leveraged portfolios (trust, stocks, job, interest)

[FL_Expert]

Originally Posted by mathjak107

so far the portfolio is still pretty docile .

it is crazy how individually the holdings can be as volatile as you can get with 3x funds .

yet daily working together the moves are in a tight range .

so far up about 1.50% since i started mid december ….

Do you plan on rebalancing over time?

[Wile E. Coyote]

Originally Posted by mathjak107

worst case is i put a stop loss on it , lose a small amount and done

Nattie would swing too much and you get stopped out and next time you look at it then it was fully recovered and really up.

So, totally different product. I won't mention it again it's apples and oranges.

[mathjak107]

i could add a sliding stop loss once i have more gains ..if it bounces me out so be it but i could preserve some gains ..

i wont let it slide to far down in any case and so far it has demonstrated it doesn’t when combined with the other funds.

it has shown a fraction of the volatility of a 60/40 the last 4 years

[Wile E. Coyote]

Yes, to be continued...

[mathjak107]

Originally Posted by FL_Expert

Do you plan on rebalancing over time?

once a month… i just add a bit to bring up the ones to low for now rather then sell anything .

it really hasn’t been off more then a few hundred at the most.

rebalancing is important with these portfolios because of the risk parity.

you can let them run longer and set rebalance bands but jury is still out on what’s best

[mathjak107]

Originally Posted by mathjak107

i could add a sliding stop loss once i have more gains ..if it bounces me out so be it but i could preserve some gains ..

i wont let it slide to far down in any case and so far it has demonstrated it doesn’t when combined with the other funds.

it has shown a fraction of the volatility of a 60/40 the last 4 years

a quick comparison to my growth and income model which is about 60/40 and is up .08% for the month

carolina reaper up 1%

[Wile E. Coyote]

Originally Posted by mathjak107

a quick comparison to my growth and income model which is about 60/40 and is up .08% for the month

carolina reaper up 1%

Otherwise known as 20% better.

[mathjak107]

very good little video on the managed futures fund dbmf which dollar wise gets the most money in the reaper at 66.666% of the invested dollars


https://imgpfunds.com/imgp-dbi-manag...-four-minutes/

[ZeApelido]

Use leverage only when a product has been overbought / oversold, then after it corrects somewhat move back to unleveraged funds.

[mathjak107]

not what these portfolios are about , these are designed to give the returns of a 60/40 with a much smaller draw down and less risk and volatility in all markets good or bad .

while the funds are used individually to time things once they are combined in a risk parity leveraged portfolio there is no more timing