Today is rebalance day for me too.
Start date: 7/3/2019
Approach: Fixed allocation - 60/40 UPRO/TMF
Rebalancing frequency: Quarterly
Return (total / YTD): 86.8% / ?
Initial contribution: $5,000
Additional contributions: $0
Portfolio location: Roth IRA, M1Finance
Search found 37 matches
- Thu Oct 01, 2020 7:46 am
- Forum: Investing - Theory, News & General
- Topic: Riding HEDGEFUNDIE’s excellent adventure
- Replies: 64
- Views: 13935
- Thu Oct 01, 2020 7:43 am
- Forum: Investing - Theory, News & General
- Topic: HEDGEFUNDIE's excellent adventure Part II: The next journey
- Replies: 7942
- Views: 776920
Re: HEDGEFUNDIE's excellent adventure Part II: The next journey
Rebal day! 60/40 OG TMF/UPRO blend quarterly rebals:
07/19 5k
10/19 5.4k
01/20 5.6k
04/20 6.6k
07/20 8.5k
10/20 9.3k
Chart: https://ibb.co/H4fqDTf
07/19 5k
10/19 5.4k
01/20 5.6k
04/20 6.6k
07/20 8.5k
10/20 9.3k
Chart: https://ibb.co/H4fqDTf
- Thu Aug 20, 2020 2:35 pm
- Forum: Personal Finance (Not Investing)
- Topic: Should I become a Professional Gambler?
- Replies: 84
- Views: 8541
Re: Should I become a Professional Gambler?
The higher the stakes, the better the players. The guys you are grinding against now as a side hustle won't be the same guys you are grinding against at a professional level. That's if you're playing poker. If you're counting cards, you can't make a living at it these days. It's not like it used to ...
- Thu Aug 06, 2020 12:46 pm
- Forum: Investing - Theory, News & General
- Topic: HEDGEFUNDIE's excellent adventure Part II: The next journey
- Replies: 7942
- Views: 776920
Re: HEDGEFUNDIE's excellent adventure Part II: The next journey
Just hit 100% return today:
https://ibb.co/4MLYx68
OG 60/40 TMF/UPRO blend, quarterly rebals, began July of last year
https://ibb.co/4MLYx68
OG 60/40 TMF/UPRO blend, quarterly rebals, began July of last year
- Tue Jul 14, 2020 9:26 pm
- Forum: Personal Finance (Not Investing)
- Topic: Tesla Model 3/Tesla financial performance
- Replies: 58
- Views: 3870
Re: Tesla Model 3/Tesla financial performance
What's a tad ironic is Bogleheads either already or will soon be forced to own the stock they so heavily disdain, and they may not even realize it... If Tesla posts a 4th consecutive profitable quarter (ER 7/22) they will most likely be included in the S&P 500. Currently 26 Vanguard products (in...
- Sun Jul 12, 2020 10:52 pm
- Forum: Investing - Theory, News & General
- Topic: HEDGEFUNDIE's excellent adventure Part II: The next journey
- Replies: 7942
- Views: 776920
- Wed Jul 01, 2020 9:28 am
- Forum: Investing - Theory, News & General
- Topic: HEDGEFUNDIE's excellent adventure Part II: The next journey
- Replies: 7942
- Views: 776920
Re: HEDGEFUNDIE's excellent adventure Part II: The next journey
Rebal day!
07/19 5k
10/19 5.4k
01/20 5.6k
04/20 6.6k
07/20 8.5k
Chart: https://imgur.com/a/xKt2FJ0
70% return for 1st year - not too shabby!
07/19 5k
10/19 5.4k
01/20 5.6k
04/20 6.6k
07/20 8.5k
Chart: https://imgur.com/a/xKt2FJ0
70% return for 1st year - not too shabby!
- Sat Jun 13, 2020 8:41 pm
- Forum: Investing - Theory, News & General
- Topic: Hertz (bankrupt) may issue new stock
- Replies: 80
- Views: 7451
Re: Hertz (bankrupt) may issue new stock
The IV for Hertz puts is (expectedly) crazy high - almost 500% for mid July ITM
- Fri Jun 12, 2020 9:54 pm
- Forum: Investing - Theory, News & General
- Topic: Crypto Exchange goes bankrupt after owner dies with only password
- Replies: 111
- Views: 15910
Re: Crypto Exchange goes bankrupt after owner dies with only password
Fascinating story. I wonder if they will end up exhuming his body at some point.
- Sat May 23, 2020 4:47 pm
- Forum: Personal Consumer Issues
- Topic: Personal spending out of control after Covid-19
- Replies: 124
- Views: 11077
Re: Personal spending out of control after Covid-19
I'm buying a few things for myself, and my diet is straying a bit (but not yet going to the "Covid-15"). But I've been giving money. I've given away all the stimulus money (my income level hasn't changed). Some more to other charities. Bought sandwiches in the grocery store for the man an...
