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Thanks Alexander,
This looks like a tremendous enhancement to the Portfolio Builder. I can’t wait to see it in operation!
Mike K.
I did some experimentation with the portfolio builder to see how it would handle leveraging UIS with SPXL and TMF as substitutes for SPY and TLT. To do so I simply multiplied the allocation by three. (Although 2.5 times might be more realistic.) So if one was invested equally in the unleveraged UIS plus three other strategies your allocation would be 25% for each totaling 100%. If UIS has three times leverage the allocation would be 75%,25%,25%,25% for 150% total allocation. The portfolio builder seems to give realistic numbers. Does this approach seem reasonable to you?
Michael K
Thanks, I realize the complications of my request. The upgrade of the Portfolio Builder will certainly help. Also, the excel tool would also be of great help. Those two additions would certainly meet my needs.
No, I mean the UIS strategy. In the monthly stategy update, the UIS strategy is posted as a SPY- EDV strategy. As an alternative, a leveraged short version is also listed. Since this strategy is traded in an IRA I have substituted a SPXL-TMF leveraged strategy instead.
A suggestion. The UIS strategy is presented in a non-leveraged and a leveraged version. It would be helpful to show the leveraged version in the Portfolio Builder so we could see what effect the leveraged strategy will have on the portfolios we build.
Michael Kiefer
imkiefer@gmail.comA question on the portfolio builder. Does it take into account the new variable hedging strategies? It seems to be based on the pre-2014 non-hedged strategies. I am trying to set up a portfolio but I’m stuck on whether to add a bond rotation strategy to hedge the portfolio as the current strategies such as UIS, MYRS and GMRS are already hedged as of this year. Your thoughts please.
Michael Kiefer
imkiefer@gmail.comTo minimize trading costs consider Folio Investing brokerage. For 1 fixed annual fee you get more window trades than you could ever use with these strategies. Also, you could set up a folio for each strategy within the account for easy strategy management. I have used these guys for years as well as Schwab and IB. Some drawbacks though – no margin and no options.
