Search found 2066 matches
- Tue Dec 13, 2022 2:33 pm
- Forum: Gold
- Topic: Another Gold ETF post
- Replies: 29
- Views: 10013
Re: Another Gold ETF post
The one thing that hangs me up on IAUM is the trading volume. According to etf.com, the median daily trading volume for IAUM is just $2.7mm. For reference, GLDM trades $48mm per day. Not that I have anywhere near that level of gold, but whenever a reasonable position by a small-time individual inves...
- Fri Dec 09, 2022 7:24 pm
- Forum: Gold
- Topic: Another Gold ETF post
- Replies: 29
- Views: 10013
Re: Another Gold ETF post
Nice research! I appreciate all the info.
- Sat Nov 12, 2022 11:31 pm
- Forum: Gold
- Topic: Another Gold ETF post
- Replies: 29
- Views: 10013
Re: Another Gold ETF post
What I like about SGOL is: 1) Its custodian isnt a chinese bank 2) Gold is split between london and switzerland giving some diversity 3) They publish an inventory of bars own, including serial numbers periodically 4) they publish vault inspection reports. GLDM has none of these. SGOL is a good fund...
- Mon Nov 07, 2022 10:57 am
- Forum: Other Discussions
- Topic: Finance Books for Free
- Replies: 17
- Views: 3353
- Sat Nov 05, 2022 8:57 am
- Forum: Permanent Portfolio Discussion
- Topic: Non-ESG ETFs
- Replies: 53
- Views: 37702
Re: Non-ESG ETFs
I don't know how they were able to pick out me, selling my Vanguard/Blackrock funds because of their proxy voting habits, among all the market turmoil but YOU'RE WELCOME EVERYONE. The hero we need. 8) I'm also thankful for this thread for pushing me over the edge to trade out of a few Blackrock fun...
- Fri Nov 04, 2022 10:12 am
- Forum: Permanent Portfolio Discussion
- Topic: Non-ESG ETFs
- Replies: 53
- Views: 37702
Re: Non-ESG ETFs
It looks like things are actually moving in the right direction on the voting rights front. Vanguard just announced a pilot program that allows retail investors to have proper voting power with their shares. https://www.etfstream.com/news/vanguard-to-pilot-voting-rights-for-retail-investors-in-chall...
- Wed Oct 26, 2022 1:02 pm
- Forum: Permanent Portfolio Discussion
- Topic: Non-ESG ETFs
- Replies: 53
- Views: 37702
Re: Non-ESG ETFs
The problem with BlackRock is not that they offer ESG funds for people who care about those things and want to support them with their own money. Just like paying more for organic produce that is fundamentally the same product, people can pay more for ESG funds if they like. To each his own. The dee...
- Fri Oct 21, 2022 3:34 pm
- Forum: Permanent Portfolio Discussion
- Topic: Non-ESG ETFs
- Replies: 53
- Views: 37702
Re: Non-ESG ETFs
Plenty of gold alternatives out there. Schwab has SGOL which I've used. TLT is the toughest one to replace, probably. GLDM (State Street) is currently the cheapest gold ETF option with a 0.10 ER. For LT treasuries, I really want to like SCHQ (Schwab) because of the very low 0.03 ER. The only thing ...
- Thu Oct 20, 2022 5:40 pm
- Forum: Permanent Portfolio Discussion
- Topic: Non-ESG ETFs
- Replies: 53
- Views: 37702
Re: Non-ESG ETFs
Are there altenative ETFs that are not into the ESG movement? I've also thought about this, but the trick is finding an alternative that isn't doing something similar. Look past the marketing materials and self-serving platitudes of a guy like Larry Fink, and when you get down to it providers are l...
- Tue Oct 04, 2022 11:49 am
- Forum: Bonds
- Topic: TBills as "the best horse at the glue factory?"
- Replies: 93
- Views: 11897
Re: TBills as "the best horse at the glue factory?"
Well I certainly appreciate you taking the time to politely engage with that often-brilliant but even-more-often-curmudgeonly crowd @ Bogleheads Tyler. Let me know if you ever don't want me to post links to Portfolio Charts articles over there; I fear driving more traffic to your site and turning s...
- Mon Oct 03, 2022 10:13 pm
- Forum: Bonds
- Topic: TBills as "the best horse at the glue factory?"
- Replies: 93
- Views: 11897
Re: TBills as "the best horse at the glue factory?"
For anyone who wants to go further down the rabbit hole with TIPS I posted Tyler's blog post on Bogleheads and there's a good bit of discussion there (with Tyler participating). I especially recommend the posts from vineviz, who may be the single most savvy bond expert (among many) on that forum: h...
- Tue Sep 27, 2022 3:06 pm
- Forum: Bonds
- Topic: TIPS vs. the PP Barbell or iBonds: No Contest
- Replies: 23
- Views: 4331
Re: TIPS vs. the PP Barbell or iBonds: No Contest
Tyler, where’s the best place to alert you to typos? I found one at Looking Deeper - Going back to the TIPS mechanics we discussed, if you hold a bond to maturity then you get the full original principal pack Crowdsourced editing FTW. Thanks! But what I didn't fully appreciate until reading your ne...
- Tue Sep 27, 2022 2:33 pm
- Forum: Bonds
- Topic: TIPS vs. the PP Barbell or iBonds: No Contest
- Replies: 23
- Views: 4331
Re: TIPS vs. the PP Barbell or iBonds: No Contest
My contention that there is asymmetric risk in the decision to allocate one's fixed income in nominal bonds, such as TBM, or inflation-linked bonds, such as TIPS. With individual TIPS held to maturity , their real return known with precision at the time of purchase. There is no risk to the future b...
