Risk Tolerance
Strategy | Top Sector | Top Companies | Holdings | Risk | Minimum Investment | Ann. Return | Blended Expense Ratio | Yield |
|---|---|---|---|---|---|---|---|---|
Equal MAMAA (Risky Business) First, it was FAANG, then names changed, and one got dropped; now, we have the familiar faces of Meta, Amazon, Microsoft, Apple, and Alphabet forming this equally weighted MAMAA collection. They are the best of the best. These tech innovators have been doing it for quite some time and don't appear to be going anywhere. | Communication Services |      | 5 | High risk | $30 | 20.94% | 0.00% | 0.43% |
Crypto - Bitcoin and Ethereum (Risky Business) This strategy provides focused exposure to the two leading cryptocurrencies by allocating 75% to Bitcoin and 25% to Ethereum. Access to this specific digital asset weighting is achieved through regulated and accessible Exchange-Traded Funds (ETFs). | - |  | 2 | High risk | $10 | 19.23% | 0.25% | 0.00% |
Large Market Beaters (Risky Business) Beating the market. That's what so many money managers aim to do, but it's much easier said than done. Over the past year, this collection has achieved that goal. They are the winners, and it wasn't due to small numbers. They are both the largest companies in the stock market (>$200Bn Market Cap) and, at that size, the only companies to outperform SPYs long term average return by 2x (20%) | Information Technology |     | 17 | Medium risk | $90 | 34.14% | 0.00% | 1.08% |
Innovation Fund (Risky Business) This strategy follows the ARKK fund (ticker ARKK) which was designed to seek long term capital from companies globally involved with, or that benefit from, disruptive innovation. | Health Care |      | 33 | High risk | $450 | -0.20% | 0.00% | 0.06% |
Republican Trading (Risky Business) This strategy seeks to broadly invest in stocks purchased or sold by Republican members of the US Congress and their families. | Information Technology |      | 151 | Low risk | $2,700 | 4.32% | 0.00% | 1.85% |
Democratic Trading (Risky Business) This strategy seeks to broadly invest in stocks purchased or sold by Democratic members of the US Congress and their families. | Information Technology |   | 159 | Low risk | $4,700 | 8.41% | 0.00% | 1.03% |
HedgeFundie's Excellent Adventure (Risky Business) Famously posted on the Bogleheads forum in 2019, this risky strategy combining 3x leveraged etfs exposed to SPY and 20 year treasuries. It's only appropriate for users with very high risk tolerances and incurs relatively high ETF expense ratios | - |   | 2 | High risk | $10 | -0.24% | 0.91% | 2.61% |
Leveraged Tech (Risky Business) This strategy allocates 70% to ProShares Ultra QQQ (QLD) for its 2x leveraged exposure to the Nasdaq-100. The additional leverage is a super-bullish bet on continued tech sector growth and innovation. The 30% Invesco QQQ (QQQ) provides core exposure to the tech sector while mitigating some of the risks associated with leveraged instruments. | - |  | 2 | High risk | $10 | 24.11% | 0.72% | 0.39% |
Equal MAMAA
High risk
$1,000
First, it was FAANG, then names changed, and one got dropped; now, we have the familiar faces of Meta, Amazon, Microsoft, Apple, and Alphabet forming this equally weighted MAMAA collection. They are the best of the best. These tech innovators have been doing it for quite some time and don't appear to be going anywhere.
Top Sector
Communication Services
Top Holdings
Bktd. Return
Expense Ratio
0.00%
Holdings
5
Crypto - Bitcoin and Ethereum
High risk
$1,000
This strategy provides focused exposure to the two leading cryptocurrencies by allocating 75% to Bitcoin and 25% to Ethereum. Access to this specific digital asset weighting is achieved through regulated and accessible Exchange-Traded Funds (ETFs).
Top Holdings
Bktd. Return
Expense Ratio
0.25%
Holdings
2
Large Market Beaters
Medium risk
$1,000
Beating the market. That's what so many money managers aim to do, but it's much easier said than done. Over the past year, this collection has achieved that goal. They are the winners, and it wasn't due to small numbers. They are both the largest companies in the stock market (>$200Bn Market Cap) and, at that size, the only companies to outperform SPYs long term average return by 2x (20%)
Top Sector
Information Technology
Top Holdings
Bktd. Return
Expense Ratio
0.00%
Holdings
17
Innovation Fund
ARKK
High risk
$1,000
This strategy follows the ARKK fund (ticker ARKK) which was designed to seek long term capital from companies globally involved with, or that benefit from, disruptive innovation.
Top Sector
Health Care
Top Holdings
Bktd. Return
Expense Ratio
0.00%
Holdings
33
HedgeFundie's Excellent Adventure
High risk
$1,000
Famously posted on the Bogleheads forum in 2019, this risky strategy combining 3x leveraged etfs exposed to SPY and 20 year treasuries. It's only appropriate for users with very high risk tolerances and incurs relatively high ETF expense ratios
Top Holdings
Bktd. Return
Expense Ratio
0.91%
Holdings
2
Leveraged Tech
High risk
$1,000
This strategy allocates 70% to ProShares Ultra QQQ (QLD) for its 2x leveraged exposure to the Nasdaq-100. The additional leverage is a super-bullish bet on continued tech sector growth and innovation. The 30% Invesco QQQ (QQQ) provides core exposure to the tech sector while mitigating some of the risks associated with leveraged instruments.
Top Holdings
Bktd. Return
Expense Ratio
0.72%
Holdings
2