Search found 230 matches

by Ugly_Bird
Mon Jan 22, 2024 9:01 pm
Forum: Permanent Portfolio Discussion
Topic: 2023 Returns
Replies: 25
Views: 109962

Re: 2023 Returns

Classic 4x25!? Surely you must have a "variable" portfolio somewhere I found my mistake. I erroneously counted the money added to my PP in 2023 towards the year profits. Oppps! Shades of the Beardstown Ladies investment group! https://en.wikipedia.org/wiki/Beardstown_Ladies ;D ;D ;D
by Ugly_Bird
Mon Jan 22, 2024 6:00 pm
Forum: Permanent Portfolio Discussion
Topic: 2023 Returns
Replies: 25
Views: 109962

Re: 2023 Returns

boglerdude wrote:
Fri Dec 29, 2023 6:52 pm
Classic 4x25!? Surely you must have a "variable" portfolio somewhere
I found my mistake. I erroneously counted the money added to my PP in 2023 towards the year profits. Oppps!
by Ugly_Bird
Wed Jan 17, 2024 5:33 pm
Forum: Permanent Portfolio Discussion
Topic: I do not undestand the theory behind international PP at all
Replies: 26
Views: 18597

Re: I do not undestand the theory behind international PP at all

ArthurPooh wrote:
Tue Jan 16, 2024 6:27 pm
But I would sleep better with my money in US Treasuries.
Of the country with 30+ trillion$ debt?
by Ugly_Bird
Sat Dec 30, 2023 10:40 am
Forum: Permanent Portfolio Discussion
Topic: 2023 Returns
Replies: 25
Views: 109962

Re: 2023 Returns

tarentola wrote:
Sat Dec 30, 2023 8:11 am
Classic US SPY + 24.81%, TLT -2.54%, GLD +12.69%, SHY +0.98%: average +8.75% in dollars
Not sure how I've got 13.8%. Will take another look.
by Ugly_Bird
Fri Dec 29, 2023 3:25 pm
Forum: Permanent Portfolio Discussion
Topic: 2023 Returns
Replies: 25
Views: 109962

2023 Returns

+13.8% Classic HBPP 4x25 (USA)

Rebalanced this fall when LTTs hit 15%, sold gold, stocks and cash, which were at around 27-28% each. Staying the course.
by Ugly_Bird
Sun Dec 24, 2023 10:27 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1160
Views: 827811

Re: Putin Invades Ukraine II

vnatale wrote:
Sat Dec 23, 2023 8:57 pm
Capture.JPG
Would you trust these numbers?
Find the same data from the Russian side and take the averages, then you may get more realistic numbers. :-)
by Ugly_Bird
Sun Dec 03, 2023 8:01 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3689
Views: 1656531

Re: The GOLD scream room

pmbug wrote:
Sun Dec 03, 2023 6:30 am
How high does it go (by end of year) after breaking through $2,050 resistance?
Need to polish the crystal ball really well to know. :-)
by Ugly_Bird
Sat Dec 02, 2023 12:36 pm
Forum: Permanent Portfolio Discussion
Topic: Alright who’s hitting rebalancing bands?
Replies: 13
Views: 13887

Re: Alright who’s hitting rebalancing bands?

I am curious, for those of you that use ETFs: do you set distributions to automatically reinvest or do you let the cash accumulate and decide what to do later? I like that the automatic reinvestment is making small monthly purchases at currently much lower prices. I do not do automatic reinvestment...
by Ugly_Bird
Thu Nov 30, 2023 9:45 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3689
Views: 1656531

Re: The GOLD scream room

https://money.com/is-it-a-good-time-to-buy-gold/?utm_source=newsletter&utm_medium=email&utm_content=Recurring%20%7C%202023-11-29%20%7C%20Daily%20Money&utm_campaign=daily_money INVESTING GOLD Is It a Good Time to Buy Gold? By: Jordan Chussler Editor: Marcela Otero Costa Published: Nov 20, 202310 min...
by Ugly_Bird
Sun Nov 26, 2023 10:07 am
Forum: Bonds
Topic: TLT cracks $90
Replies: 43
Views: 69133

