DoesMIWork’s Activity

Sat Dec 13

NL

Boards Post

DoesMIWork replied to the Mechanical Investing board. 6:35 PM

Re: OT: How Millionaires Invest

Bryan,

I just bought the internet stocks with the biggest names - YHOO, AOL,INSP, NSOL, etc.

Although I was not an MIer at the time, I did use something mechanical to diversify:

IBD had printed a list on the second Tuesday [more]

Fri Dec 12

NL

Boards Post

DoesMIWork replied to the Mechanical Investing board. 12:44 PM

Re: OT: How Millionaires Invest

Vez,

"If you have made lots and lots (lots*lots, perhaps) of money
in your portfolio, then you probably have much,
much more than will ever be needed by yourself or your
heirs.

So why should you abandon the path [more]

Tue Dec 9

NL

Boards Post

DoesMIWork replied to the Mechanical Investing board. 4:34 PM

Re: simple asset allocation SPY and TLT

That means CASH.

DoesMIWork

NL

Boards Post

DoesMIWork replied to the Mechanical Investing board. 12:49 PM

Re: simple asset allocation SPY and TLT

I know I keep asking this, but if TLT will suck, SPY is overvalued, GLD has its doubters, Cash has negative yield, then where is that marginal dollar of new IRA money going??? And no, productive farm, going on a cruise does not [more]

Mon Dec 1

NL

Boards Post

DoesMIWork replied to the Mechanical Investing board. 12:47 PM

Re: A problem for MI Screens

At least I now know that I am not alone in that my screens stunk this year. Misery now has company!

DoesMIWork

Wed Nov 26

NL

Boards Post

DoesMIWork replied to the Mechanical Investing board. 9:28 AM

Re: Another disciple of Permanent Portfolio

"the ability to handle large amounts of capital"

JeanDavid,

I don't have trillions either, but the point I was trying to make is the big macroeconomic picture. The marginal capital has to be allocated somewhere. If the [more]

Mon Nov 24

NL

Boards Post

DoesMIWork replied to the Mechanical Investing board. 7:05 PM

Re: Another disciple of Permanent Portfolio

Jim,

In an asset allocation strategy, the money has to go SOMEWHERE- and that pool has to be large enough to handle a lot of money, like trillions of dollars. JeanDavid, msg 253777, a few days ago referred to "productive farm" as [more]

Sat Nov 22

Recommendation

DoesMIWork recommended KBGlenn's post on the Mechanical Investing board. 11:28 PM

Re: Another disciple of Permanent Portfolio

Fri Nov 21

NL

Boards Post

DoesMIWork replied to the Mechanical Investing board. 12:49 PM

Re: Another disciple of Permanent Portfolio

MI,

Thanks for all the cooler heads who helped me try to get PP/Asset Allocation explained properly, and apologies to those who I "bit back" at when it seemed that no one was in my corner.

Anyway, PP/Asset allocation does [more]

Recommendation

DoesMIWork recommended KBGlenn's post on the Mechanical Investing board. 7:15 AM

Re: Another disciple of Permanent Portfolio

Thu Nov 20

NL

Boards Post

DoesMIWork replied to the Mechanical Investing board. 9:00 AM

Re: Another disciple of Permanent Portfolio

So isn't stocks the main counterbalance for stocks, or is there something else? If there isn't, shouldn't we load up?

Recommendation

DoesMIWork recommended TMFQue's post on the Mechanical Investing board. 8:30 AM

Re: Another disciple of Permanent Portfolio

Wed Nov 19

NL

Boards Post

DoesMIWork replied to the Mechanical Investing board. 3:16 PM

Re: Another disciple of Permanent Portfolio

kwealth,

Understood (on the LT bonds).

Unfortunately, this puts all of our screens/backtests in jeopardy. No matter what screens/SOS's we use to make our decisions, CAGR is without a doubt a major parameter used in the [more]

NL

Boards Post

DoesMIWork replied to the Mechanical Investing board. 12:42 PM

Re: Another disciple of Permanent Portfolio

FC,

You guys are a tough bunch. If you READ the article, the author trying to sell the book INTERVIEWED the $14 billion guy.

$14 billion may not mean much to you, but does mean that a lot of people have faith in the guy- more than [more]

Tue Nov 18

NL

Boards Post

DoesMIWork replied to the Mechanical Investing board. 9:20 PM

Re: Another disciple of Permanent Portfolio

Musselmant,

S&P is much more volatile.

How is this in any way inferior to all those timing methods (BCC, NH-NL)presented, none if which really beats the index either? Here are some advantages:
1) You only have to do this [more]

NL

Boards Post

DoesMIWork replied to the Mechanical Investing board. 1:46 PM

Re: Another disciple of Permanent Portfolio

According to the article, here are some numbers:

During what I call the “modern period,” 30 years from 1984 through 2013, the portfolio was rock solid:

1. Just under 10% (precisely 9.72%, net of fees) average annualized return. [more]

NL

Boards Post

DoesMIWork posted to the Mechanical Investing board. 1:16 PM

Another disciple of Permanent Portfolio

MI,

A few months ago I posted a few things about Permanent Portfolio / Asset Allocation and was met with a lot of skeptics here on this board.

Here's another disciple- Ray Dalio, a hedge fund manager with $160 billion under [more]

Fri Nov 14

NL

Boards Post

DoesMIWork replied to the Mechanical Investing board. 12:46 PM

Re: OT: Value stock

Bryan,

That's the second thing we agree on! (The other is market timing- I'm still unsold on that one.)

DoesMIWork

Tue Nov 4

NL

Boards Post

DoesMIWork replied to the Mechanical Investing board. 7:07 PM

Re: FolioFN TradeAnalyzer

Crystal ball or not, I doubt it makes that much of a difference in the computation of the CAGR, unless you are flipping positions every day or week. For a weekly swap, one day's difference represents 20% of the holding period. In contrast, a [more]

NL

Boards Post

DoesMIWork replied to the Mechanical Investing board. 2:14 PM

Re: FolioFN TradeAnalyzer

"Comparing to the close on the same day from which the rankings are calculated would introduce the crystal ball effect: you cannot ever achieve those closing prices, because the rankings can't be calculated until after the [more]

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