Search found 230 matches

by Ugly_Bird
Tue Aug 11, 2020 10:26 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3688
Views: 1655717

Re: The GOLD scream room

buddtholomew wrote:
Tue Aug 11, 2020 8:13 am
Yikes!
Guess I’ll be adding back to Gold today.
Bought back at IAU 18.61
Still timing the market? :-)
by Ugly_Bird
Tue May 19, 2020 8:37 pm
Forum: Permanent Portfolio Discussion
Topic: Is your pp passing the coronavirus test?
Replies: 34
Views: 14616

Re: Is your pp passing the coronavirus test?

Smith1776 wrote:
Mon May 18, 2020 8:11 pm
I must say though, reading this comment about not having enough brains while also looking at your avatar is hilarious!
;)
by Ugly_Bird
Mon May 18, 2020 10:50 am
Forum: Permanent Portfolio Discussion
Topic: Is your pp passing the coronavirus test?
Replies: 34
Views: 14616

Re: Is your pp passing the coronavirus test?

Smith1776 wrote:
Sun May 17, 2020 2:50 pm
I think it takes a different kind of intellect to fully adopt and deploy it.
For me it was no intellect at all as I didn't have enough brain to figure something else. So, I was one of very few who listen to friends's advise about PP.
I'm totally thankful to him :-)
by Ugly_Bird
Thu Apr 02, 2020 10:56 am
Forum: Permanent Portfolio Discussion
Topic: Question on adding new money
Replies: 13
Views: 5666

Re: Question on adding new money

InsuranceGuy wrote:
Thu Apr 02, 2020 1:08 am
Down 10% one day so you buy, next day up 10% sell, etc.
How would you know that on the next day it will not go down another XX% ?
by Ugly_Bird
Wed Apr 01, 2020 9:27 am
Forum: Permanent Portfolio Discussion
Topic: Question on adding new money
Replies: 13
Views: 5666

Re: Question on adding new money

jalanlong wrote:
Wed Apr 01, 2020 9:00 am
In that case am I better placing my weekly funds all in stocks to buy low (assuming this is low)
We should not assume anything. It is market timing.
by Ugly_Bird
Tue Mar 24, 2020 3:21 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3688
Views: 1655717

Re: The GOLD scream room

I Shrugged wrote:
Tue Mar 24, 2020 3:11 pm
I can’t foresee any good reason to sell gold in the PP. Say it goes up to 40% of your PP. You really want to rebalance out? I don’t think I could.
This is what the book says. Actually up to 35%. :-)
by Ugly_Bird
Mon Mar 23, 2020 2:11 pm
Forum: Permanent Portfolio Discussion
Topic: Who's had to rebalance?
Replies: 18
Views: 7760

Re: Who's had to rebalance?

Matthew19 wrote:
Mon Mar 23, 2020 1:40 pm
I'm getting close on the stock side. about 17% right now. Anyone hit a band yet?
Not yet, but probably close to 17%, will know tonight
15/35 4x25 HBPP
by Ugly_Bird
Fri Mar 20, 2020 3:45 pm
Forum: Stocks
Topic: Stock scream room
Replies: 1438
Views: 644945

Re: Stock scream room

sophie wrote:
Fri Mar 20, 2020 3:39 pm
I don't get part 2 though...you might be right of course, but how do you know?
More fear, more states to lock down. Possible....
by Ugly_Bird
Fri Mar 20, 2020 9:27 am
Forum: Stocks
Topic: Stock scream room
Replies: 1438
Views: 644945

Re: Stock scream room

dualstow wrote:
Fri Mar 20, 2020 8:38 am
I like your attitude, Bird. :D Just for posterity, what is a field that fascinates you?
I'm a Materials Chemist, loving science and... windsurfing! :-)
by Ugly_Bird
Fri Mar 20, 2020 8:35 am
Forum: Stocks
Topic: Stock scream room
Replies: 1438
Views: 644945

Re: Stock scream room

if someone like Ugly Bird hasn't hit their bands yet then by all means carry on. Thanks! :-) I think the reason I didn't hit the bands (15/35 4x25 HBPP) and actually quite far from those (Stocks are lurking at around 20%) because I do not rebalance annually and do not even remember when I did last ...
by Ugly_Bird
Thu Mar 19, 2020 7:52 pm
Forum: Stocks
Topic: Stock scream room
Replies: 1438
Views: 644945

Re: Stock scream room

For anyone that has been on the fence about rebalancing, tomorrow is probably a good day to do so. It is monthly options expiration. This selloff started the very first day after Feb options expiration for a reason. Dealers were positive gamma before then, and that pinned the indexes up. This month...
by Ugly_Bird
Wed Mar 18, 2020 8:00 pm
Forum: Permanent Portfolio Discussion
Topic: Are you "staying the course"?
Replies: 38
Views: 13457

Re: Are you "staying the course"?

