Additions to Playground portfolio.
[Read More]Changes to Playground
Re-weighting the internal strategies
Changes to Playground portfolio.
[Read More]Old Portfolio - Playground
Strategies playing to make money
Description
This portfolio employs a strategic approach to buying and selling positions in an attempt to outperform a simple buy-and-hold strategy. It presents a viable alternative and complement to long-term position investors, offering favorable exposure characteristics.
The portfolio does not allocate its entire allocation to the market at all times but selectively acquires and sells positions on a daily basis. At times, only one or two positions may be held, but this can rapidly increase if favorable market conditions arise.
Subsequently, this strategy incorporates a small collection of four complementary strategies for acquiring index-related equities and selecting leveraged exchange-traded funds (ETFs).
The following ETFs are used:
| ETF | Ticker | Leverage |
|---|---|---|
| Direxion Daily S&P Biotech Bull 3X ETF | LABU | 3x |
| Invesco QQQ Trust | QQQ | 1x |
| ProShares Ultra QQQ | QLD | 2x |
| ProShares UltraPro QQQ | TQQQ | 3x |
| Direxion Daily Semiconductor Bull 3X ETF | SOXL | 3x |
| Direxion Daily S&P500 Bull 3X ETF | SPXL | 3x |
| ProShares Ultra S&P500 | SSO | 2x |
| ProShares Short VIX Short-Term Futures | SVXY | -0.5x |
| Direxion Daily Technology Bull 3X ETF | TECL | 3x |
| Direxion Daily 20+ Yr Trsy Bull 3X ETF | TMF | 3x |
| Direxion Daily Small Cap Bull 3X ETF | TNA | 3x |
| Invesco DB US Dollar Bullish | UUP | 1x |
| ProShares Ultra 20+ Year Treasury | UBT | 2x |
| ProShares VIX Short-Term Futures | VIXY | 1.5x |
The graph above represents the portfolio growth in recent history.
In the Details section below, the Assets tab shows the range that each asset’s allocation can achieve. This allocation can change on a monthly basis as the portfolio adjusts itself. On the Trades tab is the historic trading record. Note though, the profit column indicates the profit to that one trade and not the portfolio as a whole.
Total position allocation is set to 90.00% of account
[Read More]Why
The desire to have more control over one's financial future
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.
[Read More]Portfolio - Playground
Strategies playing to make money
Description
This portfolio employs a strategic approach to buying and selling positions in an attempt to outperform a simple buy-and-hold strategy. It presents a viable alternative and complement to long-term position investors, offering favorable exposure characteristics.
The portfolio does not allocate its entire allocation to the market at all times but selectively acquires and sells positions on a daily basis. At times, only one or two positions may be held, but this can rapidly increase if favorable market conditions arise.
Subsequently, this strategy incorporates a small collection of four complementary strategies for acquiring index-related equities and selecting leveraged exchange-traded funds (ETFs).
The following ETFs are used:
| ETF | Ticker | Leverage |
|---|---|---|
| Direxion Daily S&P Biotech Bull 3X ETF | LABU | 3x |
| Invesco QQQ Trust | QQQ | 1x |
| ProShares Ultra QQQ | QLD | 2x |
| ProShares UltraPro QQQ | TQQQ | 3x |
| Direxion Daily Semiconductor Bull 3X ETF | SOXL | 3x |
| Direxion Daily S&P500 Bull 3X ETF | SPXL | 3x |
| ProShares Ultra S&P500 | SSO | 2x |
| ProShares Short VIX Short-Term Futures | SVXY | -0.5x |
| Direxion Daily Technology Bull 3X ETF | TECL | 3x |
| Direxion Daily 20+ Yr Trsy Bull 3X ETF | TMF | 3x |
| Direxion Daily Small Cap Bull 3X ETF | TNA | 3x |
| Invesco DB US Dollar Bullish | UUP | 1x |
| ProShares Ultra 20+ Year Treasury | UBT | 2x |
| ProShares VIX Short-Term Futures | VIXY | 1.5x |
The graph above represents the portfolio growth in recent history.
In the Details section below, the Assets tab shows the range that each asset’s allocation can achieve. This allocation can change on a monthly basis as the portfolio adjusts itself. On the Trades tab is the historic trading record. Note though, the profit column indicates the profit to that one trade and not the portfolio as a whole.
Total position allocation is set to 90.00% of account
[Read More]Portfolio - Playground
Strategies playing to make money
Description
This portfolio employs a strategic approach to buying and selling positions in an attempt to outperform a simple buy-and-hold strategy. It presents a viable alternative and complement to long-term position investors, offering favorable exposure characteristics.
The portfolio does not allocate its entire allocation to the market at all times but selectively acquires and sells positions on a daily basis. At times, only one or two positions may be held, but this can rapidly increase if favorable market conditions arise.
Subsequently, this strategy incorporates a small collection of four complementary strategies for acquiring index-related equities and selecting leveraged exchange-traded funds (ETFs).
