leveraged portfolios (Etrade, account, vs, balance)

[txfriend]

Originally Posted by Wile E. Coyote

Let me ask you this MJ... What would happen to your Reaper if you had that when you were hospitalized with Covid? I mean if you get sick and hospitalized for a month or two? Could it possibly just sit there unmanaged? It sounds like it needs to be babysat. You might as well get a super senior cat like I have where I can only feel good about leaving the house for 5-6 hours tops.

I'm only asking because I am interested (after we get our correction/crash).

Hopefully, you can still manage it with your phone.

[moguldreamer]

Originally Posted by Wile E. Coyote

It sounds like it needs to be babysat.

I didn't get that impression.

[Wile E. Coyote]

Originally Posted by moguldreamer

I didn't get that impression.

Since MJ is silent I believe that means he has no counter argument. I assume that is the reason he has added money (to rebalance more than once).

[txfriend]

Originally Posted by Wile E. Coyote

Since MJ is silent I believe that means he has no counter argument. I assume that is the reason he has added money (to rebalance more than once).

Even today being a down day the model with $100K is only down a total of -$770.43 -0.76% so far.

correction
Total -$937.76 -0.93%

[mathjak107]

Originally Posted by Wile E. Coyote

Let me ask you this MJ... What would happen to your Reaper if you had that when you were hospitalized with Covid? I mean if you get sick and hospitalized for a month or two? Could it possibly just sit there unmanaged? It sounds like it needs to be babysat. You might as well get a super senior cat like I have where I can only feel good about leaving the house for 5-6 hours tops.

I'm only asking because I am interested (after we get our correction/crash).

sure it could sit unmanaged….but for anyone who wants hands off it’s not for you .

it counts on specific relationships. i did not need to rebalance yet but i did automatically when i added money . but it wasn’t at a point it needed a thing done yet

in fact any portfolio with specific allocations isn’t for them since except for 100% equities one needs to get involved occasionally when required.

any portfolio can grow to heavily weighted in something if not monitored

[mathjak107]

Originally Posted by Wile E. Coyote

Since MJ is silent I believe that means he has no counter argument. I assume that is the reason he has added money (to rebalance more than once).

working today so off line except tonight and lunch

[mathjak107]

Originally Posted by txfriend

Even today being a down day the model with $100K is only down a total of -$770.43 -0.76% so far.

correction
Total -$937.76 -0.93%

actual down is 652.24 at this moment on 72, 415 , less then 1%

[Wile E. Coyote]

Originally Posted by mathjak107

sure it could sit unmanaged….but for anyone who wants hands off it’s not for you .

it counts on specific relationships.

in fact any portfolio with specific allocations isn’t for them since except for 100% equities one needs to get involved occasionally when required.

any portfolio can grow to heavily weighted in something if not monitored

It begs the question how many fees will add up and how much time.

[mathjak107]

Originally Posted by Wile E. Coyote

It begs the question how many fees will add up and how much time.

huh ? who cares , there are no other fees .the funds trading price includes all there is.

like i said

expenses for dbmf .85% , upro .92 tyd 1.1%. vs voo .03. bnd .03

i was able to go back to jan 2020 , so almost 4 years

a 60/40 consisting of 60% voo (s&p fund )and 40% bnd ( total bond fund ) took 100k and turned it in to 126,130 , a cagr of 6.11%

the 60/40 carolina reaper took a 100k grew it to 136,260 ,a cagr of 8.22%


WORST DOWN YEAR WAS MINUS 2.57% for the reaper with a worst draw down of 9.45%

the conventional 60/40 had a worst year of minus 16.16 % and a worst draw down of 20.15%

which would you have preferred? the low fee 60/40 or the reaper ?

[mathjak107]

Originally Posted by txfriend

I've been following Mathjak, this is my setup in the watch list.

nice

let’s get some real money in there ha ha