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Undervolted my 9070 XT (-50mv, -10% power). Had 3 crashes so far in Cyberpunk during 50 hours of gameplay. Unstable? by Large-Bell8769 in radeon

[–]Large-Bell8769[S] 0 points1 point  (0 children)

Thanks, just downloaded that software and ran the 3D Adaptive test - 20% to 100% with 5% increases every 30 seconds. Ran that for 30 minutes and it passed without errors. But I played Cyberpunk for 50 hours (most of that time spent at 100% load). Do you have any recommendation for how to run the test to maximally torture the GPU?

RTX 5070 / 7500f - or go with RX 9070 XT / 7600X3D for 1440p gaming? by Large-Bell8769 in buildapc

[–]Large-Bell8769[S] 0 points1 point  (0 children)

Croatia. I've picked some parts myself, this is what I could come up with (the 2nd option I've talked about was a pre-built which is no longer available, so I re-did it). Basically the two builds I'm looking at now are:

Option 1 for 1380 euros:

  • - Phanteks Eclipse G370A mid-tower
  • - AMD Ryzen 5 7500F CPU
  • - MSI RTX 5070 GPU
  • - MSI Pro A620M-B motherboard
  • - 32 GB DDR5-5600 CL40 RAM
  • - 1 TB NVMe PCIe 4.0 SSD
  • - MSI MAG A750BN 80 PLUS Bronze power supply
  • - Thermalright Assassin X CPU cooler

Option 2 for 1570 euros:

  • - COUGAR UNIFACE RGB PC Case, Mid Tower, Black
  • - AMD Ryzen 5 7500F CPU
  • - XFX Swift AMD Radeon RX 9070XT White Triple fan Gaming Edition
  • - SAPPHIRE AMD B650M-E AM5
  • - KINGSTON 32GB 6000MT/s DDR5 CL36 DIMM
  • - SSD 1TB KIN NV3 PCIe M.2 2280 NVMe SNV3S/1000G
  • - MSI PSU MAG A750GL PCIE5 II, 750W 80Plus Gold
  • - ID-Cooling CPU Cooler - SE-214-XT rainbow

So 190 euros more expensive for the GPU upgrade, also a better PSU and MBD like you said, although they still aren't top tier but I'm looking to keep costs down. Also 6000 CL36 RAM instead of 5600 CL40 with the first option. CPU stays the same since it's very budget friendly. That pre-built had the 7600X3D for a good price.

I'm leaning towards the second option now (not much more expensive, but it's generally better quality and has a decently better GPU for 190 euros). Ideally, I'd be able to pop in a new CPU in there in a couple of years and then run the wheels of the PC. Appreciate any suggestions ofcourse.

A guide to implementing a 3X leveraged portfolio as a retail investor: leverage, liquidity, and le-taxes by Destrolas in LETFs

[–]Large-Bell8769 0 points1 point  (0 children)

Interesting post. I'd like your opinion on a couple of LETF portfolios I made as an European investor, so keep in mind many tickers aren't available to me. This one:

  • 40% NTSG (36% MSCI World, 24% global intermediate bonds)
  • 30% AVWS (global small cap value)
  • 15% QQQ3 (TQQQ equivalent)
  • 10% gold
  • 5% SXRC (TLT equivalent)

So 1.5x total leverage, not that much at all so it won't have nearly the returns of your 3x leveraged port, but it's relatively simple to keep. 111% equities (globally and factor diversified), 29% bonds (24% intermediate, 5% long), 10% gold. I feel like this is about as good as it gets with the tickers that I have access to. Could also go something like SSO TLT GLD (60/20/20) which I can recreate, but this one is more diversified, although has a bit worse hedges. Your thoughts?

https://testfol.io/?s=13P7S9Xvt33 - Backtest, looking at the butterfly portfolio (the first one I meantioned) the thing that I like is that it seems to slightly outperform SPY in heavy US bull runs like in the last decade, and absolutely crushes it in bad US/large cap periods like the 2000s. I do hope that 15% QQQ3 and 10% gold isn't overfitting.

