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!
Finally now wrapping up the mini-series on capital efficiency, this time by passing along a few resources that I have found helpful in my investigation. Kind of a Noah’s Ark of resources: two new whitepapers, two links to papers I have already reviewed, two helpful videos, and two websites.
Now that we covered the basics of blended capital efficient funds, how can we use them in a portfolio? Here is another “Risk Parity Basics” post - this time showing NTSX and GDE, two great examples of the strategy, in action.
These are certainly exciting times to be an individual investor! One revelation lately has been the new wave of blended Capital Efficient ETFs, but after mentioning that term to a friend, I realized they haven’t gotten the publicity they deserve. So, here’s a RP Basics post to shed some light.
Two emails from readers prompt a query: can using 2X Leveraged Gold ETFs improve a portfolio? If so, what to use in the created space? I get behind the wheel to backtest some possibilities. 1st take: 2X Leveraged Gold holds promise; 2nd take: Managed Futures are perhaps the best complement.