u/TemporaryEmu4140

▲ 14 r/TQQQ+1 crossposts

TQQQ/QQQ rebalancing strategy

Been following this sub and r/TQQQ for a while, and see the most sophisticated folks on the investing subs here. I’ve been playing (so far successfully) with TQQQ and SPXL, both direct and short-term options (I know, but couldn’t help myself) but want to cut that out and get into a more systematic strategy long term.

I know enough I think about the research. 200-day SMA seems to have worked well historically but is getting killed in the taco world we live in. 6 or 9 sig seem to have massive upside but too risky for me.

I decided on a strategy where I’ve initiated 50/50 TQQQ/QQQ and will rebalance to par whenever the spread is 15% between them (underlying as denominator), both up and down. This should capture some of the buy-low-sell-high of 9sig without taking on so much risk, avoid the opportunity losses from abrupt market upswings of 200SMA after signal says sell (buy high sell low), and keep me in the market with all available funds at my disposal. Better than only holding QLD I think given the rebalancing, even if there will be more volatility drag.

Thoughts? Anyone backtested this type of strategy? Please feel free to crucify it with reasoned thought or analysis. I’m relatively new to this. As an aside, I’m implementing the same strategy with SPXL and AVNM, my proxy for VXUS. Same idea but gives me int’l exposure in this part of my port.

EDIT: I’m doing this in my 401k so tax drag isn’t a concern. Also, to reemphasize, the rebalancing strategy is the key to this in my mind over just holding QLD.

reddit.com
u/TemporaryEmu4140 — 1 day ago

Who’s leading the race on optical interconnects for CPO, Ayar Labs, Lightmatter, Ranovus or someone else?

My personal view from public information is that Ayar is leading the pack towards production and implementation. Ranovus seems more aimed towards bespoke solutions like their collab with Cerebras. Hard to tell what Lightmatter’s doing beyond their PR but their founders clearly have the pedigree. All three seem to be innovating at a rapid pace to get past the copper wall. Any thoughts or insights? Any companies I’m missing?

reddit.com
u/TemporaryEmu4140 — 6 days ago