Search found 2336 matches
- Wed Feb 16, 2011 7:49 pm
- Forum: Permanent Portfolio Discussion
- Topic: Flare Safe Investing ?
- Replies: 13
- Views: 5922
Re: Flare Safe Investing ?
His haircut makes me feel uncomfortable : )
- Wed Feb 16, 2011 7:18 pm
- Forum: Other Discussions
- Topic: Deutsche Bank
- Replies: 3
- Views: 3452
Deutsche Bank
http://www.moneynews.com/FinanceNews/NY ... /id/385478
What are the implications of Deutsche Bank's purchase of the NYSE?
Opinions?
What are the implications of Deutsche Bank's purchase of the NYSE?
Opinions?
- Wed Feb 16, 2011 7:12 pm
- Forum: Variable Portfolio Discussion
- Topic: VIX
- Replies: 6
- Views: 3266
Re: VIX
Don't worry. I barely even understand what the VXX is. This is strictly academic.Clive wrote: If anything short selling the short VIX (XXV) might be the better choice if you entered that realm.
- Wed Feb 16, 2011 11:07 am
- Forum: Cash
- Topic: EE Series Savings Bonds
- Replies: 30
- Views: 18460
Re: EE Series Savings Bonds
I'm curious about this as well. I'm simply uncertain as to what I should expect from Ibonds and EEbonds vs. short term treasuries (in spite of all the discussion).
- Wed Feb 16, 2011 7:20 am
- Forum: Permanent Portfolio Discussion
- Topic: What software do you use to keep track of your pp ?
- Replies: 45
- Views: 22040
Re: What software do you use to keep track of your pp ?
I think Excel is good. I use the XIRR function to track my returns.
- Tue Feb 15, 2011 8:56 pm
- Forum: Variable Portfolio Discussion
- Topic: VIX
- Replies: 6
- Views: 3266
Re: VIX
I didn't backtest the numbers, but from the chart VXX has certainly taken a dive since 2009. Opposite of gold and treasuries.
- Tue Feb 15, 2011 8:52 pm
- Forum: Variable Portfolio Discussion
- Topic: VIX
- Replies: 6
- Views: 3266
VIX
I'm not really a variable portfolio guy, but am curious anyway...
Has anyone thought about a VP that makes use of the VIX (ticker VXX)? Was thinking maybe something like 90% VTI 10% VXX using bands to rebalance.
Has anyone thought about a VP that makes use of the VIX (ticker VXX)? Was thinking maybe something like 90% VTI 10% VXX using bands to rebalance.
- Tue Feb 15, 2011 7:41 pm
- Forum: Cash
- Topic: 1-3 yrs bond ladder
- Replies: 14
- Views: 10965
Re: 1-3 yrs bond ladder
That is very true.moda0306 wrote: Boards/Blogs like this inspire wisdom.
It's amazing how something like a simple investment strategy can change your perspective on so many different things.
Re: Article
In a sense the author's right. If you're holding gold b/c you think it's gonna be worth $10K an ounce and you're gonna sell at the top, then it might be a good idea to listen to this guy.
As usual, it ignores gold's role as a portfolio diversifier, which is why it's included in the PP.
As usual, it ignores gold's role as a portfolio diversifier, which is why it's included in the PP.
- Sun Feb 13, 2011 3:53 pm
- Forum: Permanent Portfolio Discussion
- Topic: Mark Hulbert Writes of Harry Browne
- Replies: 22
- Views: 11062
Re: Mark Hulbert Writes of Harry Browne
active managers are often enormously intelligent and well-informed people with plans A great example is a debate I heard between Peter Schiff and Robert Prechter a few months ago. Schiff is a staunch inflationist, and Prechter a deflationist who predicts the Dow could reach triple digits within th...
- Sun Feb 13, 2011 11:44 am
- Forum: Permanent Portfolio Discussion
- Topic: Mark Hulbert Writes of Harry Browne
- Replies: 22
- Views: 11062
Re: Mark Hulbert Writes of Harry Browne
MT said: "Many of the people I love reading and listening to have terrible track records because what was supposed to happen didn't (or it happened, but not at the right time)." This is an interesting point. I think it is common for those of us who use the PP strategy to act as though th...
- Sun Feb 13, 2011 11:40 am
- Forum: Bonds
- Topic: The 30 Year Yield Has Hit Its 2011 High
- Replies: 82
- Views: 31445
Re: The 30 Year Yield Has Hit Its 2011 High
[quote="MediumTex"] I think that one of the untold stories (or at least the scale of the story hasn't been widely told) of the two wars described above is the future expense of caring for all of the physical and mental problems in soldiers who in past wars would have been killed in action....
- Sun Feb 13, 2011 11:37 am
- Forum: Permanent Portfolio Discussion
- Topic: Mark Hulbert Writes of Harry Browne
- Replies: 22
- Views: 11062
Re: Mark Hulbert Writes of Harry Browne
Hrux said: "What it says to me is that you should have bought the areas of the stock market that were clearly undervalued 10 years ago, rather that cap weighted indices." What were those areas ten years ago? What are those areas today? Hrux said: "You all are probably getting tired...
