HedgeFundies Excellent Adventure update: this approach is. Whereas HFEA (Hedgefundies Excellent Adventure) is 165/135 and NTSX is 90/60, PSLDX sits somewhere in the middle around 100/100. HedgeFundie’s Excellent Adventure (HFEA) Backtesting the rolling returns from June 1986 to Nov 2021. In other words, it hedges one part of a portfolio with negatively correlated another part of a portfolio. It is intriguing idea and well defended in terms of choices while acknowledging and not minimizing potential weaknesses. Breaking Down Hedgefundies Excellent Adventure – Composer Dive in to Hedgefundies Excellent Adventure strategy with Composer. This means you’d deposit $1,000 on the same day each month for 5 months regardless of changes in share price. Featured: Hedgefundie’s Excellent Adventure Refined, The Dragon Portfolio, and Risk On or Risk Off Leveraged S&P 500. HedgeFundies Excellent Adventure update: this approach is down around 42% YTD. Composer: An Investment Platform For The Future. HedgeFundie is an ex-member of the Boglehead online forum. 53 Lazy Portfolios and Their ETF Pies for M1 Finance (2023). The Bogleheads are a group that follow the investing principles of Vanguard founder John Bogle, which basically means sticking with index funds for decades. com/hedgefundie-adventure/ 1 level 1 GetSmitt · 2 mo. Hedgefundies Excellent Adventure: A 3x leveraged ETF portfolio. ago Stocks and bonds crashing in tandem happens once every. By Tony Dong · October 5, 2022 Share The Bogleheads forum is the last place someone would look to find a highly risky, swing-for-the-fences investment strategy. This sub is dedicated to discussing an investment strategy known as Hedgefundies Excellent Adventure (HFEA) and other leveraged/unlevered modern portfolio theory portfolios such as NTSX, PSLDX, SPY/TLT unlevered, flavors of using intermediate term treasuries, and so on. This sub is dedicated to discussing an investment strategy known as Hedgefundies Excellent Adventure (HFEA) and other leveraged/unlevered modern portfolio theory portfolios such as NTSX, PSLDX, SPY/TLT unlevered, flavors of using intermediate term treasuries, and so on. Best broker for doing HFEA inside a Roth IRA : LETFs. Its important to remember you are short volatility, in higher volatility environments you will be destroyed. Thoughts about Hedgefundies adventure?. Lower volatility equals higher leverage, this is the very basic premise behind risk parity, not at all rocket science that. For 13 years I worked in the equities department at two major. Breaking Down Hedgefundies Excellent Adventure – Composer. HEDGEFUNDIEs Excellent Adventure (UPRO/TMF). About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright. Featured: Hedgefundie’s Excellent Adventure Refined, The Dragon Portfolio, and Risk On or Risk Off Leveraged S&P 500. The Hedgefundie strategy – known as “Hedgefundie’s Excellent Adventure” – is based on a risk parity allocation of leveraged stocks (3x the S&P 500 index via UPRO) and leveraged long-term. If you are concerned with making lots of money, then youd want something like HEDGEFUNDIEs Excellent Adventure instead of meek 90/60 returns. Hedgefundies Excellent Adventure Summarized>Hedgefundies Excellent Adventure Summarized. HEDGEFUNDIE’s Excellent Adventure (UPRO/TMF) – A Summary Here we dive into the famous “Excellent Adventure” from Hedgefundie and how to implement it. HEDGEFUNDIE’s Excellent Adventure …. How to Build Hedgefundies Excellent Adventure Portfolio. 2023 Composer Review • Automated Trading Solution. Golden Butterfly Portfolio Review and M1 Finance ETF. A deep-dive into the Hedgefundies Excellent Adventure Refined symphony on Composer. Even so, Hedgefundie has devoted only about 15% of his/her investable assets to this portfolio. Whereas HFEA (Hedgefundies Excellent Adventure) is 165/135 and NTSX is 90/60, PSLDX sits somewhere in the middle around 100/100. Hedgefundie Excellent AdventureIt uses leveraged ETFs UPRO and TMF. Golden Butterfly Portfolio Review and M1 Finance ETF Pie. It was introduced in a post in February 2019. Hedgefundies Excellent Adventure: A 3x