Search found 126 matches
- Wed Mar 11, 2020 12:43 pm
- Forum: Permanent Portfolio Discussion
- Topic: Rebalance during these days of high volatility?
- Replies: 25
- Views: 12295
Re: Rebalance during these days of high volatility?
I may not be explaining it clearly but in my case all positions would have rebalanced evenly by rebalancing stocks and bonds. But the original question arose as to the utility/futility of it in these days of such great volatility - one day rebalancing is necessary, next day it is not, and so on.
- Wed Mar 11, 2020 9:05 am
- Forum: Permanent Portfolio Discussion
- Topic: Rebalance during these days of high volatility?
- Replies: 25
- Views: 12295
Re: Rebalance during these days of high volatility?
In my PP, 4x25, LTT is at least 15% above stocks, as of today’s closing prices. Is there any advice on whether to rebalance between the 2 immediately or wait until the volatility calms down a bit? My reading of The Permanent Portfolio book is that the recommended time to rebalance is when one asset...
- Tue Mar 10, 2020 5:36 pm
- Forum: Permanent Portfolio Discussion
- Topic: Rebalance during these days of high volatility?
- Replies: 25
- Views: 12295
Re: Rebalance during these days of high volatility?
Today’s reversal (stocks up/bonds down) was enough to return the positions to normal, i.e., within the bands. So if I would not have checked my portfolio yesterday then I would have avoided any worry about rebalancing at this time. Maybe there’s a lesson in that...
- Mon Mar 09, 2020 3:22 pm
- Forum: Permanent Portfolio Discussion
- Topic: Rebalance during these days of high volatility?
- Replies: 25
- Views: 12295
Rebalance during these days of high volatility?
In my PP, 4x25, LTT is at least 15% above stocks, as of today’s closing prices. Is there any advice on whether to rebalance between the 2 immediately or wait until the volatility calms down a bit?
- Sat Dec 14, 2019 4:26 pm
- Forum: Cash
- Topic: Vanguard Treasury Money Market Fund (VUSXX) Questions!
- Replies: 19
- Views: 13802
Re: Vanguard Treasury Money Market Fund (VUSXX) Questions!
- Wed Dec 11, 2019 10:15 pm
- Forum: Cash
- Topic: Vanguard Treasury Money Market Fund (VUSXX) Questions!
- Replies: 19
- Views: 13802
- Sun Oct 13, 2019 10:40 am
- Forum: Stocks
- Topic: Stock and ETF brokerage costs plunge
- Replies: 67
- Views: 83382
Re: Stock and ETF brokerage costs plunge
Fidelity will reimburse the fee that another brokerage may charge you to transfer funds to Fidelity. Just need to show Fidelity your statement from the other company confirming the fee/charge. Where do present the statement? Online or at a branch? Definitely online. Don’t know about the branch. htt...
- Sat Oct 12, 2019 10:34 pm
- Forum: Stocks
- Topic: Stock and ETF brokerage costs plunge
- Replies: 67
- Views: 83382
Re: Stock and ETF brokerage costs plunge
Fidelity will reimburse the fee that another brokerage may charge you to transfer funds to Fidelity. Just need to show Fidelity your statement from the other company confirming the fee/charge.
- Thu Mar 21, 2019 10:09 pm
- Forum: Other Discussions
- Topic: Ally bank website and other problems
- Replies: 32
- Views: 14958
Re: Ally bank website and other problems
Similarly, I just used the app easily and read a message.
- Wed Mar 20, 2019 10:34 am
- Forum: Bonds
- Topic: FNBGX vs. individual bonds at Fidelity
- Replies: 21
- Views: 17750
Re: FNBGX vs. individual bonds at Fidelity
Thx MangoMan. I feel fortunate to have found the PP (simplicity) and this forum (Q&A.
- Wed Mar 20, 2019 10:17 am
- Forum: Bonds
- Topic: FNBGX vs. individual bonds at Fidelity
- Replies: 21
- Views: 17750
Re: FNBGX vs. individual bonds at Fidelity
Is it correct to think FNBGX and TLT are the same? Today, 11:15 and TLT is up yet FNBGX is down. ??
Also, if you have bonds at Fidelity on auto roll then Fidelity will buy the new bond at the next auction.
Also, if you have bonds at Fidelity on auto roll then Fidelity will buy the new bond at the next auction.
- Fri Mar 01, 2019 10:08 am
- Forum: Variable Portfolio Discussion
- Topic: Tactical Asset Allocation + HBPP an intriguing combo
- Replies: 500
- Views: 302679
Re: Tactical Asset Allocation + HBPP an intriguing combo
Seems that the machines are struggling to keep pace with the changes in momentum.
https://www.bloomberg.com/news/articles ... ow-failing
https://www.bloomberg.com/news/articles ... ow-failing
- Fri Jan 18, 2019 8:10 am
- Forum: Variable Portfolio Discussion
- Topic: Tactical Asset Allocation + HBPP an intriguing combo
- Replies: 500
- Views: 302679
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: 302679
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: 9185
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: 9185
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: 9185
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: 9185
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: 302679
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: 302679
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: 2350
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: 2930
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: 2930
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: 285472
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: 285472
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...