Search found 4088 matches
- Thu Mar 12, 2026 11:09 am
- Forum: Variable Portfolio Discussion
- Topic: The Cockroach Portfolio
- Replies: 5
- Views: 283
Re: The Cockroach Portfolio
Thanks for chiming in. I'm glad to have the opportunity to look up your Iron Wealth Portfolio website. I'd be curious to know which funds you'd use for a U.S.-based investor. In any case I like what you've done in applying the lessons learned from Harry Browne to an elegantly simple "all weath...
- Wed Mar 11, 2026 10:56 am
- Forum: Variable Portfolio Discussion
- Topic: The Cockroach Portfolio
- Replies: 5
- Views: 283
Re: The Cockroach Portfolio
Interesting idea. I like the idea of defensive equity tilts.
I wonder how such a portfolio would perform if the sector specific allocations were replaced with low volatility fund that is sector agnostic?
I wonder how such a portfolio would perform if the sector specific allocations were replaced with low volatility fund that is sector agnostic?
- Fri Mar 06, 2026 10:51 am
- Forum: Variable Portfolio Discussion
- Topic: My 3x Leveraged Variable Portfolio
- Replies: 3
- Views: 1531
Re: My 3x Leveraged Variable Portfolio
From what I understand, this is pretty similar to Hedgefundie's excellent adventure over on the knuckleheads forums.
Every fund in the portfolio has 3x leverage on it, and the portfolio will follow standard rebalancing practices.
I will keep you guy's posted on my results!
Every fund in the portfolio has 3x leverage on it, and the portfolio will follow standard rebalancing practices.
I will keep you guy's posted on my results!
- Fri Mar 06, 2026 10:50 am
- Forum: Variable Portfolio Discussion
- Topic: My 3x Leveraged Variable Portfolio
- Replies: 3
- Views: 1531
My 3x Leveraged Variable Portfolio
Hey all. The latest episode of the Rational Reminder podcast featured James Choi, an econ professor at Yale. A particularly interesting part of the discussion was in the latter half where he mentioned leveraged ETFs and how they are more prudent of an investment vehicle than most believe. My general...
- Tue Feb 24, 2026 11:27 am
- Forum: Permanent Portfolio Discussion
- Topic: Bridgewater All Weather ETF
- Replies: 46
- Views: 46254
Re: Bridgewater All Weather ETF
Did anyone else on the forum end up buying some ALLW and sticking with it thus far?
- Mon Feb 23, 2026 2:09 pm
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1403
- Views: 1867655
Re: Putin Invades Ukraine II
Pretty much. It's even gotten to the point where if you need some kind of contractor or manual labour done there's a huge backlog. Those tend to be jobs that men work, and most of them are gone now.
- Mon Feb 23, 2026 1:01 pm
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1403
- Views: 1867655
Re: Putin Invades Ukraine II
Apparently the Ukrainians are reclaiming territory and actually pushing the Russian forces back? It is interesting to see how under-equipped the Russian forces are. We are now in year 4? All for Ukraine! Definitely. I think I mentioned to you guys that my father in law is actually fighting in the w...
- Sun Feb 22, 2026 1:30 pm
- Forum: Other Discussions
- Topic: Forum availability
- Replies: 26
- Views: 16029
Re: Forum availability
Why on earth would anyone bother to attack our forum? Strange.
- Sun Feb 22, 2026 1:30 pm
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1403
- Views: 1867655
Re: Putin Invades Ukraine II
Apparently the Ukrainians are reclaiming territory and actually pushing the Russian forces back?
It is interesting to see how under-equipped the Russian forces are.
It is interesting to see how under-equipped the Russian forces are.
Re: Gold Top
I voted for $50,000.
If there was a $100,000 option, I would have voted for that.
If there was a $100,000 option, I would have voted for that.
- Thu Feb 19, 2026 11:52 am
- Forum: Other Discussions
- Topic: Forum availability
- Replies: 26
- Views: 16029
Re: Forum availability
Hi folks, We seem to be under a distributed denial of service attack. There is no one IP or IP range to block. I've tried to tweak things to allow the service to mostly operate. If you see an error, just refresh and try again. Sorry about the trouble. It might be possible to largely mitigate by (te...
