Gyroscopic Investing

Posted: **Tue Jun 03, 2014 12:18 pm**

Not subscript, just a smaller font size.
You'll notice even with those, the four numbers don't quite add up to one, but close enough. 3 decimal places are the maximum I display on my spreadsheet totals.

Posted: **Tue Jun 03, 2014 3:23 pm**

barrett wrote:
I have 20+ years until retirement and don't envision altering this allocation anytime soon.
This quote from buddtholomew is maybe how all posts on PP allocations should start. We are all in different places in our careers (where the real $ comes from according to Harry Browne). If I am lucky, I have maybe 5-10 years left to earn money and I am certainly not in a line of work where my last years will be among my best. I figure that most of my earning power is behind me so preservation of assets is key to me and is why I am going with a 25/25/25/25 allocation. Buddtholomew is looking at a 20-year investment horizon or longer. Within that longer timeframe we might actually go through another cycle or two of prosperity and those high equity allocations should power a portfolio that is "50/40/10 equity/bonds/gold and mining stocks."

Anyone else think this way? That the allocation conversation kinda needs to start with "This is my situation with career, current assets, age, etc.?"

Haven't posted in a while, but I've kind of moved toward this philosophy after a long talk with the wife (we are pretty young). Current target is 50 stk/35 bnd/10 cash/5 gld with the stock being broken into sub-categories (Dave Ramsey style). Current balance 50/30/15/5, which should get closer to the target as I am in the middle of a traditional->roth IRA contribution that is currently in cash.

Posted: **Wed Jun 04, 2014 9:00 am**

gizmo_rat wrote: STK 32%
LTT 25%
GLD 18%
CSH 25%

or maybe

STK 26%
LTT 20%
GLD 14%
CSH 39%

I got cold feet a year or so ago and just accumulated to cash. Unfortunately Gold does a swan dive when ever I think about adding to my PP and rewards my procrastination.

The 14% excess cash is in a VP, so there is no need to rebalance. I love mental accounting

Posted: **Fri Jun 27, 2014 7:44 am**

Very roughly 70% gold, 20% Swiss franc annuities, 5% silver.
Last year was pretty painful

, but other than that I've been happy with this allocation.

Posted: **Fri Jun 27, 2014 8:21 am**

Libertarian666 wrote: Very roughly 70% gold, 20% Swiss franc annuities, 5% silver.
Last year was pretty painful , but other than that I've been happy with this allocation.

You'll be ok. There will be a chance to buy lots of stocks at bargain prices to gold in the next 5-10 years I think.

Cash 6%
Ex-US Stocks 25%
Gold 8%
Silver 9%
Gold miners 40%
Oil Companies 8%
Russia 4%

The recent run-up in the miners has pushed up that allocation a good amount (most of it's GDXJ). Except for Russia that's all I've bought since the crash in 2013 and I already had a big stake. Even dropped 10k on GDX a few weeks ago days before the big pop

Posted: **Fri Jun 27, 2014 1:44 pm**

KShartle wrote:Russia 4%

Why'd you invest in Russia, Ks?
Is there a thread on that?

Posted: **Fri Jun 27, 2014 2:24 pm**

dualstow wrote:
KShartle wrote:Russia 4%
Why'd you invest in Russia, Ks?
Is there a thread on that?

http://gyroscopicinvesting.com/forum/va ... sion/rsxj/

Posted: **Fri Jun 27, 2014 2:26 pm**

I bought in March right after they invaded Crimea everyone was talking about hot war.

It's worked out....the shares are up about 17%

The dividend is over 3% I beleive also but I don't think there's been a distribution yet.

Gyroscopic Investing

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