- Fri Sep 23, 2022 2:14 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP YTD performance - was it the worst ever?
- Replies: 117
- Views: 33690
Re: PP YTD performance - was it the worst ever?
Really? I thought it was the real CAGR for someone who has held the PP for 9 years. I thought that is why there are a lot of negative years in the one and two column, but none when you go far out. Because if you hold the PP for a long time, historically, you always get in the 4-5% real CAGR range. ...
- Tue Sep 13, 2022 10:49 am
- Forum: Other Discussions
- Topic: The Meme Thread
- Replies: 279
- Views: 221046
Re: The Meme Thread
What's your favourite restaurant in the whole world? One of my favorite restaurants in the world was always the Burger King in the Hong Kong airport. It was nothing special on its own. But after spending multiple weeks in mainland China, the opportunity to have a generic American burger with import...
- Fri Sep 09, 2022 10:37 am
- Forum: Other Discussions
- Topic: Scarce and high priced energy in Europe
- Replies: 76
- Views: 8328
Re: Scarce and high priced energy in Europe
Enlightening. I've read several Harry Browne books and do not remember reading this. Maybe I read it but did not retain the concept. Was this in one of his books? If so, which one? Or is this something he said or wrote elsewhere? That's from "How I Found Freedom in an Unfree World". Highly recommen...
- Thu Jul 07, 2022 11:04 pm
- Forum: Stocks
- Topic: Unequal Sector Coverage in ETFs
- Replies: 16
- Views: 6201
Re: Unequal Sector Coverage in ETFs
FYI -- I published a new post today that reviewed portfolio returns in the first half of 2022, and it included a section on this topic. Halfway to Nowhere: 2022 Mid-Year Portfolio Rankings Be sure to take a look at the "stock sectors" chart in the article and think about what the resulting mix would...
- Sat Jul 02, 2022 1:17 pm
- Forum: Other Discussions
- Topic: Any ideas on how to remove unwanted secions of images from a PDF
- Replies: 5
- Views: 1126
- Sun May 29, 2022 10:09 am
- Forum: Permanent Portfolio Discussion
- Topic: Absolutely brutal - 5/5
- Replies: 291
- Views: 50425
Re: Absolutely brutal - 5/5
Posted elsewhere by Tyler: https://portfoliocharts.com/2022/05/27/proven-ways-to-protect-your-portfolio-from-inflation/#the-top4-inflation-fighting-portfolios So staying the course with a dependable portfolio is not so much about covering your eyes and ignoring current performance, but about having...
- Fri May 27, 2022 3:52 pm
- Forum: Permanent Portfolio Discussion
- Topic: What kind of inflation are we experiencing?
- Replies: 33
- Views: 5931
Re: What kind of inflation are we experiencing?
I thought you guys might enjoy this one:
Proven Ways to Protect Your Portfolio From Inflation
Spoiler alert -- Harry Browne knew what he was doing.
Proven Ways to Protect Your Portfolio From Inflation
Spoiler alert -- Harry Browne knew what he was doing.
- Mon May 23, 2022 9:19 pm
- Forum: Permanent Portfolio Discussion
- Topic: Backtesting the PP all the way to 1971?
- Replies: 13
- Views: 3197
Re: Backtesting the PP all the way to 1971?
Thanks for the info on this. I wasn't aware of the ability to start before 1970; from what it appeared on the website that was the earliest possible start date (the grey blocks on the Excel spreadsheet always were shown as starting at 1970 or later). I have PM'd you regarding a good potential sourc...
- Mon May 23, 2022 5:00 pm
- Forum: Permanent Portfolio Discussion
- Topic: Backtesting the PP all the way to 1971?
- Replies: 13
- Views: 3197
Re: Backtesting the PP all the way to 1971?
Thanks Xan! I'm always a bit self-conscious about pushing paid products on forums, as I dislike spam just as much as the next guy. But I really appreciate your support, and I hope you guys find the new stuff useful. Hi Tyler, I was wondering....is there any chance of any of the PortfolioCharts backt...
- Mon May 23, 2022 1:02 pm
- Forum: Permanent Portfolio Discussion
- Topic: Backtesting the PP all the way to 1971?
- Replies: 13
- Views: 3197
Re: Backtesting the PP all the way to 1971?
I admit this qualifies as a shameless plug (and I promise not to make a habit of it), but another option is to try one of my new standalone backtesting tools . You'll have to supply your own source data, but the individual PP asset histories aren't too hard to dig up and you also have control over t...
- Mon May 23, 2022 9:59 am
- Forum: Other Discussions
- Topic: Paging Tyler!
- Replies: 24
- Views: 6508
Re: Paging Tyler!
Yeah, unfortunately the odds are not in our favor.
- Fri May 20, 2022 11:55 am
- Forum: Permanent Portfolio Discussion
- Topic: Backtesting the PP all the way to 1971?
- Replies: 13
- Views: 3197
Re: Backtesting the PP all the way to 1971?
Hmm... It's interesting that PV doesn't have more LTT data than that. It's a terrific tool, but the way it automatically changes the start year is always kinda frustrating. You can rarely actually compare anything apples-to-apples. For the record, I set the gold return for 1970 on PC to 0% since the...