- Tue Feb 17, 2026 3:05 pm
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 3391
- Views: 3367671
Re: Daily "Check In" Thread For Us
Great site with lots of cool visuals
- Tue Feb 17, 2026 2:54 pm
- Forum: Variable Portfolio Discussion
- Topic: BTC in the PP
- Replies: 521
- Views: 1004763
Re: BTC in the PP
My cat's name shows up 417 times LOL
- Tue Feb 17, 2026 11:38 am
- Forum: Variable Portfolio Discussion
- Topic: BTC in the PP
- Replies: 521
- Views: 1004763
Re: BTC in the PP
Looks like more evidence for the Hijacked thesis was released in the Epstein files. https://brownstone.org/articles/the-hijacking-of-bitcoin/ If I'm at a cocktail party and I say that Epstein is responsible for hijacking Bitcoin, I sound like an absolute lunatic. Yes, but you're our lunatic. ^__^
- Sun Feb 15, 2026 7:00 pm
- Forum: Variable Portfolio Discussion
- Topic: Bitcoin in the VP
- Replies: 26
- Views: 6618
Re: Bitcoin in the VP
I feel called out LOLmathjak107 wrote: ↑Sun Feb 15, 2026 1:03 pm there are endless dr frankenstein versions of the pp tried over the years and the end results are that other assets are just to wishy washy and not strongly linked to specific outcomes
- Sat Feb 14, 2026 12:22 pm
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 3391
- Views: 3367671
Re: Daily "Check In" Thread For Us
My brokerage now has a wealth rank function which shows how you compare to other people in your age category! Cool idea.
- Fri Feb 13, 2026 6:06 pm
- Forum: Permanent Portfolio Discussion
- Topic: Bridgewater All Weather ETF
- Replies: 46
- Views: 46254
Re: Bridgewater All Weather ETF
ALLW has returned over 20% since its inception last march - not even a year ago. 
- Fri Feb 13, 2026 10:52 am
- Forum: Variable Portfolio Discussion
- Topic: Bitcoin in the VP
- Replies: 26
- Views: 6618
Re: Bitcoin in the VP
My target allocation is 5%.
- Thu Feb 12, 2026 2:45 pm
- Forum: Variable Portfolio Discussion
- Topic: Bitcoin in the VP
- Replies: 26
- Views: 6618
Re: Bitcoin in the VP
I notice that as the price of his stock and bitcoin has gone down, he's become more unhinged in his interviews.
Interestingly, despite the incredible drop, the stock is still selling at a net asset value multiple of 1.19. It's hard to make the argument it's particularly undervalued.
Interestingly, despite the incredible drop, the stock is still selling at a net asset value multiple of 1.19. It's hard to make the argument it's particularly undervalued.
- Wed Feb 11, 2026 10:07 pm
- Forum: Other Discussions
- Topic: AI
- Replies: 11
- Views: 3980
Re: AI
Happened to see this on Drudge today: https://shumer.dev/something-big-is-happening I think it's worth reading. His point is that we're in the same spot we were in February of 2020 with Covid: that everything is about to change. I know you've heard that kind of thing before, but it's worth reading ...
- Wed Feb 11, 2026 2:40 pm
- Forum: Other Discussions
- Topic: AI
- Replies: 11
- Views: 3980
Re: AI
It's become indispensable at work for us. (software development firm)
- Wed Feb 11, 2026 1:53 pm
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 3391
- Views: 3367671
- Wed Feb 11, 2026 9:43 am
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 3391
- Views: 3367671
Re: Daily "Check In" Thread For Us
Alan Greenspan turns 100-years old next month. Wow!
- Sat Feb 07, 2026 12:50 pm
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 3391
- Views: 3367671
Re: Daily "Check In" Thread For Us
I thought the whole urine in jars thing was just a Vinny quirk. But Google Gemini confirms it's a great way to tend to your plants and garden.