Episode 259: FI With Friends, Bid/Ask Spreads, Margin vs. Leveraged ETFs and GDMN

In this episode we answer emails from Eric (x2), Ron and Jeffrey.  We discuss the EconoMe Conference, my friendship with Diania Merriam, bid/ask spreads at various brokerages, an exquisite analysis of margin leverage vs. leveraged ETFs and the gold/gold miner fund GDMN.

Links:

EconoMe Conference 2024:  EconoMe Conference - March 15th-17th, 2024 (https://economeconference.com/)

Father McKenna Center Giving Page:  Donate - Father McKenna Center (https://fathermckennacenter.org/how-you-can-help/donate/)

Ron's Leverage Analysis I:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com) (https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=2&startYear=2009&firstMonth=6&endYear=2023&lastMonth=4&calendarAligned=true&includeYTD=true&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=5&absoluteDeviation=5.0&relativeDeviation=25.0&leverageType=0&leverageRatio=0.0&debtAmount=0&debtInterest=0.0&maintenanceMargin=25.0&leveragedBenchmark=false&reinvestDividends=true&showYield=false&showFactors=false&factorModel=3&portfolioNames=true&portfolioName1=Baseline&portfolioName2=Hedgefundie&portfolioName3=Portfolio+3&symbol1=SPY&allocation1_1=165&symbol2=TLT&allocation2_1=135&symbol3=UPRO&allocation3_2=55&symbol4=TMF&allocation4_2=45&symbol5=CASHX&allocation5_1=-200)

Ron's Leverage Analysis II:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com) (https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=2&startYear=2009&firstMonth=1&endYear=2023&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=5&absoluteDeviation=5.0&relativeDeviation=25.0&leverageType=1&leverageRatio=200&debtAmount=0&debtInterest=0.0&maintenanceMargin=25.0&leveragedBenchmark=false&reinvestDividends=true&showYield=false&showFactors=false&factorModel=3&portfolioNames=false&portfolioName1=Portfolio+1&portfolioName2=Portfolio+2&portfolioName3=Portfolio+3&symbol1=SPY&allocation1_1=55&symbol2=TLT&allocation2_1=45)

Article re Margin vs. Leveraged ETFs:  Margin Trading vs. Leveraged ETFs | Cumberland Advisors (https://www.cumber.com/market-commentary/margin-trading-vs-leveraged-etfs)

Corey Hoffstein Interview About Using Leveraged ETFs:  How to Improve a 100% Stock Portfolio Using Return Stacking w/ Corey Hoffstein (theinvestorspodcast.com) (https://www.theinvestorspodcast.com/millennial-investing/how-to-improve-you-100-equity-portfolio/)

GDMN ETF webpage:  Global Gold Plus Gold Miners Strategy ETF Fund| WisdomTree (https://www.wisdomtree.com/investments/etfs/capital-efficient/gdmn)
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Видео Episode 259: FI With Friends, Bid/Ask Spreads, Margin vs. Leveraged ETFs and GDMN канала Risk Parity Radio