Gyroscopic Investing

var wrote: i back tested the spy and tlt 50/50 strategy with the simba spreadsheet... and it looks decent...

With options???

no just the looking at the mutual fund returns themselves..

with options no... will see if the opportunity presents its self i might jump in...

AdamA wrote:

var wrote: i back tested the spy and tlt 50/50 strategy with the simba spreadsheet... and it looks decent...

With options???

adam

how are you long bond leaps doing?

GLD position is up 56%
TLT position is up 49%
SPY position is down 49%

Altogether it's up around 19% for the year so far.

Adam, my apologies if you've mentioned this already, but where do you track your LEAPS PP performance?

I have a LEAPS PP and I am tracking it in Yahoo! Finance Portfolios.  It is very inaccurate though, since the portfolio takes the last traded price (and not the current bid or ask price) and the last price could be very different from current price.

prob the best way to do it set up ameritrade account...

then enable paper trading with think or swim... (quotes are delayed, unless you have enough cash in ur trading account)

thinkorswim got the best interface for options.

var wrote: prob the best way to do it set up ameritrade account...

Var, thanks for the suggestion.  Unfortunately that's not an option for me right now, so I will stick with Y! for a while.  Since it's only 3 calls I can also calculate returns manually once in a while.

Here are the 2016 results:

12/30/15

TLT 7 Jan 2018 Calls $5544
SPY 3 Jan 2018 Calls $5251
GLD 5 Jan 2018 Calls $5488


1/3/2016

TLT $3616 -35%
SPY $7135 +36%
GLD $6347 +16%


Start Finish
$16,283 $17,098


Total $815 (gross 5%) *.15% (capital gains) = $693 (net 4.3%)


At one point this year the portfolio was up over 100%, when both gold and bonds more than doubled. Started to dip around August, and then really tanked after the election. Still had small gain though.

2013 2.7%
2014 62%
2015 -58%
2016 4.2%

I enjoy these updates. Thanks for posting them!

AdamA wrote:Here are the 2016 results:

12/30/15

TLT 7 Jan 2018 Calls $5544
SPY 3 Jan 2018 Calls $5251
GLD 5 Jan 2018 Calls $5488


1/3/2016

TLT $3616 -35%
SPY $7135 +36%
GLD $6347 +16%


Start Finish
$16,283 $17,098


Total $815 (gross 5%) *.15% (capital gains) = $693 (net 4.3%)


At one point this year the portfolio was up over 100%, when both gold and bonds more than doubled. Started to dip around August, and then really tanked after the election. Still had small gain though.

2013 2.7%
2014 62%
2015 -58%
2016 4.2%

Hey AdamA, what are you learning from your results?
Sorry, haven't kept up with this thread for a while.

buddtholomew wrote:

Hey AdamA, what are you learning from your results?
Sorry, haven't kept up with this thread for a while.

That the assets are volatile.