Search found 1354 matches

by Hal
Sun Sep 25, 2022 10:08 pm
Forum: Other Discussions
Topic: $250 investment for a 19 year old?
Replies: 27
Views: 4653

Re: $250 investment for a 19 year old?

Personally I think that money should be used to educate on how to invest.
Say, purchase BelangP's book, and if you can, split it 65/35 on TSM/Gold ETF as a training tool.

https://evidencebasedwealth.com/?page_id=2
https://www.youtube.com/user/belangp/videos
by Hal
Fri Sep 23, 2022 9:28 am
Forum: Permanent Portfolio Discussion
Topic: PP YTD performance - was it the worst ever?
Replies: 117
Views: 42777

Re: PP YTD performance - was it the worst ever?

FWIW.
Performance of Aussie GoldSmith PP: 25% Gold 75% VDCO for past 2 years
by Hal
Wed Sep 21, 2022 5:18 pm
Forum: Permanent Portfolio Discussion
Topic: PP YTD performance - was it the worst ever?
Replies: 117
Views: 42777

Re: PP YTD performance - was it the worst ever?

Given that that’s portfolio charts, I’d imagine it’s from the early 1970s to present. Touche! Couldn't fit title in with original screenshot :D Also from Portfolio Charts... Can you please explain how the Portfolio Charts heat map works? If I got to 2013 and go to the 9 year column, it says 4%. But...
by Hal
Wed Sep 21, 2022 3:08 pm
Forum: Permanent Portfolio Discussion
Topic: PP YTD performance - was it the worst ever?
Replies: 117
Views: 42777

Re: PP YTD performance - was it the worst ever?

Given that that’s portfolio charts, I’d imagine it’s from the early 1970s to present. Touche! Couldn't fit title in with original screenshot :D Also from Portfolio Charts... Can you please explain how the Portfolio Charts heat map works? If I got to 2013 and go to the 9 year column, it says 4%. But...
by Hal
Wed Sep 21, 2022 3:03 pm
Forum: Permanent Portfolio Discussion
Topic: PP YTD performance - was it the worst ever?
Replies: 117
Views: 42777

Re: PP YTD performance - was it the worst ever?

Patience, patience, my friend. There's no telling where the economy is heading in the next few months. We will only know the winners and losers in the future. I, personally, would not be comfortable being 100% invested in any one asset class at this point in time. The fed is going to (I think) righ...
by Hal
Wed Sep 21, 2022 1:05 pm
Forum: Permanent Portfolio Discussion
Topic: PP YTD performance - was it the worst ever?
Replies: 117
Views: 42777

Re: PP YTD performance - was it the worst ever?

Smith1776 wrote: Wed Sep 21, 2022 11:48 am Given that that’s portfolio charts, I’d imagine it’s from the early 1970s to present.
Touche! Couldn't fit title in with original screenshot :D

Also from Portfolio Charts...
by Hal
Wed Sep 21, 2022 3:19 am
Forum: Permanent Portfolio Discussion
Topic: PP YTD performance - was it the worst ever?
Replies: 117
Views: 42777

Re: PP YTD performance - was it the worst ever?

jason wrote: Tue Sep 20, 2022 7:10 pm My temperament is patient, but I am extremely risk averse. And that's why I chose the PP. But I was really hoping to be closer to 9% than 4.5% for my CAGR.
The picture says it all....
by Hal
Mon Sep 19, 2022 7:07 pm
Forum: Other Discussions
Topic: Scarce and high priced energy in Europe
Replies: 76
Views: 9369

Re: Scarce and high priced energy in Europe

Maddy wrote: Mon Sep 19, 2022 6:10 pm Little did I know that the EPA has declared wood burning to be "carbon neutral." So there.

https://mishtalk.com/economics/explorin ... on-neutral
Reminds me of the old "Industrial Egg" diagram ::)
by Hal
Thu Sep 15, 2022 5:00 pm
Forum: Gold
Topic: Gold will rise when Fed stops raising interest rates?
Replies: 54
Views: 22612

Re: Gold will rise when Fed stops raising interest rates?

