Wednesday, February 21, 2024

 

Gatekeepers

Along With

Whitewashers – Black Washers – Controlled Ops – Dis-Info Agents

Gas Lighters  

Judy Mikovits

David E Martin

Mikki Willis

The Vigilant Fox

Team Enigma

Dolores Cahill

Dr. Roger Hodkinson

Dr. Bryan Ardis

Dr. Pierre Kory

Dr. Sheri Tenpenny

Dr. Carrie Madej

Dr. Christiane Northrup

Dr. Jane Ruby

Dr. Rashid Buttar

Dr. Paul Marik

Stephanie Seneff

Michael Yeadon

Sasha Latypova

Steve Kirsch

Kevin McKernan

Jordan Peterson

Reiner Fuellmich

Project Veritas

Whitney Alyse Webb

Jeremy Nell (Jerm Warfare)

Peter McCullough

RFK Jr.

Robert Malone

Ed Dowd

Norman Fenton

Stew Peters

Tucker Carlson

Anderson Cooper

Vladimir Zelenko

The Corbet Report

Mike Adams

Del Bigtree

Pam Popper

Amazing Polly

Miles Mathis

Greg Hunter (USA Watchdog)

Catherine Austin Fitts (Publisher of The Solari Report)

Dr. Meryl Nass

Sacha Stone

Alex Jones

Karen Kingston

David Icke (from WAY back)

Donald Trump

Joseph Biden

All world events are staged.
All of human history is fake and fabricated.
What makes people think the JFK shooting wasn't staged ?
Wake up people.
How many times does the Jewish media have to lie to you before you realize
the Jewish media is always lying about everything, everywhere.
Wake the F up people.

JFK was not assassinated.
The real conspiracy is that the whole event was staged.
JFK was a willing and obviously a complicit partner in this faked assassination of a president.
Think about the JFK assassination critically.
Remember the DEEP STATE (Rothschilds) control all levers of power and all gates into power.
You think they allowed someone like JFK to enter their arena when there was even a hint that he might betray them?
Come on people.
Remember all events are staged. From the Rittenhouse trial to 9/11 to the faked Apollo 11 Moon Landing to the Gulf of Tonkin etc.

Then consider that the 1960 election was rigged for JFK over Nixon.
These people would not rig an election for JFK only to have him betray their
interests a few short years later.
Reports from that time show that the Australian news networks reported the faked assassination
of the trans-sexual JFK before it happened much like BBC's Jane Stanley reported the fall of WTC 7 on 9/11 while it was still standing.
Also similiar to how the Australian news showed a Coca-Cola can being kicked across the ground
on the moon while reporting on the faked Apollo 11 Moon landing mission.
Everything in the Jew News is fake, all the time, everywhere.
In fact, all Presidential assassinations have been faked and staged.
Abraham Lincoln the most tyrannical Jewish president in history was a Rothschild agent whose
assassination was faked.
The assassinations of McKinley and Garfield were also hoaxed events.

But let us return to Kennedy.
JFK was always a puppet right from the beginning.
The motivation to fake an assassination is simple.
Show people how much power you have by assassinating the president but limit the potential for downside risk by ensuring that it's all staged.
You get all the benefit with no downside (criminal investigations etc.) risk.

Everything was staged.
Take a look at the Abraham Zapruder film that showed the alleged shooting of President JFK.
It is publicly admitted that the film was doctored and several frames were removed from the shot sequence.
This is the officially admitted statement.
Then remember just how good Hollywood special effects and camera/lens manipulation techniques are.
They can make you see monsters and ghosts whenever they want.
Even in 1963 ? Yes even in 1963.
Don't believe it ?

Have you ever seen the movie 2001:A Space Odyssey ?
That movie is a classic science fiction film that stands the test of time even today more than half a century later.
2001 was released in 1968 and filming began in 1964. That means all the technology available to create that film was also available to fake the Zapruder film
And the Zapruder film was not released until more than 10 years after the fake assassination of JFK.

Everything was staged.
Everything is Jewish Theater.

Wednesday, February 7, 2024

 The chart below is to shed light where these asset categories are regarding valuations driven investor’s perceived sentiment. 

Smart Money - Buys Aggressively!
Capitulation
Despondency
Max-Pessimism 
Depression 
Hope - Silver F
Relief *Market returns to Mean  - Short Term Bonds & MMF

Assets that are currently undervalued that DYI follows is silver bullion and short term bills/notes both continue to be unloved assets by investing professionals and the public at large.  Only recently with interest rates rising has bills/notes moved off from the sentiment indicator at Max-Pessimism to Market Returns to Mean.  Despite this move they’re still seen as an underperforming asset to be avoided.

Silver as compared to his big cousin gold is lagging in performance with the lopsided gold to silver ratio at staggering 92 to 1!  This favors silver over gold significantly for when this ratio normalizes silver will leap in price; however when this will occur I have no idea – [nor does anyone else if they are honest!]

Smart Money - Buys the Dips!
Optimism - Gold
Media Attention
Enthusiasm

Investors especially the investing public remain favorable to gold bullion – [and rarely if ever think about silver] as a hedge against inflation, U.S. and world turmoil and severe economic downturns.  Gold prices are neither overblown nor undervalued, investors need to wait to purchase on the dips – [hopefully at a lower price].               