leveraged ETF portfolio This strategy is highly risky and not for the faint of heart. As the OP states, this is a lottery ticket using. Therefore, I thought it would be a good idea to interview Ananda Aisola, the co-founder of Composer, a new investment platform. The one proposed combines my above suggestion of diversifying internationally with equities and avoiding gold, choosing instead to use TIPS and REITs as direct inflation hedges: 20% Total World Stock Market 20% Total World Small Cap Value 20% Long-Term Bonds 20% Short-Term Bonds 10% TIPS 10% REITs. Lower volatility equals higher leverage, this is the very basic premise behind risk parity, not at all rocket science that strategy. Hedgefundie’s adventure really fits the bill here ( HEDGEFUNDIEs excellent adventure Part II: The next journey - Bogleheads. Featured: Hedgefundie’s Excellent Adventure Refined, The Dragon Portfolio, and Risk On or Risk Off Leveraged S&P 500. Let’s suppose this amount is $5,000. The Hedgefundie strategy - the wild ride of which is known as Hedgefundies Excellent Adventure - is based on a risk parity allocation of leveraged stocks (3x the S&P 500 index via UPRO) and leveraged long-term treasury bonds (3x the ICE U. HEDGEFUNDIEs excellent adventure - The White Coat Investor Forum - Investing & Personal Finance for Doctors Forum General Investing Get the free WCI monthly email newsletter (with free email Financial Boot Camp course) and take control of your finances today! HEDGEFUNDIEs excellent adventure Posts Latest Activity Photos Page of 5 Filter PHANTASOS. HedgeFundies Excellent Adventure (HFEA): Historical. Well that depends on the volatility mainly. HedgeFundie’s Excellent Adventure (HFEA) Backtesting the rolling returns from June 1986 to Nov 2021. Hedgefundies Excellent Adventure was a portfolio made by a bogleheads forum user, Hedgefundie, inspired by risk parity. HFEA is an acronym for Hedgefundies Excellent Adventure strategy. Backtesting to create hindsight-opitimized portfolios is a dangerous game. Hedgefundies Excellent Adventure was a portfolio made by a bogleheads forum user, Hedgefundie, inspired by risk parity. Golden Butterfly Portfolio Review and M1 Finance ETF Pie The Golden Butterfly Portfolio is a medium-risk portfolio similar to Ray Dalio’s All Weather Portfolio. 55% UPRO, 45% TMF $10,000 lump sum investment, rebalanced quarterly. Hedgefundies Excellent Adventure Summarized. The strategy is about a risk parity portfolio. Skip to Content Pricing Resources Community Login Sign Up Menu Home Pricing Resources Community Login Sign Up Blog. Breaking Down Hedgefundies Excellent Adventure – Composer Dive in to Hedgefundies Excellent Adventure strategy with Composer. It has performance similar to VTSAX/VOO but with slightly less risk. Golden Butterfly Portfolio Review and M1 Finance ETF Pie>Golden Butterfly Portfolio Review and M1 Finance ETF Pie. I wanted to include some QQQ due to its outperformance, but didnt want too much since TQQQ would have crash and burned in the early 2000s or 2008, I believe. HEDGEFUNDIEs excellent adventure. So basically weve got a real-world proof of concept of the Hedgefundie strategy thats been going on since 2007. HedgeFundies Excellent Adventure. So basically weve got a real-world proof of concept of the Hedgefundie strategy thats been going on since 2007. The HEDGEFUNDIE Adventure (UPRO/TMF). In other words, it hedges one part of a. So basically weve got a real-world proof of concept of the Hedgefundie strategy thats been going on since 2007. A non-leveraged 60/40 for comparison is only down 12%. Hedgefundie’s adventure really fits the bill here ( HEDGEFUNDIEs excellent adventure Part II: The next journey - Bogleheads. Essentially it is a 90% stock, 60% intermediate term US treasuries leveraged fund. If your portfolio is small and you really need. To see some long-term leveraged ETF strategies in action, check out the Hedgefundie strategy and my designs of a leveraged All Weather Portfolio and leveraged Permanent Portfolio. HEDGEFUNDIEs excellent adventure. Featured: Hedgefundies Excellent Adventure Refined, The Dragon Portfolio, and Risk On or Risk Off Leveraged S&P 500. Hedgefundies Excellent Adventure: A 3x leveraged …. