Just for Fun - The Golden Middle

[Mark Leavy]

Thanks Kbg. Using the 2x fund, 50% margined does sound like the best option.

I'm still undecided. I'm trying to see if I can get the numbers I want with just a mix of TQQQ, TMF and physical gold. (30/30/40). And 5 years living expenses in cash. It would be much simpler that way.

Mark

[Kbg]

I think a TQQQ and SAA mix would be an excellent LT choice. The only reason I don’t do it is because I think we are in a multi decade secular tech environment but I may do it anyway if/when small cap shows some signs of life comparatively to NDX.

[Mark Leavy]

Agree 100%. I have another company due to be sold within the next few years and may just make the migration then. That could be better timing.

I very much appreciate your insights. If you need to write that book to get on Tyler's list, put me down for an advance copy!

Mark

[Hal]

Interesting article on how wider dissemination of once-arcane info may have substantially contributed to the decline in value premia. The full report mentioned is behind a paywall.

https://www.marketwatch.com/story/value ... =home-page

So should I abandon the GB and go back to the pure PP or ignore the predictions of poor future performance for SCV the same as I do Bonds and Gold?

How about running a pure PP and consider the SCV as a variable portfolio.

That idea came up when I was thinking about switching to the GB. Unfortunately, the SCV doesn't qualify as a VP because I don't consider it money I can afford to lose.

Then pull out your trusty Benjamin Graham texts, study the "Enterprising Investor" sections and run the VP accordingly?

Not familiar with this but maybe I will take a look. I do finally have a little money to play around with in my Roth IRA's and since I'm bored to death right now it might be a good time to start a real VP.


BTW I just bought some more SCV this morning. My comment about whether or not I should ignore the predictions of poor future performance the same as I do Gold and Bonds was tongue-in-cheek.

Here's a headstart for you
You might also wish to check out Smiths posts on B.G.
https://cdn.preterhuman.net/texts/unsor ... esting.pdf