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by Smith1776
Sun May 25, 2025 1:53 pm
Forum: Permanent Portfolio Discussion
Topic: 📊 Current Portfolio Allocation – Almost a Permanent Portfolio (EU-PP-HB ) 💼
Replies: 6
Views: 4869

Re: 📊 Current Portfolio Allocation – Almost a Permanent Portfolio (EU-PP-HB ) 💼

Grinch wrote: Sun May 25, 2025 4:54 am
Smith1776 wrote: Sat May 24, 2025 3:44 pm - 30% bonds
What Kind of Bonds do you aim?
I opted to keep it simple: global aggregate bond.
by Smith1776
Sat May 24, 2025 3:51 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2983
Views: 2105244

Re: Daily "Check In" Thread For Us

I'm starting to get used to the 14" display of the Pro versus the 15" display of the Air I had previously. The superior performance is definitely a boon, while the smaller footprint actually makes this guy more portable in certain respects than the Air.
by Smith1776
Sat May 24, 2025 3:50 pm
Forum: Stocks
Topic: The rise of China - global stocks in the PP
Replies: 15
Views: 35235

Re: The rise of China - global stocks in the PP

No doubt that China is a rising power in the world, and may very well overtake the US as the top dog. One important thing to note of course is that geopolitical and economic dominance doesn't necessarily translate to superior investment returns. It may even translate to subpar performance. Even the ...
by Smith1776
Sat May 24, 2025 3:44 pm
Forum: Permanent Portfolio Discussion
Topic: 📊 Current Portfolio Allocation – Almost a Permanent Portfolio (EU-PP-HB ) 💼
Replies: 6
Views: 4869

Re: 📊 Current Portfolio Allocation – Almost a Permanent Portfolio (EU-PP-HB ) 💼

Hey Frugal. It's a very interesting coincidence that I have toyed with a similar idea in the past. I think it's a very sensible allocation. I like to think of it as putting 1/3rd of your risk capital into each of the main asset classes: stocks, bonds, monetary alternatives. And then rounding out the...
by Smith1776
Thu May 22, 2025 9:28 am
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2983
Views: 2105244

Re: Daily "Check In" Thread For Us

dualstow wrote: Thu May 22, 2025 5:42 am That’s a lotta Trump books.
They're serving their best possible purpose as a monitor stand. 8)
by Smith1776
Wed May 21, 2025 8:07 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2983
Views: 2105244

Re: Daily "Check In" Thread For Us

I don't think I have enough monitors, guys.
M4 Max setup.jpg
M4 Max setup.jpg (360.25 KiB) Viewed 11265 times
by Smith1776
Sat May 17, 2025 9:45 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2983
Views: 2105244

Re: Daily "Check In" Thread For Us

Just got a new 14" MacBook Pro today! M4 Max, 36GB RAM, 1TB SSD. Damn sweet machine. Smithers, I'd appreciate your views on the similarities and differences with older MacBook Pro models. I'm still using a mid-2018 MBP - 2.6GHz 6-Core Intel Core i7 with 32 GB 2400 MHz DDR4 and a 2 TB SSD. Seem...
by Smith1776
Sat May 17, 2025 9:32 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2983
Views: 2105244

Re: Daily "Check In" Thread For Us

Just got a new 14" MacBook Pro today! M4 Max, 36GB RAM, 1TB SSD. Damn sweet machine. Did I disclose I bought a refurbished? Under $1,000. M3, 16GB RAM, 256GB SSD, 15". The last spec is most important to me since I'm used to many 27" monitors on this desktop. A great machine!
by Smith1776
Sat May 17, 2025 9:31 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2983
Views: 2105244

Re: Daily "Check In" Thread For Us

dualstow wrote: Fri May 16, 2025 6:05 am Nice! Wow, they’re up to M4 already? I am out of the loop.
Yeah, and the M4 platform is from 2024, so the M5 is due out later this year!
by Smith1776
Thu May 15, 2025 11:41 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2983
Views: 2105244

Re: Daily "Check In" Thread For Us

Just got a new 14" MacBook Pro today!

M4 Max, 36GB RAM, 1TB SSD.

