Search found 2464 matches
- Wed Aug 31, 2022 2:33 pm
- Forum: Permanent Portfolio Discussion
- Topic: Banned
- Replies: 31
- Views: 7314
Re: Banned
On another note: I love that I've adopted a strategy that most people don't like, or even despise. Going with the crowd and the "cheery consensus" hardly yields good results. Give me unusual any day of the week. SPY YTD -17% TLT YTD -22% GLD YTD -5% How could you possibly be comfortable with the PP?
- Wed Aug 31, 2022 2:29 pm
- Forum: Permanent Portfolio Discussion
- Topic: Banned
- Replies: 31
- Views: 7314
Re: Banned
Budd, serious question, why do you continue to frequent the forum if this strategy causes you this much angst and irritation? Also, Budd ... I try to see the whole person rather than some limited things the person expresses opinions on here. Therefore I have valued your presence here. Particularly ...
- Wed Aug 31, 2022 12:50 pm
- Forum: Permanent Portfolio Discussion
- Topic: Banned
- Replies: 31
- Views: 7314
Re: Banned
Thanks for banning me Xan. Even more time to reflect how pathetic this portfolio is along with the crooks that sold it as the holy grail. Good riddance to all of you. Economic climates, one asset will buoy the portfolio…what a joke…all cratered at the same time. Thanking my lucky stars I abandoned ...
- Tue Aug 30, 2022 3:44 pm
- Forum: Permanent Portfolio Discussion
- Topic: Banned
- Replies: 31
- Views: 7314
- Tue Aug 30, 2022 3:19 pm
- Forum: Permanent Portfolio Discussion
- Topic: Banned
- Replies: 31
- Views: 7314
Banned
Thanks for banning me Xan. Even more time to reflect how pathetic this portfolio is along with the crooks that sold it as the holy grail. Good riddance to all of you. Economic climates, one asset will buoy the portfolio…what a joke…all cratered at the same time. Thanking my lucky stars I abandoned t...
- Tue Jun 14, 2022 10:22 am
- Forum: Stocks
- Topic: Stock scream room
- Replies: 1438
- Views: 644946
Re: Stock scream room
I was ridiculed for years because I didn’t ascribe to the philosophy that one or more assets would buoy the portfolio in times of economic distress. We are now witnessing this distress first-hand and the PP has proven it does not have the ability to overcome an inflationary environment with rising i...
- Mon Jun 13, 2022 11:26 am
- Forum: Stocks
- Topic: Stock scream room
- Replies: 1438
- Views: 644946
Re: Stock scream room
it’s ok, everyone knows what they’re dealing with now.
- Mon Jun 13, 2022 9:13 am
- Forum: Stocks
- Topic: Stock scream room
- Replies: 1438
- Views: 644946
Re: Stock scream room
Take the PP and shove it [ edited ]
- Fri Jun 10, 2022 8:54 am
- Forum: Permanent Portfolio Discussion
- Topic: The PP, marginal utility, and investment "faith"
- Replies: 135
- Views: 30208
Re: The PP, marginal utility, and investment "faith"
The pp is still right in there with other portfolios of equal or close equity allocations that have no gold . The model I use is doing slightly better then the pp and has totally different holdings although same equity levels but certainly not a lot of difference between them . If anything I think ...
- Fri Jun 10, 2022 8:37 am
- Forum: Permanent Portfolio Discussion
- Topic: The PP, marginal utility, and investment "faith"
- Replies: 135
- Views: 30208
Re: The PP, marginal utility, and investment "faith"
Take Gold and the PP and bury them both.
Useless as always.
Useless as always.
- Sat Apr 30, 2022 10:42 am
- Forum: Permanent Portfolio Discussion
- Topic: If The Stock Market Crashes Which Asset Will Save Us?
- Replies: 34
- Views: 8695
Re: If The Stock Market Crashes Which Asset Will Save Us?
[quote=dockinGA post_id=239829 time=1651332839 user_id=3661] [quote=buddtholomew post_id=239821 time=1651280338 user_id=83] [quote=dockinGA post_id=239820 time=1651276453 user_id=3661] [quote=buddtholomew post_id=239812 time=1651265958 user_id=83] [quote=dockinGA post_id=239811 time=1651265596 user_...
- Fri Apr 29, 2022 7:58 pm
- Forum: Permanent Portfolio Discussion
- Topic: If The Stock Market Crashes Which Asset Will Save Us?
- Replies: 34
- Views: 8695
Re: If The Stock Market Crashes Which Asset Will Save Us?
Why would you bother investing in a portfolio that fails during the most in-opportune time? Case in point, YTD stocks down 13%, LTT’s down 16%, Gold up 5% and Cash down whatever inflation is at the moment. Case 2, today, stocks down 3.5%, LTT’s down 1.35% and Gold down/flat as well. Seems like a lo...
- Fri Apr 29, 2022 3:59 pm
- Forum: Permanent Portfolio Discussion
- Topic: If The Stock Market Crashes Which Asset Will Save Us?
- Replies: 34
- Views: 8695
Re: If The Stock Market Crashes Which Asset Will Save Us?
Why would you bother investing in a portfolio that fails during the most in-opportune time? Case in point, YTD stocks down 13%, LTT’s down 16%, Gold up 5% and Cash down whatever inflation is at the moment. Case 2, today, stocks down 3.5%, LTT’s down 1.35% and Gold down/flat as well. Seems like a lo...