Re: TLT cracks $90

I have no idea whether the long term bond beat down is over, but I'm staying the course and I keep buying. I guess this is the way. Anything else is market timing. I have rebalanced a few weeks ago from stocks, gold and cash to LTTs, which became only 15% of the portfolio. So, that time just had co...
by Ugly_Bird
Thu Nov 09, 2023 1:38 pm
Forum: Permanent Portfolio Discussion
Topic: Alright who’s hitting rebalancing bands?
Replies: 13
Views: 13887

Re: Alright who’s hitting rebalancing bands?

Ugly_Bird wrote:
Thu Nov 09, 2023 8:19 am
And right after the LTTs started going up pretty well. Feels good :-)
Maybe not so good today... Oooops! :-)
by Ugly_Bird
Thu Nov 09, 2023 8:19 am
Forum: Permanent Portfolio Discussion
Topic: Alright who’s hitting rebalancing bands?
Replies: 13
Views: 13887

Re: Alright who’s hitting rebalancing bands?

I've rebalanced at 15.6% LTTs and the other components at 27-28ish% And right after the LTTs started going up pretty well. Feels good :-) I also discovered that in Fidelity it is possible to sell specific shares. So, I sold IAU with the least gain. And also sold SHY with the highest gain to "lose" a...
by Ugly_Bird
Tue Nov 07, 2023 6:27 am
Forum: Permanent Portfolio Discussion
Topic: tax-loss harvesting question
Replies: 16
Views: 22319

Re: tax-loss harvesting question

What would be the best replacement for SHY to buy and keep for 30 days to avoid wash sale at Fidelity? Sold some SHY for tax-loss harvesting. Probably just keeping the money in the settlement fund is good enough? I've been using SGOV lately. Thank you for your reply. So, does it make sense to buy t...
by Ugly_Bird
Mon Nov 06, 2023 9:30 pm
Forum: Permanent Portfolio Discussion
Topic: tax-loss harvesting question
Replies: 16
Views: 22319

Re: tax-loss harvesting question

What would be the best replacement for SHY to buy and keep for 30 days to avoid wash sale at Fidelity?
Sold some SHY for tax-loss harvesting.
Probably just keeping the money in the settlement fund is good enough?
by Ugly_Bird
Thu Oct 19, 2023 6:38 pm
Forum: Permanent Portfolio Discussion
Topic: Alright who’s hitting rebalancing bands?
Replies: 13
Views: 13887

Re: Alright who’s hitting rebalancing bands?

Matthew19 wrote:
Tue Oct 03, 2023 11:09 am
I came close during covid. LTT must be getting close for some of us.
My LTTs are 15.8%. I think I'm ready to rebalance.
In Fidelity accounts, what is better for buying LTT funds: TLT ETF or FNBGX index?
I currently already have both.
by Ugly_Bird
Wed Oct 18, 2023 8:35 am
Forum: Bonds
Topic: TLT cracks $90
Replies: 43
Views: 69133

Re: TLT cracks $90

I had the very great honor of meeting and corresponding with Harry Browne, and I've read "Fail-Safe Investing" multiple times. So I know Harry would chuckle at my feeble attempts to time the market but... at what point should I rebalance my TLT (now dipping below the 15% band) with the largesse fro...
by Ugly_Bird
Wed Oct 04, 2023 2:38 pm
Forum: Permanent Portfolio Discussion
Topic: Alright who’s hitting rebalancing bands?
Replies: 13
Views: 13887

Re: Alright who’s hitting rebalancing bands?

