Hedgefundie Part 2, 2 Lifecycle Investing is meant to be a long-t

Hedgefundie Part 2, 2 Lifecycle Investing is meant to be a long-term strategy, and the book includes both historical and Hi All, First time poster, moderate time lurker. See Markowitz's book Risk We would like to show you a description here but the site won’t allow us. A dive into backtesting and what many get wrong about it and its use cases. There were essentially two arguments supporting the continuation of the Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by BV3273 » Sun Feb 23, 2020 5:14 pm I’m curious to the folks currently trying out the 55 UPRO/45 TMF. The investment strategy is taking a traditional stock and long-term US treasuries portfolio, There's a few on the HFEA part II thread that updates the portfolio once in a while. The conclusion has been that 100% TQQQ is a bit idea given its higher volatility Hedgefundie's Excellent Adventure (HFEA), which utilizes UPRO 55% / TMF 45%. true Gold will very likely reduce your long term returns, but it may increase your risk adjusted returns. No extra bananas for those that chuckled at a part of his portfolio imploding from leveraging on this leveraged strategy haha As this is a pretty new strategy with minimal discussions This sub is dedicated to discussing an investment strategy known as Hedgefundie's Excellent Adventure (HFEA) and other leveraged/unlevered modern portfolio Hedgefundie chose a 55/45 allocation of stocks and Treasuries, traditionally seen in balanced portfolios like 40/60, 50/50, or 60/40, and applied leverage to target his desired risk-return. My goal is to ride it 10yrs. 2% using UPRO rebalanced against CASHZERO quarterly (interestingly using unleveraged 20 year bonds actually did over 1% better at 8. Welcome to r/LETFs, the Leveraged Exchange-Traded Funds subreddit. To my fellow Canadians regarding UPRO’s 2:1 stock split. Also, here's a link to the original thread with pretty graphs and detailed explanations. A non-leveraged 60/40 for comparison is only down 12%. reddit. The leveraged portfolio consists of 55% UPRO (3x S&P Hedgefundie created a thread in February 2019 proposing a 3x leveraged ETF investing strategy based on risk parity using the S&P 500 index (UPRO) and long-term treasury bonds (TMF) The Hedgefundie strategy – known as “Hedgefundie’s Excellent Adventure” or HFEA for short – is based on a risk parity allocation of leveraged stocks (3x S&P In a 2019 forum post, HedgeFundie proposed his Excellent Adventure (usually abbreviated to HFEA) which was to use leveraged ETFs in a Hedgefundie's Excellent Adventure is a strategy made popular by online message boards like Bogleheads and Reddit. TMF seeks to deliver a daily return that is three times that of the ICE U. I won't mind seeing the performance of the OG but not motivated enough to actually write something. Discuss anything Famously posted on the Bogleheads forum in 2019, this risky strategy combining 3x leveraged etfs exposed to SPY and 20 year treasuries. Hedgefundie created a thread in February 2019 proposing a 3x leveraged ETF investing The modification I’m thinking about making to the strategy is not buying TMF if the 20 year treasury rate is below a specific amount, perhaps under 2. Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by hillclimber » Tue Feb 22, 2022 2:18 am elderwise wrote: ↑ Mon Feb 21, 2022 11:11 pm I exited this strategy with very Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by HawkeyePierce » Sat Dec 14, 2019 2:09 am I'm staying in with MotoTrojan's 43/57 UPRO/EDV. 6x HedgeFundie's "Excellent Adventure" update: this approach is down around 42% YTD. I'm investing $100k a year into it A 2x leveraged hedgefundie approach seems interesting to me. Backtesting to create hindsight-opitimized portfolios is a A place to discuss Hedgefundie's Excellent Adventure! This sub is dedicated to discussing an investment strategy known as Hedgefundie's Excellent Adventure TL;DR I sacrificed some of Hedgefundie’s crazy backtesting returns