Search found 1106 matches

by Hal
Fri Jan 21, 2022 2:34 am
Forum: Politics
Topic: Next up on the planned crisis list
Replies: 2
Views: 104

Re: Next up on the planned crisis list

ppnewbie wrote:
Thu Jan 20, 2022 6:40 pm

All the breathless talk about people not wearing masks and shaming. It's outrageous.

OK vent over.
It's just a distraction. Relax and have a read of Sun Tzu.... ;)
https://ia600502.us.archive.org/12/item ... tOfWar.pdf
by Hal
Thu Jan 20, 2022 1:16 am
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 1992
Views: 126877

Re: Reasons why I will not be getting injected for the Wuhan

This author says the covidian cult is in its death throes. I've seen this reported elsewhere. I persist in my stubborn refusal to join this cult; rather, I will continue to mock it mercilessly. https://www.zerohedge.com/covid-19/last-days-covidian-cult Repent Sinner!! ;D https://www.reddit.com/r/Ch...
by Hal
Wed Jan 19, 2022 2:46 am
Forum: Other Discussions
Topic: Rates! (in 1985)
Replies: 5
Views: 128

Re: Rates!

Smith1776 wrote:
Tue Jan 18, 2022 7:44 pm
Wow. Just wow.
https://www.youtube.com/watch?v=93q5_8olpPs ;)
by Hal
Tue Jan 18, 2022 3:56 am
Forum: Variable Portfolio Discussion
Topic: BelangP Graham Portfolio
Replies: 2
Views: 178

Re: BelangP Graham Portfolio

Following on from Whatcha's lead using SCV for a US Portfolio 8)
Honestly, using some variation of this for a VP if I lived in the US wouldn't be out of the question.
by Hal
Mon Jan 17, 2022 6:02 pm
Forum: Variable Portfolio Discussion
Topic: BelangP Graham Portfolio
Replies: 2
Views: 178

BelangP Graham Portfolio

Just a random observation...

Ben Graham - Default Portfolio 50/50 Shares/Cash or Bonds
Rickards - Gold is a form of currency (cash)
BelangP - Optimal Gold/Shares ratio 35/65

On combining criteria into a simple portfolio, it looks quite promising
by Hal
Sat Jan 15, 2022 10:14 am
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1141
Views: 307907

Re: YouTube Junkie

Documentary on Melbourne - Just released
https://www.youtube.com/watch?v=xzfJGC1_yPo

PS: Watched whole documentary, it is totally accurate
by Hal
Sat Jan 15, 2022 3:15 am
Forum: Politics
Topic: Taleb on "Libertarians"
Replies: 2
Views: 235

Re: Taleb on "Libertarians"

Thanks for the link Boglerdude!

Got a good laugh watching the lady in the background ;D
https://www.reddit.com/r/ChurchOfCOVID/ ... o_destroy/
by Hal
Fri Jan 14, 2022 9:30 pm
Forum: Bonds
Topic: Which Global Bond Fund? Decisions, decisions...
Replies: 0
Views: 139

Which Global Bond Fund? Decisions, decisions...

Looks like we have some extra bond options in Australia! Any suggestions, comments? Nothing seems outstanding though..... Currently hold the Float Adjusted ETF which is roughly 21% US Treasuries Bloomberg Global Aggregate Corporate Bond Index (AUD Hedged) https://www.blackrock.com/au/individual/prod...
by Hal
Wed Jan 12, 2022 8:13 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5458
Views: 544630

Re: Coronavirus General Discussion

Mark Leavy wrote:
Wed Jan 12, 2022 7:58 pm
I Shrugged wrote:
Wed Jan 12, 2022 1:55 pm
I’d like to see the unvaccinated peasants storm the castle somewhere. And not the selfie taking kind of January 6 in Washington. The kind with pitchforks.
revolting.jpg
https://www.youtube.com/watch?v=h0iAcQVIokg ;)
by Hal
Wed Jan 12, 2022 3:22 am
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5458
Views: 544630

Re: Coronavirus General Discussion

Sheesh.... Did they make the announcement with a translator so non-Quebecans could understand, as per our "Great Leaders" example. ;D https://www.rebelnews.com/wa_premier_deploys_indigenous_aide_to_translate_english_into_english?utm_campaign=ay_wapremier_011222&utm_medium=email&utm_source=therebel
by Hal
Tue Jan 11, 2022 7:26 pm
Forum: Permanent Portfolio Discussion
Topic: The PP, marginal utility, and investment "faith"
Replies: 91
Views: 2652

Re: The PP, marginal utility, and investment "faith"

FWIW: If investing as a resident of a country with a very small economy (eg NZ, Australia, Fiji) I think it would be easiest and most efficient to just set up a 3x33% portfolio consisting of International Bonds, International Shares and Gold. Why not 25% of your local currency? Well, if the Fiji dol...
by Hal
Tue Jan 11, 2022 6:49 pm
Forum: Permanent Portfolio Discussion
Topic: The PP, marginal utility, and investment "faith"
Replies: 91
Views: 2652

Re: The PP, marginal utility, and investment "faith"

Long Term one probably will do well if they just pick a solid portfolio (maybe even the Pinwheel FWIW) that they have faith in and stick with it like an English Bulldog. Emotional discipline being the key element in investing??? ^ Quote of the year ;) ^ I suspect people lose more trying to beat the...
by Hal
Tue Jan 11, 2022 5:29 am
Forum: Permanent Portfolio Discussion
Topic: The PP, marginal utility, and investment "faith"
Replies: 91
Views: 2652

Re: The PP, marginal utility, and investment "faith"

Thanks for explaining your rationale Mathjak.

