Search found 867 matches

by ppnewbie
Sun Apr 28, 2024 9:13 am
Forum: Permanent Portfolio Discussion
Topic: New interview with Craig Rowland
Replies: 53
Views: 3953

Re: New interview with Craig Rowland

VTI with dividends reinvested is an easy one. But it is volatile with big potential drawdowns.
by ppnewbie
Sun Apr 28, 2024 8:33 am
Forum: Permanent Portfolio Discussion
Topic: New interview with Craig Rowland
Replies: 53
Views: 3953

Re: New interview with Craig Rowland

Happy to see Craig pop in. One important point is that both Craig and Harry Browne generated wealth from their businesses and then (IMHO) used the PP to preserve it, grow it at a reasonable amount above inflation, limit drawdowns while keeping things simple. Personally, I do not see the PP generatin...
by ppnewbie
Wed Apr 24, 2024 12:54 am
Forum: Gold
Topic: Why the big move in gold?
Replies: 84
Views: 78059

Re: Why the big move in gold?

I have tried many times but no gold bars available at costco
by ppnewbie
Tue Apr 23, 2024 8:38 am
Forum: Stocks
Topic: Fidelity direct indexing and small cap value
Replies: 12
Views: 593

Re: Fidelity direct indexing and small cap value

Vanguard Small Cap Value ETF.
by ppnewbie
Tue Apr 23, 2024 1:37 am
Forum: Stocks
Topic: Fidelity direct indexing and small cap value
Replies: 12
Views: 593

Re: Fidelity direct indexing and small cap value

Hey I didn't know about AVUV, thanks for mentioning! It looks like FISVX (Fidelity's small cap value mutual fund) is lagging it quite significantly, and it gets worse and worse over time. What is everyone's favorite small cap value investment??? After lots of research it seems to be the new consens...
by ppnewbie
Thu Apr 18, 2024 1:44 am
Forum: Bonds
Topic: Just made a purchase at 5.088 for 30 year LTTs
Replies: 24
Views: 6174

Re: Just made a purchase at 5.088 for 30 year LTTs

I want yield and volatility.
by ppnewbie
Tue Apr 16, 2024 10:02 pm
Forum: Variable Portfolio Discussion
Topic: Global withdrawal Rates (Tyler article)
Replies: 1
Views: 723

Re: Global withdrawal Rates (Tyler article)

This is an excellent article.
by ppnewbie
Tue Apr 16, 2024 9:24 pm
Forum: Bonds
Topic: Just made a purchase at 5.088 for 30 year LTTs
Replies: 24
Views: 6174

Re: Just made a purchase at 5.088 for 30 year LTTs

Yield is going up!
by ppnewbie
Tue Apr 16, 2024 8:08 pm
Forum: Stocks
Topic: Fidelity direct indexing and small cap value
Replies: 12
Views: 593

Re: Fidelity direct indexing and small cap value

Hey I didn't know about AVUV, thanks for mentioning! It looks like FISVX (Fidelity's small cap value mutual fund) is lagging it quite significantly, and it gets worse and worse over time. What is everyone's favorite small cap value investment??? After lots of research it seems to be the new consens...
by ppnewbie
Tue Apr 16, 2024 11:04 am
Forum: Stocks
Topic: Fidelity direct indexing and small cap value
Replies: 12
Views: 593

Re: Fidelity direct indexing and small cap value

Good point. For some reason I was thinking it was higher. Definitely worth it at .25 percent.
by ppnewbie
Tue Apr 16, 2024 10:06 am
Forum: Bonds
Topic: Bought my ibond allocation
Replies: 6
Views: 284

Re: Bought my ibond allocation

Great minds think alike! That was the main reason I went ahead and purchased them (the day before a higher than expected CPI number!). Lets see what happens in May.
by ppnewbie
Mon Apr 15, 2024 10:05 pm
Forum: Stocks
Topic: Fidelity direct indexing and small cap value
Replies: 12
Views: 593

Fidelity direct indexing and small cap value

I've been wanting to buy decent chunk of AVUV. But I really dont want to pay the .6 percent expense ration. I may just buy the top ten stocks in AVUV or CALF and put it into a direct index for 60 / year. Any thoughts on this approach?