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright. I think the drama of someone (Hedgefundie) allocating a solid chunk of change ($100k), also contributed to the drama/notoriety. With heightened stock market volatility, more investors are looking for ways to hedge their portfolios or find some way to outperform the broader indices. HedgeFundie’s Excellent Adventure HedgeFundie is an ex-member of the Boglehead online forum. If you are concerned with making lots of money, then youd want something like HEDGEFUNDIEs Excellent Adventure instead of meek 90/60 returns. Is Hedgefundies Excellent Adventure Dead??. Hedgefundie shows backtests to 1987, however these ETFs didnt exist until 2009, so there is a lot of assumptions built into his backtest. $10,000 lump sum investment, rebalanced quarterly. The post explained that a portfolio with 40% UPRO, 3x daily S&500, and 60% TMF, 3x daily long term treasuries would have handily beaten the. Well that depends on the volatility mainly. Lump Sum Investing (DCA vs. A deep-dive into the Hedgefundies Excellent Adventure Refined symphony on Composer. The Case for NTSX and Chill instead of VTSAX and Rest for FIRE. HedgeFundie’s Excellent Adventure HedgeFundie is an ex-member of the Boglehead online forum. There is no doubt though, standard deviation of. The one proposed combines my above suggestion of diversifying internationally with equities and avoiding gold, choosing instead to use TIPS and REITs as direct inflation hedges: 20% Total World Stock Market 20% Total World Small Cap Value 20% Long-Term Bonds 20% Short-Term Bonds 10% TIPS 10% REITs. The Hedgefundie strategy – the wild ride of which is known as “Hedgefundies Excellent Adventure” – is based on a risk parity allocation of leveraged stocks (3x the S&P 500 index via UPRO) and leveraged long-term treasury bonds (3x the ICE U. Breaking Down Hedgefundies Excellent Adventure - Composer Dive in to Hedgefundies Excellent Adventure strategy with Composer. HEDGEFUNDIEs excellent adventure - The White Coat Investor Forum - Investing & Personal Finance for Doctors Forum General Investing Get the free WCI monthly email newsletter (with free email Financial Boot Camp course) and take control of your finances today! HEDGEFUNDIEs excellent adventure Posts Latest Activity Photos Page of 5 Filter PHANTASOS. HFEA is an acronym for “Hedgefundie’s Excellent Adventure” strategy. I decided on 40% equities like HedgeFundie, and used the risk parity part of Portfolio Visualizer to decide on ratio of UPRO and TQQQ. php?f=10&t=272007 ) and the recent real returns added to cover till the end of October 2021. Treasury 20+ Year Bond Index via TMF). HedgeFundie’s Excellent Adventure (HFEA): Historical. The leveraged portfolio consists of 55% UPRO (3x S&P 500) and 45% TMF (3x 20 Year Treasury bills). With heightened stock market volatility, more investors are looking for ways to hedge their portfolios or find some way to outperform the broader indices. The Hedgefundie strategy – known as “Hedgefundie’s Excellent Adventure” – is based on a risk parity allocation of leveraged stocks (3x the S&P 500 index via UPRO) and leveraged long-term. You could also choose to do $500 every 2 weeks for the 5 months. HedgeFundie recommended the strategy as particularly appropriate for younger investors (like the Lifecycle Investing strategy of borrowing when young) and also says that it should only be used with a small portion of your total net worth. HedgeFundies Excellent Adventure update: this approach is >HedgeFundies Excellent Adventure update: this approach is. Hedgefundies Excellent Adventure Popularized Buy And Hold Investing In 3x ETFs It was in 2019 that news of a supposedly safe way to use 3x leveraged ETFs strategy began to spread around the. Ok, who else here has spent at least a couple hours of their life reading this thread on Bogleheads? If you want to really see how leverage works and especially daily rebalancing which is a different form, this is an excellent primer that