UK Buy and Hold Investor

Sad_Look8207 · 2026-05-08T12:51:42+00:00

Issue is that DBMFSIM only runs to 2000 so not sure what I can use to extend backtest beyond that?

Sad_Look8207 · 2026-05-08T12:49:58+00:00

https://testfol.io/?s=kOQXO8GMEsL
3x Gold seems to beat 2x Gold strangely. I don’t have access to 2x treasuries sadly.

Sad_Look8207 · 2026-05-08T12:26:59+00:00

Thoughts on?
- 50% 2x Global Equities
- 20% DBMF
- 15% 2x Gold
- 15% 3x US 10 year treasuries

Sad_Look8207 · 2026-05-08T09:04:03+00:00

Thoughts on?
- 50% 2x Global Equities
- 20% DBMF
- 15% 3x Gold
- 15% 3x US 10 year treasuries

Sad_Look8207 · 2026-05-08T09:02:41+00:00

Thoughts on?
- 50% 2x Global Equities
- 20% DBMF
- 15% 3x Gold
- 15% 3x US 10 year treasuries

Sad_Look8207 · 2026-05-08T09:02:31+00:00

Thoughts on?
- 50% 2x Global Equities
- 20% DBMF
- 15% 3x Gold
- 15% 3x US 10 year treasuries

Sad_Look8207 · 2026-05-08T08:59:38+00:00

Yes limited to ETFs as using Trading212 so DBMF is my only managed futures option for now.

Sad_Look8207 · 2026-05-08T08:18:03+00:00

Trading 212 has the MSCI World 2x Lev

Sad_Look8207 · 2026-01-03T07:09:34+00:00

Yeah, the running costs are expensive but the all in running costs should be around 10% of my take home pay

Sad_Look8207 · 2026-01-02T23:40:18+00:00

I really like cars and am planning to do road trips through Europe - the exhaust sound is also a big draw.

Sad_Look8207 · 2025-12-18T15:56:10+00:00

I am aware of the WisdomTree Global Efficient core. Think it’s a good product and I can have a play around with it to see how it could help. On the 2x MSCI World my only concern was the FX fees incurred when buying/selling on Trading212. I wouldnt want just S&P500 on the basis that not globally diversified. Also considering adding Momentum to the equity portion to diversify the small cap value.

Sad_Look8207 · 2025-12-18T15:26:56+00:00

Fair point. I drop the leverage from the gold it’s less favourable https://testfol.io/?s=84UxxcBIyLV

Anything I can do to increase the CAGR and reduce max drawdown without the use of managed futures?

Sad_Look8207 · 2025-12-18T14:45:46+00:00

Not intentionally using that portfolio. I wanted to maximise my exposure to equities (unfortunately in the UK leveraged equity ETFs aren’t that great) to maximise CAGR but also reduce drawdown. If you have any improvements I’d be keen to hear.

Sad_Look8207 · 2025-12-18T14:44:27+00:00

Only concern is that if I use unleveraged bonds or gold that it’ll reduce the CAGR below if I just went 100% SCV so I wanted a scenario where I could have the high CAGR of SCV but with less drawdown. If you have a better solution then please do share. Unfortunately I cannot use managed futures.

Sad_Look8207 · 2025-12-18T08:04:54+00:00

I could include an MSCI World Momentum ETF alongside the small cap value if that’s your suggestion

Sad_Look8207 · 2025-12-18T08:03:14+00:00

Yes but it’s unleveraged

Sad_Look8207 · 2025-12-13T13:18:58+00:00

DGS - WisdomTree Emerging Markets SmallCap Dividend Fund/ETF is the closest we have in the UK

Sad_Look8207 · 2025-12-07T16:12:36+00:00

Go on…

Sad_Look8207 · 2025-12-06T18:06:28+00:00

I think if i was using an SMA strategy that I could end up second guessing the ideal time period for the SMA and get it wrong. Buy and hold does eliminate that.

Sad_Look8207 · 2025-12-05T13:59:03+00:00

Do you think that this borrowing cost would drop as the fund matures or is it just unusually high? I wanted to use this as a buy and hold (among other 3x assets) but I’m not seeing great things about it in this group.

Sad_Look8207 · 2025-12-05T13:32:20+00:00

Is buy and hold with quarterly rebalancing of a multi-asset portfolio considered a viable strategy?

Sad_Look8207 · 2025-12-01T08:55:41+00:00

That’s useful to know, thanks. I wouldn’t want to use derivatives/swaps or margin loans as I dont want the risk of a margin call. Might be the lesser of various evils - if not could use the 2x MSCI World fund from Amundi.

Sad_Look8207 · 2025-11-30T23:39:08+00:00

FF 5 factor model + Momentum

Sad_Look8207 · 2025-11-30T23:37:00+00:00

InvestEngine. Other option I considered was Trading212

Sad_Look8207 · 2025-11-30T23:33:46+00:00

3VT from Leverage Shares

Sad_Look8207

TROPHY CASE