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Investing - Theory, News & General • HEDGEFUNDIE's excellent adventure Part II: The next journey

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I have finally decided to pull the trigger on this adventure and will be investing $100k the first of January 2025. My portfolio recently crossed the $2 million mark so this will represent about 5% of my overall investments. After doing much research and back testing, I’ve settled on the following allocation:

40% UPRO
20% TQQQ
20% BRK.B
20% GLD

I will be implementing this across two accounts with $50k each, Roth and 401k BrokerageLink account. Looking forward to seeing how things turn out.
Since it’s only 5% maybe not a big deal but you could swap out GLD for GDE (90% gold / S&P). This essentially leaves you with 6% left over with nearly the same allocation to equity and gold still. Could then put 6% in TMF for another defensive asset besides gold. Or KMLM or DBMF for 6% managed futures.

34% UPRO
20% TQQQ
20% BRK.B
20% GDE
6% TMF

OR lower you equities a bit more:

30% UPRO
20% TQQQ
20% BRK.B
20% GDE
5% TMF
5% KMLM

Still a ton of equities (188%) but more diversified.

Statistics: Posted by Football2408 — Sun Nov 24, 2024 7:43 am — Replies 14479 — Views 2154111



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