Portfolio Charts

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Tyler9000
Posts: 1666
Joined: Fri Jun 01, 2012 11:45 pm

Re: Portfolio Charts

Post by Tyler9000 »

Yep -- these are the times when assets like gold, long term treasuries, and cash remind you why you bought them. 8-) You might consider taking a screencap of your fund tracker to save for the next time stocks feel invincible.

classical_Liberal
Posts: 1677
Joined: Sun Mar 20, 2016 6:05 am

Re: Portfolio Charts

Post by classical_Liberal »

Add a +1 to thank tyler9000 for all his research and tool. I run a slightly more aggressive and variable noncorrelation strategy, I'm down 5% YTD vs S&P500's 15%. I may have never figured out this type of investing without all his easy to follow research, it really helped me.

Curious, hows a straight up GB doing YTD?

Tyler9000
Posts: 1666
Joined: Fri Jun 01, 2012 11:45 pm

Re: Portfolio Charts

Post by Tyler9000 »

classical_Liberal wrote:
Mon Mar 09, 2020 10:34 pm
Curious, hows a straight up GB doing YTD?
According to ETFreplay, as of today the Golden Butterfly is up 0.3% YTD. It has been a little up and down the last few weeks just like everything else, but in general it's just doing its thing.

BTW, I really appreciate all of you guys and gals as well. PC probably wouldn't exist without the ERE community that gave me the confidence to quit full time work and take up new hobbies. I'm happy to hear it's helping people.

CS
Posts: 555
Joined: Sat Dec 29, 2012 10:24 pm

Re: Portfolio Charts

Post by CS »

Tyler9000 wrote:
Mon Mar 09, 2020 10:55 am
Yep -- these are the times when assets like gold, long term treasuries, and cash remind you why you bought them. 8-) You might consider taking a screencap of your fund tracker to save for the next time stocks feel invincible.
Got those. :) Use them to put into my spreadsheet for checking for rebalancing needs. I can see why SCV gives such big gains - holy cow did that drop like a rock! Down 33% for much of what I purchased.

To make those in stocks feel a little better - I estimate that if I'd been fully in stocks since 2013 (when I went PP), my portfolio would have been ~1/3rd more. So, eh, not the greatest, BUT I don't have the personality be sanguine with the big down swings that can come with stocks. What I have works for me.

Edit: My portfolio up about 2% since 1/10/2020

CS
Posts: 555
Joined: Sat Dec 29, 2012 10:24 pm

Re: Portfolio Charts

Post by CS »

It is *amazing* how much the market has to move to hit the rebalancing bands. Still not there!

Tyler9000
Posts: 1666
Joined: Fri Jun 01, 2012 11:45 pm

Re: Portfolio Charts

Post by Tyler9000 »

Yeah, it's interesting how rarely you really need to trade to stick to a well-diversified asset allocation. Big moves in one direction are often preceded or followed by big moves in the opposite direction, so the market often takes care of imbalances for you. When in doubt, just chill and come back later.

CS
Posts: 555
Joined: Sat Dec 29, 2012 10:24 pm

Re: Portfolio Charts

Post by CS »

Yup. It really is set it and forget it! I tallied everything this am, and I still have not hit rebalancing band. Still!

SCV is close, but still no. (I had let it get about about three quarters of a percent high, so perhaps it could have hit it if I'd been perfectly balanced).

Also, I had a moment of regret about SCV, but then remembered a few moments of regret over gold, which is now saving my bacon. And that is with getting in during one of few losing years of the PP (2013).

Down 11% from peak. I'll take it. I'm not going to feel worry until it gets 23% down from peak. That was my original goal number anyhow.

Feeling rich was fun while it lasted.

CountHigh
Posts: 12
Joined: Mon Feb 19, 2018 4:13 pm

Re: Portfolio Charts

Post by CountHigh »

I went into this recent mess having something close to PP (but holding too much cash and not enough gold). I thought some years ago that the PP might suit my personality well after reading this forum and going through portfolio charts. Sleeping well. Thanks.

I might be wrong here, but didn't the "usual" correlations sort of break down during the downfall? Gold seem to have recovered now, but at some point gold, bonds and stocks all were going down simultaneously, although at different speeds. In my mind I saw people hoarding ammo, food and toilet paper, and not giving a flying duck about anything as speculative as bonds or gold. Somebody might have a much better explanation.

CS
Posts: 555
Joined: Sat Dec 29, 2012 10:24 pm

Re: Portfolio Charts

Post by CS »

@counthigh
Someone earlier said something about people having to panic sell everything to cover leveraged orders. I'm not an expert on this by far, but it sounded like a panicked fire sale that would shake out as those things cleared.

BUT... now everything is back to going up together so wtf do I know. 3.3 Million unemployed, whee - let's buy!