Rajiv
by ppnewbie
Fri Apr 12, 2024 1:38 am
Forum: Bonds
Topic: Bought my ibond allocation
Replies: 6
Views: 284

Bought my ibond allocation

I was thinking the fixed rate was going to stay at 1.3% but I bought them the day before the hot CPI number came in. Lets see what the fixed rate gets set on May 1.
by ppnewbie
Thu Apr 11, 2024 10:47 am
Forum: Permanent Portfolio Discussion
Topic: Tyler does it again! Safe Withdrawal Rates
Replies: 1
Views: 414

Tyler does it again! Safe Withdrawal Rates

Apologies if this has been discussed already. I just read a fantastic post by Tyler regarding safe withdrawal rates / ulcer indexes.

https://portfoliocharts.com/2024/04/01/ ... ortfolios/
by ppnewbie
Wed Apr 10, 2024 3:05 pm
Forum: Bonds
Topic: Just made a purchase at 5.088 for 30 year LTTs
Replies: 24
Views: 6174

Re: Just made a purchase at 5.088 for 30 year LTTs

I love financial media. Its so entertaining and so wildly uncorrelated with reality. I will be a buyer again at five percent.
by ppnewbie
Wed Apr 10, 2024 12:28 pm
Forum: Permanent Portfolio Discussion
Topic: This is the best time in 45 years to invest in the Permanent Portfolio
Replies: 47
Views: 15671

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

Can you remind me what the cashless PP is? Stocks, Gold, LTTs? Also how are you measuring the value? I am currently seeing an everything bubble inflate (Stocks, Gold). But I guess LTTs are getting cheaper and small cap value is still a bit stagnant. So maybe not an everything bubble.
by ppnewbie
Wed Apr 03, 2024 10:48 pm
Forum: Other Discussions
Topic: Post Truth Era Substack
Replies: 1
Views: 171

Post Truth Era Substack

https://posttruthera.substack.com/

Created a new substack to point out the seemingly upside down world we live in. Check it out, if you are inclined. And also feel free to suggest topics.
by ppnewbie
Tue Mar 19, 2024 10:57 am
Forum: Bonds
Topic: Just made a purchase at 5.088 for 30 year LTTs
Replies: 24
Views: 6174

Re: Just made a purchase at 5.088 for 30 year LTTs

I actually made the purchase because I am in the building a balast phase of investing, for my VP (GOLD, SCV, LTT) AND rebalance my Golden Butterfly Frankenstein. I was thinking if I could live with the yield if if rates went higher and 5.088 percent. And I could. Its good income, regardless of what ...
by ppnewbie
Wed Mar 06, 2024 9:02 pm
Forum: Stocks
Topic: AI to the moon
Replies: 2
Views: 614

Re: AI to the moon

I think AI may make simple tasks more complex and frustrating and increase productivity at the same time. It has saved coding time for me and pointed me in the right direction for technical tasks. Current simple task: Walk into a museum in London. “It’s free but you need to download the app and get ...
by ppnewbie
Wed Mar 06, 2024 5:42 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1175
Views: 1089939

Re: Putin Invades Ukraine II

Thanks Vinny! Was reading through the transcript. Very interesting. I’m going to listen to the whole podcast over the next few days.
by ppnewbie
Tue Mar 05, 2024 11:27 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1175
Views: 1089939

Re: Putin Invades Ukraine II

Remember the breathless reports of Putin battling cancer in 2022? IMHO the “news” is just noise and I also feel that many official statements are possibly slightly truthy propoganda. Maybe Germany needs a war to boost their economy after their greatest ally blew up the Nordstream pipeline and plunge...
by ppnewbie
Sun Feb 25, 2024 11:32 am
Forum: Gold
Topic: Gold Avenue (an overseas storage option in Switzerland)
Replies: 22
Views: 1887

Re: Gold Avenue (an overseas storage option in Switzerland)

Here is another interesting option I have considered. It is Monetary Metals based in Arizona. They loan your gold out and you get interest in gold back.

https://www.gyroscopicinvesting.com/for ... =5&t=12989
by ppnewbie
Sun Feb 11, 2024 12:21 pm
Forum: Gold
Topic: Gold Avenue (an overseas storage option in Switzerland)
Replies: 22
Views: 1887

Re: Gold Avenue (an overseas storage option in Switzerland)

... if a state make it secure, redeemable, and legal tender. Texas already built a State repository and there are bills pending in several states to either build their own repositories or to use the Texas repository for managing gold and silver legal tender / payment systems. Texas itself might rei...
by ppnewbie
Sun Feb 11, 2024 12:02 am
Forum: Politics
Topic: Putin interview
Replies: 7
Views: 658

Re: Putin interview

Its pretty funny watching the Davos class lose their minds over this interview. TC is traitor! Ban him from the EU! etc, etc... All for...an interview. These people are desperately trying to hold on to credibility and power. I believe Boris Johnson called for some kind of sanctions or something like...
by ppnewbie
Sat Feb 10, 2024 11:50 pm
Forum: Gold
Topic: Gold Avenue (an overseas storage option in Switzerland)
Replies: 22
Views: 1887

Re: Gold Avenue (an overseas storage option in Switzerland)

Checked out Gold Avenue. It looks really good (maybe too good).