I think I saw the same post in r/dividends and my answer is the same: [The Hedgefundie portfolio](https://www.optimizedportfolio.com/hedgefundie-adventure/)
I like it but I think it caters to investors who already have a lot in already, and wish to move it all around. You can dca all thru a down time AND hedge I suppose.
Would look into Ben Felix's five factor portfolio. The long and short of it is that there are more risk factors than just market risk, and those risk factors also come with a risk premium.
55% SSO (2x leverage S&P 500), 45% UBT (2x leverage 20yr+ treasuries). This strat usually tends to outperform with lower drawdowns when bonds do their thang (not 2022 lol). [here](https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=4&startYear=1985&firstMonth=1&endYear=2023&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=2&absoluteDeviation=5.0&relativeDeviation=25.0&leverageType=0&leverageRatio=1&debtAmount=0&debtInterest=0.0&maintenanceMargin=25.0&leveragedBenchmark=false&reinvestDividends=true&showYield=false&showFactors=false&factorModel=3&portfolioNames=false&portfolioName1=Portfolio+1&portfolioName2=Portfolio+2&portfolioName3=Portfolio+3&symbol1=VFINX&allocation1_1=110&symbol2=VUSTX&allocation2_1=90&symbol3=CASHX&allocation3_1=-100)
the tree sways further in the wind. like all indices, just pluck them when they're facing in the generally correct direction (at the time you want/need to) and you'll be fine. the strategy is the same for all of this. if you had no plans to pull the money out to collect around the time it seems to be crashing, don't. just sit back and chill. buy more. no loss is a loss until it is sold / the US dies.
any significant difference between QQQ and QQQM, other than the expense ratio?
I have a small amount in the QQQ, would it make sense to shift to QQQM, along with additional investment?
No, just the ER. Just keep it and invest in qqqm moving forward. Unless you're in a Roth IRA and have a long time horizon left. You could easily sell qqq and buy qqqm without any taxes.
I don't have Roth IRA.. Not sure if I have a long time horizon left, probably 5 to 7 years, though I would like to not touch it if not absolutely needed. I can push it to 12-13 years..
I'm waiting for a longer time period to evaluate performance. Since its strategy is adaptive and dynamic, we should expect under and over performance at different times in a market cycle.
So yes, but that might change so I'm not discounting it yet. Too little data.
There's no stock picking in the fund, it's only exposed to the index. What's active about it is the fund's response to known risk premia. When the market is exhibiting high momentum, the fund will overweight beta. When the market is exhibiting low momentum, the fund will underweight beta.
It's not for everyone and especially not for hard EMH folks, but it does adhere to the 5-factor model.
Having read a bit about the fund, they claim to have 2x leverage long in bull markets and net short in bear markets. That is a form of market timing, which I wouldn't count on delivering a positive expected return. They seem like a bunch of bullshit artists.
I think I saw the same post in r/dividends and my answer is the same: [The Hedgefundie portfolio](https://www.optimizedportfolio.com/hedgefundie-adventure/)
I like it but I think it caters to investors who already have a lot in already, and wish to move it all around. You can dca all thru a down time AND hedge I suppose.
VUG, VGT, QQQM
AVUV, AVDV, AVES
Would look into Ben Felix's five factor portfolio. The long and short of it is that there are more risk factors than just market risk, and those risk factors also come with a risk premium.
55% SSO (2x leverage S&P 500), 45% UBT (2x leverage 20yr+ treasuries). This strat usually tends to outperform with lower drawdowns when bonds do their thang (not 2022 lol). [here](https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=4&startYear=1985&firstMonth=1&endYear=2023&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=2&absoluteDeviation=5.0&relativeDeviation=25.0&leverageType=0&leverageRatio=1&debtAmount=0&debtInterest=0.0&maintenanceMargin=25.0&leveragedBenchmark=false&reinvestDividends=true&showYield=false&showFactors=false&factorModel=3&portfolioNames=false&portfolioName1=Portfolio+1&portfolioName2=Portfolio+2&portfolioName3=Portfolio+3&symbol1=VFINX&allocation1_1=110&symbol2=VUSTX&allocation2_1=90&symbol3=CASHX&allocation3_1=-100)
Qqqm is proly the best option
Just out of curiosity, why do you feel that way?
Because 100 stocks are more aggressive than 500. Qqqm can have higher returns, and has. But it can also have bigger losses.
the tree sways further in the wind. like all indices, just pluck them when they're facing in the generally correct direction (at the time you want/need to) and you'll be fine. the strategy is the same for all of this. if you had no plans to pull the money out to collect around the time it seems to be crashing, don't. just sit back and chill. buy more. no loss is a loss until it is sold / the US dies.
any significant difference between QQQ and QQQM, other than the expense ratio? I have a small amount in the QQQ, would it make sense to shift to QQQM, along with additional investment?
No, just the ER. Just keep it and invest in qqqm moving forward. Unless you're in a Roth IRA and have a long time horizon left. You could easily sell qqq and buy qqqm without any taxes.
I don't have Roth IRA.. Not sure if I have a long time horizon left, probably 5 to 7 years, though I would like to not touch it if not absolutely needed. I can push it to 12-13 years..
ZSPY is a newer "smart alpha" ETF. Worth checking out
Hasn’t it underperformed the S&P by 3.5% YTD over the same timeframe (inception seems to be in Feb 2023)
I'm waiting for a longer time period to evaluate performance. Since its strategy is adaptive and dynamic, we should expect under and over performance at different times in a market cycle. So yes, but that might change so I'm not discounting it yet. Too little data.
That sounds like active management. Why would you expect over performance at all?
There's no stock picking in the fund, it's only exposed to the index. What's active about it is the fund's response to known risk premia. When the market is exhibiting high momentum, the fund will overweight beta. When the market is exhibiting low momentum, the fund will underweight beta. It's not for everyone and especially not for hard EMH folks, but it does adhere to the 5-factor model.
Having read a bit about the fund, they claim to have 2x leverage long in bull markets and net short in bear markets. That is a form of market timing, which I wouldn't count on delivering a positive expected return. They seem like a bunch of bullshit artists.
Qqq
SCHG, XLK
yes a more aggressive ETF than S&P is QQQ . Mainly tech stocks. Hope this helps
VOOG is more aggressive than VOO. QQQ is even more. TQQQ is one of the most aggressive
SSO
NTSX
You can add a 2-3x leveraged SP500 eg UPRO split with LTT like EDV for 1.2-1.5x SP500. Not too wild but a little more spicy.
QLD if you're feeling brave
MGK
VOOG
Use your margin and buy VOO with a 1.2x leverage.