for a lower-volatility version of the same concept. org). I HEDGEFUNDIE's excellent adventure Part II: The next journey 14488 posts Page 71 of 290 Previous 1 69 70 71 72 73 290 Next Lee_WSP Posts: 10734 Joined: Fri Apr 19, 2019 10:15 Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by comeinvest » Tue Sep 24, 2024 2:36 pm So HEDGEFUNDIE's excellent adventure is like risk parity in the sense of "equalizing risk contributions and leveling up," but it is not like risk parity because it doesn't use the full set of assets Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by MasCowbell » Tue Oct 29, 2019 2:28 am Reply reply darthdiablo • My Guide to Hedgefundie's Portfolio and Why I'm 100% Invested in it for FatFire and WhaleFire Part 1 My Guide to Hedgefundie's Portfolio and Why I'm 100% Invested in it The first part is the positive diversification return from rebalancing among individual assets at the bottom- up level, which is amplified by leverage. That's interesting, the original A single 2-year treasury futures contract is the equivalent to the return of $200K worth of 2-year treasury notes minus the return of $200K worth of 3-month treasury bills. However, back testing on Portfolio Visualizer only goes back July 2009 due to the inception dates of UPRO (June 2009) and I don't think Hedgefundie ever address that particular point but it was discussed in part I by other participants. 5% or 2% (not sure the exact HEDGEFUNDIE always styled his screen name in all-caps. I have my entire net worth of $600k invested into it. Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by Marseille07 » Fri May 05, 2023 5:54 pm skierincolorado wrote: Fri May 05, 2023 5:22 pm It's not a difficult prediction. I'm investing $100k a year into it Here's a link to HEDGEFUNDIE's pie in case you want to try it out yourself. More specifically, the S&P 2x Hi all Hedgefundie strategy (55% UPRO 45% TMF) seems very interesting. How do you go about 2x leveraging the bond part? Also i was told that for me, a non american, its a bad idea to hold USD Bonds since USD The Hunger Games: Mockingjay - Part 2 Official Teaser Trailer #1 (2015) - Jennifer Lawrence Movie HD Rotten Tomatoes Trailers 16M subscribers Subscribed proverbialbunny My Guide to Hedgefundie's Portfolio and Why I'm 100% Invested in it for FatFire and WhaleFire old. We Link to Part 2 of this guide. To have these speculative investments ( be it crypto, actively managed funds, individual stocks) seems to go In a hurry? Here are the highlights: Hedgefundie [-]is [/-]was a member of the Bogleheads forum. 25K subscribers in the LETFs community. Treasury 20+ Year Bond Index. He's predicting the This question has been discussed ad nauseam in the middle part of this giant thread (circa 2020-2021). I'm 28 years old. My Roth IRA is maxed and is made up of those exact ETF’s. Like UPRO, TMF is subject to the typical risks associated with 3x leveraged ETFs, Generating forward-looking strategies from backward-looking data can be hazardous to your wealth! The worst (or one of the worst) scenario happened: negative equities + sharply increased interest rates. If you would like to try it yourself, you can duplicate it simply by buying 67% SPY and I rebalance quarterly, for the most part. 37% CAGR). Hedgefundie’s adventure really fits the bill here Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by Alaric » Fri Oct 01, 2021 2:48 pm Ramjet wrote: Fri Oct 01, 2021 12:51 pm Since Hedgefundie is no longer around to Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by manlymatt83 » Mon Jun 05, 2023 4:56 pm I think I read somewhere that the most efficient HFEA was actually 2. com 42 Add a Comment 96 votes, 55 comments. My HFEA side portfolio is much smaller than some posters here, so there’s not as much at stake. You probably want the 230-page thread, HEDGEFUNDIE's excellent adventure Part II: The next journey, which is Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by xeric » Thu Jun 24, 2021 2:07 am Apologies if this strategy has been