*New* Picture Perfect Portfolios 2.0: Original, Classic And Alternative Expanded Canvas Portfolio Ideas! 🎯🤔
These are the "official" portfolios of the site that we'll track moving:
6 Originals + 2 Enhanced Classics + 2 Alternatives
🖼 Big Picture:
Are you planning a trip to Hong Kong? From markets and temples to street food and cafes, here are a few reasons to visit the neighborhood of
#ShamShuiPo
!
@HongKongTourism
#Sponsored
Some of Hong Kong’s best people-watching can be found all around Sham Shui Po through night markets or simply taking a stroll through the iconic neighborhood – learn more here
#ShamShuiPo
#Sponsored
I've changed my mind completely about the average investor being capable of managing their own money.
The amount of random questions/dms I get related to...
1) Insignificant downside volatility (is it time to bail yet?)
2) Tracking error (why is uncorrelated alt asset/strategy
The Fortress Portfolio? Here's a massively diversified portfolio that has outperformed a 60/40 with nearly half the volatility, a 2.38 Sortino and has a 100% success rate so far....ZERO down years since 2014!!! 🤯😲🫨
35% $AUEIX - AQR Large Cap Defensive Style
30% $PQTIX -
Thrilled to have the hardcopy version of this book (Expected Returns: An Investor's Guide to Harvesting Market Rewards) and grabbed it used at an "el cheapo" price of 35 CAD = 26 USD.
Working on a mammoth post today. My longest yet at approx 4000 words.
Title: How Do I Invest My Money? Diversified DIY Quant Portfolio
I'll be sharing my portfolio in detail.
But before I do that I'd love to know what others have these days?
What y'all got under the hood?
Value Investing, Trend Following And Leverage With
@HML_Compounder
"Avantis is the Honda of funds; good value (pun intended) and consistent reliable performance.
Alpha Architect on the other hand is the Ferrari of value funds (okay they do momentum
What are some funds that have outperformed the S&P 500 since their inception? 🤔
Not many it seems. 🤏
A few come to mind though. 🎯
$FCNTX - Fidelity Contrafund
$BPLEX - Boston Partners Long/Short Equity
$MTUM - iShares MSCI USA Momentum Factor ETF
$MOAT - VanEck Morningstar
I've lost 20 pounds over the past 6 weeks doing the following...
Intermitent Fasting: 16:8
Daily Walking (1 Hour)
Intense 30 Minute Workout (Strength + Cardio)
Low Carb + High Protein + Veggies Diet
Cut Back On Drinking
Feeling pretty darn good these days both 💪 +🧠.
It's crazy to think of all the different Expanded Canvas Portfolios you can build these days with ETFs. 🎨👨🎨👩🎨
You may be inspired by using the framework of classic and alternative portfolios or completely do your own thing leaving benchmarks behind in the rubbish. 🗑️
Here are
Really excited
@ValueStockGeek
is the first interview in the 'investing legends' series: We discuss The Weird Portfolio, value investing, asset allocation, gold, active vs passive & a whole range of other fascinating topics for entertainment purposes only.
👀Really excited for this one to be added to the Return Stacked Lineup: $RSSB
I think it's a brilliant move they decided to keep with the $1 invested gives you $1 of this PLUS $1 of that.
You can now build a 60/40/40 portfolio using only 70% of your resources:
30% $RSSB
30%
One of our most highly requested stack: Return Stacked Global Stocks & Bonds ($RSSB) is coming soon.
For $1 invested you get $1 of Global Stocks & $1 of U.S. Bonds.
If you're and allocator and interested in getting a sneak peak or do a deep dive, DM's are open!
@NicheDown
That's awful but also a great reminder that you're just renting a tiny unit inside of a giant sandbox of which you never own and have zero control over the rules.
The Contrarian Portfolio has been lights out since inception. Just been doing its own thing. Hence, it doesn't have any benchmarks. But just for fun here it is versus a domestic and global 60/40 ( $VBIAX / $AOR ).
40% $BLNDX Standpoint Multi-Asset
20% $QLEIX AQR Long-Short
*New* $MYLD ETF Review: The Strategy Behind Cambria Micro & SmallCap Shareholder Yield ETF with
@MebFaber
of
@CambriaFunds
Introduction to MYLD ETF:
Unlike other yawningly boring ETFs, MYLD ETF stands out as an exception!