2Birds1Stone
Posts: 1045
Joined: Thu Nov 19, 2015 11:20 am
Location: Earth

Re: Portfolio Charts

Post by 2Birds1Stone »

There is also a big difference in paper gold and physical. Finding physical for under $1800/oz is very hard right now.

ertyu
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Joined: Sun Nov 13, 2016 2:31 am

Re: Portfolio Charts

Post by ertyu »


User avatar
jennypenny
Posts: 6524
Joined: Sun Jul 03, 2011 2:20 pm
Location: Stepford USA

Re: Portfolio Charts

Post by jennypenny »

@counthigh -- When I started investing (a 100 years ago :P ), I was told to ride treasuries into a storm, ride gold out, and hold onto cash for when the storm passes. Not sure if it still holds true but it's not bad advice.

CS
Posts: 555
Joined: Sat Dec 29, 2012 10:24 pm

Re: Portfolio Charts

Post by CS »

@2B1S
Interesting. I didn't realize there was such a difference. Wished I bought more physical back when I was in CA and it was 12xx something an ounce. No taxes on gold there, unlike where I am now. Still, I bought a good chunk then, and am glad of it now.

(More recently, I'd been holding out for a physical stash investment in Australia for geographical arbitrage, but the minimum seems to be about 50k and I've not yet been ready for that commitment.)

@ertyu
Ack! This is not going to end well, is it?

Tyler9000
Posts: 1666
Joined: Fri Jun 01, 2012 11:45 pm

Re: Portfolio Charts

Post by Tyler9000 »

CountHigh wrote:
Thu Mar 26, 2020 1:30 pm
I might be wrong here, but didn't the "usual" correlations sort of break down during the downfall? Gold seem to have recovered now, but at some point gold, bonds and stocks all were going down simultaneously, although at different speeds. In my mind I saw people hoarding ammo, food and toilet paper, and not giving a flying duck about anything as speculative as bonds or gold. Somebody might have a much better explanation.
Lots of things can affect assets over very short timeframes, including trading liquidity and the need to sell whatever you have left to cover a margin call. But things tend to work out given a little time. And even aside from those types of trading realities, I think Craig Rowland once described asset reactions to large-scale economic conditions as the rudder on a ship. The ship just takes a while to turn.

Mister Imperceptible
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Joined: Fri Nov 10, 2017 4:18 pm

Re: Portfolio Charts

Post by Mister Imperceptible »

https://seekingalpha.com/article/434599 ... esting-era

T9K site and portfolio mentioned on Seeking Alpha

Tyler9000
Posts: 1666
Joined: Fri Jun 01, 2012 11:45 pm

Re: Portfolio Charts

Post by Tyler9000 »

Nice!

Portfolio Charts reference aside, it's always refreshing to read an investing article that explains the benefits of reducing uncertainty rather than simply maximizing returns.

classical_Liberal
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Joined: Sun Mar 20, 2016 6:05 am

Re: Portfolio Charts

Post by classical_Liberal »

@Tyler9000
Try to remember us little people when you're rich(er) and famous!

Tyler9000
Posts: 1666
Joined: Fri Jun 01, 2012 11:45 pm

Re: Portfolio Charts

Post by Tyler9000 »

For any website coding gurus out there, I have a formatting challenge I could use help with.

My goal is to make the embedded spreadsheets responsive so that they properly resize on mobile devices. For example, if you open this chart and resize the browser window, the spreadsheet will stay the same size and you'll have to scroll right to see the full image. I want it to shrink to the viewable area.

I've already tried using simple CSS and div wrappers to enclose the iframe, and while it lets me adjust the frame sizing nothing seems to change the internal Excel scaling. It's possible that's fixed on the Microsoft OneDrive end and is out of my control, but it's also possible I just set it up incorrectly.

Feel free to PM me with questions or ideas.

bigato
Posts: 2798
Joined: Sat Mar 05, 2011 12:43 pm
Location: Brazil

Re: Portfolio Charts

Post by bigato »

Hey daylen, if you are reading, here is a nice challenge to you, to further improve your css skills, if you are still interested.

Tyler9000, if he does not answer here, maybe you could pm him. I could look into your problem but I'm messing around with too much of this stuff lately and I'm lazy about it. Plus, daylen owes me a beer, that he could pay me by helping you :-P

daylen
Posts: 1584
Joined: Wed Dec 16, 2015 4:17 am

Re: Portfolio Charts

Post by daylen »

I'll look more into it, but I think I found one possible solution. It involves using CSS transforms based on media queries. The style-sheet would look something like.. (where the id of the iframe is frame)

@media max-width: 840px {
#frame { transform: scale(0.75,0.75) }
}

Also found another possibility but it does not seem to apply consistently across different browsers:
https://developer.mozilla.org/en-US/docs/Web/CSS/zoom
https://stackoverflow.com/questions/166 ... -an-iframe

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