Search found 339 matches

by 6 Iron
Fri Nov 22, 2013 11:48 am
Forum: Permanent Portfolio Discussion
Topic: Peeking, and the Permanent Portfolio
Replies: 30
Views: 17789

Re: Peeking, and the Permanent Portfolio

After reading some powerful angst on the PP=RBD thread, I am reminded of this commitment I made over 3 years ago. For the last year, I have decreased my frequency of portfolio checking to every other month, and next year I am going to quarterly. I cannot begin to tell you how much easier a down yea...
by 6 Iron
Fri Nov 22, 2013 11:16 am
Forum: Permanent Portfolio Discussion
Topic: Peeking, and the Permanent Portfolio
Replies: 30
Views: 17789

Re: Peeking, and the Permanent Portfolio

After reading some powerful angst on the PP=RBD thread, I am reminded of this commitment I made over 3 years ago. For the last year, I have decreased my frequency of portfolio checking to every other month, and next year I am going to quarterly. I cannot begin to tell you how much easier a down year...
by 6 Iron
Fri Nov 22, 2013 10:32 am
Forum: Other Discussions
Topic: Who Killed Kennedy?
Replies: 60
Views: 22356

Re: Who Killed Kennedy?

Nova: Cold Case JFK Can modern forensic science uncover fresh clues about the assassination of JFK? Aired November 13, 2013 on PBS Jan, thanks for posting this link. They do a great job analyzing the ballistics, supporting the single bullet theory as well as explaining the head wound. I was hoping ...
by 6 Iron
Fri Oct 04, 2013 6:06 pm
Forum: Other Discussions
Topic: Beard
Replies: 26
Views: 14633

Re: Beard

I tried growing a beard in my early 20's; a pitiful effort, and I assumed that it was not to be. But apparently, the same genes that in later life cause nose and ear hair growth conspired to fill out my beard, because when I tried again in my late 40's, it came in quite full- but mostly gray. I most...
by 6 Iron
Sun Aug 25, 2013 9:49 pm
Forum: Permanent Portfolio Discussion
Topic: Why The Permanent Portfolio?
Replies: 54
Views: 23667

Re: Why The Permanent Portfolio?

Ad, this is a powerful argument for our chosen portfolio. I would love to see this reposted every time there is a "my portfolio is down 1% today, and I feel queezy" post.
by 6 Iron
Tue Jul 23, 2013 5:23 pm
Forum: Gold
Topic: GTU is Trading Below NAV
Replies: 38
Views: 19531

Re: GTU is Trading Below NAV

It seems that the discount pricing for GTU continues; 2.9% at close of market today. While it is less than the 7% discount I last bought at (pats self on back, dislocates shoulder), I notice that the discount for PHYS (Sprott's CEF) has been consistently less. Anyone have a thought as to why?
by 6 Iron
Tue Jul 16, 2013 8:17 pm
Forum: Gold
Topic: How do gold dealers make money?
Replies: 13
Views: 9831

Re: How do gold dealers make money?

Thanks for the explanation. That makes a lot of sense. It seems that the availability of physical gold for purchase has to be linked to "paper gold" via comex (and shorts thereof) for this business to exist.
by 6 Iron
Sat Jul 13, 2013 9:24 pm
Forum: Other Discussions
Topic: Movies That Messed With Your Head When You Were a Kid
Replies: 34
Views: 12807

Re: Movies That Messed With Your Head When You Were a Kid

Alfred Hitchcock's The Birds. Saw it as a 10 or 11 year old, and it has been a lifelong inhibitor for wanting to go to scary movies.
by 6 Iron
Thu Jul 04, 2013 5:07 pm
Forum: Permanent Portfolio Discussion
Topic: Life > Investment Performance
Replies: 18
Views: 10208

Re: Life > Investment Performance

Melveyr, Your outlook on things implies wisdom well beyond your years, and that's based on all interactions with you on this board. I'm sure if anyone can get themselves through a rough patch and come out swinging on the other side, it's you. Best wishes with your challenges. Could not agree more w...
by 6 Iron
Thu Jul 04, 2013 4:59 pm
Forum: Permanent Portfolio Discussion
Topic: PP investors--stay the course
Replies: 282
Views: 124055

Re: PP investors--stay the course

I feel very fortunate to have lived through 2008 in the prime of my investing career.  I experienced it fully and completely.  The trauma was comprehensive.  You can't read about that kind of stuff and understand it.  You must live through it. Truer words... This last year has to have been tough sl...
by 6 Iron
Sat Jun 08, 2013 11:19 am
Forum: Other Discussions
Topic: Ridiculous Euphemisms
Replies: 27
Views: 16854

Re: Ridiculous Euphemisms

dualstow wrote:
Tortoise wrote:
"To engage with the customer": To talk with the customer (I guess talking with the customer often resembles battle)
yes! I hate that one.
In a similar vein, I hate to see "dialogue" used as a verb or infinitive.
by 6 Iron
Sun Apr 28, 2013 4:57 pm
Forum: Other Discussions
Topic: Health Savings Accounts
Replies: 17
Views: 7182

Re: Health Savings Accounts

I am entering the wonderful world of full time employment (graduating from undergrad in 1.5 months) and I am hoping to glean some wisdom from the board if y'all don't mind. melveyr, I was doing some research over at the Bogleheads site, and came across a post of yours from years ago. Did you start ...
by 6 Iron
Thu Apr 25, 2013 3:47 pm
Forum: Gold
Topic: The Rout Continues
Replies: 80
Views: 39039