Offering an intriguing blend
Two 'Investing Legends' shared "All-Weather" + "Risk Parity" investing strategies this week on the blog. Adam Butler
@GestaltU
of
@InvestReSolve
here: and Eric Crittenden of
@StandpointFunds
here: Portfolio ideas for all-seasons🎯☂️
ONE Year RENOVATING a Property in ARGENTINA 🏚️🇦🇷 | What Have We Actually Accomplished? 🤔
We've put around one year of work into renovating the property in Argentina, but what do we actually have to show for it?
In today's video, I thought it would
More Return Stacked Funds coming soon!
This time with a L/S carry strategy.
Naturally, I had to stop what I was doing and dig in - AKA geek out.
Found this great primer for the strategy here:
source: An Introduction To Global Carry
It gives clear
2 new ETFs filed
Return Stacked Bonds & Futures Yield ETF
$RSBY
Return Stacked U.S. Equity & Futures Yield ETF
$RSSY
Effective date: April 10, 2024
Use leverage to "stack" returns of exposure to bonds/futures or equities/futures.
Newfound Research ETFs
*New Post* Adaptive Asset Allocation, Risk Parity & Return Stacking With Adam Butler
@GestaltU
of
@InvestReSolve
:
Another investing legends interview! Truly a huge honour to have Adam share his thoughts on my new blog. 🙌🍾🙏👏
*New* Quantitative Momentum Investing Strategy with
@RyanPKirlin
"Really appreciate Ryan Patrick Kirlin taking the time to answer questions related to Momentum equity investing. An often misunderstood factor strategy that pairs well with value mandates."
FOMO Alert: Stone Ridge Diversified Alternatives Fund 🚨
As a Canadian investor I'm not able to buy US mutual/interval funds.
But if I could one fund that I'd add yesterday would be this one.
It's been nothing short of a bastion of stability since its inception and brings
Some especially good podcasts worth checking out this weekend in no particular order...🎙️📻👂
1) If You Don't Follow The Trend, You Are Missing Out! (Eric Crittenden & Jason Buck Explain) with
@MebFaber
+
@StandpointFunds
+
@jasoncbuck
2) Is the Stock
A neat 150% canvas product launched today. 🎯
$SPQ - Simplify US Equity PLUS QIS ETF
All Equity 100% + 50% multi-strategy
The multi-strategy alternative sleeve includes 10-20 strategies with exposure to carry, volatility, technicals and liquidity with a 8-10% target vol.
We’re excited to announce the launch of Simplify US Equity PLUS QIS ETF ($SPQ) which combines core US equity with quantitative investments. Learn more about $SPQ:
*New* What’s The Best Managed Futures ETF? $DBMF vs $KMLM vs $CTA
"It’s one thing to identify a particular strategy that you want to integrate into your portfolio and another thing to sift, sort and select the best fund that suits your strategic needs."
*New* The Acquirers Fund $ZIG ETF Review | Deep Value Investing
"There are a plethora of value funds vying for your consideration in the ETF marketplace, but few offer the overall “Deep Value” exposure, quality & ROA that the Acquirers Fund has on tap."
*New* $RSSB ETF Review: Return Stacked Global Stocks & Bonds ETF Review
👀 Look at me, I'm the Captain Now! 🏴☠️⚓️
RSSB ETF stands out with its innovative approach, offering 100% exposure to both Global Equities and US Treasury Futures.
A part of the
*New* ETF Wishlist For DIY Investors | Dream Funds For Your Portfolio
"Imagine being able to create your very own dream fund to add to your portfolio.
An ETF you’ve always wanted.
You’ve got a Genie to grant you three ETF wishes."
🧞♀️🧞♂️🍻😋😃🥂🎯
How have you views as an investor evolved in recent years? What are some specific things that you've changed your mind about? 🤔🎯
As the years roll by, I've found my investment philosophy undergoing significant shifts. Here are some key areas where my thinking has evolved: 🧠
I'm soon going to be writing an article entitled "Picture Perfect Portfolios 2.0."
