I want to love short term rentals.
12:28
3 Fund Portfolio: My Favorite Twist
14:48
COWZ ETF: What's Under The Hood?
28:02
Пікірлер
@shivamdhamija4670
@shivamdhamija4670 6 күн бұрын
The interest rate to borrow on IBKR Pro account is 6.83% which is BM(bench mark rate) + 1.5% Still not bad depending on what you use it for
@mrbigcat9
@mrbigcat9 10 күн бұрын
BTW you can not tax write off the margin loan interests?
@DillyDogSays
@DillyDogSays 10 күн бұрын
I have Vanguard Wellington in a taxable account. Yes I get a tax bill at the end of the year. What Vanguard fund(s) should I exchange to, to avoid the taxes? Thanks
@cnacne
@cnacne 24 күн бұрын
With a cash offer on a home, the seller doesn't need to worry about the buyer qualifying for a loan.
@fs5775
@fs5775 25 күн бұрын
Corey goes ahead and drops the F bomb
@KpxUrz5745
@KpxUrz5745 27 күн бұрын
What puzzles me is being charged margin interest when I carried no margin loans overnight, and in fact had a positive cash balance. Can anyone explain this?
@MSteitz468ify
@MSteitz468ify Ай бұрын
You're way too young to be putting anything in Treasury bills. If you're gonna go leveraged, do TQQQ on upturn, and SQQQ on downturn.
@davidh8279
@davidh8279 Ай бұрын
At approx 5:20 in, your math is wrong. You do not pay 15% long term capital gains on the full amount. You subtract the initial investment of $100,000 then compute the 15% LT Capital Gains tax on the remainder
@gustavodiaz4689
@gustavodiaz4689 Ай бұрын
Good stuff following
@eljuancho2
@eljuancho2 Ай бұрын
Thank you very much!
@henrikhias8437
@henrikhias8437 Ай бұрын
Try this portfolio: TECL 50%, BRK. B 50%
@ellamae2069
@ellamae2069 2 ай бұрын
Hi sir, your contents are awesome, do you need a video editor? I would like to apply
@peaceful4you408
@peaceful4you408 2 ай бұрын
I have been dollar cost averaging into a bunch of leveraged ETFs for years and this strategy has been working out very well for me. It’s even gone well through Covid. I’m up huge now with them. The thing with leveraged ETFs is to never put lump sums of money into them and leave it. That’s the worse thing you can do. There’s no risk reduction that way. Most people that I have seen that get wrecked with leveraged ETFs are folks that put large lump sums of money into them thinking they can just let the money sit in there like they can non leveraged funds.
@charmcrypto824
@charmcrypto824 2 ай бұрын
Great video on tax-efficient investing! It's important to keep in mind the impact of taxes on portfolio returns, especially with short-term capital gains. Have you ever considered diversifying with crypto in a tax-advantaged IRA? My Digital Money makes it easy and secure to trade cryptocurrency for your retirement.
@ghostmane2643
@ghostmane2643 2 ай бұрын
This is one of those low view but EXTREMELY high value gold mine videos. Thanks for the info!
@bmmk12
@bmmk12 2 ай бұрын
Your mountain biking KZbin channel?
@lostboi3974
@lostboi3974 2 ай бұрын
Only ETF's and qualified dividends for me!
@user-mx8xg5ex6f
@user-mx8xg5ex6f 2 ай бұрын
hi how long I can allowed to hold my margin position of stock is there any expiry date of my margin trading
@ebrahimhabib477
@ebrahimhabib477 3 ай бұрын
Yes I like it and plan to start position
@doctorale84
@doctorale84 3 ай бұрын
thanks for explaining in a very accessible way!
@CGB.SPENDER
@CGB.SPENDER 4 ай бұрын
VOO leveraged x2 has a CAGR of 24.41% with a max drawdown of -44.94% over 2010 to 2024.
@andyhermiz3075
@andyhermiz3075 4 ай бұрын
Your very smart how old are you if you don't mind me asking?
@coreyoninvesting397
@coreyoninvesting397 4 ай бұрын
Thank you. Currently 34, so 32ish when I recorded this video.
@nikolagenov8881
@nikolagenov8881 4 ай бұрын
300% is actually 4x leverage (like 100% is 2x)
@303Estates
@303Estates 4 ай бұрын
GREAT VIDEO!!! Does ETF still have CG benefit over Mutual funds like in 2022?? Keep up the great work!!!
@millionsbill3
@millionsbill3 4 ай бұрын
I've been holding Gush stock for over 3 years now its Leveraged.Can't seem to wrap my 🧠 brain around this.I originally purchased these shares before they Levereged.What am i missing;Help...🏝 i feel that im out here swimming around lots of Sharks circling.