Smart Money - Sells the Rallies!
Thrill
Greed
Delusional
Max-Optimism  Residential Real Estate
Denial of Problem - Stocks 
Anxiety 
Fear
Desperation - Long Term Bonds

Three assets have been in the Sells the Rallies category for a very long time as our Federal Reserve and major Federal and State fiscal pump priming has moved to the point of insanity distorting to a severe degree their actual market prices.  As stated before only recently interest rates have risen knocking the socks off of long term bond values – [those purchases at the very top dropping prices close to 50%!].  One way or another as the expression goes this will end and end very badly those holding stocks, long dated bonds and residential real estate.**

**I’m not talking about your primary residence but additional properties such as a vacation home and/or single family rentals.                


Thursday, February 1, 2024

Model portfolio updated


Updated Monthly

AGGRESSIVE PORTFOLIO - ACTIVE ALLOCATION - 2/1/24

Active Allocation Bands (excluding cash) 0% to 50%
30% - Cash -Short Term Bond Index - VBIRX
50% -Gold- Global Capital Cycles Fund - VGPMX **
 20% -Lt. Bonds- Long Term Bond Index - VBLTX
 0% -Stocks- Total Stock Market Index - VTSAX
[See Disclaimer]
** Vanguard's Global Capital Cycles Fund maintains 25%+ in precious metal equities the remainder are domestic or international companies they believe will perform well during times of world wide stress or economic declines.  

 This blog site is not a registered financial advisor, broker or securities dealer and The Dividend Yield Investor is not responsible for what you do with your money.
This site strives for the highest standards of accuracy; however ERRORS AND OMISSIONS ARE ACCEPTED!
The Dividend Yield Investor is a blog site for entertainment and educational purposes ONLY.
The Dividend Yield Investor shall not be held liable for any loss and/or damages from the information herein.
Use this site at your own risk.

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS.


Margin of Safety!

Central Concept of Investment for the purchase of Common Stocks.
"The danger to investors lies in concentrating their purchases in the upper levels of the market..."

Stocks compared to bonds:
Earnings Yield Coverage Ratio - [EYC Ratio]
Lump Sum any amount greater than yearly salary.

PE10  .........32.61
Bond Rate...5.03%
EYC Ratio = 1/PE10 x 100 x 1.1 / Bond Rate

1.75 plus: Safe for large lump sums & DCA

1.30 Plus: Safe for DCA

1.29 or less: Mid-Point - Hold stocks and purchase bonds.

1.00 or less: Sell stocks - Purchase Bonds

Current EYC Ratio: 0.67(rounded)
As of  2-1-24
Updated Monthly

PE10 as report by Multpl.com
DCA is Dollar Cost Averaging.
Lump Sum is any dollar amount greater than one year salary.
Over a ten-year period the typical excess of stock earnings power over bond interest may aggregate 4/3 of the price paid. This figure is sufficient to provide a very real margin of safety--which, under favorable conditions, will prevent or minimize a loss...If the purchases are made at the average level of the market over a span of years, the prices paid should carry with them assurance of an adequate margin of safety.  The danger to investors lies in concentrating their purchases in the upper levels of the market.....

Common Sense Investing:
The Papers of Benjamin Graham
Benjamin Graham


%
Stocks & Bonds
Allocation Formula
2-1-24
Updated Monthly

% Allocation = 100 x (Current PE10 – Avg. PE10 / 4)  /  (Avg.PE10 x 2 – Avg. PE10 / 2)]
Formula's answer determines bond allocation.


% Stock Allocation     0% (rounded)
% Bond Allocation  100% (rounded) 

Logic behind this approach:
--As the stock market becomes more expensive, a conservative investor's stock allocation should go down. The rationale recognizes the reduced expected future returns for stocks, and the increasing risk. 
--The formula acknowledges the increased likelihood of the market falling from current levels based on historical valuation levels and regression to the mean, rather than from volatility. Many agree this is the key to value investing.  
Please note there is controversy regarding the divisor (Avg. PE10).  The average since 1881 as reported by Multpl.com is 16.70.  However, Larry Swedroe and others believe that using a revised Shiller P/E mean of 19.6 , the number since 1960 ( a 53-year period), reflects more modern accounting procedures.

DYI adheres to the long view where over time the legacy (prior 1959) values will be absorbed into the average.  Also it can be said with just as much vigor the last 25 years corporate America has been noted for accounting irregularities.  So....If you use the higher or lower number, or average them, you'll be within the guide posts of value.

Please note:  I changed the formula when the Shiller PE10 is trading at it's mean - stocks and bonds will be at 50% - 50% representing Ben Graham's Defensive investor starting point; only deviating from that norm as valuations rise or fall.        
  
DYI

This blog site is not a registered financial advisor, broker or securities dealer and The Dividend Yield Investor is not responsible for what you do with your money.
This site strives for the highest standards of accuracy; however ERRORS AND OMISSIONS ARE ACCEPTED!
The Dividend Yield Investor is a blog site for entertainment and educational purposes ONLY.
The Dividend Yield Investor shall not be held liable for any loss and/or damages from the information herein.
Use this site at your own risk.

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS.

The Formula.