Search found 1335 matches

by Smith1776
Fri Jul 03, 2020 6:59 pm
Forum: Permanent Portfolio Discussion
Topic: Stock Indexes Seem Busted. 20% in 4 stocks
Replies: 5
Views: 87

Re: Stock Indexes Seem Busted. 20% in 4 stocks

If one invests globally and also does a little bit of factor tilting I think that the overall risks expressed in the OP can be largely mitigated.
by Smith1776
Fri Jul 03, 2020 5:50 pm
Forum: Cash
Topic: New Ray Dalio piece
Replies: 15
Views: 1003

Re: New Ray Dalio piece

Mathjak touches upon one of my reservations about Bitcoin that I don't have about gold. Sure, gold and bitcoin have a lot of the same properties, but the difference is that gold (and silver) are proven as being timeless with thousands of years of history to back them up. That history is worth someth...
by Smith1776
Fri Jul 03, 2020 5:43 pm
Forum: Other Discussions
Topic: Ray Dalio: Money, Credit, Debt and Economic Activity
Replies: 13
Views: 332

Re: Ray Dalio: Money, Credit, Debt and Economic Activity

That speculation comment qualifies as one of the worst economic predictions in modern history. Not the worst, of course; that honor must go to this famous Paul Krugman debacle: "It really does now look like President Donald J. Trump, and markets are plunging. When might we expect them to recover? F...
by Smith1776
Fri Jul 03, 2020 5:39 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 773
Views: 21195

Re: Daily "Check In" Thread For Us

BTW Smith forgot to mention - good luck if you can get through that book while working out! It is a pretty dense read, but absorbing. Have fun! As an experiment, I have switched entirely from having my headphones in while working out to reading a book. The only exception is when I'm doing certain t...
by Smith1776
Fri Jul 03, 2020 5:32 pm
Forum: Variable Portfolio Discussion
Topic: The tech-dumbell portfolio
Replies: 69
Views: 3146

Re: The tech-dumbell portfolio

Is it 20/40 or 15/35? I would expect all assets to fall within 15/35% to correspond with recommended rebalancing bands. I am on the fringes with a 40/15/15/30 allocation ;D Very cool, Budd! Can you specify which asset is which in your 40/15/15/30 mix? I love hearing about people's PP variations. (T...
by Smith1776
Fri Jul 03, 2020 8:05 am
Forum: Variable Portfolio Discussion
Topic: The tech-dumbell portfolio
Replies: 69
Views: 3146

Re: The tech-dumbell portfolio

I am VERY drawn to a portfolio of cash and gold right now along with paying off all of my existing debt. The PP has served me well. And I am well aware of the money lost over the years thinking "this time is different." I didn't think this time was different in the tech bubble nor in 2008. But I ju...
by Smith1776
Fri Jul 03, 2020 7:53 am
Forum: Other Discussions
Topic: Ray Dalio: Money, Credit, Debt and Economic Activity
Replies: 13
Views: 332

Re: Ray Dalio: Money, Credit, Debt and Economic Activity

So, I was perusing through the hallowed ground of the original HB PP thread. I came across a post from one of the more prominent Bogleheads named Rick Ferri, whose comments are very relevant to this discussion here. rick ferri.png Failed gold speculation aside (which was tongue in cheek by the sound...
by Smith1776
Fri Jul 03, 2020 6:35 am
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 2111
Views: 63760

Re: Coronavirus General Discussion

I prefer this round 2 :) https://www.youtube.com/watch?v=LA1-1DlhuXU I watched this in college (the first time) and it's honestly how I really fell in love with economics. It suddenly wasn't just some dry topic, it became a FIGHT. ;D In other economic news related to the crisis, there's a mini-docu...
by Smith1776
Fri Jul 03, 2020 5:35 am
Forum: Permanent Portfolio Discussion
Topic: Funds or etfs for Stocks
Replies: 9
Views: 135

Re: Funds or etfs for Stocks

mathjak107 wrote:
Fri Jul 03, 2020 4:16 am

actually the fund provider has to do a lot of behind the scenes work arbitraging the etf to the stock prices of the underlying assets to try to keep things fairly close
Well, there can be many market makers, but yes.
by Smith1776
Fri Jul 03, 2020 3:51 am
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 773
Views: 21195

Re: Daily "Check In" Thread For Us

I used to play music at the gym. Now I just play with my PP. ^-^

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by Smith1776
Fri Jul 03, 2020 1:12 am
Forum: Permanent Portfolio Discussion
Topic: Funds or etfs for Stocks
Replies: 9
Views: 135

Re: Funds or etfs for Stocks

Yeah, as per above. If you are with a commission-less brokerage platform (such as Wealthsimple Trade here in Canada) that's amazing in combination with ETFs.
by Smith1776
Thu Jul 02, 2020 5:37 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 2111
Views: 63760

Re: Coronavirus General Discussion

You guys ready for Round 2?? :D

https://www.cnbc.com/2020/07/02/feds-bu ... Ej6Q30UtrM
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