Do you all plan on staying the course? Yes, I do. I just do not understand finances well and PP is the only thing I can do more or less comfortably I did not rebalance for long time (was within 15/35 bands) At this point my 4x25 HBPP looks like. Stocks 21.1% LTT 24.3% Cash 29.8% Gold 24.8%
by Ugly_Bird
Mon Mar 16, 2020 10:24 pm
Forum: Stocks
Topic: Stock scream room
Replies: 1438
Views: 644945

Re: Stock scream room

Still holding off on rebalancing. I decided I wanted to see my rebalance indicator be "yes" two days in a row, because it's going to take a bit of time for me to gather all the data from the various accounts and determine how best to rebalance. I don't imagine for a minute that I'll be able to gues...
by Ugly_Bird
Mon Mar 16, 2020 6:12 pm
Forum: Stocks
Topic: Stock scream room
Replies: 1438
Views: 644945

Re: Stock scream room

vnatale wrote:
Mon Mar 16, 2020 3:07 pm
"The market will be VERY strong once we get rid of the virus"
Yep, sounds right.
The market became VERY strong after 2008 too...
It just took a little while :-)
by Ugly_Bird
Fri Mar 13, 2020 2:58 pm
Forum: Stocks
Topic: Stock scream room
Replies: 1438
Views: 644945

Re: Stock scream room

sophie wrote:
Fri Mar 13, 2020 10:13 am
yet, failing to rebalance may be a missed opportunity


But otherwise would be the market timing?
We are not supposed to. ;)
by Ugly_Bird
Thu Mar 12, 2020 11:45 am
Forum: Permanent Portfolio Discussion
Topic: What would it take to cause you to lose faith in the PP?
Replies: 50
Views: 17860

Re: What would it take to cause you to lose faith in the PP?

Lonestar wrote:
Thu Mar 12, 2020 11:13 am
I don't use the classic PP allocation but use a modified version. For those that were at or close to 25-25-25-25 at the first of the year, what are the YTD returns as of today? Just curious.
Was +2% YTD this morning. Probably will go to negative before tomorrow.
by Ugly_Bird
Tue Mar 10, 2020 9:02 am
Forum: Permanent Portfolio Discussion
Topic: Stay cool...
Replies: 39
Views: 18665

Re: Stay cool...

Yes, thank you Craig for your insights - as always! This forum is a key piece of support for people interested in the PP or its variants, and it's important to keep it going. At least to me! I'm sure a lot of people will jump on the PP bandwagon, like lawyers chasing ambulances, but of course it's ...
by Ugly_Bird
Fri Feb 28, 2020 12:44 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3688
Views: 1655717

Re: The GOLD scream room

Cortopassi wrote:
Fri Feb 28, 2020 8:20 am
I was wondering what your thoughts are over the past 2-3 days where gold has languished.
Is is possible that gold is loosing because the investors want to free up cash to buy stocks, which can stop plummeting any moment if the fear goes away?
by Ugly_Bird
Wed Jan 01, 2020 4:01 pm
Forum: Permanent Portfolio Discussion
Topic: 2019 Permanent Portfolio Results
Replies: 18
Views: 8731

Re: 2019 Permanent Portfolio Results

16.2%
classic HBPP 4x25
by Ugly_Bird
Sat Dec 28, 2019 1:47 pm
Forum: Gold
Topic: Gold's Time To Shine?
Replies: 34
Views: 25198

Re: Gold's Time To Shine?

Libertarian666 wrote:
Sat Dec 28, 2019 10:10 am
You mean Canada hasn't already been taken over by the Kremlin?
Then why is your government so communistic?
Does it imply that Kremlin is communistic? LOL. Someone seems got stuck 30+ years behind....
by Ugly_Bird
Wed Dec 25, 2019 10:19 am
Forum: Gold
Topic: Gold's Time To Shine?
Replies: 34
Views: 25198

Re: Gold's Time To Shine?

Don wrote:
Tue Dec 24, 2019 9:17 pm
I cannot lie. I created this thread because I liked my subject line. That being said, gold seems to be ready for a breakout. It's even been outperforming equities the past few days. Is this gold's time to shine?
Are they printing $500 bil recently? Then, subj could be a possibility.
by Ugly_Bird
Mon Dec 16, 2019 8:57 pm
Forum: Permanent Portfolio Discussion
Topic: 600 Members Coming Up
Replies: 63
Views: 35112

Re: 600 Members Coming Up

Smith1776 wrote:
Thu Dec 12, 2019 2:09 am
This forum is for unusual thinkers. People who approach investing and life in a different way from the norm. I'm perfectly fine with a small cadre of friends here.
I fail every single time when I tell people about PP.
by Ugly_Bird
Mon Dec 16, 2019 7:51 pm
Forum: Permanent Portfolio Discussion
Topic: HSA
Replies: 11
Views: 4094

Re: HSA

Even if you have a lot of medical expenses, my understanding is that if you have a big enough cash cushion in your taxable accounts, you can potentially come out ahead by using taxable cash to pay all of your medical bills and letting your HSA grow tax-free for as long as possible (then eventually ...
by Ugly_Bird
Mon Dec 16, 2019 2:08 pm
Forum: Permanent Portfolio Discussion
Topic: HSA
Replies: 11
Views: 4094

Re: HSA

Do any of you who aren't yet retired use your HSA to pay current medical expenses? Or do you use taxable accounts for current medical expenses and just use your HSA as a long-term savings vehicle to eventually be used in retirement? I've had HSAs for several years now and have always used them for ...
by Ugly_Bird
Mon Dec 16, 2019 8:09 am
Forum: Permanent Portfolio Discussion
Topic: HSA
Replies: 11
Views: 4094

Re: HSA

Once you have an HSA, you can keep track of all out of pocket medical costs that could have been paid for thru the HSA, but pay the bills with other money. The money can then be withdrawn in retirement in excess of current medical expenses up to the amount previously incurred but not used, i.e., yo...