- Sat Feb 12, 2011 12:17 pm
- Forum: Permanent Portfolio Discussion
- Topic: Permanent Portfolio for younger investor
- Replies: 10
- Views: 5981
Re: Permanent Portfolio for younger investor
Rebalancing to me seems to be a key piece of the Permanent Portfolio that hasn't been analyzed with enough depth....(then again, maybe it has and I just haven't come across the info yet.) I would be curious to find out (based on tax bracket) what the ideal rebalancing levels are to maximize CAGR an...
- Sat Feb 12, 2011 11:04 am
- Forum: Permanent Portfolio Discussion
- Topic: Mark Hulbert Writes of Harry Browne
- Replies: 22
- Views: 11062
Re: Mark Hulbert Writes of Harry Browne
When people say it's overpriced, it usually means that 1) they think gold is overpriced... I like gold much more, as a part of the PP, when it's cheap and viewed as an obsolete investment by most. I don't like when it does well, because it usually means the economy is doing poorly. I do enjoy sel...
- Sat Feb 12, 2011 10:17 am
- Forum: Permanent Portfolio Discussion
- Topic: Mark Hulbert Writes of Harry Browne
- Replies: 22
- Views: 11062
Re: Mark Hulbert Writes of Harry Browne
...you'd end up in a situation where some kind of commodity basket ETF and corporate/muni bonds outperform the PP for a short period. Maybe, but I think being overpriced is much different than being in a bubble. Funny the amount of mental fortitude it takes to weave yourself through an argument t...
- Sat Feb 12, 2011 9:35 am
- Forum: Permanent Portfolio Discussion
- Topic: Mark Hulbert Writes of Harry Browne
- Replies: 22
- Views: 11062
Re: Mark Hulbert Writes of Harry Browne
It would take extremely unusual economic circumstances for PP to form a bubble. I'm not really sure how it would even be possible.
- Thu Feb 10, 2011 7:17 pm
- Forum: Permanent Portfolio Discussion
- Topic: Like-minded PP Financial Advisors?
- Replies: 35
- Views: 16520
Re: Like-minded PP Financial Advisors?
"Why would the risk be less with GTU or Gold Money? Further, why does GLD have more risk then VTI?" GTU and Gold Money hold all of their gold in vaults that are regularly audited. I don't think GLD does this, and I believe it may actually lend its gold out. I'm not saying that GLD has mo...
- Thu Feb 10, 2011 4:55 pm
- Forum: Variable Portfolio Discussion
- Topic: My 3 variable portfolios
- Replies: 2
- Views: 3332
Re: My 3 variable portfolios
I dunno... Harry Browne's attitude (at least as it came across to me in Fail Safe Investing) was basically, "if you must speculate, try not lose your shirt, and don't expect to be successful." I'm inclined to agree. I'm not sure why you think any of these portfolios will outperform your P...
- Thu Feb 10, 2011 4:09 pm
- Forum: Permanent Portfolio Discussion
- Topic: Like-minded PP Financial Advisors?
- Replies: 35
- Views: 16520
Re: Like-minded PP Financial Advisors?
Do you worry about counter-party risk with GLD and IAU?
Have you ever considered GTU or even Goldmoney.com?
Have you ever considered GTU or even Goldmoney.com?
- Thu Feb 10, 2011 11:33 am
- Forum: Other Discussions
- Topic: Comical
- Replies: 1
- Views: 2481
Comical
http://online.wsj.com/article/BT-CO-201 ... 13074.html
Honestly, does anyone really believe that one has anything to do with the other?
Honestly, does anyone really believe that one has anything to do with the other?
- Thu Feb 10, 2011 10:31 am
- Forum: Permanent Portfolio Discussion
- Topic: Like-minded PP Financial Advisors?
- Replies: 35
- Views: 16520
Re: Like-minded PP Financial Advisors?
Also, you find gold more appropriate for IRAs than stocks? I was trying to weigh the same thing with the 28% rate compared to having to pay tax on dividends. It's somewhat apples and oranges, but I'd like to hear your input on gold vs stocks being in a tax deferred account. I struggle with the sa...
- Thu Feb 10, 2011 9:40 am
- Forum: Permanent Portfolio Discussion
- Topic: Like-minded PP Financial Advisors?
- Replies: 35
- Views: 16520
Re: Like-minded PP Financial Advisors?
He said he was using mostly MLP's and preferred stock for income investors, so I'm guessing it was a little easier for him to explain the strategy to his clients than it would be to someone who has been watching Mad Money for the last 5 years.
Am I right?
Am I right?
- Wed Feb 09, 2011 9:33 pm
- Forum: Other Discussions
- Topic: Inflation or Deflation?
- Replies: 28
- Views: 15599
Re: Inflation or Deflation?
http://www.voiceamerica.com/Show/Episod ... u-do/54791
Here's a great link with the arguments for both inflation and deflation.
Playback time is about an hour.
30 minute interview with Ron Paul. 30 minute interview with Robert Prechter.
Adam
Here's a great link with the arguments for both inflation and deflation.
Playback time is about an hour.
30 minute interview with Ron Paul. 30 minute interview with Robert Prechter.
Adam
- Wed Feb 09, 2011 9:23 pm
- Forum: Variable Portfolio Discussion
- Topic: Finally- My Portfolio Decision
- Replies: 50
- Views: 25789
Re: Finally- My Portfolio Decision
If there's one thing I learned early in life, it's that nothing is ever correctly reported in a newspaper article
That's a strange article....Articles like that one always frustrate me...
: )