LTT's Pullback

Discussion of the Bond portion of the Permanent Portfolio

Moderator: Global Moderator

Post Reply
User avatar
buddtholomew
Executive Member
Executive Member
Posts: 2464
Joined: Fri May 21, 2010 4:16 pm

LTT's Pullback

Post by buddtholomew »

Anyone contributing to LTT's as we watch the Santa Claus rally in equities?
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.
Top
Reub
Executive Member
Executive Member
Posts: 3158
Joined: Fri Jan 21, 2011 5:44 pm

Re: LTT's Pullback

Post by Reub »

Stop watching,  budd. That's the key.
Top
User avatar
Dieter
Executive Member
Executive Member
Posts: 681
Joined: Sat Sep 01, 2012 10:51 am

Re: LTT's Pullback

Post by Dieter »

Haven't hit a rebalance band. Although my PPish portfolio is "different" - have LTT in VUSUX (Vanguard Long Term Treasury mutual fund), whose duration is really short by PP LTT standards (~16 years.)

It's down 0.31% YTD (12/22/2015.)
Last edited by Dieter on Wed Dec 23, 2015 4:02 pm, edited 1 time in total.
Top
User avatar
dualstow
Executive Member
Executive Member
Posts: 15237
Joined: Wed Oct 27, 2010 10:18 am
Location: searching for the lost Xanadu
Contact:
Contact dualstow

Re: LTT's Pullback

Post by dualstow »

buddtholomew wrote: Anyone contributing to LTT's as we watch the Santa Claus rally in equities?
No I'm not buying those, but I don't understand the significance of the stock "rally."
I mean, I'm not enjoying this stock see-saw. Are you?
The S&P is not great compared to last year. Not impressed.
http://finance.yahoo.com/q/hp?s=%5EGSPC ... s_one=form
Abd here you stand no taller than the grass sees
And should you really chase so hard /The truth of sport plays rings around you
Top
User avatar
buddtholomew
Executive Member
Executive Member
Posts: 2464
Joined: Fri May 21, 2010 4:16 pm

Re: LTT's Pullback

Post by buddtholomew »

Sure looks like we are returning to S&P highs while the PP gets demolished as usual.
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.
Top
User avatar
dualstow
Executive Member
Executive Member
Posts: 15237
Joined: Wed Oct 27, 2010 10:18 am
Location: searching for the lost Xanadu
Contact:
Contact dualstow

Re: LTT's Pullback

Post by dualstow »

buddtholomew wrote: Sure looks like we are returning to S&P highs while the PP gets demolished as usual.
Hey, minimizing drawdowns is important to me, so if this is what "demolished" looks like, I'm definitely in the right portfolio.
Abd here you stand no taller than the grass sees
And should you really chase so hard /The truth of sport plays rings around you
Top
User avatar
Tyler
Executive Member
Executive Member
Posts: 2072
Joined: Sat Nov 12, 2011 3:23 pm
Contact:
Contact Tyler

Re: LTT's Pullback

Post by Tyler »

dualstow wrote: Hey, minimizing drawdowns is important to me, so if this is what "demolished" looks like, I'm definitely in the right portfolio.
+1
Top
User avatar
buddtholomew
Executive Member
Executive Member
Posts: 2464
Joined: Fri May 21, 2010 4:16 pm

Re: LTT's Pullback

Post by buddtholomew »

dualstow wrote:
buddtholomew wrote: Sure looks like we are returning to S&P highs while the PP gets demolished as usual.
Hey, minimizing drawdowns is important to me, so if this is what "demolished" looks like, I'm definitely in the right portfolio.
Oops, meant to type LTT's. PP barely moved today.
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.
Top
User avatar
ochotona
Executive Member
Executive Member
Posts: 3650
Joined: Fri Jan 30, 2015 5:54 am

Re: LTT's Pullback

Post by ochotona »

For the year 2015,

TLT -1.78%  Long Treasury

IEF +1.51% Intermediate Treasury
Top
Post Reply

Return to “Bonds”