Gyroscopic Investing

4000

I am really happy for technovelist this week, God bless him

dualstow wrote: ↑Tue Oct 07, 2025 11:56 am I had to buy a bunch of miners for Dad’s stock newsletter that he likes. They’ve been going gangbusters along with the rest of the market.

What is this "had to"? Did someone hold a gun to your head?

Look at the weekly RSI of the ratio GDXJ:$GOLD on stockcharts.com that is really a risky point to be buying juniors, or any miners.

I'm going to wait until that RSI blows out to the downside, then I'll rebuy miners. Not before.

ochotona wrote: ↑Wed Oct 08, 2025 8:26 am

dualstow wrote: ↑Tue Oct 07, 2025 11:56 am I had to buy a bunch of miners for Dad’s stock newsletter that he likes. They’ve been going gangbusters along with the rest of the market.

What is this "had to"? Did someone hold a gun to your head?

You’re of Chinese extraction. Are you not familiar with the concept of filial piety?
He wants to use his favorite stock newsletter but no longer wants to bother with all the clerical duties involved, so I do it for him. As a compromise, though, he has let me buy some index funds for him recently.
(Decades ago, when I was too young to manage my own money, he had me and my siblings in an early S&P fund).

Did I say 4000? It’s 4050 as of 3:00PM EST

So surreal Golds recent returns

Thank you Harry Browne. I never would have bought 25% gold by my own thoughts. And certainly not if I listened to mainstream investing advice.

Another tinfoil hat gold thread on BH.

It's so funny to see so many people on that forum still try to "explain away" gold's role in a portfolio. Unbelievable levels of willful blindness.

Smith1776 wrote: ↑Thu Oct 09, 2025 1:07 pm It's so funny to see so many people on that forum still try to "explain away" gold's role in a portfolio. Unbelievable levels of willful blindness.

It's religious opposition. When they start talking about tinfoil hats, whiskey and bullets, etc., you know they cannot be reached.

I almost want to go check out the new Boglehead thread

Almost

But doubt I'd learn anything new

yeah, I would have had higher returns in the SP500 vs my gold investments

But, I like the non correlation

and we'll see how the next few years play out

About $4200, wow

What quote symbols are out there for spot gold or a facsimile thereof?

On the iOS Stocks app, which looks like it uses Yahoo Finance, I have to use GC=F. I think it's the expiring gold futures contract price.
On some quote sites, there is XAU= , which is actually a spot quote.
I think I read that GC=0 is a spot quote.

GC=F is the only one that works for my app.

If you like a webpage that includes charts, Burt's Gold Page has been going for a long time:
https://www.lewrockwell.com/burts-gold-page/

I only know XAU

I have rebalanced my 4x25HBPP from 35% Gold today. Yeeeeah! :-)

Ugly_Bird wrote: ↑Thu Oct 16, 2025 10:13 am I have rebalanced my 4x25HBPP from 35% Gold today. Yeeeeah! :-)

Crazy, innit?

Especially with SP500 being up ~14%, cash around 4%, TLT up 7%

When did you last rebalance / what were you at at the beginning of the year?

Did you rebalance to 25% or something else?

And, did you rebalance everything to 25%, or, partial rebalance (such as leaving stocks higher?)

Dieter wrote: ↑Thu Oct 16, 2025 12:14 pm

Ugly_Bird wrote: ↑Thu Oct 16, 2025 10:13 am I have rebalanced my 4x25HBPP from 35% Gold today. Yeeeeah! :-)

Crazy, innit?
Especially with SP500 being up ~14%, cash around 4%, TLT up 7%
When did you last rebalance / what were you at at the beginning of the year?

Sorry, cannot answer these right now. Maybe later.

Dieter wrote: ↑Thu Oct 16, 2025 12:14 pm Did you rebalance to 25% or something else?
And, did you rebalance everything to 25%, or, partial rebalance (such as leaving stocks higher?)

Full portfolio rebalance back to balanced 4x25 classic HBPP.
Weird to buy TLTs now. But I do not care, just staying on the course. :-)

Congrats Bird!

Everyone: Predictions?

A month ago $5000 would have sounded goofy. Now it seems like it will happen by the end of this month.

I have no predictions but I remember that soon after I joined here, craigr posted that he had rebalanced out of gold more than once. Three times, I think. In a relatively short span of time.

Ugly_Bird wrote: ↑Thu Oct 16, 2025 3:39 pm <snip>

Weird to buy TLTs now. But I do not care, just staying on the course. :-)

At least interest rates are above 1%!

I don't have the stomach for Long Term Treasuries

(while I hang out here and hold Gold, I don't have what I'd call a PP)

Australia gets a mention on ZeroHedge

https://www.zerohedge.com/precious-meta ... sical-gold

Shades of the 1970's.....

Surprised zerohedge links arent blocked on bogleheads. But 100% chance someone will comment its a conspiracy site.

70s was a proxy war with China too.

edit1: "You can speculate on the prices of gold and bitcoin, but they are neither equity nor fixed income assets and should not be considered a replacement for either in a long-term portfolio.
Rick Ferri"

Not sure I agree, you can overpay for stocks or bonds and baghold for decades. Maybe bitcoin doesnt have long enough track record

Interesting that as some investors panic, gold is going up while bitcoin is going down. That doesn’t mean bitcoin won’t “win” eventually of course, but you can see that people still trust gold.

I guess bogleheads doesn’t mind links to zerohedge because leaving the links is easier than allowing discussion of those same weird topics and conspiracy theories on bogleheads itself. There’s even a ten-year old thread called ‘zerohedge’.

dualstow wrote: ↑Fri Oct 17, 2025 9:24 am Interesting that as some investors panic, gold is going up while bitcoin is going down. That doesn’t mean bitcoin won’t “win” eventually of course, but you can see that people still trust gold.

I hate when people call Bitcoin "digital gold". It came from one time when Bitcoin was climbing during that phase of a halving cycle and coincidentally (?) gold was going down. I remember a lot of sentiment about crypto becoming "digital gold". Current situation shows it is not.
Do not get me wrong. I love crypto and have good slice of it in VP with some portion of that is in IRA account. Interestingly, I spent $15k on Bitcoin several years ago and when it doubled I sold the half. The rest is kind of free money and it grew up pretty well. :-)