Mike59 wrote:
Wed Oct 04, 2023 11:30 am
And does it ever take courage to buy more when it's a sea of red in the bond market every day?! :-\
This is exactly what should be done in terms of rebalancing. Buy cheap, right? ;D
by Ugly_Bird
Tue Oct 03, 2023 6:44 pm
Forum: Permanent Portfolio Discussion
Topic: Alright who’s hitting rebalancing bands?
Replies: 13
Views: 13887

Re: Alright who’s hitting rebalancing bands?

Matthew19 wrote:
Tue Oct 03, 2023 11:09 am
I came close during covid. LTT must be getting close for some of us.
The LTTs are 16.4% of my classic 4x25 HBPP

Would have been even closer to 15% if the other componentes didn't have sunk at the same time recently.
by Ugly_Bird
Tue Oct 03, 2023 10:13 am
Forum: Bonds
Topic: TLT cracks $90
Replies: 43
Views: 69133

Re: TLT cracks $90

Great tip! But, I think it will not work in my case. All my LTTs are in the tax deferred accounts. No loss harvesting for me, I guess... Ugly_Bird Your appearances here are so infrequent (this was your 7th in 2023) .... That kinda jives with the PP concept. Things are slow and boring... Not much to...
by Ugly_Bird
Tue Oct 03, 2023 7:40 am
Forum: Bonds
Topic: TLT cracks $90
Replies: 43
Views: 69133

Re: TLT cracks $90

Thoughts? At 16.7% of my PP... Getting close to the 15% rebalance band. I hope it doesn't happen this year but will in 2024. Will have to report my 2023 to FAFSA, so I do not want to sell anything from my brokerage accounts :-[ You have no lots of long Treasuries--or LTT ETF/mutual fund shares--you...
by Ugly_Bird
Wed Sep 27, 2023 6:50 am
Forum: Bonds
Topic: TLT cracks $90
Replies: 43
Views: 69133

Re: TLT cracks $90

Thoughts? At 16.7% of my PP... Getting close to the 15% rebalance band. I hope it doesn't happen this year but will in 2024. Will have to report my 2023 to FAFSA, so I do not want to sell anything from my brokerage accounts :-[ Regarding FAFSA, make sure your ordinary income qualifies you for finan...
by Ugly_Bird
Tue Sep 26, 2023 2:22 pm
Forum: Bonds
Topic: TLT cracks $90
Replies: 43
Views: 69133

Re: TLT cracks $90

amdda01 wrote:
Mon Sep 25, 2023 9:03 am
Thoughts?
At 16.7% of my PP... Getting close to the 15% rebalance band. I hope it doesn't happen this year but will in 2024.
Will have to report my 2023 to FAFSA, so I do not want to sell anything from my brokerage accounts :-[
by Ugly_Bird
Fri Apr 28, 2023 7:12 pm
Forum: Permanent Portfolio Discussion
Topic: This is the best time in 45 years to invest in the Permanent Portfolio
Replies: 30
Views: 12352

Re: This is the best time in 45 years to invest in the Permanent Portfolio

@xmj - any reference material you have on monthly rebalancing would be appreciated, because I’ve heard several different approaches to rebalancing including never rebalancing. From this forum a while ago... https://www.gyroscopicinvesting.com/forum/viewtopic.php?f=1&t=1601&p=19157&hilit=rebalancing...
by Ugly_Bird
Thu Jan 19, 2023 2:24 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3689
Views: 1656531

Re: The GOLD scream room

dualstow wrote:
Thu Jan 19, 2023 2:11 pm
If gold keeps going up, I’m going to retire and spend my leisure time reading other forums on why gold is a barbarous relic and a poor choice for a portfolio.
::)
by Ugly_Bird
Fri Jan 13, 2023 9:12 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3689
Views: 1656531

Re: The GOLD scream room

seajay wrote:
Fri Jan 13, 2023 2:40 am
Smith1776 wrote:
Thu Jan 12, 2023 2:52 pm
That explosive gold discussion on the Knuckleheads forum finally got shut down.
Looks like it was only temporarily locked to clear out some posts.
Would you share the link? Thanks!