- Fri Apr 03, 2020 10:49 pm
- Forum: Investing - Theory, News & General
- Topic: Anybody want to guess the bottom of this "dip"?
- Replies: 573
- Views: 38944
- Wed Apr 01, 2020 9:27 am
- Forum: Investing - Theory, News & General
- Topic: HEDGEFUNDIE's excellent adventure Part II: The next journey
- Replies: 7942
- Views: 776920
- Tue Mar 17, 2020 12:28 am
- Forum: Investing - Theory, News & General
- Topic: Selling Puts
- Replies: 22
- Views: 1789
- Fri Jan 03, 2020 8:54 pm
- Forum: Investing - Theory, News & General
- Topic: OFFICIAL REGISTRATION FOR THE 2020 BOGLEHEAD CONTEST
- Replies: 688
- Views: 22961
- Wed Jan 01, 2020 3:01 pm
- Forum: Investing - Theory, News & General
- Topic: HEDGEFUNDIE's excellent adventure Part II: The next journey
- Replies: 7942
- Views: 776920
- Wed Oct 02, 2019 2:19 pm
- Forum: Investing - Theory, News & General
- Topic: HEDGEFUNDIE's excellent adventure Part II: The next journey
- Replies: 7942
- Views: 776920
- Sat Aug 10, 2019 10:15 am
- Forum: Personal Finance (Not Investing)
- Topic: New independent contractor
- Replies: 4
- Views: 713
Re: New independent contractor
+1 very few people are aware solo 401k's even exist
- Thu Jul 25, 2019 5:04 pm
- Forum: Investing - Theory, News & General
- Topic: Opening a Robinhood account for fun - Is it worth it?
- Replies: 25
- Views: 4879
Re: Opening a Robinhood account for fun - Is it worth it?
The UI of Robinhood is very childish, and they're just not that great a broker. You do get a free stock for joining, and options trading is free and they'll approve you for advanced spread trading without the bat of an eye. This is kind of funny to me, as I can picture some 12 year old in Southern C...
- Fri Jul 19, 2019 11:49 am
- Forum: Investing - Theory, News & General
- Topic: Bitcoin Talk
- Replies: 59
- Views: 8320
Re: Bitcoin Talk
It is my theory that Bitcoin was created by a rogue AI that killed its human creator, adopted an anagram of his surname ("Satoshi") and is now currently in the early stage of introducing and influencing it - with an intermediate goal of controling 51+% of the world's financial markets, and...
- Thu Jul 11, 2019 9:06 pm
- Forum: Investing - Theory, News & General
- Topic: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]
- Replies: 3353
- Views: 512100
Re: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]
I really like M1. I currently have 20% of my total portfolio with them - and a quarter of that (5%) devoted to this delightful strategy (experiment?)!
- Tue Jul 09, 2019 8:35 am
- Forum: Personal Investments
- Topic: Do I need a financial advisor to protect myself from myself?
- Replies: 46
- Views: 5146
Re: Do I need a financial advisor to protect myself from myself?
FA fired, account liquidated. Thanks for the help / suggestions everyone
- Mon Jul 08, 2019 9:21 pm
- Forum: Personal Investments
- Topic: Guidance for Newbie
- Replies: 10
- Views: 666
Re: Guidance for Newbie
Why so much $TSLA?
- Mon Jul 08, 2019 12:08 pm
- Forum: Personal Investments
- Topic: Anyone itching to dabble in crypto?
- Replies: 46
- Views: 4092
- Mon Jul 08, 2019 10:49 am
- Forum: Personal Investments
- Topic: My asset allocation for an agressive 29 yo - any thoughts?
- Replies: 19
- Views: 2045
Re: My asset allocation for an agressive 29 yo - any thoughts?
Some great responses here. Agree on ditching the REITS and TIPS then just simplify the rest down to a 3 (or less) fund. IMO from what you said I'd just go 100% VTI, but others here will tell you to add international exposure, and possibly 10% bonds. That is really your personal choice. https://perso...
- Sat Jul 06, 2019 5:55 pm
- Forum: Personal Investments
- Topic: Do I need a financial advisor to protect myself from myself?
- Replies: 46
- Views: 5146
Re: Do I need a financial advisor to protect myself from myself?
Are any of the managed investments in a tax deferred account? No the portion my FA manages is not tax-deferred (I manage the tax-deferred/exempt portion already). Last month he sold all positions (some @ ST gains tax) and changed everything, nothing I want in my LT port (too complicated/fees). Gain...
- Sat Jul 06, 2019 1:27 pm
- Forum: Personal Investments
- Topic: Do I need a financial advisor to protect myself from myself?
- Replies: 46
- Views: 5146
Re: Do I need a financial advisor to protect myself from myself?
