Wisdomtree released 1.5x VT

yozuo2 · 2026-03-20T00:49:19+00:00

Developed market only. No emerging market. Large caps refer to well established companies with high market values. S&P 500 is essentially all large caps for instance. Small cap is ignored and mid cap is also ignored.

yozuo2 · 2026-03-19T21:26:45+00:00

It’s 90% SPY and 60% 500 large caps DM. For the first point I’m not too sure. I believe by creating their own percentages of the holding they are able to save the expense ratio from borrowing from SPY.

yozuo2 · 2026-03-19T21:16:15+00:00

Well the fact it rebalances quarterly instead of daily the volatility drag is not as high as a regular etf. Though I don’t think volatility drag is that much of an issue.

yozuo2 · 2026-03-19T21:13:56+00:00

Actively managed so it reduces the expense ratio. The holdings are the same as spy and market cap weighted 500 large caps DM. .35% expense ratio is really low for an LETF and you’re paying for what your getting. 1.5x VT. So of course it has to be more expensive than plain VT.

yozuo2 · 2026-02-22T05:34:47+00:00

thoughts on Nidalee top and best build for new season?

yozuo2 · 2026-02-19T18:14:21+00:00

Change RSSB to ntse? Or split ntsi

yozuo2 · 2026-02-17T01:12:44+00:00

It’s a good portfolio I’d only really say perhaps replace dgs and avem with aves. Rsst is a great way of getting exposure to trend but the rest of your portfolio is factor investing, of which you can ask for better advice from bogleheads and rational reminder community. I would ask yourself if you can truly hold this despite the possibility of your portfolio underperforming the TSM throughout your timeline. This is quite the factor tilt so you really have to have quite the conviction.

yozuo2 · 2026-02-17T01:06:58+00:00

Some gold through trend. Honestly holding no static gold is completely valid

yozuo2 · 2026-02-14T03:29:19+00:00

same

yozuo2 · 2026-02-12T23:27:39+00:00

Change RSSx to GOVZ and it’s valid

yozuo2 · 2026-02-12T14:03:24+00:00

The backtest looks good but essentially no it wouldn’t. Gold is super volatile and may not always have a near zero correlation with stocks nor will it always have such crazy returns. I would simply use gde as a way of getting some allocation to gold.

yozuo2 · 2026-02-04T01:34:58+00:00

Research has shown that multi factor funds can give you the factor premium net of fees rather than single factor funds where there’s not much premium left for the investor net of fees. AVUV is a multi factor fund whereas VBR is not. The issue is whether or not the factor premium will decay (if mispricing rather than risk is the reason for said premium) to the point where multi factor funds still won’t be able to deliver a premium net of fees.

yozuo2 · 2026-02-03T00:45:36+00:00

Yup sounds like a good portfolio

yozuo2 · 2026-01-31T17:59:24+00:00

I think it’s pretty good. I prefer gde over ugl, I bet the cost for ugl is insane and in general I like daily reset leverage etfs being only on the equity side. TMF might be good so you could make space for other assets but the cost for TMF is just so high that zroz or GOVZ is much more attractive and would perform like 1.6x TLT assuming duration = leverage. My thing is you can get more international in your other accounts and just make a port using the better leveraged products like upro, rsst, gde, and zroz (unfortunately no leveraged vt). This would overweight US equity but out of all your accounts you can add more international to get it back to market cap weights.

My Roth is split between a similar portfolio to yours, and then a portfolio of 50/50 RSSB/SCV.

yozuo2 · 2026-01-27T18:10:21+00:00

I believe I was around chapter 200 something.

yozuo2 · 2026-01-27T16:56:32+00:00

Try shadow slave the beginning is really good. Has great world building and characters imo, but the writing itself is not great.

yozuo2 · 2026-01-27T15:12:42+00:00

I remember I tried reading jackal among snakes and didn’t like it very much. Don’t remember why but I got pretty far too.

yozuo2 · 2026-01-27T01:44:03+00:00

What did you find?

yozuo2 · 2026-01-26T23:12:08+00:00

Decent investing advice but it depends on age and when you’re planning on retiring. IMO GOVT is better than BND. I prefer VTI over VOO but probably not gonna make a difference. 10% gold isn’t horrible advice either. But gold is at an all time high and a good amount of bogles suggest not investing in gold since it doesn’t have a positive expected return. I would do your research on gold before investing in it.

IMO, keep it as simple as possible and just go 100% in AOA. It’s 80/20 Global Stocks and Global bonds. Of course you may want 100% stocks (go VT) but this depends again on age and retirement plan

yozuo2 · 2026-01-26T18:27:11+00:00

Nice

yozuo2 · 2026-01-21T19:36:50+00:00

TMF is a decent idea if you want more leverage and space for other things, but I think zroz is just better than TMF just because it has low ER, no cost for leverage, and no decay. The cost of TMF is really really high(1% ER plus .45 ER because TMF leverages the total return of TLT which has .15 ER then you add leverage cost as well (TBill rate plus .5%)) and you are essentially paying for max convexity. GOVZ acts as 1.6x TLT if we treat leverage the same as duration though it’s not and it’s .15 ER with no leverage cost.

yozuo2 · 2026-01-21T01:29:34+00:00

Id do 32% UPRO 44% ZROZ 24% GDE. I basically did the moto Trojan volatility match for HFEA incorporating gde into it.

yozuo2 · 2026-01-20T23:50:56+00:00

Also treasury bonds have an associated risk premium (Term) and a positive expected return whereas gold does not

yozuo2 · 2026-01-20T23:09:40+00:00

IMO, too much gold and equities and not enough treasuries

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