Leveraged Portfolio

あきんちょ : Is TMF too late to buy now?

hirotaka10909 OP あきんちょ : It's indescribable If you set basic stocks to 60% and bonds to 40%, I don't think you'll lose that much no matter which way you turn. Stocks and bonds are TMF here, but it's like thinking about this as a set. If you're going to buy TMF as a set, I don't think it's too late at all even now. In the case of stock levers and bond levers, it's 60% and 40%, but if you combine spot stocks and TFM, it's like allocating about 18% of the overall portfolio here. Alternatively, there is also a method of changing TMF to TLT without leverage, and this is 40% and 60% stock (since there is no leverage applied, this may be the safest)

あきんちょ hirotaka10909 OP : Thank you so much for carefully answering my rough questions
I asked if SOXL accounts for 30-40% of my assets, and since I have distributed Japanese and US stocks in kind, it is possible to respond when interest rates are cut by putting the balance into TMF.

hirotaka10909 OP あきんちょ : If it's just interest rate cuts, I think it's fine to just use SOXL and Japanese stocks held by Akincho. I think the problem is a recession concern. As you know, there is a problem with inflated employment statistics, and it is beginning to be said that employment from the beginning of the year may have worsened more than expected. Employee restructuring is conspicuous even when looking at financial results for individual stocks. I don't really understand the current situation, so I'm taking a strategy rather than defense. That strategy is a portfolio of 60% stocks and 40% bonds. When stocks fall, TMF rises, and looking at the portfolio as a whole, it feels like losses can be reduced compared to 100% stocks. So I'm expecting an effect of protecting assets rather than increasing assets with TMF due to interest rate cuts

あきんちょ hirotaka10909 OP : Since we started investing last month, predictions have often been poor, and there was a sense of fear of interest rate cuts. Thank you for your feedback I would like to confront the recession by increasing the ratio of government bonds. Thank you for your continued support

hirotaka10909 OP あきんちょ : It started when it was difficult last month Interest rate cuts themselves aren't that scary, so I'm wary of recessions. Personally, I think the SOXL ratio is slightly high (when it falls, it drops unevenly. (If the economy becomes stronger by that amount, it will rise) It might be a good idea to make it slightly mild with TQQQ or SPXL. Thank you very much for your support

あきんちょ : Hello. After the financial results of nvidia and the September interest rate cut, did you make significant changes to the portfolio?