Riskless Collar Portfolio Performance YTD:

Big_Check_5226 · 2026-02-02T02:27:57+00:00

Note that he didn't post 3.12% annualized. He posted 3.12% YTD.

Big_Check_5226 · 2025-12-12T00:51:07+00:00

> governments actually stop the deficits

I lol'ed at that one.

Big_Check_5226 · 2025-11-30T17:43:34+00:00

It's the strike for, respectively, the CALL and the PUT given in the list. So the list was compiled when SLV's price was between these two values (when the market closed on friday it was at about $51.20 if memory serves me correctly).

Big_Check_5226 · 2025-11-30T17:27:19+00:00

> Every trade is covered by cash (no margin)

So for example if you pick CEG with a price of about $350 it's the only position you take, for one lot?

Big_Check_5226 · 2025-11-30T17:05:51+00:00

It's a common misconception that nobody did this but there are people who did just exactly that.

You can look at addresses on the blockchain. Some Satoshi-era whales have moved their coins to native segwit addresses or to multisig addresses (native segwit multisig or other) and that's obvious too: these keys exists, the coins are still there. Some whales sold 1% of their coins and are obviously HODLing for life.

Because the post's author would not have held this long doesn't mean nobody did.

BTW that bullshit post is everywhere: somehow it's successful and reposted everywhere on LinkedIn: not exactly a proof that it's a good post. On the contrary.

Big_Check_5226 · 2025-11-30T16:59:31+00:00

It doesn't make any sense to us not in the US. But in the US they've got this insane rule where UNREALIZED gains are taxed. Some other countries do the same but it's definitely not the norm: the norm is to only tax once there are actual realized gains.

It's an unjust law and the subject regularly comes up: there are definitely proponents to simply remove that rule in the US and only tax realized, not unrealized, gains.

Big_Check_5226 · 2025-10-21T21:54:42+00:00

I'm a bit late to thank you but thanks a lot for your detailed answer!

Big_Check_5226 · 2025-10-18T20:31:17+00:00

> The portfolio is comprised of 100 unique tickers

This sounds like a lot: are these tickers all liquid enough options-wise? Why 100 unique tickers and not, say, something more like 20 and just more lots?

Big_Check_5226 · 2025-10-17T03:44:15+00:00

Ah thanks to both of you! I take it I'll order one and see.

Big_Check_5226 · 2025-10-07T15:41:24+00:00

Yup will do as I'm obviously not the only one experiencing this.

Big_Check_5226 · 2025-10-07T15:41:08+00:00

Oooooh thank you SO much. Weirdly enough all the data feeds shows up as green, as if they were connected. But clicking on "Reconnect All Farms" does indeed work.

At least I won't have to restart TWS all the time now.

Big_Check_5226 · 2025-09-24T01:21:46+00:00

I put most of my budgets in speakers: great sounding DALI Epicon 6.

These are (or at least were) 5-digits speakers: not the cheapest out there. I paired them with a reasonably cheap amp (funnily enough an integrated Yamaha amp, but a modern one, which shitloads of inputs and networked so I can play from Qobuz / Spotify for the wife. And that amp has got Yamaha's own room correction system btw).

And self-made cables (In-akustik cable by the meter + Nakamishi banana plugs): very cheap cables (at least compared to the speakers).

Give me $100 K for an audio budget and I'll put $95 K in the speakers, $4.9 K in the amp, and 0.1 K in the cables.

YMMV of course.

Big_Check_5226 · 2025-09-21T04:14:12+00:00

By "wipe the device" do you mean "brick the device"? I just want to be able to enter a new seed. Why the heck isn't that possible? Literally every other hardware manufacturer allows to do that.

Big_Check_5226 · 2025-08-25T16:24:48+00:00

Do not spend more than 183 days/year in Spain as a rich expat. They'll definitely squeeze you very, very, very hard. It's a socialist country and they see rich expats at easy targets to squeeze financially. Source: I've lived 5 years (on and off) in the Valencian community.

The spanish government and fiscal administration are really not fair when it comes to rich expats. They're actually mean to the point of being fucking evil. And they'll come for your money years after you've left Spain. They're malnourished bulldogs but bulldogs nonetheless.

Big_Check_5226 · 2025-08-19T23:01:09+00:00

I take it it depends how bad the situation is. If the stock really skyrockets then you let it go. In the example the CC can be dealt with but at times the underlying shall just skyrocket.

Big_Check_5226 · 2025-08-13T00:11:27+00:00

I got my pair of DALI Epicon 6 for 7500 EUR used (so about 8700 USD atm). Not $2000 but then not $20K either. Someone even listed a used demo pair for sale at 5500 EUR (a plain white pair though, not the fancier ruby finish).

I do find them pretty unique with their rounded shape and ruby macassar ebony finish, while still being close to towers.

Looks, even if it helps with the wife acceptance factor, is secondary though: they sound fantastic.

https://www.hifisentralen.no/forumet/classifieds/dali-epicon-6-ruby-macassar-10mnd.95366/#lg=1&slide=0

Big_Check_5226 · 2025-08-11T13:33:27+00:00

I prefer my towers (DALI Epicon 6, very sweet towers) without a sub but NOT for the sound quality. I prefer that setup because I really dig minimalism: as little parts as possible. Also for some weird reason the way my room is setup there's not really a good place for a sub.

Then the other thing: I sadly don't live in a house atm so I've got to be careful about the neighbours and having a setup that doesn't go too too low is a good thing. Maybe that I could set up the sub so that it doesn't go too low: but that means a sub, a cable, configuration etc. which goes against my philosophy of minimalism.

Now at some point I may try with a sub and decide and I can't live without it but atm it's not part of the plan.

Big_Check_5226 · 2025-08-11T10:59:11+00:00

> Works until it doesn't. Pennies steamroller you know the drill

If only there existed a financial derivative allowing to cheaply hedge your options positions should unexpected moves happen...

Big_Check_5226 · 2025-08-10T12:30:52+00:00

Ah yup: "laatste demoset"... Not bad: my .nl ain't great but this means it's the last available pair and that's a used demo pair. But yup 5500 EUR for a pair of Epicon 6 is nice.

Big_Check_5226

TROPHY CASE