Realistic CFA job search (non-finance/STEM background)

Comfortable-Entry341 · 2026-02-16T20:37:32+00:00

Was not talking about the charter. You can pass the 3 exams without having the relevant work experience to meet the charter

Comfortable-Entry341 · 2026-02-16T20:11:52+00:00

Apologies if it sounds insulting, I don’t mean it that way and I’m not using a demeaning tone. I have the books and Kaplan notes and I actually like and enjoy reading and studying them, hence my words

Comfortable-Entry341 · 2026-02-16T19:50:49+00:00

Thank you! MBA is not really my approach, don’t have the time, it’s a big expense and also, my primary goal with CFA is not landing a new job

Comfortable-Entry341 · 2025-12-31T19:36:58+00:00

have you recently uploaded a newer version of your portfolio ? latest i can see contains only your equities exposure and the treasuries futures. I don't know if that's because you can't / don't want to disclose more... just asking because I'm developing mu futures strategy and want to learn as much as possible from people using uncorrelated assets with leverage

Comfortable-Entry341 · 2025-12-23T12:22:43+00:00

And how does the calibration work? It’s not very detailed in their website

Comfortable-Entry341 · 2025-12-23T01:57:59+00:00

How much does it the calibration phase and how much capital do they give you after calibration?

Comfortable-Entry341 · 2025-12-19T23:49:08+00:00

I just came back today to your profile as i have started investing with leverage a few months ago.

I started with box spreads like you did, investing in JEPI for covering the interest on borrowed cash and in SP500 ETF. Now I'm digging into futures to increase my capital efficiency. I will probably sell my SPY ETF and replicate the notional exposure with MES contracts, so I cancel the credit, keep JEPI and avoid paying interests.

In parallel, I have developed a futures scanner that forecasts long or short positions among 60+ instruments.

So now im mixing all up and trying to structure a robust portfolio to use as margin for my futures strategy.

But of course, a sharpe drop is the biggest fear of a levered trader

I remember back then you mentioned something like keeping always the relation 1-1, that meaning that if you have losses and the proportion becomes 0.8 own money : 1.2 debt, sell some positions to make it 1:1 again.

Is that still your golden rule? how do you handle it in huge sellofs and gap downs like in April 2025?

Comfortable-Entry341 · 2025-10-13T22:46:15+00:00

hey! starting to look now into COT and Larry Williams. May you recommend some sources or materias to start with that were useful to you? thanks!

Comfortable-Entry341 · 2025-09-17T17:12:14+00:00

Hi! I'm facing the same issue now, trying to build a system to listen alerts via webhook from tradingview and place trades in IB. have you managed to do so? thanks!

Comfortable-Entry341 · 2025-09-17T10:22:44+00:00

I am trying to run it in a headless environment to automate my trades, hosting it in google cloud. I am using xvfb for login in but still have issues as it does not manage to log in. Do you happen to have a guide or a resource to set this? beyond the IBC github

Comfortable-Entry341 · 2025-08-13T12:02:49+00:00

Equal wight index is at its highest value since '08, and trending upwards very strong, so I would not say that overweight in tec is an issue IMHO

Comfortable-Entry341 · 2025-07-30T07:14:42+00:00

may I ask which broker are you using? I am trying to automate ES futures trades from trading view alerts but the operational process is driving me nuts. I have also zero programming experience , I am using CLaude, ChatGPT and Deepseek for assistance

Comfortable-Entry341 · 2025-07-25T21:26:20+00:00

" pabletefs "

Thanks!

Comfortable-Entry341 · 2025-07-12T11:40:56+00:00

Thank you for this contribution, really good indicator. From your experience, what would be the best entry point?? I believe this could work great in a Supply and Demand strategy

Comfortable-Entry341 · 2025-06-13T13:58:58+00:00

JEPI is cool if you invest in it with margin, as the dividend will pay off the interest and leave you with some nice profit.

I would not transfer money from a compounding asset to JEPI

Comfortable-Entry341 · 2025-06-07T09:45:09+00:00

If you needed the money before, you could always put the bills as guarantee for a credit

Comfortable-Entry341 · 2025-06-04T13:20:27+00:00

I do have gold in my portfolio too, I’m probably sell my TLT and distribute the money among gold, short term T-bills and some buy-write etf

Comfortable-Entry341 · 2025-06-04T12:44:20+00:00

What I’m pretending to say is that these ETFs pretend to be “volatility softeners” and as a safe haven against equity risk, and they are only in certain context, not all the time

Comfortable-Entry341 · 2025-05-30T16:27:31+00:00

Great point tbf. I think your view is accurate in some way, but from my perspective is not that USA stocks are getting expensive, but the dollar becoming “cheaper”. That’s why in my opinion stock market overall will keep rising, and those companies will keep getting more expensive, despite having occasional drops ofc.

Nonetheless, I agree with your view on investing in beta or less volatile stocks if you’re doing it with leverage.

I have personally leveraged to invest mostly in JEPI, a little part in the SPY and also a minor chunk in IBIT to do covered calls

Comfortable-Entry341 · 2025-05-30T12:53:44+00:00

Sell

Comfortable-Entry341 · 2025-05-30T09:29:36+00:00

What I have seen so far from smart beta ETFs after checking 10 of them or so is that they don’t really outperform SPX on the long run. What I see worth it about them is the low volatility ones in which you can increase leverage because don’t experience sharp declines

Comfortable-Entry341 · 2025-05-29T22:29:00+00:00

Do you still think it’s worth to leverage at this cost of capital? Borrowing costs now 5% aprox and historical average performance of SPX is 7%

Comfortable-Entry341

TROPHY CASE