Supal Patel

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  • in reply to: Dow 30 Portfolio in latest QT? #56789
    Supal Patel
    Participant

    Hello Mr Horn, I have a followup question. Currently I dont see Top 4 Dow strategy not used in any Core portfolios. Is that by design? At what time/frequency the strategies and their allocations for core portfolio gets revisited?

    -supal

    in reply to: Strategy: Nasdaq 100 Strategy #56787
    Supal Patel
    Participant

    ESRX to CI merger –

    Am I missing something here? I entered ESRX around 96$ per share. I purchased 83 shares of ESRX. Currently after ESRX to CI (Cigna) merge, I got assigned 19 shares of Signa.

    Is this correct? I lost almost 4600$ (more than 50%) in this conversion. Did others also got similar losses?

    in reply to: Strategy: 3x leveraged Universal Investment Strategy #37505
    Supal Patel
    Participant

    In the monthly strategy email it says universal investment strategy can be used with different scenarios like “There are many kinds of option trades possible. Most of them will be selling ATM or OTM SPY and TLT strangles.”

    My questions:

    1) Can we combine Logical Investment strategies with some option premium selling strategies? Have you performed any back test to see what kind of option selling strategies can be applied?

    2) Do you suggest selling covered calls or selling ATM put options for NASDAQ100 or gold currency or UIS?

    Appreciate some guidance on this.

    in reply to: Experienced investors: Investment Portfolios #24959
    Supal Patel
    Participant

    Any plan to update this tool to include newly introduced top 4 countries strategy?

    in reply to: Strategy: Bond Rotation “Sleep Well” #15469
    Supal Patel
    Participant

    Hello,

    With recent changes in “Sleep well” strategy to use adaptive allocation and change the ETF selections, I feel like its same as Global Market Rotation strategy – Enhanced. Both are currently invested 50% stocks / 50% long term bonds. I currently invest in both these strategy to diversify and reduce the risk but with recent change I feel that diversification is no longer there.

    Please let me know if I am wrong here or if I should switch to different strategy to diversify.

Viewing 5 posts - 1 through 5 (of 5 total)