Stock scream room

Discussion of the Stock portion of the Permanent Portfolio

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dualstow
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Re: Stock scream room

Post by dualstow » Thu Apr 04, 2019 12:19 pm

Kbg wrote:
Wed Apr 03, 2019 6:52 pm
With the exception of truly immediate cash needs (you know actual dollar bills hidden under your mattress for quick access), cash is an evil wasting asset and your goal should be to have none of it or the absolute minimum possible.
...
You leave a lot on the table if you don't and normally you are in fact losing somewhere between 2-3% annually for anything sitting around doing nothing. 10 years down the road, you got 75%ish of what you had in real terms.
But I've held gold for ~ten years! O0 I know- it doesn't work that way, which is why I continue to hold all four assets, but...I feel more positive about cash after reading the Portfolio Charts piece on it. It didn't change how much I hold. I just feel better now about what I do hold.
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Re: Stock scream room

Post by Kbg » Fri Apr 05, 2019 8:44 pm

Gold is useless for the most part (not counting jewelry) but it’s pretty hard to argue against its usefulness in a diversified portfolio.
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Re: Stock scream room

Post by Ugly_Bird » Tue Apr 09, 2019 3:08 pm

buddtholomew wrote:
Mon Apr 01, 2019 3:11 pm
Stocks good, gold bad
Missing daily reports... :P
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Re: Stock scream room

Post by ochotona » Wed May 01, 2019 11:39 am

Just in one month, my stock allocation went from 25% to 25.7%. Market went up, plus adds to my 401(k). I was happy to shave off that 0.7% today. I pretty much distrust this rally, so I'm keeping everything on a tight leash.
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Re: Stock scream room

Post by ochotona » Fri May 03, 2019 9:06 am

Larry Swedroe is coming in person to talk to Houston TX AAII on June 1st !!! OMG...
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Tyler
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Re: Stock scream room

Post by Tyler » Fri May 03, 2019 1:18 pm

ochotona wrote:
Fri May 03, 2019 9:06 am
Larry Swedroe is coming in person to talk to Houston TX AAII on June 1st !!! OMG...
Nice!

It looks like it's by webinar (not in person), but it does seem like a nice way to ask direct questions. Could be a very interesting talk.
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Re: Stock scream room

Post by dualstow » Fri May 03, 2019 1:39 pm

How are Texans going to understand that accent? O0
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Re: Stock scream room

Post by ochotona » Fri May 03, 2019 1:45 pm

dualstow wrote:
Fri May 03, 2019 1:39 pm
How are Texans going to understand that accent? O0
Webinar? D'UH!

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dualstow
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Re: Stock scream room

Post by dualstow » Fri May 03, 2019 1:53 pm

ochotona wrote:
Fri May 03, 2019 1:45 pm
dualstow wrote:
Fri May 03, 2019 1:39 pm
How are Texans going to understand that accent? O0
Webinar? D'UH!

{Homer} http://images.fanpop.com/images/image_u ... 24_768.jpg
Can't a webinar include voice? Or is it like Reddit AMA in which (I assume) the host speaks his answers and they are transcribed?
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Re: Stock scream room

Post by Tyler » Fri May 03, 2019 2:16 pm

dualstow wrote:
Fri May 03, 2019 1:53 pm
Can't a webinar include voice? Or is it like Reddit AMA in which (I assume) the host speaks his answers and they are transcribed?
The meeting is still live at a hotel, and I imagine they will be live-streaming his presentation including voice and video ala Webex. It's not the same as shaking hands in person, but it's still a nice way to hear a good talk and meet other like-minded investors.
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Re: Stock scream room

Post by dualstow » Fri May 03, 2019 2:42 pm

Thank you, Tyler. That's what I was thinking. I've only seen Vanguard webinars, and those were as you described.
I've never heard of Webex, but now I know it's not for cleaning spiders out of the corner of my den.
Tyler wrote:
Fri May 03, 2019 2:16 pm
dualstow wrote:
Fri May 03, 2019 1:53 pm
Can't a webinar include voice? Or is it like Reddit AMA in which (I assume) the host speaks his answers and they are transcribed?
The meeting is still live at a hotel, and I imagine they will be live-streaming his presentation including voice and video ala Webex. It's not the same as shaking hands in person, but it's still a nice way to hear a good talk and meet other like-minded investors.
public service message:if you’re going to holiday in the Dominican Republic, don’t drink from the minibar...
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Re: Stock scream room

Post by ochotona » Mon May 06, 2019 5:41 pm

More???

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