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It's actually not that much of a stretch to accept the premise that you can make more money with a leveraged portfolio.
I mean, not that it would be recommended unless you have that risk profile and level of proficiency.
whether you can or not is irrelevant .
these portfolios need to be constructed with special derivatives , options and futures not simply borrowing money as all that does is create a bigger 60/40 . the same dollars in 100% equities will still beat the pants off it .
these products are not available in a 401k so that leaves 100% equities as the best choice for growing money and a discussion about leveraged 60/40's being better then 100% equities had no place in a 401k discussion
these portfolios need to be constructed with special derivatives , options and futures not simply borrowing money as all that does is create a bigger 60/40 .
these products are not available in a 401k so that leaves 100% equities as the best choice for growing money and a discussion about leveraged 60/40's being better then 100% equities had no place in a 401k discussion
Yeah, but, I do not mind when people bring up other points of view and other options.
A leveraged portfolio would mean you had more money to make money with and so you make more money.
nooooooo , please stop with this.
the same borrowed dollars in 100% equities will always beat 60/40 in a conventional portfolio .
that is not the type of leverage used . the premise here is the same dollars in a 60/40 regardless of borrowed or not can beat 100% equities
these portfolios are not created by you borrowing money and buying more of the same allocation .
these portfolios use very special funds that use derivatives , options and futures to magnify not the whole portfolio but through leverage have the same dollars magnify a particular assets power in comparison to the same dollars in a 60/40.
the result is THE SAME DOLLARS , READ THAT AGAIN , THE SAME DOLLARS have a very different return outcome
the method i am using is the carolina reaper .... the work of cliff asness is there too . a wisdom tree fund follows his method in ntsx
you can see below , the same exact dollars in a 60/40 generated 6.2%
, while in the carolina reaper the same dollars blew the 60/40 return away as well as if it was posted the return on 100% equities.
yet look at the lower draw down on the reaper ,that means in bad times it fell less then the 60/40 yet generated much higher returns
all with the same dollars invested
Last edited by mathjak107; 12-13-2023 at 03:21 AM..
Yeah, but, I do not mind when people bring up other points of view and other options.
well if you understood what was being brought up you would know it cant be done in a 401k . so mogul saying 100% equities in a 401k is not the best way to grow money in a 401k discussion , that 60/40 leveraged is better and citing clif asness , is not possible in a 401k for most at all.
so for him to even argue the point with me here about a 60/40 leveraged portfilio being better is just silly and a moot point
Last edited by mathjak107; 12-13-2023 at 02:37 AM..
nooooooo , please stop with this. the same borrowed dollars in 100% equities will always beat 60/40 .
that is not the type of leverage used . the premise here is the same dollars in a 60/40 regardless of borrowed or not can beat 100% equities
these portfolios are not created by you borrowing money and buying more of the same allocation .
these portfolios use very special funds that use derivatives , options and futures to magnify not the who portfolio but through leverage have the same dollars magnify a particular assets power
in the comparison to the same dollars in a 60/40.
the result is THE SAME DOLLARS , READ THAT AGAIN , THE SAME DOLLARS have a very different return outcome
the method i am using is the carolina reaper .... the work of cliff asness is there too . a wisdom tree fund follows his method in ntsx
Oh, I had no idea. So, you actually own this Carolina Reaper? or this NTSX?
That's pretty intriguing. I am sure they have fees.
I guess asness said this in November "Bonds are starting to look pretty, pretty reasonable. Equities on the other hand, globally, but particularly in the U.S., kind of look like they're whistling past the graveyard,"
I've got work to do TTYL gator.
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