Posts
ALLW - Bridgewater released an ETF version of All Weather last month with State Street
https://www.ssga.com/us/en/intermediary/etfs/spdr-bridgewater-all-weather-etf-allw https://www.sec.gov/Archives/edgar/data/1516212/000119312524261064/d824091d485apos.htm https://www.reddit.com/r/LETFs/comments/1j7zn82/allw_new_leveraged_all_weatherrisk_parity_etf/ 0.85% expense ratio >Bridgewater provides a daily model portfolio to SSGA FM based on Bridgewater's proprietary All Weather asset allocation approach. The model portfolio is specific to the Fund. Based on Bridgewater's investment recommendations, SSGA FM purchases and sells securities and/or instruments for the Fund. > >Bridgewater's …
Where to get accurate timely data on short shares as % of float?
I know FINRA publishes raw data comparing reporting periods. But I'm looking for an accurate up-to-date source for how much of any particular stock is short interest. I also know there are sites like Yahoo Finance, Marketshare, etc. that publish this, but their info varies and I'm not clear how …
BDTX - diamond in the rough
Black Diamond Therapeutics (BDTX) is a clinical stage company developing MasterKey therapies (targeting a wide array of variations) against tumours and cancers in brain and lungs. The company has 1 drug under development, for different types of patients, currently under Phase 2 development, likely to move into Phase 3/FDA approval …
Have you ever said YOLO and made a crazy investment because others told you it was a good idea or because of hype around it (Like XRP)
Hey guys, I am a student and really need help collecting people's responses about their influences when investing in a project. I promise the survey is brief and won't take too much time (4 ish minutes) and would be super helpful to me to help finish my final. All answers …
What implications to investing do tariffs have if the USA can remove income tax?
If the USA can somehow remove all income tax because tariffs replace that income for the gov., what implications does that have for investing? Wouldn’t that reduce the benefit of investing in a pretax 401k, etc? In that case, would it be more beneficial to stick money in a taxable …
Is the advice of "Stay Diversified" over-rated?
Stuart Kirk, writing recently for the FT (Eight Investment Rules to Live and Die by), discusses his late father's investment strategy. (A lifetime of investing is a pretty good timeframe!) On diversification, he writes: *"Constant rebalancing would have hurt his returns...it is why 'stay diversified' it not investment rule number …
What makes Vanguard Accounts different
I currently have a fidelity index fund for my Roth IRA as I’m not a big investor. Very much a “set it and forget it” type that wants to set something up for retirement (hopefully one day). I always see a lot of talk about Vanguard accounts (VT, VOO, etc) …
Is the boglehead formula shit? and why do people shit on gold?
I put the boglehead formula in a portfolio optimizer and the sharpe ratio is .. quite bad? The most optimal sharpe and better drawdown seems to be VOO + GLD 80:20 over a 12 year period. What am I missing here? Link to the report PDF [https://drive.google.com/file/d/1noQJ\_jRNC8oc8XwwXBJHQ\_EtRtzKUuWf/](https://drive.google.com/file/d/1noQJ_jRNC8oc8XwwXBJHQ_EtRtzKUuWf/)
2025 Q1 asset class returns & new valuations
The total returns (including reinvested dividends) in nominal (before-inflation) USD terms of core asset classes during the first quarter of 2025 were: |Asset Class|Nominal USD Return| |:-|:-| |US stocks \[via VTI\]|\-4.8%| |Ex-US stocks \[via VXUS\]|\+5.7%| |US total bond market \[via BND\]|\+2.8%| For some blended / balanced funds: |Fund|Nominal USD Return| …
First time with large sum of money
I'll try and keep it short. We were able to raise $2.5 million when only needing $1.8. Everything is being wired to us in 3 increments. What are we supposed to do with our extra money while we are not using it. We are in a high risk industry that …