even breaks down leverage factors by market and. I reviewed some of the best leveraged ETFs here. You decide the time period over which you want to dollar cost average is 5 months. Thankfully, buying a leveraged ETF is as simple as placing a buy order like with any other security. HedgeFundie recommended the strategy as particularly appropriate for younger investors (like the Lifecycle Investing strategy of borrowing when young) and. Breaking Down Hedgefundies Excellent Adventure – Composer Dive in to Hedgefundies Excellent Adventure strategy with Composer. Hedgefundies Excellent Adventure was a portfolio made by a bogleheads forum user, Hedgefundie, inspired by risk parity. Adding HFEA strategy to our account. It is intriguing idea and well defended in terms of choices while acknowledging and not minimizing potential weaknesses. HedgeFundies Excellent Adventure (HFEA): Historical Distribution of Rolling Returns HedgeFundies Excellent Adventure (HFEA) Backtesting the rolling returns from June 1986 to Nov 2021. What Is a Leveraged ETF and How Do They Work?. The Hedgefundie strategy – the wild ride of which is known as “Hedgefundies Excellent Adventure” – is based on a risk parity allocation of leveraged stocks (3x the S&P 500 index via UPRO) and leveraged long-term treasury bonds (3x the ICE U. Backtest the Bogleheads investment. Composer is an automated trading platform that makes it easy to invest sy. As the OP states, this is a lottery ticket using a small portion of investable NW so from an overall risk management standpoint he is not putting himself at substantial risk. Is Hedgefundies Excellent Adventure Dead?? 8 20 comments Best Add a Comment MedicaidFraud • 2 mo. Breaking Down Hedgefundies Excellent Adventure. HEDGEFUNDIES EXCELLENT ADVENTURE. Simulated data set from the original HedgeFunie thread ( https://www. HedgeFundies Excellent Adventure update: this approach is down around 42% YTD. HEDGEFUNDIE’s Excellent Adventure (UPRO/TMF) – A Summary Here we dive into the famous “Excellent Adventure” from Hedgefundie and how to implement it. HedgeFundie is an ex-member of the Boglehead online forum. Backtest the Bogleheads investment strategy & apply it to your investments. The Hedgefundie strategy - known as Hedgefundies Excellent Adventure - is based on a risk parity allocation of leveraged stocks (3x the S&P 500 index via UPRO) and leveraged long-term. All Time Today Last Week Last Month. In a 2019 forum post, HedgeFundie proposed his Excellent Adventure (usually abbreviated to HFEA) which was to use leveraged ETFs. However, I am always very interested in alternative investing approaches. Hedgefundies Excellent Adventure: A 3x leveraged ETF portfolio This strategy is highly risky and not for the faint of heart. HEDGEFUNDIE’s Excellent Adventure (UPRO/TMF) – A Summary Here we dive into the famous “Excellent Adventure” from Hedgefundie and how to implement it. Also, what happens in a rising rate environment and/or stagflation? What do you think guys? What is the black swan that kills this strategy? More %%. Lever Up: Hedgefundie’s Excellent Adventure, Dragon Portfolio, Hedgefundie’s Excellent Adventure Refined, Risk On Risk Off Leveraged S&P500,. Excellent Adventure – Composer>Breaking Down Hedgefundies Excellent Adventure – Composer. Risk parity is a portfolio allocation. To see some long-term leveraged ETF strategies in action, check out the Hedgefundie strategy and my designs of a leveraged All Weather Portfolio and leveraged Permanent Portfolio. Why Not Use Leverage? – Another Tug on the Lever. Hedgefundies excellent adventures. Hedgefundies Excellent Adventure (not “lazy,” I know; not for beginners) Custom Emergency Fund Replacement (low risk) David Swensen Portfolio (Yale Model) Meb Faber Ivy Portfolio Bernstein No Brainer Portfolio Bernstein Cowards Portfolio Frank Armstrong Ideal Index Portfolio Bob Clyatt Sandwich Portfolio Pinwheel Portfolio. Whereas HFEA (Hedgefundies Excellent. Hedgefundie’s adventure really fits the bill here ( HEDGEFUNDIEs excellent adventure Part II: The next journey - Bogleheads. HEDGEFUNDIEs excellent