Just for Fun - The Golden Middle

General Discussion on the Permanent Portfolio Strategy

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Kbg
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Re: Just for Fun - The Golden Middle

Post by Kbg » Sat Aug 01, 2020 9:48 am

Not that I’m aware of. I wish there was one. SAA which is a 2x is the only one I’m aware of. I’m OK 1.5 multiplying a 2x if the allocation isn’t too large. I switched to DGP from UGLD. I’ve also been using the MGC and MNQ micro futures as an experiment in one account. It’s kind of a hassle though computing margin cash.
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Mark Leavy
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Re: Just for Fun - The Golden Middle

Post by Mark Leavy » Sat Aug 01, 2020 10:02 am

Thanks Kbg. Using the 2x fund, 50% margined does sound like the best option.

I'm still undecided. I'm trying to see if I can get the numbers I want with just a mix of TQQQ, TMF and physical gold. (30/30/40). And 5 years living expenses in cash. It would be much simpler that way.

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Kbg
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Re: Just for Fun - The Golden Middle

Post by Kbg » Sat Aug 01, 2020 10:08 am

I think a TQQQ and SAA mix would be an excellent LT choice. The only reason I don’t do it is because I think we are in a multi decade secular tech environment but I may do it anyway if/when small cap shows some signs of life comparatively to NDX.
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Re: Just for Fun - The Golden Middle

Post by Mark Leavy » Sat Aug 01, 2020 10:16 am

Agree 100%. I have another company due to be sold within the next few years and may just make the migration then. That could be better timing.

I very much appreciate your insights. If you need to write that book to get on Tyler's list, put me down for an advance copy!

Mark
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Hal
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Re: Just for Fun - The Golden Middle

Post by Hal » Sat Aug 01, 2020 11:26 am

pp4me wrote:
Fri Jul 31, 2020 9:55 am
Hal wrote:
Tue Jul 28, 2020 2:10 pm
pp4me wrote:
Tue Jul 28, 2020 1:56 pm
Kevin K. wrote:
Tue Jul 28, 2020 1:13 pm
Interesting article on how wider dissemination of once-arcane info may have substantially contributed to the decline in value premia. The full report mentioned is behind a paywall.

https://www.marketwatch.com/story/value ... =home-page
So should I abandon the GB and go back to the pure PP or ignore the predictions of poor future performance for SCV the same as I do Bonds and Gold?
How about running a pure PP and consider the SCV as a variable portfolio.
That idea came up when I was thinking about switching to the GB. Unfortunately, the SCV doesn't qualify as a VP because I don't consider it money I can afford to lose.
Then pull out your trusty Benjamin Graham texts, study the "Enterprising Investor" sections and run the VP accordingly?
Not familiar with this but maybe I will take a look. I do finally have a little money to play around with in my Roth IRA's and since I'm bored to death right now it might be a good time to start a real VP.


BTW I just bought some more SCV this morning. My comment about whether or not I should ignore the predictions of poor future performance the same as I do Gold and Bonds was tongue-in-cheek.
Here's a headstart for you ;)
You might also wish to check out Smiths posts on B.G.
https://cdn.preterhuman.net/texts/unsor ... esting.pdf
Aussie GoldSmithPP - 25% PMGOLD, 75% VDCO
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