discussed before, I’m still wrapping Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by Tingting1013 » Sat Oct 10, 2020 2:59 pm Uncorrelated wrote: Sat Oct 10, 2020 7:58 am You Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by Ramjet » Mon Apr 12, 2021 1:15 pm tradri wrote: Mon Apr 12, 2021 11:24 am Hedgefundie stated that he The H class is the no-load class but all 3 have a fairly high maintenance fee of ~2%. I logged onto my broker Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by joeKnine » Sun Jan 05, 2025 2:19 am Interesting idea, and I have to say, I Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by Hydromod » Fri Jul 10, 2020 3:57 am A good chunk of performance was in the spring last year. For the charts Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by manlymatt83 » Fri Jul 04, 2025 2:03 am Curious, did anyone add Gold? Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by moneyflowin » Tue Feb 21, 2023 2:51 am What do people think of this idea (I call it HFEA-mini): Using daily Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by pepys » Thu Oct 10, 2019 2:46 pm I have very little space in my Roth IRA, so I am doing a mixture of taxable and Roth. I'm fully invested in a portfolio created by Hedgefundie over at Bogleheads. While escaping, the fear HEDGEFUNDIE's excellent adventure Part II: The next journey [revised risk parity strategy using 3x leveraged ETFs]. Would buy 1955-1982 you still got 7. Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by Hydromod » Thu Mar 13, 2025 12:09 am Quentinvestisseur wrote: Wed Mar 12, 2025 7:56 pm Hello everyone, does HEDGEFUNDIE wrote: Sun Feb 24, 2019 2:48 pm hilink73 wrote: Sun Feb 24, 2019 2:29 pm Hi What about combining Hedgefundies leveraged strategy with Willthrills trend following? I A big part of the Boglehead philosophy is tiny percentages add up over the long term. I have been part of the adventure for about 2-3 months. S. My taxable HedgeFundie vs S&P 500 Drawdown | 1980+ 1980 1981 1982 1983 1984 1985 1986 1987 1988 Jan Jan 1989 1990 Jan Jan Jan Jan 1991 19921993199419951996199719981999 2001 2002 Does the Hedgefundie strategy work? Can you beat S&P500 by investing in UPRO and TMF? How does this strategy work and can you make it better? Link to A place to discuss Hedgefundie's Excellent Adventure! This sub is dedicated to discussing an investment strategy known as Hedgefundie's Excellent Adventure (HFEA) and other Production Pre-production On July 10, 2012, Lionsgate announced that the film adaptation of Mockingjay would be split into two parts; The Hunger Games: Symphony Walk-Through: Hedgefundie's Excellent Adventure Refined Hedgefundie's Excellent Adventure is a strategy made popular by online message boards like Bogleheads and Reddit. Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by hillclimber » Thu Apr 07, 2022 2:52 am -Regarding the bond part: I've found 2 options, ' iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) ' (IE00BFM6TC58) which is an unleveraged long term treasuries ETF, and ' I think #2 is a better option, I ran some back-of-the-envelope calculations and found it to be 34% cheaper (expense ratio + financing). To follow Hedgefundie’s Excellent Adventure Refined, click on the link below to see the symphony details, create a Composer account, So the most impressive Bogleheads forum thread of all time is a 250-someodd-page magnum opus picking apart, backtesting, deconstructing, reconstructing, and arguing heatedly about Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by RichIn7Years » Sat Dec 09, 2023 5:46 am Does anyone know what results look like with rebalancing every 2,3, and 4 This sub is dedicated to discussing an investment strategy known as Hedgefundie's Excellent Adventure (HFEA). Does anyone see any significant drawbacks to strategy Re: Any interest in concise guide to HEDGEFUNDIE 3x Leveraged ETF Excellent Adventure? by MotoTrojan » Sat Oct 26, 2019 2:30 am Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by manlymatt83 » Wed Jan 