Unlike my first stab at the Picture Perfect Portfolio (when I started my blog) it'll actually feature investable mandates.
They'll be the official portfolios of the site.
I have 6 in total -
I prefer using "return stacking" or "capital efficiency" or "expanding the canvas" to spread out and diversify. 🎨🖼️👨🎨
But for those who specifically want to HUNT $SPY (S&P 500) - you've never had better capital efficient tools at your disposal. 🕵️🕵️♀️🎯
You've now got the
1/ Beating the S&P 500 via Return Stacking: our latest article highlights how Return Stacking may be used as a way to beat the S&P 500 index & do it more consistently. This, in contrast to more traditional security selection methods which dominate investor preferences today.
Eric Crittenden of
@StandpointFunds
is one of my fav peeps in the industry as he's created IMO an exceptional fund and diversification masterpiece in $BLNDX / $REMIX (Standpoint Multi-Asset Fund) but he's also one of the most generous in terms of making time to educate folks on
A7) My dream day in Hong Kong would involve an action packed outing where I'm riding trams and jumping off frequently to randomly wander, crossing the harbour by star ferry and eating copious amounts of dim sum
#ShamShuiPo
*New* Top 10 Underrated ETFs For Investors That Are Totally Awesome!
"Have you ever been to a concert where an opening band that you’ve never heard of before totally blew you away?
They're better than the “main act” you paid decent money to go see." 👊
*New* The Magic Of Combining Leveraged Stocks And Gold In Your Portfolio
"As investors we're well aware of what happens when you combine stocks and bonds in a portfolio, but what about the unlikely duo of stocks and gold?"🤔🤔🤔
Have you noticed that some of the Biggest Macro Personalities on Twitter are some of the Most Mediocre Money Managers out there? 🤑👎
If you dig around a little bit and look for a track record it more often than not is extremely underwhelming. 🫢😱⚖️
I'm not naming names but
New
#Bitcoin
futures strategy ETF listing tomorrow Mar 21, 2024
Global X Bitcoin Trend Strategy ETF
$BTRN | 0.95%
Tracks the CoinDesk Bitcoin Trend Indicator Futures Index: Bitcoin futures exposure between 0% to 100% depending on proprietary trend indicator. Otherwise in Global
Currently working on what might be the longest article I've ever created:
"Top 10 Underrated ETFs For Investors That Are Totally Awesome!"
Criteria:
1) <100 Million AUM
2) Boutique Fund Providers
I'm curious to know what is your favourite ETF that you think is underrated?🤔
I love this graph. I remember first seeing it on an Investopedia video featuring Ray Dalio. 😍
But is it true? Can adding 8 uncorrelated strategies cut your risk in half without compromising returns? 🤔
Let's test it out. 🧪
Indeed, it can! 🏆
We slice Stdev by 452 bps and
I think the greatest advantage a DIY investor has is that they don't have to make their portfolio palatable for anyone else on the planet.
It can be as weird/esoteric as you want it to be (or not) and if you're confident with your approach all you have to do is stick with it.
*New* 10 Things Investors Need To Know About Managed Futures Investing Strategies
"What we’ll attempt to unpack in this article is 10 specific things investors need to know about Managed Futures strategies in order to make more informed decisions."🎯
Trend Following & All Weather Investing With Eric Crittenden Of Standpoint Funds
@StandpointFunds
📈 Trend Following & All-Weather Investing Insights
Interview Focus: Chat with Eric Crittenden of Standpoint Funds, expert in trend following and creator
*New* The CockRoach Portfolio 🪳 | A Diversified Portfolio Ready For All Economic Regimes with "Investing Legend"
@JasonMutiny
of
@MutinyFunds
A "modern interpretation" of the classic Harry Browne Permanent Portfolio with 4 Quadrant diversification 🎯
...that moment you find out a diversified and optimized portfolio can outperform (performance + risk management) a stocks for the long-run MCW approach! 🧠🧨🤯
50% SCV
30% 10-Year
20% Gold
vs
100% US Total Stock Market
Way too many people view investments individually rather than at portfolio level (asset-level Sharpe for example is useless in my view).
Great visual of how adding a lower-returning asset can actually boost overall returns, and reduce vol/risk.