- Fri Apr 29, 2022 2:46 pm
- Forum: Permanent Portfolio Discussion
- Topic: If The Stock Market Crashes Which Asset Will Save Us?
- Replies: 34
- Views: 8695
Re: If The Stock Market Crashes Which Asset Will Save Us?
Why would you bother investing in a portfolio that fails during the most in-opportune time? Case in point, YTD stocks down 13%, LTT’s down 16%, Gold up 5% and Cash down whatever inflation is at the moment. Case 2, today, stocks down 3.5%, LTT’s down 1.35% and Gold down/flat as well. Seems like a los...
- Fri Apr 22, 2022 1:57 pm
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 140622
Re: Are most people here sticking with Treasuries?
Just as I thought, PP is completely and utterly useless.
Where’s MT...I’m sure he thinks it’s doing just fine.
Blah, blah, blah...spring, coil, rebound, bullsh*t.
Where’s MT...I’m sure he thinks it’s doing just fine.
Blah, blah, blah...spring, coil, rebound, bullsh*t.
- Thu Apr 21, 2022 4:08 pm
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 140622
Re: Are most people here sticking with Treasuries?
The PP has been neutralized. Talk of rising interest rates has turned the bond market upside down. Gold will face headwinds with yields rising as it does not pay a dividend. Stocks will continue to fall until rates stabilize and inflation subsides. Cash is the only true diversifier and I don’t but ...
- Thu Apr 21, 2022 3:45 pm
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 140622
Re: Are most people here sticking with Treasuries?
The PP has been neutralized. Talk of rising interest rates has turned the bond market upside down. Gold will face headwinds with yields rising as it does not pay a dividend. Stocks will continue to fall until rates stabilize and inflation subsides. Cash is the only true diversifier and I don’t but t...
- Tue Apr 19, 2022 2:55 pm
- Forum: Bonds
- Topic: Fed damaging bond market
- Replies: 53
- Views: 10934
Re: Fed damaging bond market
We are a whisker away from a 3% yield on LTT’s.
What happens if we go to 4, 5 or 6%?
Does your plan account for this possibility?
Personally, I believe LTT’s will have their day in the sun once more. I just need to see some strength when stocks decline before allocating any capital.
What happens if we go to 4, 5 or 6%?
Does your plan account for this possibility?
Personally, I believe LTT’s will have their day in the sun once more. I just need to see some strength when stocks decline before allocating any capital.
- Wed Apr 13, 2022 12:56 pm
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 140622
Re: Are most people here sticking with Treasuries?
It appears that there were more investors than panicked old Budd who questioned the validity of the PP moving forward. Where were you when I was being attacked for my perspective? Were you too afraid to voice the same opinion as mine? Now people are either selling some or all of their LTT’s down 15%...
- Fri Apr 08, 2022 4:15 pm
- Forum: Bonds
- Topic: Fed damaging bond market
- Replies: 53
- Views: 10934
Re: Fed damaging bond market
If you've looked at my options posting, I have converted about 33% of my net worth to cash and am selling puts. The rest I still have in a PP configuration, but yeah, i finally got a little tired of esp. holding GLD without seeing any income. I’ll have to take a look at your option trading posts. 3...
- Fri Apr 08, 2022 2:27 pm
- Forum: Bonds
- Topic: Fed damaging bond market
- Replies: 53
- Views: 10934
Re: Fed damaging bond market
I’m sure glad i sold TLT.
Perhaps I am the poster child for behavioral pitfalls, but I will not fight the last battle when the cards are stacked against me.
Corto, if ALL assets are going to do poorly for a while, then why hold ALL of them?
Perhaps I am the poster child for behavioral pitfalls, but I will not fight the last battle when the cards are stacked against me.
Corto, if ALL assets are going to do poorly for a while, then why hold ALL of them?
- Tue Apr 05, 2022 1:54 pm
- Forum: Bonds
- Topic: Fed damaging bond market
- Replies: 53
- Views: 10934
Re: Fed damaging bond market
Prove me wrong. We can play this game all day. The PP is directionless and the hope is that one or more assets increase more than the other assets decline to produce a positive return. Sometimes one or more assets are down and the remaining asset that is positive doesn’t increase enough to cover th...
- Tue Apr 05, 2022 1:13 pm
- Forum: Bonds
- Topic: Fed damaging bond market
- Replies: 53
- Views: 10934
Re: Fed damaging bond market
I used to advocate the PP as the holy grail to investing and even shared the book with family and friends. I was drawn to the philosophy as it aligned quite well with my mental composition. I long for the days when I felt secure holding 4x25 come hell or high water (rebalanced a few times). LTT’s sa...
- Thu Mar 31, 2022 3:01 pm
- Forum: Bonds
- Topic: Fed damaging bond market
- Replies: 53
- Views: 10934
Re: Fed damaging bond market
It’s ok, PP won’t help you.
- Thu Mar 31, 2022 2:02 pm
- Forum: Bonds
- Topic: Fed damaging bond market
- Replies: 53
- Views: 10934
Re: Fed damaging bond market
Prove me wrong. We can play this game all day. The PP is directionless and the hope is that one or more assets increase more than the other assets decline to produce a positive return. Sometimes one or more assets are down and the remaining asset that is positive doesn’t increase enough to cover th...