adventure 08-09-2019, 03:28 AM. Hedgefundies Excellent Adventure Popularized Buy And Hold Investing In 3x ETFs It was in 2019 that news of a supposedly safe way to use 3x leveraged ETFs strategy began to spread around the. Also note that NTSX uses intermediate bonds, while HFEA and PSLDX use long bonds. Dear Forum, I love the simplicity of having an all VT portfolio. Riding the HEDGEFUNDIE Adventure (UPRO/TMF) on M1 Finance. Living with High Inflation: Inflation Hedge, Real Assets, Commodity. HEDGEFUNDIE Adventure (UPRO/TMF) on M1 Finance>Riding the HEDGEFUNDIE Adventure (UPRO/TMF) on M1 Finance. Hedgefundies Excellent Adventure was a portfolio made by a bogleheads forum user, Hedgefundie, inspired by risk parity. Hedgefundie’s adventure really fits the bill here (HEDGEFUNDIEs excellent adventure Part II: The next journey - Bogleheads. Hedgefundies Excellent Adventure: A 3x leveraged ETF portfolio This strategy is highly risky and not for the faint of heart. com/hedgefundie-adventure/ 1 level 1 GetSmitt · 2 mo. The Hedgefundie strategy – known as “Hedgefundie’s Excellent Adventure” – is based on a risk parity allocation of leveraged stocks (3x the S&P 500 index via UPRO) and leveraged long-term. Hedgefundies Excellent Adventure Popularized Buy And Hold Investing In 3x ETFs It was in 2019 that news of a supposedly safe way to use 3x leveraged ETFs strategy began to spread around the. Posts; Latest Activity; Photos. If you are concerned with making lots of money, then youd want something like HEDGEFUNDIEs Excellent Adventure instead of meek 90/60 returns. Living with High Inflation: Inflation Hedge, Real Assets, Commodity Momentum. In this case, the SPXL 3x LEFT is hedged with long-term Treasuries in our case it would be TMF. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright. The Hedgefundie strategy — the wild ride of which has become known as “Hedgefundie’s Excellent Adventure” — is based on a risk parity allocation of leveraged stocks (3x the S&P 500 index via UPRO) and leveraged long-term treasury bonds (3x the ICE U. By Tony Dong · October 5, 2022 Share The Bogleheads forum is the last place. Dear Forum, I love the simplicity of having an all VT portfolio. Hedgefundies excellent adventures. HFEA is an acronym for “Hedgefundie’s Excellent Adventure” strategy. What do you think of the UPRO/TMF Strategy that beats the S&P 500?. Benzinga>2023 Composer Review • Automated Trading Solution. Let’s suppose this amount is $5,000. 5x leveraged 60/40 fund investing directly in the S&P 500 and uses intermediate term treasury futures. To see some long-term leveraged ETF strategies in action, check out the Hedgefundie strategy and my designs of a leveraged All Weather Portfolio and leveraged Permanent Portfolio. Whenever people stop talking about a recently hot strategy, I feel the urge to check in on it and see why that might be. Hedgefundies Excellent Adventure: A 3x leveraged ETF portfolio This strategy is highly risky and not for the faint of heart. HedgeFundie’s Excellent Adventure HedgeFundie is an ex-member of the Boglehead online forum. HedgeFundie’s Excellent Adventure (HFEA) Backtesting the rolling returns from June 1986 to Nov 2021. What Is a Leveraged ETF and How Do They Work?>What Is a Leveraged ETF and How Do They Work?. HedgeFundie recommended the strategy as particularly appropriate for younger investors (like the Lifecycle Investing strategy of borrowing when young) and also says that it should only be used with a small portion of your total net worth. HEDGEFUNDIEs excellent adventure - The White Coat Investor Forum - Investing & Personal Finance for Doctors Forum General Investing Get the free WCI monthly email newsletter (with free email Financial Boot Camp course) and take control of your finances today! HEDGEFUNDIEs excellent adventure Posts Latest Activity Photos. HFEA is an acronym for “Hedgefundie’s Excellent Adventure” strategy. So, despite all the evidence presented in the Bogleheads forum supporting the Leveraged Mixed Portfolio, even its biggest advocates realize that this portfolio involves substantial risks of poor outcomes.