Search found 1349 matches
- Sat Dec 31, 2022 3:04 am
- Forum: Permanent Portfolio Discussion
- Topic: 2022 Returns
- Replies: 44
- Views: 21977
Re: 2022 Returns
Aussie Goldsmith portfolio.
- Fri Dec 30, 2022 1:49 pm
- Forum: Other Discussions
- Topic: Has Anyone Here Bought a Real Estate Contract?
- Replies: 6
- Views: 684
Re: Has Anyone Here Bought a Real Estate Contract?
With both stocks and bonds in the toilet, with inflation destroying the value of cash, and with interest rates soaring, the idea of becoming a lender is making more and more sense to me. The idea would be to buy a contract from an existing secured lender at a discount, one that provides for the rem...
- Wed Dec 28, 2022 1:37 am
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1159
- Views: 826149
Re: Putin Invades Ukraine II
You dont wake up one day and there's a crematorium next door. It takes years of otherizing people and normalizing the quarantine of healthy people and medical treatments at gunpoint. You stand against this now. Coincidentally.... https://www.zerohedge.com/political/aussie-cops-ask-neighbors-rat-out...
- Wed Dec 28, 2022 1:13 am
- Forum: Other Discussions
- Topic: YouTube Junkie
- Replies: 1230
- Views: 588694
- Fri Dec 23, 2022 1:06 pm
- Forum: Bonds
- Topic: Would you buy an even longer bond?
- Replies: 13
- Views: 5191
Re: Would you buy an even longer bond?
Total bond is like 2/3 Treasurys so it could be a substitute except for duration. Its roughly intermediate. The PP is a risk parity portfolio. I don't think it works if you don't get the volatility that LTT's provide in my opinion. +1. The Early Retirement Extreme site covers this issue. <snip> In ...
- Fri Dec 23, 2022 12:36 pm
- Forum: Permanent Portfolio Discussion
- Topic: Huh, 1/N Asset Allocation is Quite Robust
- Replies: 12
- Views: 3408
Re: Huh, 1/N Asset Allocation is Quite Robust
Interesting to compare a Larry twist - shift bond risk over to the stock (and gold) side, holding more volatile stocks such as Small Cap Value, compared to the PP PV On a Monte Carlo measure ... PV MC Looks safer/better than the PP's PV MC ... worse cases were less bad, average/best cases were bett...
- Wed Dec 21, 2022 1:05 pm
- Forum: Cash
- Topic: Bank Bonuses
- Replies: 36
- Views: 10845
Re: Bank Bonuses
Bitcoin is speculation, pure and simple. If you want to put it in the VP with money you can afford to lose, go right ahead. <snip> Besides, Superman endorsed savings bonds as part of Truth, Justice, and the American Way. (See the fun episode on youtube) Cryptocurrencies are looking more speculative...
- Wed Dec 21, 2022 11:06 am
- Forum: Other Discussions
- Topic: Died Suddenly
- Replies: 85
- Views: 6360
Re: Died Suddenly
I put "documentary" in quotes because it blurs like line between documentary and docu-drama. I'll see if I can dig up a link somewhere, I'm sure it's all over Twitter. But not on the basketball threads, which is why he couldn't find it.... Here you go. https://www.bitchute.com/video/4LIve6zFAa4x/ D...
- Sun Dec 18, 2022 1:49 pm
- Forum: Variable Portfolio Discussion
- Topic: 4.3% SWR for 30 years
- Replies: 22
- Views: 3430
Re: 4.3% SWR for 30 years
A good, perhaps better choice than the PP is to dump the bonds, just hold 50/50 stock/gold. Viewed from a betting odds perspective and the odds historically were good, create a Callan table of yearly total real gain/loss for each of stock and gold, years best at the top of each year, worst at the b...
- Mon Dec 05, 2022 6:19 pm
- Forum: Other Discussions
- Topic: Cause of aircraft crash?
- Replies: 4
- Views: 815
Re: Cause of aircraft crash?
NTSB preliminary report
https://www.youtube.com/watch?v=IRVqg-pCb6o
https://www.youtube.com/watch?v=IRVqg-pCb6o
- Mon Dec 05, 2022 5:16 pm
- Forum: Other Discussions
- Topic: Casino-Chip Society
- Replies: 9
- Views: 1172
Re: Casino-Chip Society
Fundamentally money is a human representation of "value" based on "faith" in whatever "made" the money. Personally, I think derivatives terminology is more helpful. Level 0: A real thing (backed by nothing because it exists and is an entity...a cow, land, a hamburger, a car, etc.) Level 1: The USD ...
- Sun Dec 04, 2022 8:40 am
- Forum: Variable Portfolio Discussion
- Topic: Best passive real estate investments?
- Replies: 4
- Views: 1664
Re: Best passive real estate investments?
