nov 11, 2019 9:05 am

Dude... we get it. You don't need to go on this tirade for multiple huge posts in every single topic on this board omg

Vanguard does not charge a fee for bond purchases.

Ayah, I thought it was just my Google sheet that stopped working! It was nice being able to see the entire yield curve at a glance.

Has anyone found a decent workaround yet?

Cortopassi wrote: ↑Thu Jun 21, 2018 5:45 pm I love clipping these charts...

Hi Corto, how did you get peaktotrough.com to give you data for 2018? When I go to the site, it shows the last date for stocks and gold is 10/31/2017 and the last date for bonds is 12/08/2017. The site just hangs indefinitely when I try to use a date after these.

Interesting point! Another advantage is that it reduces rebalancing frequency. I'll consider implementing this on my next rebalance.

I could put all my money into the Horizons Risk Parity ETF (HRA) found here: https://www.horizonsetfs.com/etf/hra This ETF is an All Seasons/Permanent Portfolio/Risk Parity type allocation all in one fund. It would certainly keep things simple, but the total expense ratio is way too high at about 1...

Broken how? They seem to be working for me: I can make/read posts, etc.

Do those results include your personal port which includes 5% XIV? Does this not mitigate some of the issues you described such as lowering portfolio level volatility?