Woah! 🤪💈
My hair 10 years ago while visiting a cat cafe in Seoul, Korea.
I'm writing an article about quirky Korean cafes and embedding some relevant videos.
It's freakin' hilarious/embarrassing reviewing some of them today.
Just a reminder that the twitter chat with
@HongKongTourism
is happening tomorrow April 25 at 1:00 pm EST. We'll be chatting all about affordable travel, so come join us! 🇭🇰✈️
#AffordableHK
Over the past 70 years the US stock market has been a darling, outperforming foreign stocks by 1% per year.
$10k invested in US stocks in 1950 turned into $14 million vs. only $8m in foreign stocks.
Want to know how much of that outperformance has come since 2009?
All of it.
What's been the most successful world equity optimization/factor strategy this century for MSCI?
Value?
Growth?
Momentum?
Market Cap Weighted?
Nope.
Quality!
It has generated a 2.1% annual return over MSCI World Index since 1999.
More impressive is that it is the 2nd most
Singing the Argentina 🇦🇷 "cheer song" en route to the partying with locals on a bridge!
Dog barking in the background of course ;) 😆🐶
"Ole ole ole, ole ole ole ola!
Ole ole ole, cada día te quiero más!
Yo soy Argentino, es un sentimiento, que no puedo parar!"
Alternative Investment Strategies And Portfolio Diversification With Phil Huber
@bpsandpieces
🌟 Introduction to Phil Huber: Meet Phil Huber, the Chief Investment Officer at Savant Wealth Management, and author of "The Allocator’s Edge." His insights
RSST ETF: Review Of The Strategy Behind Return Stacked U.S. Stocks & Managed Futures Fund With
@choffstein
of
@returnstacked
What’s The Strategy Of RSST ETF? 🎯
Unique Features Of Return Stacked U.S. Stocks & Managed Futures Fund RSST ETF 🤖
What Sets
This just blows my mind each & every time.
The "average investor" is so lacking in discipline, patience & perseverance they'd be better off 100% allocated to bonds whilst taking up finger painting instead.🎨
Also, how many guessed EM over S&P 500 from 02-21?
Source: JP Morgan
I came up with a new portfolio to add to the mix while on several long flights. ✈️
The Chameleon Portfolio
It's an alternative to a global static risk parity portfolio.
25% $UPAR - Static Risk Parity
25% $RDMIX - Vol Targeted Adaptive Risk Parity
25% $BLNDX - Trend
Working on an interesting article today:
"What advantages do DIY investors have over Pros?"
Not how Pros invest personally but how they build model portfolios for clients.
Seeking contributions/opinions
Will include your tweets with @-mentions and website in the article.😎
*New* $CTA
@SimplifyETFs
Managed Futures Strategy ETF Review
"CTA has arrived in the ETF marketplace in the midst of tumultuous market conditions & shown that not only is it a welcome addition to the MF space but that it may very well be the Top Gun."🥇
*New* AQR Style Premia Alternative Fund Review: $QSPIX Mutual Fund Review 😋
Embarking on a dim sum adventure in Hong Kong, I encountered one of his most memorable experiences—not for the food, but for the fashion faux pas that turned a casual lunch into
*New* KFA Mount Lucas Index Strategy ETF Review | $KMLM ETF Review
"In a year where just about every long-only investment has been taken to the wood-chipper, one clear ex: of a fund that has shined brightly amidst the bloodbath is KFA Mount Lucas ETF."
As far as I can tell I have the top ranking articles for the 3 highest AUM Managed Futures ETFS.
And I'm also am ranking
#1
for what's the best managed futures fund.
$DBMF - 838 Million AUM
$KMLM - 297 Million AUM
$CTA - 158 Million AUM
And to be perfectly honest 2 years ago
*New* How Do I Invest My Money? Diversified DIY Quantitative Portfolio:
This is by far the longest blog post I've ever written. 4000+ words.
I felt that I needed the "extra space" to unpack everything before revealing what I've got under the hood.
*New* Global Asset Allocation & Portfolio Diversification with
@MebFaber
We covered...
1) Investing Mentors
2) Rules Based Investing
3) Time Horizons & Fees
4) Securities Lending
5) Global Asset Allocation
6) Home Country Bias
7) EM Opportunities