Just don't read that part of the book about the dope that invested a lot of cash in CMGI and road it all the way up (huge profit) and then almost all the way down. Oops...that was me. For some reason jason was fascinated by my story. I for one, wanted to forget the whole thing. Oh well...at least it...

Call me crazy (or stupid). Just before the close bought into my miners VP trade again (equal parts - GDX, GDXJ, DBP and VGPMX). These things have gotten the crap beaten out of them lately (maybe a bottom...or close??). I feel like a teenager shopping at the mall.

Not sure when. This is a company I have been looking to get into for awhile now. BTW, that for me is one of the hardest things to do...decide you like a company and want to invest in it but have to wait for "your price" . It takes a lot of patience. I will just keep an eye on it and see ho...

Three years from now no one will remember this dude. How many times have I seen this movie?? Answer...too many.

MT - Yes, I never do a trade without a stop loss in place (shortly after the trade is done) so I don't get creamed (limit my losses, learned my lesson watching a huge profit evaporate from CMGI). Normally it is in the 10-12% range on the downside. This trade however is a little higher because I didn...

Just went long GMCR at 26.95.

Stopped at on the VP trade. Took my profit and was existed by my stops. Looking for the next VP trade...

Those points I don't agree with. Ask a fund manager which they would rather be investing with...$100K or $100 million? It is just easier to run a smaller amount of money. I have to come up with fewer good ideas and purchase less shares to make an impact on the investment. That's my advantage here. A...

I understand your points and actually agree with most of them. However I am only trading a "minimal" amount here. I am not a fund manager with millions of dollars to get invested. My trades will not move the market. One of my strong points is I can get in and get out without making a big w...

IMHO shares are just too cheap relative to the price of the metals. Bought equal amounts of GDX, GDXJ, DBP and VGPMX. So far, so good. I am using tight stops though. Let's see how this plays out... MY VP just went 100% long mining stocks. Which companies are your favorites? Or did you just buy a hug...

MY VP just went 100% long mining stocks.

Have you considered using PRPFX instead of the 4x25? I know it's not perfect (active manger, fees, etc.) but it does serve the purpose of "hiding" volatility within the contents. Thoughts? Almost a year. Waiting to complete 12+ months before realizing gains and moving on. So you've had abo...

VTI +15%
GLD +8%
TLT +7%
SHY +1%

PRPFX +7%

Boston Bruins will win the Stanley Cup (again)

Are Ringo Starr and Michael Cuggino.

Thoughts??

Just wondering 2 things:

1. what percentage of a variable portfolio do you have versus the PP?

2. what do you buy in the variable portfolio (individual stocks, ETF's, bonds, metals, whatever is onsale in your book, etc.)?

Thanks.

In a taxable account I have been running a portfolio of PRPFX for awhile. It has been suggested by MT that I add either TLT or EDV to dampen the volatility and strenghthen the portfolio in times of great stress. That has got me thinking...is it worth it to stay with this setup (either PRPFX alone or...

MT, While I am the first to admit that PRPFX is not perfect (active manager, expenses, not enough long term bonds, etc.) I find holding 100% PRPFX much easier than the 4 x 25. Again this is a taxable account but in the past I have held the 4 x 25 and seeing all of the moving parts was unsettling to ...

I am a holder of PRPFX in a taxable account and I thought other holders of the fund may be interested in this. I am a firm believer in avoiding large losses especially close to and in retirement (one of the reasons I am using this fund). I did a 20 year back test for this fund. I intend on taking 4%...

MT, You should call and ask him. The guy loves to "talk shop". It occurred to me today that PRPFX has been holding up better than one would expect in light of current market conditions (everything flat or down except LT treasurys) and PRPFX's historically low exposure to the long end of th...

I want to set a permanent portfolio for my taxable account monies. I have zero room for any of these holdings in my tax deferred and tax exempt accounts. So my choices are the 4 x 25 or PRPFX. Because of the tax issue with the bonds and gold in the 4 x 25 I was leaning towards using PRPFX. I realize...