Search found 1893 matches

by Tyler
Thu Jun 25, 2020 11:07 am
Forum: Other Discussions
Topic: All hail the new People's Republic of... CHAZ?
Replies: 44
Views: 1010

Re: All hail the new People's Republic of... CHAZ?

Tyler wrote:
Fri Jun 12, 2020 2:30 pm
My guess is that this will break up when an enterprising lawyer organizes property owners to sue the crap out of the city for abdicating their responsibility for the area.
I'm surprised it took this long. Businesses sue Seattle over ‘occupied’ protest zone
by Tyler
Sun Jun 21, 2020 10:12 am
Forum: Permanent Portfolio Discussion
Topic: New Permanent Portfolio book: "Investing Equanimity"
Replies: 36
Views: 1308

Re: New Permanent Portfolio book: "Investing Equanimity"

When you say that the book is "preaching" about the Permanent Portfolio, well yes that was absolutely my intention because there are so many people whose lives would improved by the peace of mind afforded by the Permanent Portfolio. Yet, since it is so obscure and unorthodox, not many people realiz...
by Tyler
Fri Jun 19, 2020 3:41 pm
Forum: Other Discussions
Topic: Where would you move?
Replies: 34
Views: 780

Re: Where would you move?

Colorado Springs is on my short list of places I'd consider. Beautiful area, leans conservative, and close enough to Denver for any big city stuff you might be interested in.
by Tyler
Thu Jun 18, 2020 9:04 pm
Forum: Variable Portfolio Discussion
Topic: Portfolios - When Harry met Benjamin
Replies: 17
Views: 577

Re: Portfolios - When Harry met Benjamin

May be best just to use a MSCI World Fund? Can't model it directly on Portfolio Charts though... I actually added that option early this year. In the portfolio interface, look for the dropdown below "WLD". The default is XUS, but it also has a DEV option. That will switch everything in the row to D...
by Tyler
Fri Jun 12, 2020 2:30 pm
Forum: Other Discussions
Topic: All hail the new People's Republic of... CHAZ?
Replies: 44
Views: 1010

Re: All hail the new People's Republic of... CHAZ?

Isn't there some level of cognitive dissonance when small government libertarians argue against a people's right to self determination? I'm confused.... I'd wager 99% of the people in the CHAZ camp do not live or work there. It's an occupation. There's absolutely no self-determination for the actua...
by Tyler
Mon Jun 08, 2020 4:41 pm
Forum: Permanent Portfolio Discussion
Topic: Asset Allocation in the Most Painful Month
Replies: 32
Views: 2402

Re: Asset Allocation in the Most Painful Month

And how's this for interesting timing? Your post arrived in my in box just a few hours after this one from Chris Mamula over at "Can I Retire Yet?" about his process of looking into adding gold to his portfolio. Porfolio Charts is prominently mentioned in the article and you'll note that a couple o...
by Tyler
Mon Jun 08, 2020 3:54 pm
Forum: Permanent Portfolio Discussion
Topic: Asset Allocation in the Most Painful Month
Replies: 32
Views: 2402

Re: Asset Allocation in the Most Painful Month

Awesome work! The Deepest Drawdown chart is sorted differently than the others; may want to consider same sorting for continuity. I wonder what impact rebalancing would have on these results. During the recent decline, I rebalanced a 70/30 to 80/20 and increased stocks in the PP to 40%. Yeah, I fou...
by Tyler
Mon Jun 08, 2020 1:40 pm
Forum: Permanent Portfolio Discussion
Topic: Asset Allocation in the Most Painful Month
Replies: 32
Views: 2402

Re: Asset Allocation in the Most Painful Month

Following up on the data for portfolio drawdowns, I just posted a new article looking at the recovery side of the equation. I figure you guys will find it interesting as well. :)

Welcome to the Big Bounce
by Tyler
Sat Jun 06, 2020 9:19 pm
Forum: Variable Portfolio Discussion
Topic: Golden Butterfly Portfolio
Replies: 519
Views: 118945

Re: Golden Butterfly Portfolio

So the juxtaposition I'm seeing is mainstream firms like Vanguard and DFA predicting that international and value are going to soar based purely on valuations (as they've been predicting - incorrectly - for many years now) while the NYT article is talking about STRUCTURAL changes to the stock marke...
by Tyler
Sat Jun 06, 2020 3:17 pm
Forum: Permanent Portfolio Discussion
Topic: Portfolio comparisons
Replies: 4
Views: 439

Re: Portfolio comparisons

Thanks for the link, Mathjak. I agree with his overall points about not being able to predict the future. But I get the impression the author doesn't understand the charts I make or realize that Portfolio Charts is about studying that uncertainty. I guess I still need to hone my messaging. ??? In an...
by Tyler
Sat Jun 06, 2020 12:09 pm
Forum: Variable Portfolio Discussion
Topic: Golden Butterfly Portfolio
Replies: 519
Views: 118945

Re: Golden Butterfly Portfolio

I have a feeling I'm far from alone in letting too much time indoors and online during this lockdown lead to way too much news consumption - including financial "porn" from CNBC and the like that I used to know better than to read. You're definitely not alone. We're all human. And cabin fever affec...
by Tyler
Fri Jun 05, 2020 10:40 am
Forum: Variable Portfolio Discussion
Topic: Golden Butterfly Portfolio
Replies: 519
Views: 118945

Re: Golden Butterfly Portfolio

I was moving slowly into GB and I have been buying SCV because it was my lagging asset. I have made some nice percentage gains on my latest contributions because of this. Anyone continuing to buy SCV in the downswing is feeling pretty good today. (It's up about 5.5% as I write this). 8) But in all ...