Damn sweet machine.
by Smith1776
Thu May 15, 2025 9:54 am
Forum: Other Discussions
Topic: Forum availability
Replies: 15
Views: 4051

Re: Forum availability

Okay, I've determined that we've been under a distributed "Slow Loris" attack. Having deployed specific countermeasures to that, I should no longer need to be playing whack-a-mole with IP addresses. No idea why anybody would want to shut down this forum, though. My money is on a salty bog...
by Smith1776
Mon May 12, 2025 10:37 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2983
Views: 2105244

Re: Daily "Check In" Thread For Us

dualstow wrote: Mon May 12, 2025 3:11 pmIMG_9774.jpeg
Has this been fact checked?

I'm skeptical that Palpatine would do something like that out of the goodness of his heart. I expect it's quid pro quo behind closed doors.
by Smith1776
Thu May 08, 2025 9:04 am
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2983
Views: 2105244

Re: Daily "Check In" Thread For Us

Black smoke again today. Will Ewan McGregor be the next Pope?
by Smith1776
Wed Apr 23, 2025 6:44 pm
Forum: Permanent Portfolio Discussion
Topic: Not yet coming here? [to the Forum]
Replies: 28
Views: 14671

Re: Not yet coming here? [to the Forum]

I personally find LTTs perfectly fine to hold when their losses are buried within the NAV of a total bond market fund. What was the phrase someone on this forum used? I think it was "comfortable opaqueness". Either way, I also think long TIPS still have their place as part of a liability m...
by Smith1776
Wed Apr 23, 2025 6:42 pm
Forum: Permanent Portfolio Discussion
Topic: Not yet coming here? [to the Forum]
Replies: 28
Views: 14671

Re: Not yet coming here? [to the Forum]

I hate looking at TLT in my Roth IRA, but I don’t mind looking at my LTT’s that I hold directly. It’s funny that a thread that’s supposed to be about people not coming to the forum, ostensibly because there aren’t enough conversations about the pp itself, has become a thread about the pp itself. PP...
by Smith1776
Mon Apr 21, 2025 11:04 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3953
Views: 2628767

Re: The GOLD scream room

Holy moly. That's all I have to say.
by Smith1776
Fri Apr 18, 2025 9:51 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2983
Views: 2105244

Re: Daily "Check In" Thread For Us

Found at my local bullion dealer. Coolest piece of precious metals I’ve ever seen.

image0.jpeg
image0.jpeg (150.48 KiB) Viewed 14666 times

“Den of Thieves. Not Federal. No Reserves.”
by Smith1776
Mon Apr 14, 2025 5:59 pm
Forum: Permanent Portfolio Discussion
Topic: Superb new post on Portfolio Charts
Replies: 3
Views: 2671

Re: Superb new post on Portfolio Charts

Incredible work as usual, Tyler! You are truly a gem in the community!
by Smith1776
Mon Apr 07, 2025 5:53 pm
Forum: Permanent Portfolio Discussion
Topic: Not yet coming here? [to the Forum]
Replies: 28
Views: 14671

Re: Not yet coming here? [to the Forum]

"...it's like a rudder on a ship!"

- Craig Rowland

O0
by Smith1776
Sun Apr 06, 2025 12:47 pm
Forum: Permanent Portfolio Discussion
Topic: Good time to own a bunker
Replies: 8
Views: 3186

Re: Good time to own a bunker

And here I thought this post was about a literal bunker haha.
by Smith1776
Fri Apr 04, 2025 1:36 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 449
Views: 450081

Re: BTC in the PP

Yeah I noticed that too.
by Smith1776
Fri Apr 04, 2025 1:35 pm
Forum: Permanent Portfolio Discussion
Topic: Bridgewater All Weather ETF
Replies: 42
Views: 22988

Re: Bridgewater All Weather ETF

mathjak107 wrote: Fri Apr 04, 2025 12:57 pm all weather down 4.2% today so not exactly all weather either. ha ha
I wonder which components of the portfolio are responsible for the decline and in what proportion.
by Smith1776
Fri Apr 04, 2025 9:13 am
Forum: Permanent Portfolio Discussion
Topic: Bridgewater All Weather ETF
Replies: 42
Views: 22988

Re: Bridgewater All Weather ETF

Even All Weather is getting hammered today. Though not as much as the equity markets of course.
by Smith1776
Thu Apr 03, 2025 2:48 pm
Forum: Permanent Portfolio Discussion
Topic: A Fund For Uncertain Times
Replies: 4
Views: 1235

Re: A Fund For Uncertain Times

ALLW fo' life.

O0
by Smith1776
Thu Apr 03, 2025 11:21 am
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2983
Views: 2105244

Re: Daily "Check In" Thread For Us

How/why are there like 700 guest users suddenly? :o