RE: Bitcoin... If anyone is selling equities to run to Bitcoin as a safe haven, I think they are making a gross error that will prove disastrous. I agree with this. On a related topic, I would like to put in an application for a new portfolio. I see GB, Coffeehouse, Swensen all have their own. And ...

It's exactly times like this when I most appreciate the PP firewalls. Bonds, gold, and cash don't even need to make money for the PP to be a success when stocks are falling like a rock. Diversification FTW. You said it, brother! It's easy to discount the role bonds and gold are playing right now si...

Shiv? I guess I was doing that, too, although not really consciously or aloud. Funny! How could one expect any less from a financial instrument pronounced* like something you use to stab people in the back. * by me, at any rate. Ahh, thank you. I couldn't figure out what he meant. I've always prono...

I'm sure those international stock funds do nothing but go up forever, and never go down. Emerging markets, man... that stuff NEVER goes down... *roll eyes* All I did was support the claim that my 70/30 BH allocation is ahead of my PP YTD even after a 700 and 1200 point decline. I wasn't aiming any...

stuper1 wrote:I'm sure those international stock funds do nothing but go up forever, and never go down.

Emerging markets, man... that stuff NEVER goes down... *roll eyes*

Wow about XIV... I considered a XIV trading strategy many many years ago, but decided that the meltdowns were just too severe... yikes!

Can someone explain to me why we'd ever want dividends? It devalues the share price by the same amount and we're taxed on it. It's like we're selling some shares at a profit (even if the value has decreased) and being taxed. Am I missing something here? I'm not opposed to owning solid companies that...

Since I didn't panic sell at the open, the market decided to collapse. Sorry, everyone... Lol!

When do you need the money? About 2/3rds is locked away in a Roth, so that's going to be there for awhile. I may not touch that at all. The rest is in a margin account that I've been using to save up for a house. I've been looking for 2 years and don't like the housing market at all right now, so w...

ochotona wrote:Eufo if you hold the PP, don't sell stocks. Your allocation is already low. 25% is a hunker down allocation for most people.

I'm actually a modified GB allocation. 40% stocks. I still probably shouldn't sell...but I sure feel like selling.

Friday was really really bad. I need more "really"s in there, but you get the point.

I have half an urge to sell everything and go straight cash for a bit... bah. I hate feelings like that, because I can't be the only one thinking that, right?

MangoMan wrote:What is the conclusion of those 2 charts? That although the yield is about to break out to the upside, relative to stocks they are still a good buy?

I'm wondering the same thing.

I feel a great temptation to tweak my holdings, which almost always means... I shouldn't. Lol.

Friday was a great example of why we hold cash. It's not much comfort when the portfolio is shrinking, but it's important to consider that it would have been worse had we been more exposed. In fact, it's likely it may continue on Monday. Seeing both equities and bonds fall has been expected for awhi...

I can't find a good reason to buy anything right now, but if that allocation drops enough... I'll pick more up.

The technicals don't look good for TLT, but who knows? I'm definitely going to be buying some soon if this continues.

I don’ understand that graph. VTI had a share price of about 50 in March-April of 2010. Now it’s at 144. ??? What is the graph measuring? I believe it's the price per share of VWO divided by the price per share of VTI to achieve a graph showing relative performance. As the number decreases, VTI is ...

dualstow wrote:New toys data at Tyler's Portfolio Charts.

https://portfoliocharts.com/2018/01/30/ ... olio-data/

I admit, it puts a smile on my face to see that new date listed in the corner!

I don't think we're done with this melt up. I haven't had any muggles asking me about stocks at all. We have plenty of room for increases.

I'm at 40.2% in stocks currently.

Cash is going up! It never feels good, though.

Definitely bids and asks going on at this moment... very interesting. Thanks for the news. Is it weird I get most of my news from this forum? Lol!

US stocks up 1% today. My EM ETF up 1.5% in one day. This is nuts. It's got to snap back like a rubber band stretched too far. Trees do not grow into outer space. https://en.wikipedia.org/wiki/Yggdrasil I love it! Ha! This run up is amazing. Obviously it has to end at some point, but you gotta love...

Seems solid... I would always secretly question if they were doing it right and do the research anyway.

Yeah...

$1,522 vs. $1,385 (on APMEX.com) for a 1 oz bar in TEP package... so $137 difference. Some of that might be to cover potential credit card fees? Plus Walmart needs a slice...

I did not pull the trigger in 2017 to re-balance. Now, in 2018, my stocks are not over 35% anymore. So should I wait until it hits 35% again before re-balancing? I know HB said to only check the account around once a year so if I had not been checking it, I would not have known it had temporarily m...

I dig it. I have a very similar portfolio. Thank you for sharing.