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  1. J

    I've been tracking a portfolio since 7/18 and I'm beating the market

    Thank you for the encouragement. Greatly appreciate it. I'll keep everyone updated.
  2. J

    I've been tracking a portfolio since 7/18 and I'm beating the market

    I meant what I said. I know the difference.
  3. J

    I've been tracking a portfolio since 7/18 and I'm beating the market

    Understood. I posted to see everyone's reaction to the trade idea.
  4. J

    I've been tracking a portfolio since 7/18 and I'm beating the market

    There's about 300 positions. Slight exaggeration, but I do think it will best long run.
  5. J

    I've been tracking a portfolio since 7/18 and I'm beating the market

    Alright so I know this is only a short term track record and I would really need a long term record to prove my ability. But, I've been tracking my portfolio since 7/18 and the market is down (2.7017%) and my portfolio is up 0.6102%. All I did was look at every companies fundamentals and...
  6. J

    Fund of Exchange Traded Funds

    Just as I've mentioned previously and the point of the whole conversation which you're completely missing because you didn't read thoroughly. It makes more sense to group the countries together rather than grouping all the stocks together. If you group the countries and indexes and sort those...
  7. J

    Fund of Exchange Traded Funds

    Are you referring to URTH? As mentioned before, that groups all the stocks together from largest to smallest. It makes a little more sense if you group them in terms of individual country and sort the countries from largest to smallest.
  8. J

    Fund of Exchange Traded Funds

    I'm just not an active trader, more of a passive aggressive person. I don't even like trying to time sectors. Just the S&P 500 but all countries instead of companies. The fixed income took longer to develop that's all GDP based which I think is intuitive. The ability of a country to repay debt.
  9. J

    Fund of Exchange Traded Funds

    Yeah that's like the same concept as actively trading from stocks in the s&p 500 instead of buying the index, but on a global scale
  10. J

    Fund of Exchange Traded Funds

    Would you still weight them based on market cap? That's kind of the whole point. I feel like relative strength almost implies equally weighting.
  11. J

    Fund of Exchange Traded Funds

    compared that to today's volume*** not average
  12. J

    Fund of Exchange Traded Funds

    Yes, I understand. I think that it's impossible to predict which countries are going to be going up. Yes there is some momentum and you might get a little advantage in the short run by buying and selling out of certain countries. However, I do think that in the long run that will all wash...
  13. J

    Fund of Exchange Traded Funds

    Countries like Russia and at times China aren't going to produce great returns. But they don't have to. First of all Russia is such a small fraction of the entire portfolio. They have very little wealth comparatively in their market. China, however is the second largest. The difference is...
  14. J

    Fund of Exchange Traded Funds

    Why wouldn't I just buy all of them? There's like 40 countries. Just hold them forever and pass them to my family or shave off some during retirement. The tranche would make sense for like monthly investing, just setting aside a section of my income. This isn't a "get rich" investing...
  15. J

    Fund of Exchange Traded Funds

    Thank you Metamega. Best to luck to you as well.
  16. J

    If you have just open a $2000 account,what would you do?

    I would save another $2,000 as fast as possible and invest in indexes. Maybe start with SPY and AGG 60/40. Do that as many times as possible for like 30 years and retire.
  17. J

    Fund of Exchange Traded Funds

    Alright man, listen, your argument and challenge is not very helpful. Okay first of all you're basically saying "what does any portfolio management bring to the table?" Replace the word ETF with any stock and your argument is like "what does a managed portfolio bring to the table that an...
  18. J

    Fund of Exchange Traded Funds

    Well the market timing should be in the re-balancing. I was thinking generally a 60-40 allocation stock to bonds. When equities are up we reballance and sell some equities to buy some debt. When equities are down we sell some debt to buy some bonds, maintaining the 60-40 allocation. Maybe do...
  19. J

    Fund of Exchange Traded Funds

    Good day, I've been thinking about starting a fund of exchange traded funds. Hear me out. Think of every country in the world from largest to smallest in terms of market cap. Now each country has it's index. Assign each country a percentage based on the global market cap and invest...
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