Search found 339 matches
- 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...
- 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...
- 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 ...
- 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...
- 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.
- 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?
- 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.
- 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.
- 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...
- 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...
- Sat Jun 08, 2013 11:19 am
- Forum: Other Discussions
- Topic: Ridiculous Euphemisms
- Replies: 27
- Views: 16854
Re: Ridiculous Euphemisms
In a similar vein, I hate to see "dialogue" used as a verb or infinitive.dualstow wrote:yes! I hate that one.Tortoise wrote:
"To engage with the customer": To talk with the customer (I guess talking with the customer often resembles battle)
- 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 ...
- 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...
- 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...
- 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?
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...
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.
- 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...
- 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...
- 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...
- Thu Mar 07, 2013 2:39 pm
- Forum: Permanent Portfolio Discussion
- Topic: Challenge Buffet
- Replies: 16
- Views: 7299
Re: Challenge Buffet
They certainly take some of the fear out of buying stocks when the market is down for me.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.
- Thu Mar 07, 2013 2:36 pm
- Forum: Permanent Portfolio Discussion
- Topic: Challenge Buffet
- Replies: 16
- Views: 7299
Re: Challenge Buffet
Ooh, I want to play: "Danger Ravens"Pointedstick wrote:"Darn Avengers!"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!
- 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.
- 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.
- 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?
Thanks, Pointedstick. Works on iPad as well.Pointedstick wrote:Hit the home and lock buttons at the same time. It saves the screenshot to your camera roll.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.