Gyroscopic Investing

still trying to figure out what makes this go up .

so far big stock days don’t

We've crossed the threshold of 1% return since launch last month and over $100 million in AUM!

Equity markets have been declining but All Weather is up. Must be the bonds and gold.

Smith1776 wrote: ↑Thu Apr 03, 2025 9:00 am Equity markets have been declining but All Weather is up. Must be the bonds and gold.

TLT is up, but not by a whole lot. Gold seems to be down. How is All Weather up?

Flight to safety...

Xan wrote: ↑Thu Apr 03, 2025 9:11 am

Smith1776 wrote: ↑Thu Apr 03, 2025 9:00 am Equity markets have been declining but All Weather is up. Must be the bonds and gold.

TLT is up, but not by a whole lot. Gold seems to be down. How is All Weather up?

It might have something to do with the leverage. Not sure. Bridgewater shares how All Weather works in the abstract, but it's still kind of a black box.

Is this the first sign of All Weather proving its mettle?

now down almost 1%

Even All Weather is getting hammered today. Though not as much as the equity markets of course.

Smith1776 wrote: ↑Fri Apr 04, 2025 9:13 am Even All Weather is getting hammered today. Though not as much as the equity markets of course.

My wife always complains about one holding I bought for her: BIV (Vanguard intermediate bonds).
It’s up! And almost all our other holdings are down.

all weather down 4.2% today so not exactly all weather either. ha ha

mathjak107 wrote: ↑Fri Apr 04, 2025 12:57 pm all weather down 4.2% today so not exactly all weather either. ha ha

I wonder which components of the portfolio are responsible for the decline and in what proportion.

yeah , because it certainly didn’t perform the last two days as expected .

swan also did terrible which is weird becuse it’s bonds mostly.

from what i see these so called SAFER portfolios just don’t seem to be much safer when you buy it .

the carolina reaper , the risk parity portfolio also did poorly

In comparison how did the Permanent Portfolio fund do?

total market fund down 9.13 for the week

tlt up 3.37

gld. down 1.53

bil zero

mathjak107 wrote: ↑Sat Apr 05, 2025 8:05 am total market fund down 9.13 for the week

tlt up 3.37

gld. down 1.53

bil zero

No. The actual fund: PRPFX

prpix minus 5.39 for the week

bridgewater all weather minus 3.91 for the week