Gyroscopic Investing

Just for fun

All winners

frugal wrote: ↑Mon Dec 29, 2025 5:15 pm All winners

I like the way you think

When I used to buy sector funds, such as oil and gas, emerging markets, REIT, etc., I always wanted to buy whatever had been beaten down. It worked pretty well. That logic would have me picking LT bonds. But these aren't sectors in the PP, these are broad categories that seem to have long term momentum from global economic happenings. So I don't think it will be LT bonds.

One of these years we will have a crash.
I voted Cash.

Even if I take a more positive outlook, it is hard for me to see stocks and gold doing much. Especially stocks.

I Shrugged wrote: ↑Fri Jan 02, 2026 6:38 am I voted Cash.

Me too, however I have not put my money where my mouth is.

If the year ended today, I'd be right!

(Gold)

Silver and BitCoin weren't options

Maybe 2026 will be a year where all risk assets crash simultaneously?

I'm going to go out on a limb and say cash.

Dieter wrote: ↑Mon Jan 05, 2026 6:55 pm If the year ended today, I'd be right!

(Gold)

Silver and BitCoin weren't options

3-5% on BITCOIN

I believe is a good choice

I missed 13 years of great rising

frugal wrote: ↑Tue Jan 06, 2026 3:28 am

Dieter wrote: ↑Mon Jan 05, 2026 6:55 pm If the year ended today, I'd be right!

(Gold)

Silver and BitCoin weren't options

3-5% on BITCOIN

I believe is a good choice

I missed 13 years of great rising

I'm working slowly to get there

Silver got itself there

Dieter wrote: ↑Tue Jan 06, 2026 12:30 pm

frugal wrote: ↑Tue Jan 06, 2026 3:28 am

Dieter wrote: ↑Mon Jan 05, 2026 6:55 pm If the year ended today, I'd be right!

(Gold)

Silver and BitCoin weren't options

3-5% on BITCOIN

I believe is a good choice

I missed 13 years of great rising

I'm working slowly to get there

Silver got itself there

Which % of silver you have ?

Is it part of PP?


Please comment

frugal wrote: ↑Wed Jan 07, 2026 7:44 am

Dieter wrote: ↑Tue Jan 06, 2026 12:30 pm

frugal wrote: ↑Tue Jan 06, 2026 3:28 am

Dieter wrote: ↑Mon Jan 05, 2026 6:55 pm If the year ended today, I'd be right!

(Gold)

Silver and BitCoin weren't options

3-5% on BITCOIN

I believe is a good choice

I missed 13 years of great rising

I'm working slowly to get there

Silver got itself there

Which % of silver you have ?

Is it part of PP?


Please comment

While I used to be more PP-esque, nowadays the main similarity is that I have Gold / think about things in a PP-ish way

For my allocation percentages, I do tend to include part of my emergency fund

Within that, I was targetting about 5%-6% across both Silver and Bitcoin (~15% Gold)

Silver is currently around 4.5%, including my > 50% gains in Silver ; Bitcoin at about 2.5% (down to only a 10% loss so far)