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by mathjak107
Wed Sep 23, 2020 4:05 pm
Forum: Bonds
Topic: Ray Dalio on Bonds
Replies: 17
Views: 234

Re: Ray Dalio on Bonds

Especially because the fed did everything but drop leaflets from helicopters saying if you buy our bonds you are guaranteed to loose money since those bonds are paying half of how much we will allow inflation to rise.
by mathjak107
Wed Sep 23, 2020 3:34 pm
Forum: Bonds
Topic: Ray Dalio on Bonds
Replies: 17
Views: 234

Re: Ray Dalio on Bonds

They just didn’t respond much as one would expect with the sell off in equities .... More fed action buying bonds to lower rates and create liquidity in the market is quite inflationary in the longer term and is being looked at as such. You have a guaranteed loss with a 1.40% yield and the fed sayin...
by mathjak107
Wed Sep 23, 2020 3:07 pm
Forum: Bonds
Topic: Ray Dalio on Bonds
Replies: 17
Views: 234

Re: Ray Dalio on Bonds

this could be the proverbial " fighting the last war " with long term bonds in my opinion .... put the long term bond money in dbc ,flot and vtip to beef up the inflation hedge along with the gold . the rest of the portfolio is cash , ultra short to intermediate term bonds , a bit of high yield and ...
by mathjak107
Wed Sep 23, 2020 2:03 pm
Forum: Bonds
Topic: Ray Dalio on Bonds
Replies: 17
Views: 234

Re: Ray Dalio on Bonds

That is a crazy number for gold ..love it ha ha ha.

Just look at Tlt action in the sell offs of equities lately ...my high yield fund has stood up better ...Tlt should have been soaring with the latest sell off ..we are down a lot of points in stocks
by mathjak107
Wed Sep 23, 2020 12:23 pm
Forum: Bonds
Topic: Ray Dalio on Bonds
Replies: 17
Views: 234

Re: Ray Dalio on Bonds

lately the crashes have been met with margin call selling in treasuries and gold and they fall too as investors sell to cover their equity margin calls .

it seems we have a whole different investing world with issues and events harry never imagined
by mathjak107
Wed Sep 23, 2020 5:52 am
Forum: Bonds
Topic: Ray Dalio on Bonds
Replies: 17
Views: 234

Re: Ray Dalio on Bonds

i agree with ray .......which is why i own no long term treasuries anymore . just a very poor value with a lot of volatile downside risk . as much as i don't like tips as a means of thinking they will keep up with ones cost of living i think something like a wellsley allocation with a nice inflation...
by mathjak107
Sun Sep 20, 2020 1:30 pm
Forum: Variable Portfolio Discussion
Topic: 60-40 Portfolio Won't Prepare Investors for Retirement
Replies: 14
Views: 363

Re: 60-40 Portfolio Won't Prepare Investors for Retirement

i am in the process of moving mine ...i had a one day a week job and threw my pay in the 401k and got matching . but that job ended with covid ...so friday i requested transfer papers
by mathjak107
Sat Sep 19, 2020 1:03 pm
Forum: Variable Portfolio Discussion
Topic: 60-40 Portfolio Won't Prepare Investors for Retirement
Replies: 14
Views: 363

Re: 60-40 Portfolio Won't Prepare Investors for Retirement

Most plans don’t allow in service rollovers I'm working with one that is. And, when I was looking for a retirement plan for my employer within the last year, if we'd chosen a 401(k), I would have allowed it. What are the reasons why you believe an employer would not want to allow it? Vinny what the...
by mathjak107
Sat Sep 19, 2020 5:24 am
Forum: Other Discussions
Topic: Tipping Point: Why Ken Fisher's Lewd Remarks Matter
Replies: 4
Views: 87

Re: Tipping Point: Why Ken Fisher's Lewd Remarks Matter

"Fisher described prospecting for new clients like “going up to a girl in a bar … going up to a woman in a bar and saying, ‘Hey, I want to talk about what’s in your pants,’” Never heard that expression. what point was he trying to make if i remember it was the fact people don't like talking about t...
by mathjak107
Sat Sep 19, 2020 3:35 am
Forum: Variable Portfolio Discussion
Topic: 60-40 Portfolio Won't Prepare Investors for Retirement
Replies: 14
Views: 363

Re: 60-40 Portfolio Won't Prepare Investors for Retirement

Most plans don’t allow in service rollovers I'm working with one that is. And, when I was looking for a retirement plan for my employer within the last year, if we'd chosen a 401(k), I would have allowed it. What are the reasons why you believe an employer would not want to allow it? Vinny what the...
by mathjak107
Fri Sep 18, 2020 2:55 pm
Forum: Variable Portfolio Discussion
Topic: 60-40 Portfolio Won't Prepare Investors for Retirement
Replies: 14
Views: 363

Re: 60-40 Portfolio Won't Prepare Investors for Retirement

Most plans don’t allow in service rollovers