sophie wrote:Pointedstick wrote:I haven't looked all year and up 6.3% is still fine by me. My Golden Butterfly portfolio is up almost 10% and I'm downright thrilled with that.
And all of this with zero intervention except for buying some gold every few months. Pretty great if you ask me.
Well, if you were a 100% stock investor you'd be up about the same amount and also with minimal intervention. But yes, the PP needs amazingly little attention for a portfolio that can be so complicated to dissect.
I got some gold Eagles (from Colorado Gold) just recently, so I'm back to wondering about storage. Right now the plan is to stick with the safe deposit box method, and add a personal articles policy to my homeowner's insurance. What are you doing about this, if I may ask?
up about the same ?
the s&p 500 is up almost 10% , the midcap index up 13% and the small cap index up 19%. that isn't close to being the same as the 6.32% of the pp especially when considering the pp losses the last few years .
if anything the gb has a far better balance than the pp in my opinion . while i am not thrilled with the long term bonds and gold at this point the small cap tilt and increased allocations to equity's is far more to my liking . i could see harry revising the pp today if he was alive to something along those lines .
if we sell off enough i can see the gb performing fine for new comers until the next round of rate increases next year . personally i feel it is a portfolio that i would use dynamically and be ready to make changes if rates were continuing upward .
as far as the gb design , it is easy to back in to data and construct the ideal solution to situations in the past so that they fair better then everything else .
it is a whole lot harder when the course going forward is pretty different from the road it was designed for if the path changes . 35 years of falling rates except for some speed bumps alters that road just enough to possibly make the design going forward not the best choice if rates continue up .
but with a lot of the froth out now the gb may be starting to look attractive as a dynamic portfolio where adjustments to allocations are made based on the big picture .
i don't intend to be a regular poster here again but i did want to throw out some comments .