Episode 199: Dude! Ned! Managed Futures and Leverage!
OwenJay👑
Description
<p>In this episodes we answer emails from Alexi (Dude!), Brian, NED(!) and William. We discuss DBMF and managed futures funds, a 80/10/10 transition portfolio, leverage in accumulation portfolios and adjusting all-stock index fund portfolios.<br/><br/>Links:<br/><br/>Walk For McKenna: <a href='https://fathermckennacenter.org/walk4mckenna/'>Walk4McKenna - Father McKenna Center</a><br/><br/>Andrew Beer (DBMF) Interview: <a href='https://www.youtube.com/watch?v=6zfkL4GEbhE&t=2s'>Jack Bogle of Hedge Funds (guest: Andrew Beer) - Market Huddle Ep.188 - YouTube</a><br/><br/>Brian's Transition Portfolio Compare To One With More Cowbell: <a href='https://www.portfoliovisualizer.com/backtest-asset-class-allocation?s=y&mode=1&timePeriod=4&startYear=1972&firstMonth=1&endYear=2022&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=1&absoluteDeviation=5.0&relativeDeviation=25.0&leverageType=0&leverageRatio=0.0&debtAmount=0&debtInterest=0.0&maintenanceMargin=25.0&leveragedBenchmark=false&portfolioNames=false&portfolioName1=Portfolio+1&portfolioName2=Portfolio+2&portfolioName3=Portfolio+3&asset1=TotalStockMarket&allocation1_1=65&asset2=SmallCapValue&allocation2_1=15&allocation2_2=40&asset3=LargeCapGrowth&allocation3_2=40&asset4=LongTreasury&allocation4_1=10&allocation4_2=10&asset5=Gold&allocation5_1=10&allocation5_2=10'>Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)</a><br/><br/>Ben Felix Video About Leverage: <a href='https://www.youtube.com/watch?v=Ll3TCEz4g1k'>Investing With Leverage (Borrowing to Invest, Leveraged ETFs) - YouTube</a><br/><br/>"Buffett's Alpha" White Paper: <a href='https://www.tandfonline.com/doi/pdf/10.2469/faj.v74.n4.3?needAccess=true'>Buffett’s Alpha (tandfonline.com)</a></
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Episodes
Episode 199: Dude! Ned! Managed Futures and Leverage!
OwenJay👑