Search found 655 matches

by Dieter
Wed May 10, 2023 1:54 am
Forum: Permanent Portfolio Discussion
Topic: The Weird Portfolio - latest from Tyler/Portfolio Charts
Replies: 28
Views: 20371

Re: The Weird Portfolio - latest from Tyler/Portfolio Charts

Kevin K. wrote:
Tue May 09, 2023 2:53 pm
Dieter wrote:
Tue May 09, 2023 2:05 pm
Holy tracking error, Batman! 🙂
Well yeah but unlike the Larry Portfolio or even (dare one say it?) the PP you at least get some return to go with your tracking error. 😏
True
by Dieter
Tue May 09, 2023 2:08 pm
Forum: Stocks
Topic: Small Cap Value vs US Total Stock Market
Replies: 19
Views: 4560

Re: Small Cap Value vs US Total Stock Market

Ditto on the “tracking error” bit — if trying to get them to learn, I’d probably start with TSM or some such so that it better tracks the news
by Dieter
Mon May 08, 2023 12:14 pm
Forum: Cash
Topic: iBonds / TreasuryDirect
Replies: 3
Views: 2912

iBonds / TreasuryDirect

So, I logged into TreasuryDirect Sunday (5/7) — uses the new login: * Are sent a one-time passcode (OTP) every time (can’t register your computer) * No more using on-screen keyboard * Password now case sensitive, based on the capitalization used for first login I didn’t do any changes (I’m looking t...
by Dieter
Thu May 04, 2023 4:22 pm
Forum: Cash
Topic: New I-Bond Rate for 5/1/23 to 10/31/23
Replies: 33
Views: 14678

Re: New I-Bond Rate for 5/1/23 to 10/31/23

Had intended to full go through this when it came out in September 2022 so as to implement. https://tipswatch.com/2022/09/21/short-term-treasurys-even-more-attractive-now/ However, since then several other things took priority. Those things have now been taken care of and I do have to time to go th...
by Dieter
Thu May 04, 2023 4:20 pm
Forum: Cash
Topic: New I-Bond Rate for 5/1/23 to 10/31/23
Replies: 33
Views: 14678

Re: New I-Bond Rate for 5/1/23 to 10/31/23

Barret, Hal posted the following link in a different thread, that has some timeframes, compared to existing rate of 0.4% https://tipswatch.com/2023/04/14/i-bond-dilemma-buy-in-april-buy-in-may-or-dont-buy-at-all/ So, less than three years for mine that have less than 0.4% fixed rate Ah, good, so yo...
by Dieter
Wed May 03, 2023 6:01 pm
Forum: Cash
Topic: New I-Bond Rate for 5/1/23 to 10/31/23
Replies: 33
Views: 14678

Re: New I-Bond Rate for 5/1/23 to 10/31/23

Barret, Hal posted the following link in a different thread, that has some timeframes, compared to existing rate of 0.4%

https://tipswatch.com/2023/04/14/i-bond ... uy-at-all/

So, less than three years for mine that have less than 0.4% fixed rate
by Dieter
Wed May 03, 2023 1:45 pm
Forum: Cash
Topic: New I-Bond Rate for 5/1/23 to 10/31/23
Replies: 33
Views: 14678

Re: New I-Bond Rate for 5/1/23 to 10/31/23

I’m not planning to buy new, but I may “swap” (sell and buy new) older iBonds, as most of mine have a 0% fixed rate (one has 0.2% I think)

Not that I have much, but, as I have space, I might as well get that extra 0.9% (even with any tax implications of selling existing iBonds, I _think_ worth it)
by Dieter
Wed Mar 08, 2023 10:11 pm
Forum: Politics
Topic: Socialism - Should we be worried
Replies: 65
Views: 39103

Re: Socialism - Should we be worried

Given trends in the economy for the last forty years, can’t say I’m surprised
by Dieter
Wed Mar 08, 2023 7:44 pm
Forum: Politics
Topic: Jan 6 footage on Tucker
Replies: 35
Views: 38208

Re: Jan 6 footage on Tucker

Releasing footage just to a guy on the right sure does sound like weaponization of government
by Dieter
Mon Mar 06, 2023 11:39 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1160
Views: 828376

Re: Putin Invades Ukraine II

What with the starvation, and now more recent invasion by a vile terrorist neighbour, I'm certain that Ukraine deeply regrets having ever believed Russian promises when it surrendered its nukes. Caught twice, one would expect Ukraine to never be caught out again. Can't see how a negotiated settleme...
by Dieter
Fri Mar 03, 2023 9:30 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1160
Views: 828376

Re: Putin Invades Ukraine II

Ah, “The White Plague”, by Frank Herbert

Good book
by Dieter
Sun Feb 19, 2023 11:18 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1160
Views: 828376