The following ETFs are used:
| ETF | Ticker | Leverage |
|---|---|---|
| Direxion Daily S&P Biotech Bull 3X ETF | LABU | 3x |
| Invesco QQQ Trust | QQQ | 1x |
| ProShares Ultra QQQ | QLD | 2x |
| ProShares UltraPro QQQ | TQQQ | 3x |
| Direxion Daily Semiconductor Bull 3X ETF | SOXL | 3x |
| Direxion Daily S&P500 Bull 3X ETF | SPXL | 3x |
| ProShares Ultra S&P500 | SSO | 2x |
| ProShares Short VIX Short-Term Futures | SVXY | -0.5x |
| Direxion Daily Technology Bull 3X ETF | TECL | 3x |
| Direxion Daily 20+ Yr Trsy Bull 3X ETF | TMF | 3x |
| Direxion Daily Small Cap Bull 3X ETF | TNA | 3x |
| Invesco DB US Dollar Bullish | UUP | 1x |
| ProShares Ultra 20+ Year Treasury | UBT | 2x |
| ProShares VIX Short-Term Futures | VIXY | 1.5x |
The graph above represents the portfolio growth in recent history.
In the Details section below, the Assets tab shows the range that each asset’s allocation can achieve. This allocation can change on a monthly basis as the portfolio adjusts itself. On the Trades tab is the historic trading record. Note though, the profit column indicates the profit to that one trade and not the portfolio as a whole.
Total position allocation is set to 90.00% of account
[Read More]Portfolio - Volatility
Volatility Risk Premium
Portfolio - Regime
Short Term Regime Switching
Portfolio - SleepWell
Weekly Sleepy Stuff
Description
This portfolio employs a strategic approach to buying and selling positions, aiming to outperform a conventional buy-and-hold strategy for the general market with reduced volatility. It presents a viable alternative and complement for long-term position investors who may have idle cash and are willing to provde active management.
The portfolio maintains a fully invested position in the market at all times, but it selectively adjusts its allocations on a weekly basis.
The underlying strategy involves utilizing a momentum indicator to categorize assets and then implementing a minimum variance allocation for determining asset positions. A 6% stop loss is employed on the portfolio, but it will re-enter at the subsequent signal or the commencement of week trading.
The following ETFs are utilized, with the majority being un-leveraged:
| ETF | Ticker | Leverage |
|---|---|---|
| SPDR Gold Shares | GLD | 1x |
| Invesco QQQ Trust | QQQ | 1x |
| SPDR S&P 500 ETF Trust | SPY | 1x |
| iShares MSCI Emerging Markets ETF | EEM | 1x |
| Invesco DB US Dollar Bullish | UUP | 1x |
| ProShares Ultra 20+ Year Treasury | UBT | 2x |
| iShares Micro-Cap ETF | IWC | 1x |
The use of UUP is mostly done to allow the strategy to find a neutral stance. Cash could be used here but over history UUP is better.
The graph above represents the equity from following the portfolio in the past.
In the Details section below, the Assets tab shows the range that each asset’s allocation can achieve.
Total position allocation is set to 95.00% of account
[Read More]Portfolio - Insomniac
Weekly Sleepless Stuff
Description
This portfolio employs a strategic approach to buying and selling positions, aiming to outperform a conventional buy-and-hold strategy for the general market with reduced volatility. Essentially, it operates similarly to SleepWell but incorporates leveraged assets. This is a viable alternative and complementary option for long-term position investors who may have idle cash and are up for active management on a weekly basis.
Similar to SleepWell, this portfolio allocates its entire investment to the market at all times but selectively adjusts its allocations on a weekly basis.
Beneath the surface, this portfolio utilizes a momentum indicator to categorize assets and then employs a minimum variance allocation strategy to determine the appropriate size for asset positions. It employs a 6% stop loss on the portfolio but will re-enter at the next signal or the commencement of week trading.
The following ETFs are utilized, the majority of which are leveraged:
| ETF | Ticker | Leverage |
|---|---|---|
| ProShares Ultra Gold | UGL | 2x |
| Invesco QQQ Trust | TQQQ | 3x |
| SPDR S&P 500 ETF Trust | SPXL | 3x |
| Direxion Daily MSCI Emerging Markets Bull | EDC | 3x |
| Invesco DB US Dollar Bullish | UUP | 1x |
| Invesco DB US Dollar Bearish | UDP | 1x |
| Direxion Daily 20+ Year Treasury Bull | TMF | 3x |
| iShares Micro-Cap ETF | IWC | 1x |
The use of UUP and UDN is mostly done to allow the strategy to find a neutral stance. Cash could be used here but over history UUP and UDN are better.
The graph above represents the equity from following the portfolio in the past.
In the Details section below, the Assets tab shows the range that each asset’s allocation can achieve.
Total position allocation is set to 95.00% of account
[Read More]