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“The Worst Start To A Year Ever!”

Posted: Sat Dec 17, 2016 12:05 am
by JohnnyFactor
Taylor at BH posted this excellent link and I thought it was worth bringing over here. Just another reminder to ignore the noise.

http://thereformedbroker.com/2016/12/15 ... year-ever/

Re: “The Worst Start To A Year Ever!”

Posted: Sat Dec 17, 2016 9:25 pm
by Pointedstick
I'm pretty happy with my Golden Butterfly portfolio's performance this year. :)

Re: “The Worst Start To A Year Ever!”

Posted: Mon Dec 19, 2016 9:13 am
by modeljc
Pointedstick wrote:I'm pretty happy with my Golden Butterfly portfolio's performance this year. :)
Are you 100% invested in Golden Butterfly?

Re: “The Worst Start To A Year Ever!”

Posted: Mon Dec 19, 2016 9:59 am
by Pointedstick
modeljc wrote:
Pointedstick wrote:I'm pretty happy with my Golden Butterfly portfolio's performance this year. :)
Are you 100% invested in Golden Butterfly?
Not 100%; About 50%.

Re: “The Worst Start To A Year Ever!”

Posted: Mon Dec 19, 2016 2:38 pm
by curlew
Pointedstick wrote:I'm pretty happy with my Golden Butterfly portfolio's performance this year. :)
Me too with SCV up 26%. I'm glad I didn't jinx it for us. According to Curlew's law, the portfolio should have gone completely south as soon as I adopted it.

Re: “The Worst Start To A Year Ever!”

Posted: Mon Dec 19, 2016 3:31 pm
by modeljc
Pointedstick wrote:
modeljc wrote:
Pointedstick wrote:I'm pretty happy with my Golden Butterfly portfolio's performance this year. :)
Are you 100% invested in Golden Butterfly?
Not 100%; About 50%.
I sent this too fast and should have asked about your Rebalance bands. Also what do you hope to net extra after 5 years over a normal PP?

Re: “The Worst Start To A Year Ever!”

Posted: Mon Dec 19, 2016 4:25 pm
by Pointedstick
I dunno. I've long since given up this kind of crunchy quantification and performance chasing. I like the GB portfolio better because it matches my emotions and predictions for the future better. If it ever gets really out of whack, I'll rebalance. If it does better than the PP, that means I was right and there's been more prosperity than an even four-way split takes advantage of. If not, oh well, that's life.

Re: “The Worst Start To A Year Ever!”

Posted: Mon Dec 19, 2016 4:35 pm
by modeljc
Pointedstick wrote:I dunno. I've long since given up this kind of crunchy quantification and performance chasing. I like the GB portfolio better because it matches my emotions and predictions for the future better. If it ever gets really out of whack, I'll rebalance. If it does better than the PP, that means I was right and there's been more prosperity than an even four-way split takes advantage of. If not, oh well, that's life.
Thanks! I think you are super on the forum and follow what you say closely. I going to be 80 next year. Wow! That said a better question would have been rather than 5 years What has the GB done over the past?

Re: “The Worst Start To A Year Ever!”

Posted: Mon Dec 19, 2016 4:41 pm
by Pointedstick

Re: “The Worst Start To A Year Ever!”

Posted: Mon Dec 19, 2016 6:25 pm
by Tyler
curlew wrote:
Pointedstick wrote:I'm pretty happy with my Golden Butterfly portfolio's performance this year. :)
Me too with SCV up 26%. I'm glad I didn't jinx it for us. According to Curlew's law, the portfolio should have gone completely south as soon as I adopted it.
Ha! Beating the buy-in jinx is truly a rare feat.

Yeah, it's been a pretty good year for the GB. Doing so while also avoiding the "worst start to a year ever" is a nice touch. ;)

Diversification is a beautiful thing, and anything built on a PP foundation is starting in a very good spot.