Gyroscopic Investing

MangoMan wrote: ↑Tue Jun 02, 2020 6:46 am

dualstow wrote: ↑Mon Jun 01, 2020 8:01 pm Cats are coasting through corona.
And the riots.

So are cockroaches. What's your point?

Those aren't cool enough to coast.

Our cat is very low maintenance. A bit on the skinny side, but otherwise healthy.

As many of you know, I espouse the PP philosophy whenever possible amongst friends and family.

Today I FINALLY managed to convince Lily here to adopt the strategy. Well, sort of. Lily has MBA, CFA, CFP, and CIM designations, so she's much more knowledgeable than I am regarding most portfolio matters. Upon explaining the PP strategy she said: "Smith, by buying silver instead of gold, and zero coupon bonds instead of normal long treasury bonds, you can increase your stock allocation."

I said "Huh?"

Lily replied, "Silver behaves similarly to gold, but is more volatile. Zeros behave similarly to long bonds but are also more volatile. So you could, say, allocate 17.5% to silver and 17.5% to zeros and take the space you 'saved' and allocate it to stocks!"

"What about the cash component?"

"Oh right." She paused for a moment. "Replace the cash component with catnip."

"I see."

So I took her to the bullion shop today and she bought some silver coins as per below. She also opened up a new brokerage account and bought some silver ETF shares, zeros, and TSM/SCV stocks. We also just ordered some catnip off of Amazon.

Lily with her new bullion.


Lily sleeping soundly now knowing her retirement funds are invested in a strategy that is simple, safe, and stable.

Bright girl.
Reminds me of the dog who insured his bone in the Travelers ad.
https://youtu.be/lk2B8988ws0

dualstow wrote: ↑Wed Jun 03, 2020 4:07 pm Bright girl.
Reminds me of the dog who insured his bone in the Travelers ad.
https://youtu.be/lk2B8988ws0

Dang, that is one cute dog! I don't remember ever seeing that ad. Maybe never aired in Canada?

Lily says thank you. She is rather bright. Before retiring to Vancouver she was a high-risk derivatives trader at Goldman Sachs.

For concreteness, this is the "Lily Portfolio."

- 25% catnip (all physical, fully segregated, allocated, unencumbered, and insured.)
- 17.5% silver (half physical and half ETF)
- 17.5% long duration zero coupon bonds
- 20% SCV
- 20% TSM

Lily's Variable Portfolio:
- various cat food manufacturing companies

That's a little heavy on the catnip, but I get it. It's the asset everyone loves to love.

My dad is done his two week mandatory self-isolation at home, so I am able to head back home now. Here's Lily in her little carrier as we head back to the house!

Smith1776 wrote: ↑Tue Jun 09, 2020 6:00 pm My dad is done his two week mandatory self-isolation at home, so I am able to head back home now. Here's Lily in her little carrier as we head back to the house!


IMG_6338.HEIC.jpeg

A BIG cat in a SMALL cat carrier!

Vinny

"Feed me."

Smith1776 wrote: ↑Sat Jun 27, 2020 6:15 pm "Feed me."



lilylook.png

lilypaws.png

You'd been depriving us for TOO long!

Vinny

Oh how I know that look....

vnatale wrote: ↑Tue Jul 14, 2020 7:49 pmCapture.JPG

LMAO. Sounds about right!

I remember seeing that article, too. It was good.
Obligatory Geico ad: https://youtu.be/9thiPAHFHtQ

Lily watching me cook.

Another "Feed me." lol!

Does Lily ever stand on her tail?
Maybe it’s a bare floor thing. My cat loves to do that, like she’s keeping her feet warm when the A/C’s running.

Does Lily ever stand on her tail?
Maybe it’s a bare floor thing. My cat loves to do that, like she’s keeping her feet warm when the A/C’s running.

dualstow wrote: ↑Fri Jul 24, 2020 8:26 pm Does Lily ever stand on her tail?
Maybe it’s a bare floor thing. My cat loves to do that, like she’s keeping her feet warm when the A/C’s running.

She doesn't stand on her tail... rather she just stays on the floors of the house that have carpet.

hah, good enough.
Cats know how to find comfort.

dualstow wrote: ↑Sat Jul 25, 2020 2:19 pm hah, good enough.
Cats know how to find comfort.

One of their prime motivators in their lives!

Vinny

I don't own a cat but for those of you who do - beware the House Cat Flu....

https://youtu.be/a1Bn0DuDoFo