Search found 339 matches

by 6 Iron
Thu Apr 25, 2013 3:47 pm
Forum: Gold
Topic: The Rout Continues
Replies: 82
Views: 22616

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: 2842

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: 1559

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: 28
Views: 7958

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: 28
Views: 7958

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: 8209

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: 67
Views: 14149

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: 67
Views: 14149

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: 17
Views: 3498

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: 17
Views: 3498

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: 50
Views: 9608

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: 5030

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.