Posts
My Rebalanced Portfolio Mix - Still Working on Adjustments
Being in my 3rd year of full retirement, I have been rebalancing my portfolio. I am currently at 55% stocks which is divided pretty evenly between growth funds, such as VOO, SCHG, and dividend growth and CC funds, such as SCHD, VIG, JEPQ, GPIX. 15% in bond funds and 30% …
What’s the optimal leverage for a long-term index portfolio?
I currently invest about 60% in US index funds and 40% in Swedish index funds (which are heavily internationally exposed, so it’s not purely domestic). I mostly see the risk in extreme single-day crashes, which are very rare. Even during COVID‑19, daily drops were only a few percent, which you …
Vietnam opportunity according to Mark Hulbert
Yesterday Mark Hulbert suggested in a Morningstar article that there is an opportunity for retail investors to pick up Vietnamese stocks before FTSE Russell’s reclassification of Vietnam as an emerging market, which would cause index funds having to buy Vietnamese stocks that were not previously a part of their index …
Gold at $5,000: Is this a peak or is there more runway? What are you doing with your gold holdings?
Everyone's asking whether gold at $5,000 is the top. So I went through the actual data, five decades of cycles, central bank flows, real interest rates, and tried to answer it honestly. First, let me kill a myth. Gold is NOT a hedge against stock market crashes. What it actually …
Gold at $5,000: Is this a peak or is there more runway?
Everyone's asking whether gold at $5,000 is the top. So I went through the actual data, five decades of cycles, central bank flows, real interest rates, and tried to answer it honestly. First, let me kill a myth. Gold is NOT a hedge against stock market crashes. What it actually …
Ai funds or just stick to index?
I am interested in investing in ai funds, like "Allianz Global Artificial Intelligence EUR" but i feel the cost of the fund is a little to much, is it worth it in the long run, since it most likely will be increasing over the years? Or would just a normal …
Why does nobody talk about the securities lending market even though it's huge?
I’ve been reading more about how institutional markets actually work behind the scenes, and one thing that surprised me is how big the securities lending market is. Most retail investors talk about buying stocks, holding stocks, or short selling. But there’s this entire infrastructure where large institutions are constantly lending …
What are some niche and interesting market trends?
Moving away from the obvious ones (data centres, infrastructure, aging population, etc.), what are some overlooked upcoming market trends? Does not have to be anything groundbreaking, just interesting enough to be worth looking into! Very curious to hear everyone’s thoughts.
Does closing an old position to open a new one cancel out the extra tax hit from short term vs long term gains tax?
I bought ASTS calls last September and my position was 70 calls of $12.5 1/15/2027 expiration. I've been selling calls on these calls throughout and today my position got closed by Robinhood because my short strike was $87 (and I suppose Robinhood thought there was risk even though ASTS closed …
What insights would you try to extract from a large dataset of SEC comment letters?
I’ve been working on aggregating SEC comment letters and company responses from EDGAR into a dataset so they’re easier to analyze. The filings are public, but they’re scattered and not particularly easy to explore systematically. When I first started digging into the data, I expected there might be some obvious …