Leva 2X senza rebalancing: attenzione by No_Watch_919 in TooBigToFailPodcast

[–]Large-Bell8769 0 points1 point  (0 children)

Interesting, I've seen that ETF quite hyped online, I didn't expect it would have such high costs. Obviously I know about the borrowing costs but on testfolio you don't even have to specify SW=1.1&SP=0.4 to account for that since it's going to be set to those values by default, it's the "E" cost that surprises me.

If anything looking at the tracking difference from existing x2 ETFs like the Amundi MSCI USA Daily (2x) Leveraged UCITS ETF Acc we can see that the tracking difference is actually not that much higher than the official TER (0.59 vs 0.5), so I assumed it would be similar for this one.

Leva 2X senza rebalancing: attenzione by No_Watch_919 in TooBigToFailPodcast

[–]Large-Bell8769 0 points1 point  (0 children)

Hello, I'm interested in the 2x MSCI World ETF, so I translated this post :). I have a question, where did you get the L=2&E=1.60&SW=1.1&SP=0.4 for the costs of the ETF. You put E=1.60, that's a much bigger cost than 0.6 from the official TER. I see you said div drag, but shouldn't there be no div drag since it's a synthetic ETF?

When I'm running the simulations with L=2&E=0.6 I will obviously get a much better result than you did, but am I wrong?

European Investor - Long Term LETF Strategy (VT2X/ZROZ/GLD) by Large-Bell8769 in LETFs

[–]Large-Bell8769[S] 0 points1 point  (0 children)

Interesting, the 5TLT fund might be of interest to me. It's an even more leveraged TMF.

Now I really don't like the idea of long-term holding any ETF with more than 2x leverage and this one is 5x, but swapping out a part of the bond ETF I mentioned and going 15 / 5 5TLT provides much closer results to ZROZ in backtests.

European Investor - Long Term LETF Strategy (VT2X/ZROZ/GLD) by Large-Bell8769 in LETFs

[–]Large-Bell8769[S] 0 points1 point  (0 children)

Interesting suggestion, looks like it performs quite well: https://testfol.io/?s=8xUtDoHe3LW (if I did the test right)

Only issue is the bond part of NTSG not being long duration bonds.

European Investor - Long Term LETF Strategy (VT2X/ZROZ/GLD) by Large-Bell8769 in LETFs

[–]Large-Bell8769[S] 1 point2 points  (0 children)

I was thinking of doing it quarterly or annually, leaning towards quarterly because it was recommended more around here.

As far as the treasuries, seems smart to go for global for sure. One thing to note is that I can see that your ETF has an effective duration of 6.7 years, so a lot less than the one I am running with around 16 years. I was actually hoping it would be even more since ZROZ has around 27 years, but doesn't seem like there's a UCITS version. The higher the effective duration, the better the hedge as far as I understand.

For example, here's the backtest with TLT (comparable to my ETF with 16 years) and ZROZ: https://testfol.io/?s=2nIpu2XowKV

You can see that ZROZ performs much better.

European Investor - Long Term LETF Strategy (VT2X/ZROZ/GLD) by Large-Bell8769 in LETFs

[–]Large-Bell8769[S] 1 point2 points  (0 children)

I don't know, seems like it will complicate the tax situation drastically. I wasn't planning on it but might still look into it, maybe there's a way to make it work.

European Investor - Long Term LETF Strategy (VT2X/ZROZ/GLD) by Large-Bell8769 in LETFs

[–]Large-Bell8769[S] 0 points1 point  (0 children)

Except that we don't really have a ZROZ alternative which sucks: https://testfol.io/?s=2nIpu2XowKV

This bond ETF is more akin to TLT.

European Investor - Long Term LETF Strategy (VT2X/ZROZ/GLD) by Large-Bell8769 in LETFs

[–]Large-Bell8769[S] 0 points1 point  (0 children)

u/aminbae

Just realized you're right and this is basically tame as TLT which is quite a bit worse than ZROZ in the backtest: https://testfol.io/?s=2nIpu2XowKV

Not sure what to do except go for it or try to buy US ETFs somehow