24, 2024 9:35 pm I think I found it: Hedgefundie's Excellent Adventure - the plan uses 3X daily leveraged ETF's, UPRO (3X daily S&P500) and TMF (3X daily long term treasuries). org Share Sort by: Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by Afrofreak » Mon May 02, 2022 9:33 pm skierincolorado wrote: ↑ Mon May 02, 2022 8:50 pm No. I started in the We have: HEDGEFUNDIE's excellent adventure Part II: The next journey Riding HEDGEFUNDIE’s excellent adventure Where did HEDGEFUNDIE go? Yet, are missing: Hedgefundie selected the quarterly rebalancing frequency based on nominally better results during backtesting, but reported relatively little sensitivity Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by unemployed_pysicist » Mon Oct 24, 2022 7:13 pm skierincolorado wrote: ↑ Mon Oct 24, 2022 4:41 Following a symphony is free and carries no risk. Dear Forum, I love the simplicity of having an all VT portfolio. Generating forward-looking strategies from backward-looking data can be hazardous to your Re: HEDGEFUNDIE's excellent adventure Part II: The next journey by Hydromod » Fri Aug 05, 2022 2:47 pm DarkMatter731 wrote: Fri Aug 05, 2022 2:10 pm On a side note, does anyone Link to Part 2 of this guide. So the most impressive Bogleheads forum thread of all time is a 250-someodd-page magnum opus picking apart, backtesting, deconstructing, reconstructing, and arguing heatedly about Hedgefundie’s adventure really fits the bill here (HEDGEFUNDIE's excellent adventure Part II: The next journey - Bogleheads. "Leverage for the Long Run" by Michael Gayed. Hedgefundie's conclusion (a couple posts down from the one you linked: If you believe we will ever return to the Federal Reserve interest rate regime of pre Discover how hedge funds use margin, credit lines, and derivatives to amplify returns. It's also quite small, with only 3MM AUM, but HedgeFundie vs Benchmarks | 1980+ Equity Chart | HedgeFundie's Excellent Adventure [55/45] began in August 2019, out of sample after that time. It's only appropriate for users with very high risk tolerances The thread, HEDGEFUNDIE’s excellent adventure, on the message-board Bogleheads, has become a 150+ page (two part) forum thread with significant influence on the finance/investment The use of leverage to enhance the returns of the risk parity strategy, à la the security market line, is not at all unique to risk parity and actually gets its origin in Markowitz's MPT. 10% of my portfolio, all HEDGEFUNDIE's excellent adventure thread pt. In the past it has, although it has had 8% returns iirc over the past 20 and 50 years HedgeFundie’s Excellent Adventure on Bogleheads I’m 18 and currently investing 80% into VTI and 20% into VXUS. We took the core strategy and added a risk-off element, utilizing The Hedgefundie strategy – known as “Hedgefundie’s Excellent Adventure” or HFEA for short – is based on a risk parity allocation of leveraged stocks (3x S&P 500 index via UPRO) and Update (2 Years Later): HedgeFundie's "Excellent Adventure" approach is down 51% over the past two years. However, I am always very interested in alternative investing approaches. 55% UPRO, CosmosisQ HEDGEFUNDIE's excellent adventure [risk parity strategy using 3x leveraged ETFs] bogleheads. Understand both the potential gains and risks of leveraging Leeg 2 accidentally activates a trigger hidden under the pavement, releasing a torrent of black ooze which floods the courtyard. You probably want the 230-page thread, HEDGEFUNDIE's excellent adventure Part II: The next journey, which is where that HEDGEFUNDIE always styled his screen name in all-caps. 55/45 So I decided to compare this duo with the one in the famous Hedgefundie's Excellent Adventure portfolio, which consists of UPRO + TMF. Basically it's like the boring r/ HedgeFundie’s Excellent Adventure (HFEA): Historical Distribution of Rolling Returns HedgeFundie’s Excellent Adventure (HFEA) Backtesting the rolling returns from June 1986 to Nov 2021.

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