For the folk who don't like reading, here's the article summary in one image ;)
by Hal
Tue Jan 11, 2022 4:47 am
Forum: Permanent Portfolio Discussion
Topic: The PP, marginal utility, and investment "faith"
Replies: 91
Views: 2652

Re: The PP, marginal utility, and investment "faith"

It is to heavy in long term bonds for my taste and I want more diversification on the gold side now with other inflation hedges…i would limit long term bonds to 5% ….. Mathjak, seeing you are a little bond adverse, I thought you might find this series of articles interesting. Enjoy! https://www.idi...
by Hal
Mon Jan 10, 2022 7:09 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5458
Views: 544630

Re: Coronavirus General Discussion

Nice summary :o https://caldronpool.com/we-must-never-forget-victorias-two-months-of-brutal-medical-tyranny/ Ecclesiastes 1:9 New International Version 9 What has been will be again, what has been done will be done again; there is nothing new under the sun. https://www.solzhenitsyncenter.org/live-no...
by Hal
Mon Jan 10, 2022 2:39 am
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5458
Views: 544630

Re: Coronavirus General Discussion

Meanwhile, down under....
by Hal
Sun Jan 09, 2022 5:01 pm
Forum: Permanent Portfolio Discussion
Topic: The PP, marginal utility, and investment "faith"
Replies: 91
Views: 2652

Re: The PP, marginal utility, and investment "faith"

Just another point to add :) On listening to HB's radio show yesterday, he advised that he wanted the most volatile assets in the four asset classes. So..... 1/ Did SCV ETF's exist back in 2004? 2/ Substituting SCV for the TSM provides a return improvement and 3/ 40% SCV in the Golden Butterfly actu...
by Hal
Fri Jan 07, 2022 4:28 pm
Forum: Other Discussions
Topic: Executive Forum Member Check-In Thread
Replies: 49
Views: 3347

Re: Executive Forum Member Check-In Thread

Smith1776 wrote:
Fri Jan 07, 2022 2:36 pm
dualstow wrote:
Fri Jan 07, 2022 2:24 pm
Smith1776 wrote:
Fri Jan 07, 2022 2:21 pm
I got the advisor’s position at the bank! They literally offered me the job the same day!! Woohoo!!! O0 O0 O0
Great news, Smithers!
Now, can I get a loan? O0

Prime plus 90% for you!
Congratulations Smithy,
Calabrian Bank I see... ;D ;D
by Hal
Wed Jan 05, 2022 10:31 pm
Forum: Permanent Portfolio Discussion
Topic: The PP, marginal utility, and investment "faith"
Replies: 91
Views: 2652

Re: The PP, marginal utility, and investment "faith"

Maybe it's just nerves that will settle. I'll give it some time and see how I feel. Has anyone else had a similar experience where the amount of money being managed changed your proclivity towards a particular strategy? Well, Smithy. For my brother (about to retire) and myself (retired), we both qu...
by Hal
Tue Jan 04, 2022 8:17 pm
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1141
Views: 307907

Re: YouTube Junkie

Smith1776 wrote:
Tue Jan 04, 2022 7:41 pm
https://youtu.be/dQw4w9WgXcQ
That takes me back Smithy :)
Another one from the same era
https://www.youtube.com/watch?v=XfR9iY5y94s
by Hal
Mon Jan 03, 2022 5:14 pm
Forum: Bonds
Topic: FUAMX for Bonds?
Replies: 6
Views: 190

Re: FUAMX for Bonds?

I've just struggled holding long bonds in the past even though I understand the PP theory. It's a behavioral issue. Just thinking that a fund that is less volatile might be easier for me to hold without checking on the 30-year yield three times per day. If you are after something less volatile, a 2...
by Hal
Sun Jan 02, 2022 3:59 pm
Forum: Other Discussions
Topic: Politically incorrect but....
Replies: 0
Views: 122

Politically incorrect but....

I suspect an Actuary has way too much free time ;D
https://igotstandardsbro.com
by Hal
Thu Dec 30, 2021 4:41 am
Forum: Permanent Portfolio Discussion
Topic: Customers having difficulty accessing vanguard accounts
Replies: 17
Views: 718

Re: Customers having difficulty accessing vanguard accounts

I have had nothing but issues with customer service as well as their ridiculous policies as well as their self serving bull shit they pull Hi Mathjak et al, Would you be able to expand on the issues you've experienced. Just have their ETF's, so what joys will await me if I have to deal with them di...
by Hal
Wed Dec 29, 2021 11:10 pm
Forum: Other Discussions
Topic: Figuring Out Religion
Replies: 4424
Views: 898467

Re: Figuring Out Religion

Well this link arrived in my inbox.

Never heard of this person before, and not even sure what an Arch-Bishop does, but it makes for an interesting read.
https://www.thelibertybeacon.com/archbi ... an-people/