Search found 28 matches

by badapu
Wed May 13, 2020 11:43 pm
Forum: US Chapters
Topic: Seattle Area Chapter Meetings - Master Thread
Replies: 185
Views: 53322

Re: Seattle Area Chapter Meetings - Master Thread

In the land of amazon and Microsoft - how about a virtual meet???!!!
by badapu
Sat May 09, 2020 10:10 pm
Forum: Forum Issues and Administration
Topic: Thank you, moderators!
Replies: 54
Views: 4789

Re: Thank you, moderators!

You guys rock!
by badapu
Sun May 03, 2020 6:26 pm
Forum: Personal Finance (Not Investing)
Topic: Houses Are Not Edible
Replies: 21
Views: 3000

Re: Houses Are Not Edible

Most banks are allowing deferral of payments x 3 months (forbearance) no questions asked No impact to credit history, no balloon Gets added to back end https://www.wellsfargo.com/mortgage/manage-account/payment-help/forbearance-plan/ We are continuing to pay and want to get mortgage completed by thi...
by badapu
Sun May 03, 2020 11:30 am
Forum: Investing - Theory, News & General
Topic: Airline Stocks
Replies: 42
Views: 4143

Re: Airline Stocks

The Fed has a printer.. It has more ink than BRK
No big corporation is going belly up
Everyone getting bail out
I cannot imagine a world without planes (even if they are not flying now)
Full disclosure - I bought 125k worth of airline funds / Boeing - so yes I believe in above
by badapu
Sat May 02, 2020 7:46 pm
Forum: Personal Investments
Topic: Conversion of BRKA to BRKB Online At Vanguard?
Replies: 5
Views: 1765

Re: Conversion of BRKA to BRKB Online At Vanguard?

Does it trigger capital gains? or only for the amount of BRK B you eventually sell??
by badapu
Wed Apr 29, 2020 7:02 pm
Forum: Investing - Theory, News & General
Topic: Is this true, "You should never pay a premium for a good stock."
Replies: 23
Views: 1373

Re: Is this true, "You should never pay a premium for a good stock."

I would not buy Amazon today if thats what you are asking
by badapu
Wed Apr 22, 2020 5:46 pm
Forum: Personal Investments
Topic: How are the "100% Stocks" people doing?
Replies: 139
Views: 13302

Re: How are the "100% Stocks" people doing?

Im doing fine and scrounging all the cash I can find to throw in.
My parents are not.
Basically stealing from my parents whose portfolio is falling and their human capital is exhausted.
It really is a zero sum game.
by badapu
Wed Apr 22, 2020 5:14 pm
Forum: Personal Investments
Topic: 457b and the Risk of State Bankruptcy Question
Replies: 10
Views: 711

Re: 457b and the Risk of State Bankruptcy Question

Is it ERISA protected plan?
by badapu
Tue Apr 21, 2020 7:42 pm
Forum: Investing - Theory, News & General
Topic: NYTimes: Plunge in Convention Hotel Travel Puts Municipal Bonds at Risk
Replies: 16
Views: 1476

Re: NYTimes: Plunge in Convention Hotel Travel Puts Municipal Bonds at Risk

Everyone gets bailout. Why do you think Munis will be different?
Full disclosure - sold all Munis for dry powder into stocks
by badapu
Mon Apr 20, 2020 6:20 pm
Forum: Personal Investments
Topic: Vanguard Energy Fund (VGENX) - should I continue to hold or sell it?
Replies: 27
Views: 3305

Re: Vanguard Energy Fund (VGENX) - should I continue to hold or sell it?

I would consider buying more. Oil is oil. The worlds oil reserves arent down 40% in 1 month. The fund is not for capital appreciation. I plan to reinvest dividends (7%) and use it as fixed income in retirement. Yes dividends may go down (traditionally taboo for dividends to be decreased in oil) - th...
by badapu
Wed Apr 15, 2020 3:45 pm
Forum: Investing - Theory, News & General
Topic: whos' just about had it w/ SCV ?
Replies: 263
Views: 17484

Re: whos' just about had it w/ SCV ?

Im buying into SCV for the first time. Not interested in the SP500 at -11% YTD.
Rather take the extra 20% discount for SCV at -33% YTD.
Will see how it turns out after 30 years.
by badapu
Sun Apr 12, 2020 5:44 pm
Forum: Investing - Theory, News & General
Topic: HEDGEFUNDIE's excellent adventure Part II: The next journey
Replies: 7823
Views: 765574

Re: HEDGEFUNDIE's excellent adventure Part II: The next journey

There is mention of "leverage risk" in the prospectus
by badapu
Sun Apr 12, 2020 3:30 pm
Forum: Investing - Theory, News & General
Topic: HEDGEFUNDIE's excellent adventure Part II: The next journey
Replies: 7823
Views: 765574

Re: HEDGEFUNDIE's excellent adventure Part II: The next journey

Came across this new Risk Parity ETF launched earlier this year https://rparetf.com/rpar YTD 0.1% with ER 0.5% and yield of 0.7%- not bad considering the tumult in the markets How does that compare to excellent UPRO/TMF adventure for YTD? The ETF includes exposure to TIPS and commodities in addition...
by badapu
Mon Apr 06, 2020 5:41 pm
Forum: Investing - Theory, News & General
Topic: HEDGEFUNDIE's excellent adventure Part II: The next journey
Replies: 7823
Views: 765574