@Rich72James
@Rich72James 4 ай бұрын
Have you considered a diversified mini portfolio of leveraged etfs. That way risk is spread.
@chittu1980
@chittu1980 4 ай бұрын
thank you for this video
@ryanurban1
@ryanurban1 4 ай бұрын
Sell to cash when you drop below the 200EMA. Get back in when you cross back over. You can also use a 20/50 crossover. You would have been okay in 2022.
@coreymtb
@coreymtb 4 ай бұрын
Interesting! I analyzed a bunch of trend following strategies with it back in 2015 or 16 but didn’t find any to be robust. Are you using these applied to the entire portfolio value or each specific asset?
@ryanurban1
@ryanurban1 4 ай бұрын
Each specific asset. Obviously they'll move similarly, but once in a while you'll have one or two break off. Also keep qualitative analysis in mind, watching national and market news for important events. You can use 10/20 crossovers for bear market rallies, and/or inverse 3x ETFs. Right now I'm in UPRO, TQQQ, TECL & SPXL, because I'm completely nuts (and a retired financial advisor). This is not financial advice, but if you choose to do this, stick to the plan to avoid emotion, and hang on for the ride.@@coreymtb
@Black-Circle
@Black-Circle 4 ай бұрын
9:07 yes outpeform when the US market was at its worst well done
@Black-Circle
@Black-Circle 4 ай бұрын
cant compare them before the smart phone/internet era. its so pointless ignoring that technology will always be with us now when before that wasnt the case. thats what international stocks clowns dont understand. Also a lot of these countries are still corrupt and poor. you got countries like UK that are going nowhere. its safe to say US companies will be fine. These american companies will play huge roles in these international companies
@dutchryans3363
@dutchryans3363 5 ай бұрын
My account is primary in 3x. I am trying to cash out by OTM at 60%.
@dutchryans3363
@dutchryans3363 5 ай бұрын
I didn’t know 3x leverages were bad. I had 700k before the crash in Jan 2001. Now I have over 800k in it. I didn’t cash out but use the opportunity to buy more.
@ralphpal
@ralphpal 2 ай бұрын
That doesnt make sense
@MSteitz468ify
@MSteitz468ify Ай бұрын
@@ralphpal The downturns aren't that bad if you do DCA. I prefer to ride TQQQ on the way up, on SQQQ on the way down.(inverse 3X)
@ralphpal
@ralphpal Ай бұрын
@@MSteitz468ify thanks for.this? I shall.steal.youre idea Or is it mine idea now
@eazhar
@eazhar 19 күн бұрын
@@MSteitz468ifyhow do you time entry and exits?
@nazariisukhetskyi8866
@nazariisukhetskyi8866 5 ай бұрын
I have started investing into UPRO and TMF, added a bit of GLD (10%) as well in case of high volatility to hedge. Great video! I hope you make a lot of money!
@nazariisukhetskyi8866
@nazariisukhetskyi8866 5 ай бұрын
By the way, history shows that long term this strategy outperforms market if dollar cost averaging. MWRR is between 20-30% depends on time. I mean 15-30 years.
@peaceful4you408
@peaceful4you408 2 ай бұрын
@@nazariisukhetskyi8866Yelp. Most folks that always get wrecked with leveraged index funds are usually folks that put large sums of money into them thinking they can just let the money sit there. That’s the worse thing you can do with leveraged anything. To effectively get wealthy fast with leveraged funds long term you have to buy in on dips when they are down so they don’t wipe out your entire account and then when the market goes back up, they sky rocket your portfolio like crazy.
@Dantursi1
@Dantursi1 6 ай бұрын
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks this year. Hope to make millions in 2024.
@Rachadrian
@Rachadrian 6 ай бұрын
Since risk is at an all-time high right now, perhaps you should be a little more patient but remember the bigger the risk the bigger the results. Alternatively, you can consult a trained financial expert for strategy.
@Davidstowe872
@Davidstowe872 6 ай бұрын
Exactly, a good number of people discredit the effectiveness of financial advisor, but over the past 7years, I’ve had a financial advisor consistently restructure and diversify my portfolio and I’ve made over $3 million in gains… might not be a lot but i'm financially secure and that's fine by me.
@SteveEstrada-js9nu
@SteveEstrada-js9nu 6 ай бұрын
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?.
@Davidstowe872
@Davidstowe872 6 ай бұрын
Her name is “Vivian Carol Gioia” can't divulge much. Most likely, the internet should have her basic info, you can research if you like
@SteveEstrada-js9nu
@SteveEstrada-js9nu 6 ай бұрын
I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.
