On the 18th of October, WisdomTree (finally!!) listed a UCITS version of their ETF NTSX in Europe. If you are wondering what’s NTSX, you must be new around here. “The ETF is designed to deliver a 90% exposure to large-cap US equities and 60% to US Treasury futures, effectively providing a leveraged, Read more…
In April 2022, I introduced on this blog The Italian Leather Sofa Model Portfolio. As a reminder, here is the portfolio composition: The idea behind the portfolio is stolen from here. The link offers the best explanation to what I think is the most common question related to it, i.e. Read more…
In April 2022, I introduced on this blog The Italian Leather Sofa Model Portfolio. As a reminder, here is the portfolio composition: The idea behind the portfolio is stolen from here. The link offers the best explanation to what I think is the most common question related to it, i.e. Read more…
I do not remember how and when I discovered HonestMath.com, it must have been on Twitter. Talking about Twitter, I fool myself all the time by thinking I can use it like a sort of RSS feed: someone posts a nice link, I go and read it. It happens very Read more…
A year ago I introduced The Italian Leather Sofa model portfolio. The main goal was to put my money where my mouth is…even if, back in the day, it was only virtual money. In fact, the model portfolio is built using US-listed ETFs, and EU financial regulation prevented me from Read more…
Ok, the title of this post feels a bit thrashy but stay with me for a minute. In the end, it might be really that simple. I spent a couple of weeks working on a video about leverage with Giovanni (the final result is here, unfortunately it is in Italian). Read more…
Shortly after I moved to Zurich with my family, we went to visit my wife’s sister that also lives in Switzerland. While chilling on the couch on a rainy Saturday, I started to rant to my brother-in-law about the fact that I had to stash more than 11k in a Read more…
Since Central Banks announced last year that they were going to increase interest rates, I (for once) acted responsibly and asked myself this question: should I reduce the leverage in my portfolio? The cost to borrow money represents a hurdle rate: the return I get from investing has to be Read more…
In April this year, I introduced The Italian Leather Sofa model portfolio. As a reminder, here is the portfolio composition: 60% stocks (via NTSX) 40% bonds (via NTSX) 20% trend (via DBMF) 10% commodities trend (via COM) 4% Tail risk (via TAIL) -34% cash The idea behind the portfolio is Read more…
The importance of establishing your investing decisions on Excel models instead of ‘feelings’ or opinions, reminder #452. It took me more than a week while working on a post titled “one year of leverage” to realize that, actually, I opened the Interactive Broker account in 2020 and not 2021. I Read more…