The Arnold book is really good. If it's at your local library, I highly recommend you check it out. Based upon that recommendation if I see it there I will do so. I was at my local library yesterday and was shocked to see the Elon Musk book which I grabbed (along with about 9 others). Lucky! My loc...

dualstow wrote: ↑Tue Oct 17, 2023 8:26 pm I’m sorry for this one. I know it’s in poor taste.

lmao it's actually in great taste.

The Arnold book is really good.

If it's at your local library, I highly recommend you check it out.

Given equal fees, I actually think that an active factor fund is better than an indexed factor fund. The active fund can't be front run and can engage in better patient trading.

I'll tell you EXACTLY fucking why.

Because literally the day before I sold off a huge chunk of gold (long story).

Yeah. Fuck.

lol

Learning to Be Useful today with Schwarzenegger.

The 2024 race is shaping up to be really interesting.

Maybe It's just a temporary thing where I need a "break" from using multiple monitors, but lately I've been feeling like I'm more productive with 1 monitor. With multiple screens there seems to be a great deal more cognitive load as my brain tries to juggle multiple visual stimuli all at o...

Had Pop-Tarts for the first time since childhood today. Still pretty tasty. And the s'mores ones are still the best.

I think the escape velocity concept has merit. More broadly, I think that the Rational Reminder episode on bonds really highlighted how adjusting one's position based on what's actually being offered by credit spreads and the yield curve makes sense. The issue is that these things require time, expe...

Kevin K. wrote: ↑Fri Oct 06, 2023 4:02 pm
Thanks for this.

What's the "conventional conservative portfolio" you used?

Just the portfolio labeled as "Conservative Portfolio" included in Portfolio Visualizer as a default option. It appears to be a globally diversified portfolio of stocks and bonds at 40/60.

Yeah I wonder what Craig and Tex would be saying today. One of the reasons why the PP performed so admirably the last time we were in a comparable period was because gold went through the roof. The world may be different, and Browne is not here to update his philosophy. As per Saifedean Ammous, gold...

Above 5% today for the 30-year.

I had money out of the market for a while due to some real estate stuff happening. And then I switched to a new strategy where my allocations were "reset" to the original 4 x 25%. So I never did end up hitting that rebalancing band.

Great post, Vinny. Thanks.

vnatale wrote: ↑Sat Sep 30, 2023 9:23 pmCapture.JPG

LOL. Awesome.

I guess the lesson here is clear. If you want to be the best possible investor, imitate your pup!

vnatale wrote: ↑Fri Sep 29, 2023 4:44 pm


If you, me, and Dualstow were either partners or owners of a Sub S corporation the K-1's tell us what we should be putting on our respective tax returns as our portion of the total tax results of either entity.

Ohhhhh interesting.

?

bitcoininthevp wrote: ↑Fri Sep 29, 2023 2:22 pm

Smith1776 wrote: ↑Tue Jan 03, 2023 1:32 am Just added to my Bitcoin VP stash today.

You’ll be happy to know that it’s part of my main portfolio now: the All-Terrain Portfolio. (Essentially a variation of the PP.)

… A couple of the issues that I've had with commodities historically was "solved" for me when I discovered CCOM.TO. (There is also an ETF in the US that tracks the same index called COM.) https://funds.cifinancial.com/en/funds/alternative_investments/CIAuspiceBroadCommodityFund.html?curre...

Bridgewater's take on commodities as they relate to inflation.


https://youtu.be/HTGO72r_ENI

As I’m a Canadian I’m no expert, but COM says it’s non K-1 generating.