Changes to Playground and Sandbox portfolio.
[Read More]2024 Retrospective
Looking back at the year
The porfolios did relatively well for 2024. Both SleepWell and Insomniac both performed as expected from their past returns. The Playground suffered some trouble keeping up in the later half of the year. It still has had a decent year but compared to the S&P 500(24.01%) and NASDAQ(30.78%) it underperformed on raw returns. However drawdowns were more contained and managable.
[Read More]Additions to Playground
Adding new internal strategies
Additions to Playground portfolio.
[Read More]Changes to Playground
Re-weighting the internal strategies
Changes to Playground portfolio.
[Read More]Why
The desire to have more control over one's financial future
Why
Control and Autonomy
Choosing self-directed investing, helps fill the desire to control one’s financial future. Many feel somewhat uncomfortable with the idea of a portfolio manager or fiduciary having significant control over their financial assets. This discomfort stems from the perception that external managers may not fully align with their personal financial goals and risk tolerance.
Empirical Decision-Making
Managing investments using empirical data to aid in decision-making has benefits. Using independent analysis, research, and data-driven decision-making to construct and manage investment portfolios can create a risk and performance profile that is more appealing.
[Read More]Getting Started
How to make the best of whats here
On Starting
| Portfolio | APR | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|
| Playground | 41.26% | 18.88% | 42.94% | 52.78% |
| SleepWell | 12.31% | 9.16% | 6.64% | 8.65% |
The two portfolios, Playground and SleepWell attempt to achieve different objectives.
[Read More]Using leveraged ETFs
Why they can be useful
Leveraged Exchange-Traded Funds (ETFs) are a type of ETF that use financial derivatives and debt to amplify returns. They are designed to provide investors with a multiple of the daily return of a benchmark index, such as the S&P 500. For example, a 3x leveraged S&P 500 ETF, (SPXL) aims to deliver three times the return of the benchmark index on a daily basis.
[Read More]Advantages of ETFs
Why investing with them should be considered
Exchange-Traded Funds (ETFs) are a popular investment vehicle due to their many advantages. Here are a few reasons why investing in ETFs can be beneficial:
[Read More]