September 2021 Hedgefundie Portfolio Update

Categories: investing
Today I performed the 5th rebalance of my Hedgefundie Portfolio. Since the last rebalance in July, the porfolio has gone up by about $1500. Today’s re-balance involved selling $660 of UPRO and using it to purchase $660 of TMF. Since I started in May of last year, the gain of my portfolio is $8000 on an investment of $20000. An increase of 40%.

Thoughts on Fidelity Go Robo Advisor

Categories: investing
Unlike Wealthfront or Betterment, I don’t hear much about Fidelity Go RoboAdvisors. Perhaps because Fidelity doesn’t pay for or have affiliate links. Fidelity Go has an interesting pricing structure. The first $9,999 is managed for free, then $3/month for balances $10k to $49,999, and finally 0.35%/year afterwards. This is all you’ll pay, the underlying funds have no expense ratios and there are no transaction fees. For the cheapskates, the fixed $3/month range gives an interesting optimization.

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Third Rebalance of my Hedgefundie Portfolio

Categories: investing
Today I performed the third rebalance of my Hedgefundie portfolio. Since my last rebalance, I’ve closed my Interactive Brokers Roth IRA account and consolidated it with my Roth at Fidelity. Unlike IBKR, Fidelity lets me buy fractional shares of TMF and UPRO. It also lines up with my goal to have all my banking in one place. Performance has been disappointing. My UPRO allocation is up about 2k, however TMF is down 2k.

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Converting Fidelity’s Symantec VIP token to TOTP to use with Authy

Categories: investing
This is a quick write-up of switching the Fidelity authentication app from Symantec VIP to Authy based on a reddit post1 that explained how to do it for Charles Schwab. Steps: Install Python and the Pip package manager Install python-vipaccess. On the command line you’d execute something like this: pip install --user python-vipaccess There are several options for vipaccess. For Fidelity this worked for me:

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