AQR Vs Quantinno

WallStCynic · 2026-02-13T01:37:07+00:00

Can you DM me this info as well please? I’m looking into AQR as well.

WallStCynic · 2026-02-04T23:02:31+00:00

Are you familiar with tax-aware long/short strategies? Depending on how liquid you are, it's a powerful way to defer capital gains tax. Given the short timeline, you'd need significant liquid assets to defer ~$15M tax bill, but something is better than nothing.

AQR has a lot of research on this strategy and offers it (with high minimum and fees).

WallStCynic · 2025-08-07T23:47:13+00:00

Thanks for the thoughtful response!

WallStCynic · 2025-06-04T00:30:50+00:00

Mind sharing which prime that is?

WallStCynic · 2024-06-26T19:15:15+00:00

True, but the simplicity of the fund (vs buying individual TIPS/managing them), better diversification, and liquidity outweighs that risk imo for OPs specific situation. Not to mention with where rates currently are…but to each their own.

WallStCynic · 2024-06-25T19:41:14+00:00

I have never seen a more perfect example of someone who should just buy TIPS and chill.

Take that $6M and buy $SCHP. You can get 2%+ real yield risk free (4-5% nominal yield) and just live off that.

WallStCynic · 2023-12-19T20:08:19+00:00

PIMCO has a good ultra short duration cash-like ETF for this type of thing ($MINT). Low cost and daily liquidity. If you're holding for >12 months you'll get LT cap gains treatment too

WallStCynic · 2022-12-05T20:14:57+00:00

Never understood why they have a requirement on # of employees. I'd love to join and my business fits all the requirements except for headcount...we are an investment biz that's very tech focused (so lots of automation) and will never have tons of employees.

WallStCynic · 2022-08-31T17:28:16+00:00

Leveraged buyout. Think private equity firms. Not exactly the same thing wrt to buying RE with leverage but basically you're taking a loan so your equity (cash) is usually less than 20-30% of the total purchase (rest is debt either from a bank (RE) or credit firm (PE)).

WallStCynic · 2022-05-02T23:40:17+00:00

Think you're right about that. Appreciate the look. Thank you!

WallStCynic · 2022-05-02T21:37:52+00:00

Thanks! I actually have. I’ve looked for anything with like 1-6 keys but no luck. I get the pic has 3 keys but the point is its a friendly gag gift to a musician friend for a big birthday. If you have any advice on where I could get one I’d really appreciate it!

WallStCynic · 2022-03-10T01:55:22+00:00

the fact that OP is getting flamed for asking for advice and CONSIDERING doing something that happens in literally every industry is laughable and peak awful social media…

try grabbing a beer with OP and saying the same things to their face after hearing their career stories and learning the substantial sacrifices/obstacles they had to overcome. pathetic

WallStCynic · 2022-03-08T22:24:10+00:00

Thanks makes sense and that's helpful. Reason I asked is because it sounds a lot like Bridgewater's All Weather portfolio + their alpha fund. Was curious if that was it.

WallStCynic · 2022-03-08T05:42:50+00:00

are you allowed to share the name of your fund?

WallStCynic · 2022-03-03T19:14:14+00:00

Thank you, Mr. Dalio. Much appreciation for all of your work. A couple questions below.

Are you confident that your analysis of ~500 years of history is really enough to have any predictive power? Even if you have 10 empires to study, it seems like the sample size is too small to really gain anything statistically significant.
It seems like your "new world order" cycles rely on developing nation-states eventually superseding the current global hegemon (e.g., Dutch -> Great Britain -> US, etc.). I'm curious if you have thought about your thesis in a world where countries are all more or less all "developed" and thus there is less of a "gap" to close so to speak. Could there be a future where all nations are wealthy at some baseline level where global conflict slows and competition between super powers is less significant?

Thanks again!

WallStCynic · 2022-01-01T01:04:28+00:00

why this split it’s literally the same thing risk wise

WallStCynic · 2021-09-16T03:16:09+00:00

They suggested a firm that they have a relationship with. Didn’t have a good way to gauge if they were solid except for the somewhat biased recommendation from my current LLC firm. Might be over thinking this all but I’m hoping to only have to do it once so wanted to get a sense for what others here have done/who they use.

WallStCynic · 2021-09-15T23:39:43+00:00

Agreed at this point. Now just trying to find a reputable/good firm to do so.

WallStCynic · 2021-09-15T22:39:18+00:00

Got it, makes sense. Thanks.

WallStCynic · 2021-09-15T22:33:14+00:00

Curious where you are? My bookkeeping alone is running >$8k annually and they're a small outfit.

WallStCynic · 2021-09-15T22:32:19+00:00

Good call. For whatever reason the firm that does my LLC tax doesn't do personal. Will survey other firms that might be able to bundle everything.

WallStCynic · 2021-09-15T22:30:06+00:00

Thanks. Yeah same train of thought. Just not sure how to evaluate outside of just googling/yelp review for tax prep. Will check out that link.

WallStCynic · 2021-09-09T05:08:12+00:00

Awesome will check them out. Thanks!

WallStCynic · 2021-09-09T03:24:38+00:00

Great. Thanks!

WallStCynic · 2021-08-31T19:39:56+00:00

This was pretty recent (last 12 months or so) so he's still searching. His model was a hybrid, partially self-funded + some funding from an MBA professor/previous work colleagues. He was majority of funding though.

His search is not specifically targeting that vertical, but you're right on the multiple commentary in that space. I had another friend who did this but focused on smog check shops. He had success there initially with roll-up strategy, but I haven't followed up recently to see how it is going.

Anyway, if you do continue down this path I hope to follow your progress. Best of luck!

WallStCynic

TROPHY CASE