Capital Efficient (CE) funds offer a whole new realm of possibilities for DIY investors, with a little catch: you have to account for the leverage intrinsic to them. How can we track them in a portfolio? A how-to, complete with spreadsheet and video explainer!
What I've been listening to, watching, and reading over the past month. This month: second-guessing, maybe ditching commodities, the three types of stackers, a trio of OGs on managed futures, and two big shots face the critics.
Investing is just as much about learning what to not invest in as what to invest in, and I’ll add GDMN, WisdomTree’s Efficient Gold & Gold Miners ETF to that list. Seems like it would be good for a RP portfolio, but it just isn’t. Check out the backtests, correlations, and my commentary here!
Yet another loser month, but this one with a silver lining, or rather a golden one, as gold softened the blow for a few portfolios. The Golden Butterfly won the month & the Capital Efficient Butterfly came in second, though both had performances in negative territory.
One of my main goals with my reboot of RPC last month was to provide more resources and more tips to help novice DIY investors up their skill level. Here, then, is a super easy-to-use Portfolio Tracker, complete with a narrated screencast showing you how it works and how you can personalize it!