Search found 1483 matches

by Kbg
Wed Feb 19, 2020 11:30 pm
Forum: Gold
Topic: Gold as a diversifier - PP gets a mention
Replies: 8
Views: 160

Re: Gold as a diversifier - PP gets a mention

It is leveraged...60% is a bond ETF the other 30% is TMF (10% by face value)
by Kbg
Wed Feb 19, 2020 4:28 pm
Forum: Other Discussions
Topic: Is Trump doing a good job?
Replies: 252
Views: 29982

Re: Is Trump doing a good job?

How do you get a Trump pardon...be a rich disgraced criminal. I read the pardon list in the morning paper. I'm completely done with this guy. You mean like this rich disgraced criminal? https://www.npr.org/2018/06/06/617513060/president-trump-commutes-sentence-of-grandmother-serving-life-in-prison ...
by Kbg
Wed Feb 19, 2020 4:14 pm
Forum: Gold
Topic: Gold as a diversifier - PP gets a mention
Replies: 8
Views: 160

Re: Gold as a diversifier - PP gets a mention

My actual mix is 60% Stks/90% bonds/30% Gold Here's a fun one that demonstrates gold doesn't stink it up as bad as advertised . https://www.portfoliovisualizer.com/backtest-asset-class-allocation?s=y&mode=1&timePeriod=4&startYear=1972&firstMonth=1&endYear=2020&lastMonth=12&calendarAligned=true&initi...
by Kbg
Wed Feb 19, 2020 9:33 am
Forum: Other Discussions
Topic: Is Trump doing a good job?
Replies: 252
Views: 29982

Re: Is Trump doing a good job?

How do you get a Trump pardon...be a rich disgraced criminal. I read the pardon list in the morning paper. I'm completely done with this guy.
by Kbg
Wed Feb 19, 2020 9:20 am
Forum: Gold
Topic: Gold as a diversifier - PP gets a mention
Replies: 8
Views: 160

Re: Gold as a diversifier - PP gets a mention

Thanks for the posts, excellent find. I'm glad I came across the PP. I don't use it in the "doctrinally pure" way but I sure like the mix. What I've found is a nice sweet spot for me is a 1:1 ratio between Stocks to LTTs and gold. For example, if my allocation was 50% stocks then 25% each to LTTs an...
by Kbg
Tue Feb 18, 2020 11:26 pm
Forum: Variable Portfolio Discussion
Topic: Golden Butterfly Portfolio
Replies: 448
Views: 97352

Re: Golden Butterfly Portfolio

It's called negatively and weakly correlated assets. The risk mitigation is organically built in not externally derived. I continue to be dumbfounded at the focus on the PPs individual pieces. The only thing that makes sense to me is a "factor" tilt of some kind. For someone younger I can easily se...
by Kbg
Tue Feb 18, 2020 2:45 pm
Forum: Other Discussions
Topic: Is Trump doing a good job?
Replies: 252
Views: 29982

Re: Is Trump doing a good job?

dualstow wrote:
Tue Feb 18, 2020 1:43 pm
Kriegsspiel wrote:
Tue Feb 18, 2020 1:27 pm
Seems like a bad move to me, what's the story?
Long story short, Trump's a meathead.
Gator in the swamp...creature of vs. a drainer of.
by Kbg
Tue Feb 18, 2020 10:40 am
Forum: Other Discussions
Topic: Joe Biden fans?
Replies: 22
Views: 6910

Re: Joe Biden fans?

I am considering voting for a Democrat, provided they are not a lunatic. That however, is a pretty short list. Both Bloomberg and Biden are wrong on most of the issues I care about. But they are not nuts or morally bankrupt. And I am reliably informed they can read and write. As for the others... I...
by Kbg
Mon Feb 17, 2020 11:21 am
Forum: Stocks
Topic: PP vs Dividend Growth Investing
Replies: 218
Views: 2499

Re: PP vs Dividend Growth Investing

I agree. However, I do wish US tax law was more neutral on this and it should be. It would give shareholders more power in forcing dividends for companies that probably should be paying dividends vs retaining earnings. The downside of not having a neutral tax code is it leaves effective business val...
by Kbg
Mon Feb 17, 2020 11:11 am
Forum: Other Discussions
Topic: Health insurance
Replies: 42
Views: 830

Re: Health insurance

Am I wrong on this...to me since entering the commercial medical system it’s all about wringing the procedure bell as many times as legitimately possible for a given medical issue.
by Kbg
Mon Feb 17, 2020 10:45 am
Forum: Stocks
Topic: PP vs Dividend Growth Investing
Replies: 218
Views: 2499

Re: PP vs Dividend Growth Investing

Also, the only reason the company has any value is its theoretical future dividend, as has also been proven. This is incorrect and is not proven. All you have to do to realize this statement is incorrect is do a Charlie Munger “invert, always invert.” Let’s try it. The only reason there is a dividen...
by Kbg
Mon Feb 17, 2020 10:36 am
Forum: Stocks
Topic: PP vs Dividend Growth Investing
Replies: 218
Views: 2499

Re: PP vs Dividend Growth Investing

Xan, The biggest problem with your argument is that less than half of all publicly traded stocks on an exchange in the US pay dividends. If you throw in OTC stocks then it’s around 10%. So clearly it’s not about the dividend. Facts are facts and particularly when those facts are numbers. Owning shar...