I'm looking to do passive investment in real estate that involves lower-end residential housing/apartment buildings. I'm looking for "lower-end" because it's supposedly more recession-proof than higher-end housing. Are you sure its more recession proof. I cannot comment on lower end US housing but ...
- Sat Dec 03, 2022 4:43 am
- Forum: Politics
- Topic: Parody political advertisement
- Replies: 1
- Views: 486
- Wed Nov 30, 2022 2:26 am
- Forum: Other Discussions
- Topic: YouTube Junkie
- Replies: 1230
- Views: 588694
- Thu Nov 24, 2022 2:32 am
- Forum: Other Discussions
- Topic: YouTube Junkie
- Replies: 1230
- Views: 588694
Re: YouTube Junkie
Something Smithy could try with his dog
https://www.youtube.com/watch?v=6VX1V_96wyk
https://www.youtube.com/watch?v=6VX1V_96wyk
- Wed Nov 23, 2022 3:55 am
- Forum: Bonds
- Topic: Bond tutorial
- Replies: 1
- Views: 1164
- Sun Nov 13, 2022 3:39 am
- Forum: Other Discussions
- Topic: Cause of aircraft crash?
- Replies: 4
- Views: 815
Cause of aircraft crash?
https://cms.zerohedge.com/s3/files/inli ... k=RKVJZ_LT
Any further details as to the cause? Pilot error?
https://www.zerohedge.com/markets/shock ... as-airshow
Any further details as to the cause? Pilot error?
https://www.zerohedge.com/markets/shock ... as-airshow
- Sun Nov 13, 2022 1:20 am
- Forum: Bonds
- Topic: Bond barbell vs. other options
- Replies: 12
- Views: 2651
Re: Bond barbell vs. other options
IMHO the principles that Browne offered that are not just sound but brilliant are those related to truly diversifying one's assets beyond stocks and bonds, not investing in things one doesn't understand, being conservative with money one can't afford to lose while also having play money and so on. ...
- Sat Nov 12, 2022 12:25 am
- Forum: Bonds
- Topic: Bond barbell vs. other options
- Replies: 12
- Views: 2651
Re: Bond barbell vs. other options
And 2022 has certainly shown - with a vengeance - that those who thought LTT's would zig when equities zagged didn't know their market history. Hi Kevin, Let me pose this question. Do you think the premise the PP was founded on is still valid? That is, LTT's do well in deflation/Gold in Inflation/C...
- Thu Nov 10, 2022 9:10 pm
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3688
- Views: 1655443
Re: The GOLD scream room
Gold has done well versus the "Pacific Peso"mathjak107 wrote: ↑Thu Nov 10, 2022 3:42 pm
Other countries where inflation has weakened their currency are seeing nice gold returns .
- Thu Nov 10, 2022 4:16 am
- Forum: Permanent Portfolio Discussion
- Topic: Optimisation - A waste of time?
- Replies: 3
- Views: 1403
- Thu Oct 27, 2022 10:38 pm
- Forum: Bonds
- Topic: Corporate Bonds
- Replies: 17
- Views: 2824
Re: Corporate Bonds
But...the barbell is what I am looking to get to. Have enough "safe" investments, social security, gold, US bonds, etc, to allow decently higher risk on the other end. Here's a starter I did a while back for Australia. Will be interested to see what you decide on. Not many choices down here, so I a...
- Thu Oct 27, 2022 6:55 pm
- Forum: Bonds
- Topic: Corporate Bonds
- Replies: 17
- Views: 2824
Re: Corporate Bonds
Would you all agree in terms of risk that corp bonds would fall in the middle here? High Risk to Lower Risk: --Individual common stock --Preferred stock --Stock ETFs/funds --Corp bonds --Muni bonds --CDs/Savings accounts --US Treasuries --Physical gold (not sure it is the lowest risk, just wanted t...
- Thu Oct 20, 2022 9:00 pm
- Forum: Permanent Portfolio Discussion
- Topic: All-weather portfolios - Further resources?
- Replies: 22
- Views: 3409
Re: All-weather portfolios - Further resources?
My question was simply this -- do the asset allocations of model portfolios adequately account for such a potential risk? Seems to me that those with a significant weighting to gold might, but that traditional stock/bond portfolios do not. FWIW Agree with you and Jack Jones. However your potential ...
- Thu Oct 20, 2022 12:34 pm
- Forum: Permanent Portfolio Discussion
- Topic: All-weather portfolios - Further resources?
- Replies: 22
- Views: 3409
Re: All-weather portfolios - Further resources?
I've done some reading in my time on passive model portfolios, but in all those books, I honestly don't recall the authors addressing the possibility of sovereign default, with the possible exception of HB. By and large, they seem to take US solvency and credit worthiness as a given, and I don't re...