RPAR is a single fund solution for an all-weather portfolio strategy based on risk parity - one ETF to be fully diversified across multiple assets. I review it here. What Is the RPAR Risk Parity ETF? To discuss the RPAR ETF, we first have to talk about the concept of an "all-weather portfolio." As the name suggests, this phrase describes a portfolio designed to … [Read more...] about RPAR Risk Parity ETF Review – An All Weather Portfolio ETF?
PIMCO has been quietly beating the market and doing a version of the famous Hedgefundie Adventure for years with their mutual fund PSLDX. I review it here. What Is PSLDX? To talk about PSLDX, let's first talk briefly about the famous Hedgefundie Adventure. Ironically, you're probably more likely to have heard about the latter than the former. If you're not … [Read more...] about PSLDX – A Review of the PIMCO StocksPLUS® Long Duration Fund
Black swan events are impactful and unpredictable. The Amplify BlackSwan Growth & Treasury Core ETF (SWAN) was designed to protect against them. Let's dive into it. What Is a Black Swan Event? The term black swan is used to describe an extremely rare, inherently unpredictable event that has severe negative consequences. It has also been noted that hindsight … [Read more...] about SWAN – A Review of the Amplify BlackSwan ETF for Downturns
TQQQ has grown in popularity after a decade-long raging bull market for large cap growth stocks and specifically Big Tech. But is it a good investment for a long term hold strategy? Let's dive in. What Is TQQQ? TQQQ is a 3x leveraged ETF from Invesco that aims to deliver 3x the daily returns of the NASDAQ 100 Index. Explaining how a leveraged ETF works is … [Read more...] about TQQQ – Is It A Good Investment for a Long Term Hold Strategy?
NTSX from WisdomTree is a relatively new ETF designed to provide access to asset class diversification without sacrificing returns in order to free up space in diversified portfolios. I think the fund is pretty clever, simple, elegant, and useful. Here's my summary and review. NTSX - The What, Why, and How NTSX is a relatively new ETF from WisdomTree that … [Read more...] about NTSX ETF Review – WisdomTree U.S. Efficient Core ETF (90/60)
Most investors - even professionals - fail to beat the market. Can it be done? Perhaps. Here we'll explore how to beat the market using leverage and index investing. Can You Beat the Market? Yes and no. Technically, yes of course it's possible. Perhaps the most famous example is Warren Buffett. But you're not him. Moreover, for the most part, his investing style … [Read more...] about How To Beat the Market Using Leverage and Index Investing
Inverse ETFs allow investors to bet against, or "short" the market. Here we'll look at the best inverse ETFs to profit from stock market downturns. Prefer video? Watch it here. Introduction - Why Inverse ETFs? Inverse ETFs can be a market timer's best friend. They allow bears to short, or bet against, the market. That is, when stocks drop, the value of these … [Read more...] about The 3 Best Inverse ETFs to Short the S&P 500 Index
Leveraged ETFs allow investors to increase exposure without additional capital outlays. Below we'll explore what leveraged ETFs are, how they work, and why you might want to use them. Prefer video? Watch it here. What Is a Leveraged ETF? A leveraged ETF, as the name suggests, is an ETF (exchange-traded fund) that allows investors to utilize leverage in their … [Read more...] about What Is a Leveraged ETF and How Do They Work?
Leveraged ETFs allow investors to enhance asset exposure without taking on a margin loan. Below we'll review the 9 best leveraged ETFs for . In a hurry? Here's the list: TQQQ - ProShares UltraPro QQQQLD - ProShares Ultra QQQTECL - Direxion Daily Technology Bull 3X SharesSSO - ProShares Ultra S&P 500UPRO - ProShares UltraPro S&P 500SPXU - ProShares UltraPro … [Read more...] about The 9 Best Leveraged ETFs To Enhance Portfolio Exposure (2021)
The Harry Browne Permanent Portfolio is a simple, straightforward portfolio consisting of 4 equally-weighted assets. Here we'll look at its components, historical performance, and the best ETFs to use in its implementation in . What Is the Permanent Portfolio? The Permanent Portfolio is a simple 4-slice portfolio created by investment advisor Harry Browne in the … [Read more...] about Harry Browne Permanent Portfolio Review, ETFs, & Leverage (2021)
The Golden Butterfly Portfolio is a medium-risk portfolio similar to Ray Dalio's All Weather Portfolio. Here we'll look at its components and the best ETF's to use in its construction. Prefer video? Watch it here. What Is the Golden Butterfly Portfolio? The Golden Butterfly Portfolio is essentially a modified version of the Permanent Portfolio. It was … [Read more...] about Golden Butterfly Portfolio Review and M1 Finance ETF Pie
Here we dive into the famous "Excellent Adventure" from Hedgefundie and how to implement it. Prefer video? Watch it here. In a hurry? Here are the highlights: Hedgefundie is was a member of the Bogleheads forum.Hedgefundie created a thread in February 2019 proposing a 3x leveraged ETF investing strategy based on risk parity using the S&P 500 index (UPRO) and … [Read more...] about HEDGEFUNDIE’s Excellent Adventure (UPRO/TMF) – A Summary
After chatting with someone recently about the Hedgefundie adventure and rising interest rate environments, I decided to play around with applying leverage to the Ray Dalio All Weather Portfolio. Here we'll look at the All Weather Portfolio's components, historical performance, and various leveraged strategies. What Is the All Weather Portfolio and … [Read more...] about Ray Dalio All Weather Portfolio Review, ETF’s, & Leverage