Re: The Rout Continues

Anyone else noticed that gold has been slowly but steadily climbing since black Monday? So much for the apocalyptic sell-off of a lifetime.  ;)  Someone made a lot of money buying from the people panicking a week ago.  Things could drop again tomorrow, but this is a good reminder of the power of st...
by 6 Iron
Thu Apr 18, 2013 2:29 pm
Forum: Variable Portfolio Discussion
Topic: Performance Chasing Backtest
Replies: 8
Views: 4982

Re: Performance Chasing Backtest

Thanks, melveyr. Around the time I started my permanent portfolio, I learned about decision moose, and followed it for a couple of years and was impressed that the forward performance did not match the "moosistory", although it looked like fun. Did you see from your data how frequently you were movi...
by 6 Iron
Thu Apr 18, 2013 11:30 am
Forum: Variable Portfolio Discussion
Topic: How has your variable portfolio performed?
Replies: 4
Views: 2731

How has your variable portfolio performed?

Given the recent market issues, I have become tempted to predict the future with a variable portfolio play, but I am reminded that for the nearly 4 years that I have held a permanent portfolio, I have been happy that my variable portfolio is under 5% of my investments. How are you doing?
by 6 Iron
Thu Apr 18, 2013 11:10 am
Forum: Gold
Topic: GTU
Replies: 26
Views: 12974

Re: GTU

I may be the last guy to see this, but on the off chance that others have not, GTU ninja steve posted this tool a year ago as a means for determining the nav intraday, with a delay in GTU price of about 15 minutes, so for me, close enough. Thanks, steve! https://docs.google.com/spreadsheet/lv?authke...
by 6 Iron
Tue Apr 16, 2013 10:23 pm
Forum: Gold
Topic: GTU
Replies: 26
Views: 12974

Re: GTU

Thinking about doing this tomorrow; is there an intraday report of price to NAV somewhere? I have seen the end of day report at Central Gold Trust.
by 6 Iron
Fri Mar 29, 2013 6:37 pm
Forum: Other Discussions
Topic: Really Good Meals
Replies: 35
Views: 14610

Re: Really Good Meals

Guinness lamb stew is my favorite comfort food to make, and quite simple, from the recipe at the link: http://www.grouprecipes.com/7406/authentic-irish-stew-with-lamb-and-guinness.html I use about 15 halved new potatoes rather than the russets, and only 1/2 cup of the barley. Gotta get a sous vide a...
by 6 Iron
Fri Mar 08, 2013 4:11 pm
Forum: Permanent Portfolio Discussion
Topic: Troubled Waters Ahead for the PP
Replies: 64
Views: 26460

Re: Troubled Waters Ahead for the PP

Would you guys feel better if the PP was down 5% and S&P down 30% or PP up 5% and S&P up 30%? I personally would feel much better about the former. You bring up an interesting problem for human beings. Somewhere, I read a study  comparing the happiness of two different groups of people: (1) Those w...
by 6 Iron
Fri Mar 08, 2013 10:44 am
Forum: Permanent Portfolio Discussion
Topic: Troubled Waters Ahead for the PP
Replies: 64
Views: 26460

Re: Troubled Waters Ahead for the PP

I am convinced that the greatest risk in the Permanent Portfolio, and investing in general, is the investor, making a move at the worst possible time. The premise of our portfolio is sound, and there will be opportunities to buy out of favor assets.  Reading this thread, I am reminded of Bill Bernst...
by 6 Iron
Thu Mar 07, 2013 2:39 pm
Forum: Permanent Portfolio Discussion
Topic: Challenge Buffet
Replies: 16
Views: 7299

Re: Challenge Buffet

melveyr wrote: I guess I don't even really see my 30 year Treasury bonds as an "investment." I see them as an amazing hedge with respect to equities that happens to have a small expected return.
They certainly take some of the fear out of buying stocks when the market is down for me.
by 6 Iron
Thu Mar 07, 2013 2:36 pm
Forum: Permanent Portfolio Discussion
Topic: Challenge Buffet
Replies: 16
Views: 7299

Re: Challenge Buffet

Pointedstick wrote:
dualstow wrote: I have to add, Mr van Nes, your name produces an amazing amount of anagrams.
Do you know how many English words can be made from rearranging the letters in "GERARDVANNESS"?
Dozens upon dozens, including the word ARRANGED!
"Darn Avengers!"
Ooh, I want to play: "Danger Ravens"
by 6 Iron
Mon Mar 04, 2013 10:31 pm
Forum: Other Discussions
Topic: What Car Do You Drive?
Replies: 48
Views: 18726

Re: What Car Do You Drive?

2009 VW Jetta TDI Sportwagen, manual. A pleasure to drive.
by 6 Iron
Wed Feb 20, 2013 9:40 pm
Forum: Permanent Portfolio Discussion
Topic: Which Is The Most Over-Valued Component?
Replies: 26
Views: 10638

Re: Which Is The Most Over-Valued Component?

I agree that stocks are the most over-valued, but I would say gold is probably the most undervalued. But not enough to bet on it outside of the permanent portfolio. I run sub 5 percent variable portfolio, and after the beating that the gold miners have taken, I am thinking about finally getting in.
by 6 Iron
Wed Feb 20, 2013 9:11 pm
Forum: Bonds
Topic: First time bond buyer - VGuard - Did I do ok?
Replies: 18
Views: 7361

Re: First time bond buyer - VGuard - Did I do ok?

Pointedstick wrote:
dualstow wrote: Looks good, PFG.
I usually use my desktop, but now I'm tempted to learn how to take a screenshot on an ipod touch.
Hit the home and lock buttons at the same time. It saves the screenshot to your camera roll.
Thanks, Pointedstick. Works on iPad as well.