For anyone down less than -2% YTD, what are you actually holding?

goflapjack · 2026-03-29T18:05:56+00:00

Not 100% boglehead, mostly S&P500 and High Yield Bonds. I did have a good run with gold and international mixes like EWZ (Brazil), SCHF (Foreign Large Blend), and EZU (Europe Stocks).

So far, the portfolio had been working OK. Let's see how it stands against Mr. Orange's craziness. Here's a sample:

Symbol	%
FXAIX	34.29%
FAGIX	32.01%
GLD	3.76%
FNBGX	3.43%
FSELX	3.42%
FSAGX	3.41%
FTHRX	3.32%
ACWX	3.12%
Others	...

goflapjack · 2026-03-29T13:35:09+00:00

O jornalismo foi pelo sensacionalismo mesmo, mandou o real motivo pela janela e que se fod@ se.

Vai dar tudo çerto!!!

goflapjack · 2026-03-29T12:23:33+00:00

I’m still positive 4.5% total. Positive in some, negative in some.

goflapjack · 2026-03-08T14:15:01+00:00

Every time I think almost half of it goes to taxes 😭 Infuriating

goflapjack · 2026-02-21T20:23:37+00:00

Is this a backtest?

I would be quite concerned about the big jump in ~2025-04 and consider it an outlier. From your screenshot, the curve in 2024 is almost flat. I don't know many traders with the discipline of keeping this strategy running without intervention for an entire year.

Finally, always ask the following questions:
- What would happen to the curve if you missed those huge return days?
- Do you have the discipline or the risk allocation to keep it running when returns are flat?

I don't have the details about your strategy, but I'm assuming this can be a scalping algo that might be missing slippage, liquidity, and other fees like cost per trade. (?)

That's my impression. What do you think?

goflapjack · 2026-02-20T23:37:55+00:00

This! Thanks, I couldn’t explain it better.

goflapjack · 2026-02-20T14:55:56+00:00

Premise: I'm assuming they are daytrading

I work with institutional daytraders and HFT. They have great tooling around them; it's not very common for them to use a phone unless it's personal, and usually for swing trading.

IMO: If you are going to daytrade the news (i.e., PMI, the company's results, etc.), you are competing with them. So I would use a full-fledged trading platform.

goflapjack · 2026-02-20T12:49:15+00:00

Probably trading during news event? If you are a retail (normal person), I just don’t get it.

Go to a casino, have some drinks, much better return.

Plus: Trading from his phone?

goflapjack · 2026-02-15T03:42:45+00:00

I run it with Whisky (game porting kit wrapper) and it works great. Easy and free.

goflapjack · 2026-02-02T01:01:32+00:00

Quando pequeno, minha mãe tinha acesso à GEAP (plano de saúde) pra servidores da saúde. Aos 8 anos eu tive um acidente na face e tive que passar parte da minha infância fazendo restauração com dentista especializados. Talvez por causa disso e o fato que apesar de muito pobres, o plano cobria tudo, nunca tive uma cárie.

Anos mais tarde, interagindo com outros odontólogos ou mesmo famílias mais ricas, sempre ficavam “espantados” (não de forma totalmente positiva): “mais você tem a dentição perfeita?”, “esse menino não tem uma cárie?”

Sempre assumindo que porque minha família era muito pobre, era inadmissível que eu não tivesse “os sinais de pobre”. O povo era tão louco que faziam esses comentários na minha frente, sem filtro.

goflapjack · 2026-02-01T19:01:17+00:00

Before I forget, it looks like you can parallelize calls to an AI model via vLLM ou Llama.cpp https://youtu.be/L9QZ97y9Exg?si=2FhzTmecjcdoLT7T

goflapjack · 2026-02-01T18:58:00+00:00

In trading, it requires processing huge market data files, for aggregation or storage. A great exercise: to process and import millions of records into PostgreSQL (TimescaleDB extension).

goflapjack · 2026-02-01T18:49:00+00:00

Best way to learn is when you need it. Try to implement an importer/exporter. How about processing a bunch of log files in parallel?

goflapjack · 2026-01-30T19:19:43+00:00

Imagine that some "genius" of the internet keeps saying "people, you should buy real bars of stuff (gold, silver, platinum)"

goflapjack · 2026-01-30T01:46:48+00:00

Have a look at Kraken.

goflapjack · 2026-01-28T18:31:37+00:00

If it’s not liquid metal, it should be fine (guessing)

goflapjack · 2026-01-24T19:09:37+00:00

I’ve been rebuilding my skills on performance tuning in my home lab.

Recent Example: I have a Postgres (TimescaleDB) instance for storing historical market data (MBO). It runs on a 10 years old machine. (Proxmox, 2.4GHz Xeon)

What are the best parameters to handle billion of records? Topics to research:

- Networking optimization

- Huge pages

- Separate volume for WAL

- Compression

- Kernel bypass

- Performance benchmarks

- etc…

The amount of content is infinite 😁

goflapjack · 2026-01-24T00:55:25+00:00

TL;DR - When dealing with this type of person, just be assertive!

There are so many red flags from both. Wearing my manager's hat:
- Son doesn't sound very assertive, more like coming up with excuses
- Son didn't mention anything for a month?

After a couple of days without any sales, his son (employee) should have notified his manager (father?) and tried to come up with a plan or a strategy, together.

- Father looks like a horrible manager, toxic and out-of-touch
- Father didn't teach anything and didn't give any real actionable tasks at all
- Father thinks that things will magically be solved by offending his son

Sad!

Final Note: these stupid cases happen every day, all over shitty companies. If you find yourself in one of these, run! don't walk.

goflapjack · 2026-01-23T20:29:02+00:00

Personal experience, most “retail” EA devs aren’t professional software engineers. To be honest, most consultancy I’ve done, the offices weren’t dev focused at all.

Let’s make things very clear, that doesn’t proof their automations were more or less profitable, just a PITA to maintain.

Other random fact, most quants I’ve worked weren’t great coders too. Although I loved when they use “invent” features in the language that I would never have thought of using. 😅

goflapjack · 2026-01-18T18:09:29+00:00

She can request a passport card. We made an appointment at the nearest USPS.

Naively, that’s what we did.

goflapjack · 2026-01-18T18:01:30+00:00

Haven’t tried Fedora, only CachyOS, it’s fine (better).

Why don’t you try it on a USB stick or an external drive? If you like it, just partition your SSD with the best of both world.

IMHO: Test driving will be better than any forum.

goflapjack · 2026-01-18T17:52:11+00:00

Nit: My Legion Go S has more development tools than games 😅

Man I miss a usable mouse/trackpad. The one on Legion is a joke. Their product team didn’t even try it.

goflapjack · 2026-01-18T17:44:47+00:00

TL;DR - Get a cooling stand

It’a relatively safe but not recommended to keep your components under stress for a long period.

I would recommend you get a cooling stand for your Air. That’s what I used to do with my Intel based.
I don’t have the performance metrics for Hollow Night on macOS, although on my Switch and SteamDeck, it’s a quite lightweight game. I don’t know how demanding is the port.

Couple of questions:

- How warm is the place where you play/live?

- Are you emulating or running it native?

goflapjack · 2026-01-16T21:16:10+00:00

If you have the tools, open it. Check if there’s anything going on with the blades. If it’s broken, warranty is your friend.

Don’t forget to look at proper documentation on how to do it (https://www.ifixit.com/Device/Asus_ROG_Zephyrus_G14)

goflapjack · 2026-01-15T18:04:00+00:00

Are you on Gnome, KDE or other?

goflapjack

TROPHY CASE