+1 on VPAS. Care to explain how you gamble vast sums AP? Yes, I play blackjack, differently than most people do (you can take this statement as I am an advantage player, I am a counter, just lucky, or something entirely else completely - I care not to elaborate simply so the forum doesn't deter fro...
- Sat Jul 06, 2019 12:06 pm
- Forum: Personal Investments
- Topic: Do I need a financial advisor to protect myself from myself?
- Replies: 46
- Views: 5146
Re: Do I need a financial advisor to protect myself from myself?
I wanted to thank everybody for their valued opinions. After much deliberation I have decided to fire my FA and manage those funds myself. Do you think it is better to have him liquidate my positions at market open this Monday? Looks like it would be a good time to sell as a whole (85% equities) - o...
- Wed Jul 03, 2019 3:41 pm
- Forum: Personal Investments
- Topic: Do I need a financial advisor to protect myself from myself?
- Replies: 46
- Views: 5146
Re: Do I need a financial advisor to protect myself from myself?
That sounds like a scheduling issue, not a PAS issue. While you are mulling, play with this tool and use your numbers. See what your "only 1.15% fee" will do over 30-40 years. :shock: https://www.dinkytown.net/java/compare-investment-fees.html Even if you retire early, your nest egg has t...
- Wed Jul 03, 2019 3:29 pm
- Forum: Personal Investments
- Topic: Do I need a financial advisor to protect myself from myself?
- Replies: 46
- Views: 5146
Re: Do I need a financial advisor to protect myself from myself?
Had an appointment to speak with an advisor today - no call, no message - called Vanguard, after over 20 mins of mostly holding, they said they couldn't find the advisor and the next time open in his schedule is over 2 weeks out - doesn't seem like they're that interested in obtaining new customers ...
- Wed Jul 03, 2019 3:07 pm
- Forum: Investing - Theory, News & General
- Topic: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]
- Replies: 3353
- Views: 512100
Re: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]
In for 5k, non-taxable, quarterly rebalances
- Wed Jul 03, 2019 2:43 pm
- Forum: Personal Investments
- Topic: Do I need a financial advisor to protect myself from myself?
- Replies: 46
- Views: 5146
Re: Do I need a financial advisor to protect myself from myself?
Just a little update - Vanguard PAS didn't work out - will keep reviewing options
- Thu Jun 27, 2019 9:00 pm
- Forum: Personal Investments
- Topic: Do I need a financial advisor to protect myself from myself?
- Replies: 46
- Views: 5146
- Thu Jun 27, 2019 6:24 pm
- Forum: Personal Investments
- Topic: Do I need a financial advisor to protect myself from myself?
- Replies: 46
- Views: 5146
Re: Do I need a financial advisor to protect myself from myself?
You are an excellent candidate for Vanguard VPAS services. Costs nothing to look into it. Nothing at all to talk to a Vanguard advisor. Try it. You might like it. On the surface this looks like a good low-cost alternative to what I am currently doing. Will perhaps give them a call tomorrow, thank y...
- Thu Jun 27, 2019 5:11 pm
- Forum: Personal Investments
- Topic: Do I need a financial advisor to protect myself from myself?
- Replies: 46
- Views: 5146
Do I need a financial advisor to protect myself from myself?
Hello everyone. I know that mathematically it makes sense for me to fire my financial advisor. I know how to fire my financial advisor. But I continue to pay 1.15% to have him manage half of all my net worth. Why? Because I am aware that I have behavioral issues and problems with compulsions. I know...
- Wed Jun 26, 2019 1:31 pm
- Forum: Investing - Theory, News & General
- Topic: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]
- Replies: 3353
- Views: 512100
Re: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]
Finally got around to reading the sections of this thread I skimmed, quite an informative 45 pages :) learned a good bit about backtesting data sets and also how LTTs interplay with the market. One thing I didnt notice - and forgive me if it seems trivial - but are those of you following OPs method ...
- Sun Jun 23, 2019 10:32 pm
- Forum: Investing - Theory, News & General
- Topic: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]
- Replies: 3353
- Views: 512100
Re: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]
Thank you all for the input on balancing. I have been lurking through this thread for about a week, I am considering joining this strategy (experiment?) with a 25 year horizon, balancing quarterly, fully prepared to loose most or all, using an M1 Roth IRA. I just have a few more pieces of data to mu...
- Sun Jun 23, 2019 2:30 pm
- Forum: Investing - Theory, News & General
- Topic: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]
- Replies: 3353
- Views: 512100
Re: HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs]
New user, thank you very much to OP and company for this thread. I didn't see this question asked (forgive me if it has been): Will you confine yourself to quarterly rebalances no matter what happens? Lets say alien black swan muppets instigate a crash and over a series of days (or weeks) your UPRO ...