Search found 1111 matches
- Fri Aug 26, 2016 9:50 am
- Forum: Variable Portfolio Discussion
- Topic: 20% annual returns over 40 years...interested?
- Replies: 571
- Views: 329571
Re: 20% annual returns over 40 years...interested?
I understand futures in general but have no experience with them. I'd be interested in seeing a play by play for any paper trades you do to understand the mechanics involved
- Thu Aug 04, 2016 4:55 pm
- Forum: Permanent Portfolio Discussion
- Topic: MachineGhost's Research Resort
- Replies: 212
- Views: 94323
Re: MachineGhost's Research Resort
As my final post before the world-as-we-know-it ends, I thought it was fitting to announce that I was finally able to crack the rebalancing bands issue and backtest for the optimal thresholds to use. <drum roll> The optimal rebalancing bands are 12%-13% on a end of year basis. That means rebalancin...
- Sat Jul 23, 2016 12:26 am
- Forum: Variable Portfolio Discussion
- Topic: 20% annual returns over 40 years...interested?
- Replies: 571
- Views: 329571
Re: 20% annual returns over 40 years...interested?
That's amazing. There's still counterparty risk, of course, but I see why it's relatively insignificant
- Fri Jul 22, 2016 3:33 pm
- Forum: Variable Portfolio Discussion
- Topic: 20% annual returns over 40 years...interested?
- Replies: 571
- Views: 329571
Re: 20% annual returns over 40 years...interested?
How do futures contracts eliminate counterparty risk? What happens if there is a breach of contract?
- Tue Jul 19, 2016 11:31 pm
- Forum: Other Discussions
- Topic: Strongtowns.org Antifragile series
- Replies: 77
- Views: 33137
Re: Strongtowns.org Antifragile series
Not to mention their effective tax rate will be nowhere near 40%. Maybe marginal.
- Mon Jul 18, 2016 2:12 pm
- Forum: Permanent Portfolio Discussion
- Topic: Things about the PP that do not make sense to me
- Replies: 36
- Views: 19671
Re: Things about the PP that do not make sense to me
Others have proposed allocations based on duration or volatility, but I think they are still fairly close to the 4x25. I personally agree the PP is slightly skewed towards outperformance in bad times, but you have to remember that HB considered your salary to be the number one wealth generator. So i...
- Wed Jul 13, 2016 3:31 pm
- Forum: Permanent Portfolio Discussion
- Topic: Oh Come On
- Replies: 109
- Views: 43635
Re: Oh Come On
And so it unbegins
- Tue Jul 12, 2016 11:54 am
- Forum: Permanent Portfolio Discussion
- Topic: Oh Come On
- Replies: 109
- Views: 43635
Re: Oh Come On
and so it begins
- Sun Jul 10, 2016 3:01 pm
- Forum: Other Discussions
- Topic: Social Security Withheld vs Privatization
- Replies: 9
- Views: 4646
Re: Social Security Withheld vs Privatization
Machine ghost is for machine ghost
- Fri Jul 08, 2016 6:23 pm
- Forum: Gold
- Topic: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion
- Replies: 192
- Views: 97153
Re: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion
yes, its the same deal as GTU was
although I only have it in tax-deferred right now (but that saves me from having to file that stupid form I hate)
although I only have it in tax-deferred right now (but that saves me from having to file that stupid form I hate)
- Fri Jul 08, 2016 3:18 pm
- Forum: Permanent Portfolio Discussion
- Topic: Oh Come On
- Replies: 109
- Views: 43635
Re: Oh Come On
To those who were thinking of abandoning the PP during the dark times, I have some advice: believe in yourself
https://www.youtube.com/watch?v=F2ZShmt19uQ
https://www.youtube.com/watch?v=F2ZShmt19uQ
- Fri Jul 08, 2016 12:33 pm
- Forum: Permanent Portfolio Discussion
- Topic: Oh Come On
- Replies: 109
- Views: 43635
Re: Oh Come On
it's killing me
I must have PP Stockholm syndrome at this point
I must have PP Stockholm syndrome at this point
- Thu Jul 07, 2016 11:41 pm
- Forum: Other Discussions
- Topic: Dallas shooting
- Replies: 33
- Views: 10491
Re: Dallas shooting
If only open carry were legal in Dallas, citizens would have stopped this immediately.
- Thu Jul 07, 2016 3:10 pm
- Forum: Permanent Portfolio Discussion
- Topic: Oh Come On
- Replies: 109
- Views: 43635
Re: Oh Come On
I believe everyone should send me their gold for safekeepingKbg wrote:For the record...I believe people should do what is most suited to them as they see fit with their assets.
