fnord123 wrote: WIW and WIA both invest up to 40% of their funds in non-US gov't stuff.  WIW even invests in stuff that is below investment grade.  As such, these seem to be more appropriate for the VP than the PP.

My site says 77% is in US tips.  Yes I bought it for the VP.

I never implemented this, mostly because I found additional ways to buy I-Bonds (in child's name + in a living trust). When my current high yielding (sad when ~3% is high yielding) CDs run out in 2015, which currently are the bottom of my cash component and have a similar role as TIPS were proposed...

Saxo's balanced portfolio turned in a similar result (-2.9 %) to the PP. http://www.tradingfloor.com/posts/global-beta-29-percent-loss-2013-books-closed-605844721 You'll recall that it's based on a macro model like the the PP but uses a more complex engineered asset mix.  The most obvious point of ...

Decision Moose is free for today and I would recommend looking at it while you can. He has a very good long term track record and has added a new twist as well. http://www.decisionmoose.com/Moosecalls.html I like to chase performance!  The PP is up 45% or 7.8% while DM is up 32.8% or 5.8% over the ...

dualstow wrote: Ok, I'll say 73.56 which is 72% of today's closing price. Just for funsies.

Hey that the spirit.  Thanks.  The 52 week dividend yield was $3.32.  So that would be a yield of about 4.5% going forward.

I just bumped this!  Wow, nobody has a view?  Can i just get 100 views?  Maybe this can't be predicted so why have a view.

 

Maybe not so much negative real interest rates but falling real interest rates. The closer they get to negative, the higher gold seems to go. http://snbchf.snbchfcom.netdna-cdn.com/wp-content/uploads/2013/04/Real-Interest-Rates-vs.-Gold-Price.jpg PS nice chart!  Is there a way to get it up to date ...

A poll just for fun.  What will be the lowest price for TLT in 2014?

MediumTex wrote: Several prior years of outperformance and a mean reversion in 2013.

I have the PP average return at 7.3% over the last four years and my Bogey at 5.3% REAL!  Craig taught me that I can be happy with a 3.0% real return and I am happy.

I would be interested in what the experts on this board think of their research and if their strategy might help some of the "nervous hands" out there stay the course with Harry's philosophies. IMO. The absolutely biggest threat to an investment portfolio is the investor running it. The p...

I am not changing the normal PP that I have.  I am interested in the new allocation of the Saxo Bank and wonder if it will be a winner.  I will be following it on paper only.  I am sorry I did not make that clear. 

Ad Orientem wrote: Foreign bonds are strictly Variable Portfolio stuff.

I agree. BUT Ray Dalio ALL WEATHER Portfolio is all the rage NOW!  The Saxo Bank is trying to match it.  Only time will tell.  My guess is that it is not predictable.   

Saxo Bank with the New Global Beta Portfolio has an 12.5% target for Emerging Market bonds.  They use the ETF:  EMB Check out the closed end fund AWF.  https://www.alliancebernstein.com/abcom/Product_Center/3_Vehicle/MF/ClosedEnd/AllianceBernstein_Global_High_Income.htm This link does not look at it...

TennPaGa wrote: The title of the article is:

Why the Dollar Dominates, and Why That's Not All Good

The title is: Why Dollar is King Despite U.S. Woes

Ad Orientem wrote: Is there a link to the article?

I could not get the link to work.  Google will bring it up.  The article was in Wall Street Journal on A 4, Thursday December 5, 2013.

Good Article from the Wall Street Journal by David Wessel: The U.S. was the epicenter of the worst financial crisis in 75 years. Its central bank is printing money at a rate of $1 trillion a year. Its government debt load is huge and its political system is visibly dysfunctional. It represents a shr...

I have several PPs in separate accounts, so using small-caps instead of a total market fund will be in only one of them, sort of as an experiment. As for the backtest, here's one: http://i.imgur.com/iT99Gq9.png Interestingly enough, in my backtests with the SCV-PP, the one thing I've discovered tha...

I am planning to sell off stocks in my taxable PP soon to help pay for a large purchase and plan to replace it with VBR (small-cap value). What percent of your stock allocation will you put in small cap value?  For even more fun (and volatility), you could add some emerging markets equity. Also add...

Pointedstick wrote: I am planning to sell off stocks in my taxable PP soon to help pay for a large purchase and plan to replace it with VBR (small-cap value).

Pointedstick have you been able to back test this for 10 years or so?  I would be interested in knowing what you think the improved return would be.

Pointedstick wrote: I am planning to sell off stocks in my taxable PP soon to help pay for a large purchase and plan to replace it with VBR (small-cap value).

S&P Mid Cap 400 SPDRS or MDY might work also.

Thanks for the tip on weighlifting.  I'm only 47, but I remember my physician father recommending to start weightlifting at least by 55 to limit muscle loss.  I started a few months ago, to go along with the jogging which I've always done.  I hate most of the weightlifting, but what you said about ...

Budd is the man to give you help.  I think he is lifting more that his body weight.  For me I own a Cybex gym for over 20 years.  I like to be able to see my little fellow so I do 5 Abs programs.  I Think Budd will tell you to work on the legs.  As that is the major part to think about.  I don't do ...

As a personal note, I do recommend weight lifting for all seniors over 60 years of age.  It a lot cheaper than buying LONG TERM NURSING CARE.  It gives you the best chance to be able to stay in your own home until you die.  You won't build much muscle but you can look good and maintain a whole lot o...

Also, it seems that it is free cash to spend if you are withdrawing funds.  Or just build up your Cash position awaiting a re balance. 

I am completely new to all this... Looks like GTU closed at $42.93 today at a NAV of -7.81%... modeljc, just curious: What was your buy limit order and how did you come to that number? Thanks! I try to stay a little above the bid.  If you hit the asked priced they jump it up.  So you next order wil...