Dashboard Articles Funds

My Active Investing Experiment

Hello. I was a Boglehead until the Summer of 2024. I've spent the last ~2 years experimenting with active investing.

I rely heavily on X.com for idea generation, especially for individual equities. I do a lot of my own research into the best available ETFs and mutual funds (both as longs and shorts). I prefer portfolio management over deep dives into individual equities.

I believe in:

Track Record

Track Record Portfolio Metrics

*Stats above are computed using returns in excess of the risk free rate as computed by subtracting the returns of $BIL from the return stream

Detailed performance metrics relative to: SPY EFA SCJ
Trailing 1-year metrics relative to: SPY EFA SCJ

Investment Themes

Fundamental Managers

Between ETFs, Mutual Funds, conglomerates, and people sharing their ideas online, there are many opportunities to ride the coat tails of talented fundamental managers for a reasonable cost.

Quant

Quants have developed a number of systematic strategies for harvesting alpha. Some of which are proprietary, many of which are well known. These alpha sources are a good form of diversification.

Concentrated Beta

The equity risk premium is by far the largest bet in most portfolios. There is merit in isolating the bet from the rest for the portfolio to the extent possible. This naturally reduces your beta in a full market meltdown.

  • ONERX
  • 2x Leveraged ETFs
  • AI
Links & References

Factor Bets

Trying to bet on winning factors before the bet becomes crowded.

Links & References

Diversifiers

Less correlated asset classes.

Current Portfolio

Portfolio Summary

Individual Positions

Portfolio Positions Options and CVRs
Disclaimer: The information provided on this website, including all performance metrics, charts, and track records, is for educational and informational purposes only and does not constitute financial, investment, or legal advice. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.