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%.

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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Second Rebalance of my Hedgefundie Portfolio

Categories: investing
Today I performed the second rebalance of my Hedgefundie portfolio. This time I also added my 2021 Roth contribution of $6000 and $646 of extra cash I had in my Roth IRA. For this year’s Roth contribution I chose Fidelity. Fidelity, unlike Interactive Brokers, let me purchase fractional shares of UPRO and TMF. This is great news since with IBKR I always end up with a few dollars in my account.

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First Rebalance of my Hedgefundie Portfolio

Categories: investing
I started my hedgefundie journey at around the end of May of this year. In his post Hedgefundie recommended rebalancing every 3 months or so because that seemed most optimum. So it has been about 3 months and yesterday I decided to perform the rebalance. I started with about $5500 in a Roth IRA at Interactive Brokers and as of yesterday it has grown to $8042 with most of the growth coming from UPRO.

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Starting Hedgefundie’s Adventure at Interactive Brokers Lite

Categories: investing
Today I set up the hedgefundie portfolio at my Interactive Brokers Lite(IBKR) account. Who is Hedgefundie? Hedgefundie is a random guy over on the bogleheads forum who’s posted a portfolio of a 3x leveraged S&P fund and 3x leveraged long duration treasury bonds. The S&P fund gives growth while the treasury bonds balance out the riskiness a.k.a provide risk parity. Hedgefundie and other forum members have done extensive backtesting and generally the strategy works.

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