The Bond Dream Room

Discussion of the Bond portion of the Permanent Portfolio

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dualstow
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Re: The Bond Dream Room

Post by dualstow » Fri Aug 15, 2014 9:59 am

Whoa, I'm going to stop counting out loud now that it's 118.
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Reub
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Re: The Bond Dream Room

Post by Reub » Fri Aug 15, 2014 6:12 pm

Again, without my discovery of the PP I never would have invested a cent in long term treasuries....so thank you, craigr MT and, of course, Harry Browne!
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dualstow
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Re: The Bond Dream Room

Post by dualstow » Wed Oct 01, 2014 2:31 pm

For those of you not looking, but reading this forum, TLT's doing its thing today.
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buddtholomew
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Re: The Bond Dream Room

Post by buddtholomew » Wed Oct 01, 2014 4:19 pm

Remarkable performance (take a bow)...TLT up 1.94% and it paid a .28 cents per share dividend.

30-year yield at 3.09%. Gold perked up a little, but then went back to sleep  :P
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.
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dualstow
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Re: The Bond Dream Room

Post by dualstow » Wed Oct 01, 2014 5:55 pm

buddtholomew wrote: Remarkable performance ...TLT up 1.94%
vs the S&P dropping 1.32%. That's the part I like, not that it works out so splendidly every day.
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Reub
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Re: The Bond Dream Room

Post by Reub » Sat Oct 11, 2014 3:55 pm

Ltt's are still saving the day. This is a great advantage over the BH portfolio.
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buddtholomew
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Re: The Bond Dream Room

Post by buddtholomew » Sat Oct 11, 2014 4:17 pm

Reub wrote: Ltt's are still saving the day. This is a great advantage over the BH portfolio.
Keep in mind that the PP invests in a barbell strategy (50% CASH/50% LTT's), which isn't dramatically different from a BH portfolio invested conservatively (FI traditionally invested in a bullet strategy). The 50/50 allocation has a higher overall duration and should benefit from a parallel yield decline across the curve.

I do however appreciate the benefits of owning a longer duration fixed income investment when yields are declining  ;D
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.
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Bean
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Re: The Bond Dream Room

Post by Bean » Sat Oct 11, 2014 11:54 pm

Is the next question we start asking going to be are 1% 30 year rates in the cards?
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dualstow
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Re: The Bond Dream Room

Post by dualstow » Wed Oct 15, 2014 8:05 am

Wow, is TLT really set to open at $124 a share? Wow!
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iwealth
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Re: The Bond Dream Room

Post by iwealth » Wed Oct 15, 2014 8:59 am

Hit $127.68! Amazing morning all around if you like watching volatility in action.
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Re: The Bond Dream Room

Post by moda0306 » Wed Oct 15, 2014 9:14 am

Must have been another round of QE manipulating the market...


Oh, wait.

I love when LTT's go on a tear. 
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Re: The Bond Dream Room

Post by goodasgold » Wed Oct 15, 2014 9:22 am

Helluva spike on gold this morning, too.

Go, PP! (A nice semi-permanent rise in gold would be welcome, especially considering I bought most of my yellow stuff holdings in Jan. 2013.)  ???
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