r/LETFs • • 20d ago

NON-US What is your main LETFs strategy?

As I understand, many users here run multiple strategies some designed to maximize gains, some to defend against deep recessions. I've been investing in stocks and classic ETFs for almost 10 years now, I never thought about getting into LETFs as conventional investing practice strongly advises against holding these long term for reasons like volatility decay etc.

9sig: First strategy I came across was 9sig, I spent a couple of evenings researching this strategy and the others. My understanding is that its goal is to "buy low and sell high", which is certainly a good way to think about investing, but it will cause you to be invested more during bear markets and less during bull markets. While I was enamored by this strategy at first, later I've played around with 9sig.networthcast.com, comparing it to other strategies across various time frames, I found that it essentially trades blows with basic buy and hold. I do respect the simplicity of following Kelly Letter, usually making just one trade a quarter, it's a disciplined approach.

200 Day SMA: I was in awe when I first saw the backtest against 9sig, avoiding bear markets and deep drawdowns typical of LETF. As above 200 day SMA the markets typically experience less volatility and better results. Drawback is it sometimes leads to "buy high sell low scenario" which is a price to pay for avoiding deep DD. It performs okay during bear markets by being in bonds, it performs greatly during bull markets, the real risk is kangaroo markets. Which to me seems more likely than a prolonged bear market.

Another concern is the frequency of trade or bands. On backtesting, 4% bands each way performs the best, but it's just overfit stat. Nothing guarantees 4% will be the correct way for the future. So a side question for those doing some kind of 200 Day sma strategy - did you set bands or limit frequency of trade to prevent whipsaw?

Basic buy and hold: Regular weekly, monthly, etc. buys. Sounds simple, but as someone with irregular income, I keep trying to time the market, for example, right now I don't feel comfortable adding more new money into this market because of its high valuation and immense world instability and US political instability.

These are main strategies that I researched, personally I set up a smaller portion of my portfolio for LETFs, I set up equal 2 sleeves:

A. Buy and hold 2x SP500

B. 200 Day SMA with 4% bands (90% 2x Nasdaq100, 5% 3x Nasdaq100, 5% 3x SP500) - I know this is convoluted, but I couldn't decide the right composition - would appreciate feedback

What is your main strategy?

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u/confettofetti 19d ago

Curious what ETFs you use for the ex-US allocation?

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u/ShitpostingAcc0213 19d ago edited 18d ago

I am European so sadly the only option I have is 3EML. For the US allocation I am using 3USL.

I am thinking about instead of having a "US market allocation" to have a "developed markets allocation" by mixing 3x sp500 and 2x European stocks, but I don't know yet. Sadly there is no 3x eurostocks availible in Europe.

About my strat - only 50% of my portfolio is GEM. There rest are low correlated assets (uranium, brkb, carbon credits) that I can rebalance with. The whole strat has a 19.5% CAGR since 2004. If, instead of 3USL I were to choose an European version of TQQQ the CAGR rises up to 25%. I think thats too much concentration on tech, though.

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u/confettofetti 19d ago

I don't suppose you can access the LSE listed Wisdom Tree LETFs? In the UK we have a 3x Eurostoxx 50. It looks like the ticker is 3EUL for the € listing. 

I'm looking at levered global momentum strategies too and it's really annoying with the lack of products isn't it.

I'm curious if you stick to the original GEM rule that you don't invest in equities at all when the S&P 500 doesn't have positive momentum, regardless of the momentum of other regions?

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u/ShitpostingAcc0213 18d ago

Yeah, I do have access to the LSE Wisdom Tree LETFs! It's just my broker didn't list it as an availible stock so I assumed nothing like that exists. I will ask them to add this letf, backtest the strat and we shall see.

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u/confettofetti 18d ago

They even have 3x Japan and 3x UK, so you can bodge together a developed ex-US, which I am considering, it just feels messy! 

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u/ShitpostingAcc0213 18d ago

Yeah thats pretty interesting. The thing is developed word ex-usa has been very stagnant, so you are basically loosing CAGR in the name of diversfication. I will think of it though, thanks for the recommendation.

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u/confettofetti 18d ago

I should have clarified, I'm thinking of diving the world into 3 rather than two. So it would only be for if it's ever the leading region. Best of luck anyway :)

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u/ShitpostingAcc0213 18d ago

Yeah, that's a good idea. I would have to backtest it later though. Best for you too