@TerryCollinsP31Lifestyle
@TerryCollinsP31Lifestyle 6 ай бұрын
That’s a good breakdown showing what you could have made the money in 20 years
@TerryCollinsP31Lifestyle
@TerryCollinsP31Lifestyle 6 ай бұрын
Thanks for this video
@theowenssailingdiary5239
@theowenssailingdiary5239 6 ай бұрын
Uncorrelated has a different meaning to inversely correlated or any measure of correlation. Uncorrelated is absolute. Great topic though! Dumb Money did a video on this subject, and quoted some interesting studies and articles.
@doomshallot4203
@doomshallot4203 6 ай бұрын
GREAT VIDEO!!!! I try to stress the points you made to the FIRE groups i'm part of, but I'm just a tiny voice in the vast US only stock ocean of the FIRE communities. Most of these people are probably gonna miss out on all the international gains, and then buy in at the peak. It makes me sad, but whatever, as long as everyone still uses index fund in general, i guess it's fine? lol
@coreyoninvesting397
@coreyoninvesting397 6 ай бұрын
Yea. My thought is the worst thing you can do is have no exposure to equities. That said I’m not an overall ‘index fund investor’. I’m actual very skeptical on the long term performance of market cap weighting (fundamental ignorance).
@bills1779
@bills1779 6 ай бұрын
Would there be any drawbacks to having these 3 ETF's in my IRA ??
@grantgabler
@grantgabler 6 ай бұрын
GSEW is a scam. Their top holding .34% as of today is a GS bond (FTOXX) fund that pays .17% yeild. So with their .09 fee, add about .15. They also hold RSP. What a joke.
@stepannovotny4291
@stepannovotny4291 6 ай бұрын
Damned excellent. As usual, the best videos have the fewest views.
@stepannovotny4291
@stepannovotny4291 6 ай бұрын
Yeah, now while the market weighted index is bloated with AI while massive re-shoring is just beginning.
@coreyoninvesting397
@coreyoninvesting397 6 ай бұрын
2024.01.04 update: I've continued to invest more in the strategy and the performance has been 'what you would expect' relative to the side ways market we've had. It's up 6.54% since April, dwarfed by sp500. As some have pointed out I did botch in the amount of leverage used for backtesting in this (it's actually quite hard to record and be accurate), but hey while the ultimate return would be lower -- so would the risk.
@jjt171
@jjt171 6 ай бұрын
HFEA actually outperformed the market in 2023 as well. but going forward it's better to wait and see the progress over long time horizons which is where the leverage and risk should hopefully pay off. 2024 should hopefully be a smoother year for the leveraged 60/40 portfolio
@Concraft
@Concraft 5 ай бұрын
i’m just making my portfolio and think i’m going to do this. is it an even better time to buy into the treasuries because of how low they are. also do you think this strategy would work long term?
@MSteitz468ify
@MSteitz468ify Ай бұрын
Use a 15% trailing stop loss, if it's a REAL turndown, put it in SQQQ with a 7% trailing stop loss...You're welcome.
@stepannovotny4291
@stepannovotny4291 6 ай бұрын
Excellent information give. A cut above the rest!
@hagif.4590
@hagif.4590 6 ай бұрын
Thank you Corey. Loved the startegy and offered it to close friends 🌹
@benjamingrass3643
@benjamingrass3643 6 ай бұрын
Time for an update to this video to show how its performing 👌🏻
@coreyoninvesting397
@coreyoninvesting397 6 ай бұрын
Just made a comment about it. I've been traveling most of the last 9 months and will be most of 2024 and haven't felt like doing much video.
@brahmmauer7437
@brahmmauer7437 6 ай бұрын
Those interest rates are not an annualized interest rate.
@Venezuela305
@Venezuela305 7 ай бұрын
Webull started offering high yield for unsettled cash across all accounts, combined. So now I invest on the Margin account, keep emergency on the Cash account. Then I add 2 short-term treasuries under the same Cash account that pay on opposite days of the month, and also monthly (JAAA + HIGH). I call it Twin Turbo😅. You'd be surprised how fast that emergency fund grows, and it eliminates the risk.
@JGGarcia-kh8uq
@JGGarcia-kh8uq 7 ай бұрын
Etrade interest rate is around 13%, too much
@Thomas43990
@Thomas43990 3 ай бұрын
Most brokerages i know of can be negotiated down and usually its just a question to be asked and sometimes they require your portfolio to be worth so much to qualify for lower rates than posted on their websites
@sheenayaj1700
@sheenayaj1700 7 ай бұрын
Thinking of QQQM for lower expense