Permanent Portfolio Forum
https://www.gyroscopicinvesting.com/forum/
https://www.gyroscopicinvesting.com/forum/viewtopic.php?t=4654
I just keep on selling down my position...Cortopassi wrote: ↑Mon Nov 22, 2021 9:02 am I look at this as a positive. I rebalance in early Jan. If this continues, it will allow me to capture even more gains in stocks and roll even more of that over to gold, silver and bonds.
Maybe that is a foolish rebalance, but I am going to let the PP do its thing.
And it is still over $1800 which a short two weeks ago was a big positive. Now it's a piece of shit.
Crypto is really cratering today. Bitcoin, Litecoin, Ethereum…I think so, toomurphy_p_t wrote: ↑Mon Nov 22, 2021 4:09 pm I predict this pull back today will be viewed as nothing more noise within a month or two, at most.
…
i hold 5% in gold , 5% bitcoin , 5% commodities and 5% cash flying fighter cover as opposed to the big position in gold . i dont feel gold alone is diversified enough anymore with all the alternatives.buddtholomew wrote: ↑Tue Nov 23, 2021 7:13 am More pain ahead...
Almost done selling down to 10%
It’s unbelievable how poorly the PP is performing this year.
Thank the lord each day I don’t hold 4x25 anymore as my faith in this portfolio has faded to zero.
Gold and LTT’s in the toilet again.
I would feel really good about selling my Gold high and buying stocks on a pull-back.Cortopassi wrote: ↑Tue Nov 23, 2021 9:50 am We always know only one day of a gold selloff never happens.
We also know gold never rides up high for any length of time without getting spanked.
I know MJ was good at pulling the trigger on trading these events, and I tell ya, i am almost interested in doing some side options to take advantage.
This will as stated before allow me to sell off some of the high flying stocks and dump into TLT and gold and silver.
It actually feels good for me. I know you can pooh pooh the PP all the time, but the ability for me to be forced to harvest gains on these stocks is priceless.
And I'll feel better about it when eventually, maybe sometime in the lifetime of the known universe, stocks actually go down for more than a day or two.
etf dbcmurphy_p_t wrote: ↑Tue Nov 23, 2021 10:07 am Mathjack, 5% commodities... How do you get that exposure?
i do hold a lot dollar wise but as a piece of the total it is 5% .vincent_c wrote: ↑Tue Nov 23, 2021 11:36 amholy shit MJ has more hodl BTC than I do.mathjak107 wrote: ↑Tue Nov 23, 2021 8:39 am i hold 5% in gold , 5% bitcoin , 5% commodities and 5% cash flying fighter cover as opposed to the big position in gold . i dont feel gold alone is diversified enough anymore with all the alternatives.
do you rebalance each year or what?mathjak107 wrote: ↑Tue Nov 23, 2021 1:31 pmi do hold a lot dollar wise but as a piece of the total it is 5% .vincent_c wrote: ↑Tue Nov 23, 2021 11:36 amholy shit MJ has more hodl BTC than I do.mathjak107 wrote: ↑Tue Nov 23, 2021 8:39 am i hold 5% in gold , 5% bitcoin , 5% commodities and 5% cash flying fighter cover as opposed to the big position in gold . i dont feel gold alone is diversified enough anymore with all the alternatives.
my little hedge portion of gld-dbc-gbtc and fdlxx ride shotgun for all investable assets .so 20% in total .
actually it isnt a mix i though of , it is paul tudor jones
yes i will rebalance … likely each year since volatility is crazymodeljc wrote: ↑Tue Nov 23, 2021 2:15 pmdo you rebalance each year or what?mathjak107 wrote: ↑Tue Nov 23, 2021 1:31 pmi do hold a lot dollar wise but as a piece of the total it is 5% .vincent_c wrote: ↑Tue Nov 23, 2021 11:36 amholy shit MJ has more hodl BTC than I do.mathjak107 wrote: ↑Tue Nov 23, 2021 8:39 am i hold 5% in gold , 5% bitcoin , 5% commodities and 5% cash flying fighter cover as opposed to the big position in gold . i dont feel gold alone is diversified enough anymore with all the alternatives.
my little hedge portion of gld-dbc-gbtc and fdlxx ride shotgun for all investable assets .so 20% in total .
actually it isnt a mix i though of , it is paul tudor jones
Portfolio Visualizer has a 5 year annual return of +50% with a rebalance each year. Does the 20% discount bother you on GBTC. Do youmathjak107 wrote: ↑Tue Nov 23, 2021 2:24 pmyes i will rebalance … likely each year since volatility is crazymodeljc wrote: ↑Tue Nov 23, 2021 2:15 pmdo you rebalance each year or what?mathjak107 wrote: ↑Tue Nov 23, 2021 1:31 pmi do hold a lot dollar wise but as a piece of the total it is 5% .vincent_c wrote: ↑Tue Nov 23, 2021 11:36 amholy shit MJ has more hodl BTC than I do.mathjak107 wrote: ↑Tue Nov 23, 2021 8:39 am i hold 5% in gold , 5% bitcoin , 5% commodities and 5% cash flying fighter cover as opposed to the big position in gold . i dont feel gold alone is diversified enough anymore with all the alternatives.
my little hedge portion of gld-dbc-gbtc and fdlxx ride shotgun for all investable assets .so 20% in total .
actually it isnt a mix i though of , it is paul tudor jones
looking at today gold is down almost 1% , commodities up almost 2% and gbtc bitcoin up 3.50%
Black Friday Sale!buddtholomew wrote: ↑Wed Nov 24, 2021 8:10 am More pain, yay PP...not!
Worst portfolio EVER, none worse.
Gold will give up 5% on just talk of being hawkish. Think of an actual rate increase of a 1/16 of a point. Revist the 1980's if you doubt.buddtholomew wrote: ↑Wed Nov 24, 2021 8:10 am More pain, yay PP...not!
Worst portfolio EVER, none worse.