Is your pp passing the coronavirus test?

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If you’ve been running an HBPP since February or earlier, is it meeting your expectations?

Poll ended at Fri May 22, 2020 4:08 pm

Yes
33
100%
No
0
No votes
No, but I don’t see a better option
0
No votes
 
Total votes: 33
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dualstow
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Is your pp passing the coronavirus test?

Post by dualstow » Thu May 14, 2020 4:08 pm

If you’ve been running an HBPP* since February or earlier, is it meeting your expectations?
EDIT: or Golden Butterfly (GB) portfolio

[*]Yes
[*]No
[*]No, but I don’t see a better option
Last edited by dualstow on Fri May 15, 2020 7:37 pm, edited 1 time in total.
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Smith1776
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Re: Is your pp passing the coronavirus test?

Post by Smith1776 » Thu May 14, 2020 4:17 pm

Passed with flying colours! O0.

EDIT: For reference here is the performance of the Goldsmith PP since the start of this year according to Portfolio Visualizer.


cdnpp.png
cdnpp.png (79.33 KiB) Viewed 1048 times
25% KILO.B | 60% VCIP | 15% VVL/VMO/VVO/VLQ | 90 Days of Expenses Bank Cash | 5% of Net Worth Physical Gold & Silver Bullion
Knucklehead (noun): Someone who knows the expense ratio of everything but the value of nothing.
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dualstow
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Re: Is your pp passing the coronavirus test?

Post by dualstow » Thu May 14, 2020 6:26 pm

Nice! O0 Or as Ricky from Trailer Park Boys says, “passed with flying f____ carpets!”
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Re: Is your pp passing the coronavirus test?

Post by Smith1776 » Thu May 14, 2020 7:45 pm

dualstow wrote:
Thu May 14, 2020 6:26 pm
Nice! O0 Or as Ricky from Trailer Park Boys says, “passed with flying f____ carpets!”
I discovered the PP back in 2016 or so, so this was my first market crash since adopting the portfolio. Now that I think about it, this is the first market crash I've experienced at all since I started investing (tail end of 2009).
25% KILO.B | 60% VCIP | 15% VVL/VMO/VVO/VLQ | 90 Days of Expenses Bank Cash | 5% of Net Worth Physical Gold & Silver Bullion
Knucklehead (noun): Someone who knows the expense ratio of everything but the value of nothing.
PP67
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Re: Is your pp passing the coronavirus test?

Post by PP67 » Fri May 15, 2020 8:11 am

My quasi-GBish portfolio is down 3% from my 2/21/2020 peak which Iooks like it is working to me...
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Re: Is your pp passing the coronavirus test?

Post by Vil » Fri May 15, 2020 8:14 am

Sometimes I even forget to check what's going on with my PP, its hovering around 4.5% YTD... VP is way more interesting those days (read 'as usual') ;D
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Re: Is your pp passing the coronavirus test?

Post by anato » Fri May 15, 2020 7:05 pm

My GB-ish portfolio is down ~4% since peak in late Feb, so working just as intended, with added bonus of some losses harvested in March.
And working from home with very small kids it's really a godsent, I just have no energy left to care about what goes on in the market more than once a month when I'm lucky...
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Re: Is your pp passing the coronavirus test?

Post by Smith1776 » Fri May 15, 2020 7:13 pm

I've said this before but I never get tired of reiterating the point. The stability of the PP is more than about minimizing standard deviation. It's about maximizing quality of life.

I have no idea what the future brings and nobody else does either. Why not embrace uncertainty instead of embracing the BS crystal ball predictions of the talking heads on CNBC?

I go about my day to day financial life with no worries about the market and where it may or may not be headed.
25% KILO.B | 60% VCIP | 15% VVL/VMO/VVO/VLQ | 90 Days of Expenses Bank Cash | 5% of Net Worth Physical Gold & Silver Bullion
Knucklehead (noun): Someone who knows the expense ratio of everything but the value of nothing.
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Re: Is your pp passing the coronavirus test?

Post by dualstow » Fri May 15, 2020 7:36 pm

PP67 wrote:
Fri May 15, 2020 8:11 am
My quasi-GBish portfolio is down 3% from my 2/21/2020 peak which Iooks like it is working to me...
anato wrote:
Fri May 15, 2020 7:05 pm
My GB-ish portfolio is down ~4% since peak in late Feb, so working just as intended, with added bonus of some losses harvested in March.
And working from home with very small kids it's really a godsent, I just have no energy left to care about what goes on in the market more than once a month when I'm lucky...
I should include the Golden Butterfly as it's really close. Unlike zero cash portfolios (ok short term bonds) or flirting with bitcoin, I think the Golden Butterfly is totally in the spirit of the HBPP. I'll edit the OP.
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Re: Is your pp passing the coronavirus test?

Post by Smith1776 » Fri May 15, 2020 10:16 pm

The GB does indeed fit within the spirit of Browne's philosophy and the overall PP strategy.

For some reason though I still prefer to think of the GB as a PP with a slice of SCV in a VP.

Wow, that was a weird sentence.
25% KILO.B | 60% VCIP | 15% VVL/VMO/VVO/VLQ | 90 Days of Expenses Bank Cash | 5% of Net Worth Physical Gold & Silver Bullion
Knucklehead (noun): Someone who knows the expense ratio of everything but the value of nothing.
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Re: Is your pp passing the coronavirus test?

Post by steve » Sat May 16, 2020 7:26 am

Annotation 2020-04-26 093306.jpg
Annotation 2020-04-26 093306.jpg (175.41 KiB) Viewed 786 times
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Re: Is your pp passing the coronavirus test?

Post by dualstow » Sat May 16, 2020 8:46 am

Nice chart, steve.
Smith1776 wrote:
Fri May 15, 2020 10:16 pm
The GB does indeed fit within the spirit of Browne's philosophy and the overall PP strategy.

For some reason though I still prefer to think of the GB as a PP with a slice of SCV in a VP.

Wow, that was a weird sentence.
Sounds like rap lyrics.
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