Re: HEDGEFUNDIE's excellent adventure Part II: The next journey

I understand Vanguard does not let you buy leveraged ETF in retirement account.
Does Vanguard allow you to buy leveraged ETF in brokerage account?
by badapu
Mon Mar 30, 2020 8:33 pm
Forum: Investing - Theory, News & General
Topic: Refinements to Hedgefundie's excellent approach
Replies: 193
Views: 30564

Re: Refinements to Hedgefundie's excellent approach

Are people already doing this in a brokerage account? Requesting tips on how would you set this strategy up in Brokerage account (do not have tax advantaged space). I would like to use the current market downturn to invest 100k in 55:45 split. Late 30s with long term time horizon. Would buy in when ...
by badapu
Mon Mar 30, 2020 12:25 pm
Forum: Investing - Theory, News & General
Topic: HEDGEFUNDIE's excellent adventure Part II: The next journey
Replies: 7823
Views: 765574

Re: HEDGEFUNDIE's excellent adventure Part II: The next journey

Are people already doing this in a brokerage account? Requesting tips on how would you set this strategy up in Brokerage account (do not have tax advantaged space). I would like to use the current market downturn to invest 100k in 55:45 split. Late 30s with long term time horizon. Would buy in when ...
by badapu
Sat Mar 23, 2019 7:46 pm
Forum: Investing - Theory, News & General
Topic: Leveraging Stock/Bond Portfolios and the Kelly Criterion
Replies: 19
Views: 1957

Re: Leveraging Stock/Bond Portfolios and the Kelly Criterion

Hi Pez Thanks for the analysis. I read Fortune Formula but still have not been able to fully grasp the Kelly criterion. Your rolling 10 year dispersion are based on which years? Also how can one use the Kelly criterion to decide what percentage of assets to assign to a leveraged strategy? The remain...
by badapu
Tue Mar 19, 2019 11:15 pm
Forum: Personal Investments
Topic: IPS Crafting for Excellent Adventurers
Replies: 14
Views: 1654

Re: IPS Crafting for Excellent Adventurers

Special considerations for using in taxable account? What would be taxation if I reinvest all dividends? My tax bracket is high. I presume this strategy will lead to a lot of dividend income. Do not have enough money / space in non taxable.
How much should I discount the CAGR on account of taxation?
by badapu
Mon Mar 11, 2019 12:34 am
Forum: Investing - Theory, News & General
Topic: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]
Replies: 3353
Views: 509471

Re: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]

What are the downsides of 40upro/60tmf versus 40upro/30tmf/30tdy?

And could you enlighten me about how changes in fed rates affect long term and intermediate term treasury?
by badapu
Sun Mar 10, 2019 8:48 pm
Forum: Investing - Theory, News & General
Topic: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]
Replies: 3353
Views: 509471

Re: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]

I think long term treasury are riskier asset than intermediate term treasuries Following images show the full period. Rebalanced quarterly in all cases. Portfolio 1: 60% TMFSIM, 40% UPROSIM (HEDGEFUNDIE's portfolio) Portfolio 2: 60% TYDSIM, 40% UPROSIM Portfolio 2: 30% TYDSIM, 30% TMFSIM, 40% UPROSI...
by badapu
Sat Mar 09, 2019 7:51 pm
Forum: Investing - Theory, News & General
Topic: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]
Replies: 3353
Views: 509471

Re: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]

I suspect we will have to go back to original "All Weather Portfolio" and tinker 30% in U.S. stocks 40% in Long-term U.S. Treasury Bonds 15% in Intermediate-Term U.S. Treasury Bonds 7.50% in Gold 7.50% in broad Commodity basket This was modeled by Dalio to work well through the 1980 enviro...
by badapu
Sat Mar 09, 2019 7:27 pm
Forum: Investing - Theory, News & General
Topic: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]
Replies: 3353
Views: 509471

Re: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]

Would addition /combination of intermediate term bonds (TYD) or REIT (DRN) have helped ride out the 1980s interest rate changes with less draw down? Also what about the option of using unleveraged long term tax exempt bonds VWLUX with UPRO?
by badapu
Wed Mar 06, 2019 1:11 am
Forum: Investing - Theory, News & General
Topic: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]
Replies: 3353
Views: 509471

Re: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]

Hi I know quite a few of us would like to allocate some portion of the stock portfolio to international (DZK). Is there a way to get similar datasets for UPRO and TMF to portfolio visualizer? I feel that the portfolio should have non US income options for rainy day (approx 10%). Also what is the opi...
by badapu
Tue Feb 12, 2019 12:11 am
Forum: Investing - Theory, News & General
Topic: Simulating Returns of Leveraged ETFs
Replies: 322
Views: 45661

Re: Simulating Returns of Leveraged ETFs

If increasing LIBOR rates create a drag on the model, can adding a bull LIBOR ETN to the portfolio help negate a rising LIBOR?

https://www.velocityshares.com/etns/product/ulbr/

BTW - Spider Network is a fantastic read about the LIBOR rate fixing scandal.
by badapu
Tue Feb 12, 2019 12:06 am
Forum: Investing - Theory, News & General
Topic: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]
Replies: 3353
Views: 509471

Re: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]

Long time stalker, first time poster. Really love this adventure. Thanks a lot Hedgefundie! I do not have room in tax advantaged space. Any suggestions about decreasing taxes in brokerage account? (highest tax bracket) Also from my modeling -> adding small slices of 3x international markets, 3x REIT...