Re: Putin Invades Ukraine II

Perun on Russia’s grand strategy and Ukraine —

https://youtu.be/94bqk8cB9iQ
by Dieter
Sun Feb 19, 2023 10:52 pm
Forum: Politics
Topic: Ohio Disaster
Replies: 51
Views: 7567

Re: Ohio Disaster

Fox lawyers say Tucker not to be believed, so, why should we give him any credibility or spend time analyzing everything that he says? https://www.npr.org/2020/09/29/917747123/you-literally-cant-believe-the-facts-tucker-carlson-tells-you-so-say-fox-s-lawye https://www.cnn.com/2023/02/16/media/fox-ne...
by Dieter
Mon Feb 06, 2023 9:48 pm
Forum: Bonds
Topic: What happens to I-bonds if rates plummet again
Replies: 46
Views: 41232

Re: What happens to I-bonds if rates plummet again

For example, If they cut the rate to 0 (and your fixed rate is 0) wait three more months and when you sell you'd lose 0. Correct me if I'm wrong That's actually very clever. I keep looking for the catch. Ditto — ones I can think of: * maybe the opportunity cost vs what the could get when take out? ...
by Dieter
Fri Jan 27, 2023 3:42 pm
Forum: Permanent Portfolio Discussion
Topic: 2022 Returns
Replies: 44
Views: 22024

Re: 2022 Returns

I measured the PP with a real return (including inflation) that was down a little more than 18%. Yes, that's the worst year I have on record since 1970. That may not sound very good until you realize that it was still in the top third of all portfolio options and still quite tame compared to other ...
by Dieter
Sat Jan 21, 2023 5:01 pm
Forum: Politics
Topic: Tucker Carlson: Biden is Done
Replies: 24
Views: 4696

Re: Tucker Carlson: Biden is Done

Maddy wrote:
Sat Jan 21, 2023 4:47 pm
In other words, you took a wild pot shot at a position with which you were predisposed to disagree.
Yup, that sounds like a description of Tucker Carlson to me
by Dieter
Sat Jan 21, 2023 3:40 pm
Forum: Variable Portfolio Discussion
Topic: Golden Butterfly Portfolio
Replies: 539
Views: 350512

Re: Golden Butterfly Portfolio

To any holders of the GB, or anyone really, what is your review of its performance in 2022, and how do you see it going forwards? How did it do vs the PP? If Quicken isn’t lying to me, Gold, LTT, and SCV have all beaten the S&P500 for the last three months (up 18-11%!) and YTD, so, looking better s...
by Dieter
Fri Jan 20, 2023 7:51 pm
Forum: Politics
Topic: Tucker Carlson: Biden is Done
Replies: 24
Views: 4696

Re: Tucker Carlson: Biden is Done

You mean, like Fox lawyers / judge saying he's not to be taken literally?

https://www.npr.org/2020/09/29/91774712 ... ox-s-lawye
by Dieter
Fri Jan 20, 2023 7:45 pm
Forum: Variable Portfolio Discussion
Topic: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")
Replies: 48
Views: 8015

Re: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")

New Year's update: Two tweaks 1) My small allocation in wacky investments is going into Managed Futures, a mix of DBMF, CTA, and KMLM. We'll see how that goes. 2) The Wife made it clear she strongly prefers cash...so it looks like my AA will be more like Half Speculative - 16% each in US-TSM, US-SC...
by Dieter
Fri Jan 20, 2023 11:01 am
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5196
Views: 1778362

Re: Coronavirus General Discussion

A take on what’s happening in China with COVID (now that they are out of there zero COVID policy)

https://youtu.be/0-g1_e3iezk
by Dieter
Thu Jan 19, 2023 7:09 pm
Forum: Politics
Topic: What's the future for Conservatism?
Replies: 14
Views: 1380

Re: What's the future for Conservatism?

As far as illegal immigrants, I've always wondered what percentage are hired by Republicans vs Democrats

I've always assumed Republican (more in agriculture and management, I assume)

So, just soundbite for most republican politicians.
by Dieter
Thu Jan 19, 2023 7:04 pm
Forum: Politics
Topic: What's the future for Conservatism?
Replies: 14
Views: 1380

Re: What's the future for Conservatism?

Wage inflation? still not keeping up with even official inflation, let alone real Costs of housing, education, healthcare, etc, have been climbing faster than income for most for decades I'm not surprised the younger generation is disillusioned And others start their own businesses young, so, why pu...
by Dieter
Thu Jan 19, 2023 4:31 pm
Forum: Permanent Portfolio Discussion
Topic: 25 x 4 or 33 x 3
Replies: 37
Views: 52196

Re: 25 x 4 or 33 x 3

Sorry! But each time I see the title of this topic I cannot help but think of this song! https://www.youtube.com/watch?v=7uAUoz7jimg Chicago - 25 or 6 to 4 - 7/21/1970 - Tanglewood (Official) If you like this / them you should watch the video of their entire show that day. I've had it on several ti...