- Thu Jul 07, 2016 12:33 pm
- Forum: Permanent Portfolio Discussion
- Topic: Oh Come On
- Replies: 109
- Views: 43635
Re: Oh Come On
Someone' s probably done the work on the physical gold (in the average case) -- check insurance rates
- Thu Jul 07, 2016 12:00 pm
- Forum: Variable Portfolio Discussion
- Topic: 20% annual returns over 40 years...interested?
- Replies: 571
- Views: 329571
Re: 20% annual returns over 40 years...interested?
Yeah, I understand the value of cash. Right now I'm only doing this 2x PP as a small percentage of my portfolio anyways. But if I had 75% cash I would be tempted to overleverage
- Wed Jul 06, 2016 11:33 pm
- Forum: Variable Portfolio Discussion
- Topic: 20% annual returns over 40 years...interested?
- Replies: 571
- Views: 329571
Re: 20% annual returns over 40 years...interested?
since it's a 3x daily fund, does the intraday really matter (any more than a 1x fund)? I like the idea of a 1x PP with 3x ETFs, but I'm not sure I could sit on all that cash. Right now, I sit on 50% cash (so a 2x total exposure) and even with that I'm thinking "man, if only I had that 50% invested!"
- Wed Jul 06, 2016 12:33 pm
- Forum: Permanent Portfolio Discussion
- Topic: Why should PP continue going up?
- Replies: 89
- Views: 38088
Re: Why should PP continue going up?
me write good too
- Wed Jul 06, 2016 11:28 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3689
- Views: 1656401
Re: The GOLD scream room
Not to dampen the enthusiasm, but since I went all in with the PP about 7 years ago, the only sector that's still in the red is gold. I'm very happy that it's rising, of course, but it's still 2% below the break even point. Did you at least hit a rebalance? I've been accumilulatig the lagging asset...
- Wed Jul 06, 2016 11:11 am
- Forum: Gold
- Topic: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion
- Replies: 192
- Views: 97153
Re: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion
Earlier, I sold some phys and picked up CEF for tax loss harvesting. I've had it more than a month, but held on because it was performing fine and had a decent discount to NAV. Recently, the discount has closed by a few percent (still no premium). Should I just switch back? During brexit, it lagged ...
- Wed Jul 06, 2016 11:06 am
- Forum: Variable Portfolio Discussion
- Topic: 20% annual returns over 40 years...interested?
- Replies: 571
- Views: 329571
Re: 20% annual returns over 40 years...interested?
Man I hope I hit a rebalance band soon. It's getting up there, but all the volatile assets are up a similar amount since my last rebalance. Likely "cash" will hit the lower band if these trends continue
- Tue Jul 05, 2016 11:56 pm
- Forum: Other Discussions
- Topic: Racial Profiling and Mass Discrimination Now Legal
- Replies: 7
- Views: 3166
Re: Racial Profiling and Mass Discrimination Now Legal
"if you fail to pay bail or appear for court, a judge will issue a warrant to render you “arrestable on sight” in the future." Well, yeah. This is a bad thing? Over a traffic ticket or other minorly revenue generators? Of course, you think people should be able to skip their court dates because the...
- Tue Jul 05, 2016 2:24 pm
- Forum: Other Discussions
- Topic: Racial Profiling and Mass Discrimination Now Legal
- Replies: 7
- Views: 3166
Re: Racial Profiling and Mass Discrimination Now Legal
"if you fail to pay bail or appear for court, a judge will issue a warrant to render you “arrestable on sight” in the future."
Well, yeah. This is a bad thing?
Well, yeah. This is a bad thing?
- Tue Jul 05, 2016 2:04 pm
- Forum: Permanent Portfolio Discussion
- Topic: Brexit Schmexit
- Replies: 7
- Views: 4444
Re: Brexit Schmexit
Curlew, What is that a chart of? You cropped off the legend. presumably his portfolio. looks similar to mine Curlew, ever notice an effect in google finance that makes it seem like you are making new highs when you know you really aren't? For example, one day will close at 100 for me, and then the ...
- Wed Jun 15, 2016 5:35 am
- Forum: Other Discussions
- Topic: Get Off this Forum, and Go Outside!
- Replies: 4
- Views: 3490
Re: Get Off this Forum, and Go Outside!
Hat Tip: Assbuilder.com“Extreme sitting” – sitting intensely for exercise during free time, is associated with increased thickness and jiggle regardless of diet.