JPFP
JPMorgan Managed Futures Plus ETF
stock NASDAQ ETF

The CTAP stuff is weird. SPUC is probably suboptimal. In that case maybe I’ll go with JPM’s JPFP? They’re a large asset manager, surely their MFs would be decent. Any other alternative you suggest?
As for the backtest, that’s the best I can do with what I got. It’s an approximation.
I will rebalance my portfolio yearly or so. I will just take the tax hit on it. Maybe every two years.
What has fundamentally changed about bonds to just make them “shit?” They have positive expected returns, they improve sharpe in backtests. They are a diversifying asset. You’re just anti-bonds?
Not sure what’s to hate if you have a similar setup. Not a fan of Bitcoin personally… I used to be a fan of crypto but not so much anything.
In terms of crypto I just do some DeFi stuff with 0.5-1% of the portfolio yielding 12-25% on Loopscale. Doing ONYC strategies, that is tokenized reinsurance.

The CTAP stuff is weird. SPUC is probably suboptimal. In that case maybe I’ll go with JPM’s JPFP? They’re a large asset manager, surely their MFs would be decent. Any other alternative you suggest?
As for the backtest, that’s the best I can do with what I got. It’s an approximation.
I will rebalance my portfolio yearly or so. I will just take the tax hit on it. Maybe every two years.
What has fundamentally changed about bonds to just make them “shit?” They have positive expected returns, they improve sharpe in backtests. They are a diversifying asset. You’re just anti-bonds?
Not sure what’s to hate if you have a similar setup. Not a fan of Bitcoin personally… I used to be a fan of crypto but not so much anything.
In terms of crypto I just do some DeFi stuff with 0.5-1% of the portfolio yielding 12-25% on Loopscale. Doing ONYC strategies, that is tokenized reinsurance.