I can sympathize with a 50/50 stock and cash portfolio as a chicken little investor. I have contemplated that exact holding in the past. I did give up on long term treasuries when I realized yields we're not worth the risk. Maybe someday they will look worth it again. I also hate gold but history i...
by Hal
Wed Sep 14, 2022 4:28 pm
Forum: Gold
Topic: Gold will rise when Fed stops raising interest rates?
Replies: 54
Views: 22612

Re: Gold will rise when Fed stops raising interest rates?

Hi Mathjak,

A Gold/Share portfolio hasn't been too shabby when measured with the Safe WR either. Using BelangP's 35% Gold/65% shares we get...
by Hal
Sat Sep 10, 2022 6:48 am
Forum: Permanent Portfolio Discussion
Topic: Remember this website
Replies: 3
Views: 1483

Remember this website

Still like to have a read of this site occasionally. Especially the concise "Bond Duration as leverage" article.

https://web.archive.org/web/20160319123 ... icles.html
by Hal
Mon Sep 05, 2022 4:28 am
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5196
Views: 2158923

Re: Coronavirus General Discussion

by Hal
Sat Sep 03, 2022 1:51 am
Forum: Permanent Portfolio Discussion
Topic: Interesting site on the PP/Risk Parity
Replies: 3
Views: 1646

Re: Interesting site on the PP/Risk Parity

Thanks Tom,

Tried playing with a min variance portfolio using the Efficient Frontier on Portfolio Visualizer. Could you or any forum members explain the "Chart from origin" option? Where is the origin supposed to be?
by Hal
Thu Jul 21, 2022 4:44 am
Forum: Politics
Topic: On Civility
Replies: 54
Views: 6665

Re: On Civility

Kbg wrote: Wed Jul 20, 2022 9:55 pm Love Mom
:D :D
by Hal
Tue Jul 19, 2022 6:28 am
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 291
Views: 57051

Re: Absolutely brutal - 5/5

To keep Smithy happy ;D

This is how the Aussie GoldSmith portfolio is going
by Hal
Tue Jul 19, 2022 12:48 am
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5196
Views: 2158923

Re: Coronavirus General Discussion

While on the topic of Corona Virus...

https://caldronpool.com/victoria-police ... e-arrests/
by Hal
Tue Jul 12, 2022 2:21 pm
Forum: Other Discussions
Topic: Critique Financial Planner's Plan
Replies: 51
Views: 6149

Re: Critique Financial Planner's Plan

What really gets me is this idea of using a line of credit to finance the down payment for the new property and then mortgaging the rest of the balance. Has anyone on the forum done such a thing? A "what if" scenario... If you cannot service the loan for some reason, what happens? In Aust...
by Hal
Sat Jul 09, 2022 9:30 pm
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 291
Views: 57051

Re: Absolutely brutal - 5/5

Interesting chart
by Hal
Thu Jul 07, 2022 9:26 pm
Forum: Other Discussions
Topic: Car Advice Needed!
Replies: 10
Views: 2042

Re: Car Advice Needed!

Do you have access to anyone with a scan tool to read the error codes? USA version of https://www.racv.com.au/on-the-road/roadside-assistance.html Once you get the code, you can make an informed decision. btw: find this channel quite interesting https://www.youtube.com/channel/UCEKt2bUDBoRUw3wpPpDOUaA
by Hal
Thu Jul 07, 2022 1:08 pm
Forum: Variable Portfolio Discussion
Topic: Investment Sizing
Replies: 1
Views: 800

Re: Investment Sizing

This seems relevant to the Permanent Portfolio, but since the article discusses the B-word, I'll post here instead. https://elmwealth.com/bitcoin-allocation-investment-sizing/ 4. Among Constant Proportion investment strategies, there will be a range of investment sizes that will be profitable, with...
by Hal
Tue Jul 05, 2022 12:28 am
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 291
Views: 57051

Re: Absolutely brutal - 5/5

Meanwhile in Australia....
by Hal
Mon Jun 27, 2022 8:36 pm
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1231
Views: 654654

Re: YouTube Junkie

joypog wrote: Sat Jun 25, 2022 5:19 pm Commentary on this scene from a stuntman/choreographer:
https://youtu.be/v3W9O3BykC0?t=374
My favourite stunts... chase scene from about 1:10. No CGI in those days ;)
https://www.youtube.com/watch?v=m597TtqsFkQ

or if you prefer the colorised version
https://www.youtube.com/watch?v=rAABRE_Bubo