Passion for systematic investment strategies, and efficient portfolio implementation.
Joined August 2023
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123 Photos and videos
9 Apr 2025
What's better thsn a 1-day 14 percent return?
Being able to DCA before the bounce back π₯Έ
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DanielD retweeted
2 Aug 2024
Going back further using DFSVX live returns
Daily, weekly, fortnightly and monthly drawdowns (calculated each day since inception, and pulled from non-overlapping periods)
And also here are peak-to-troughs:
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7 Apr 2025
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3 Apr 2025
I rebalanced my geographic weights today. Someone out there is too worried about the volatility to rebalance - so maybe this will help somone overcome their bias
The thing about holding components for each region, is when you get pretty large shocks, it pays to keep an eye.
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3 Apr 2025
Please consider you own unique situation, particulary around taxes.
Disclosure I do not pay capital gains tax, unlike many of you folks.
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26 Mar 2025
Few people highlight these days. But the funny part is that winning by not losing is a key empirical driver of realised premiums.
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11 Mar 2025
Breaking π»
US stocks fall, and ex-US EM rise.
Calls for moves out of US and into ex-US EM.
And hence - again - the same old mistake of performance chasing, after the fact.
What if investors held globally diverse portfolios all the time? π€
This is all too humorous... π
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11 Mar 2025
What do you mean my CAPE 37 US s&p500 only portfolio can underperform?
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DanielD retweeted
21 Feb 2025
A friend is looking to hire a new Director of Research to lead the investment research efforts of their RIA.
5yr experience, CFA a plus, familiar with bberg, tamarac, etc also good.
DM/email if interested.
Location: Southeast
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19 Feb 2025
Courtesy to BoW for getting this (unfort comparison is the SCV index, not small cap index itself).
Also for those curious, the hypothetical backtest is very bang-on versus the LIVE AVUV/AVDV 70/30.
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4 Feb 2025
Who'll be the first to Canadian listed ETFs? Surely it's the one who already has had a local presence, connections and existing mutual funds?
Right?
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27 Jan 2025
Headlines suggest a bloodbath. However, in the S&P most firms won today. Is it really a bad day for stocks?
Sounds like a win for efficiency gains.
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27 Jan 2025
Growth speccy investors: excuse excuse excuse. Buy the dip.
Nvidia and Meta: this is real teehee
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