GDE
WisdomTree Efficient Gold Plus Equity Strategy Fund
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I've been playing around with a few portfolio ideas on TestFol.io and ended up with five different versions that combine Fama-French Small Cap Value, leveraged ETFs, and trend following. They're all backtested from 1988-2025, and I'd love to hear what people think.
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GDE is a capital efficient ETF with 1.8x leverage, it’s 90% SPY and 90% gold futures. It won’t have the same volatility decay as most leveraged ETFs. This helps you efficiently keep your equity exposure while adding some gold on top, just for the cost of the futures.
I’ve read that value tends to beat out growth. I have a 40 year timeline so I’m going value. 35.7% NTSD, 20.3% GDE, 10% each AVUV/AVDV, then small amounts of AVEM, EMEQ, SPMO, FMTM, FLCA (NTSD excludes Canada exposure), WTLS, SGRT - and now the 6 MAG stocks. I totally overcomplicated it and made it a mess but my cores are still the majority, I’m just trying to find a small amount of alpha. Spent a ton of time researching ETFs. And lifecycle investing suggests to use some leverage when young, which I’m using a modest amount.
I have 10% AVUV, AVDV, and 10% split in AVEM/EMEQ. Then just NTSD for SPY + EFA. GDE for SPY + gold futures, gold as a diversifier but return stacking it. Then some momentum/active funds, 5% split SPMO/FMTM 3.2% split SGRT/WTLS then I just did 3.3% market cap weighted split between Mag 6 excluding tesla. Still sticking to my cores but trying to add a small slice of alpha and experiment a bit.
Whoever bought the GDE calls I wrote, thanks.
60/40 portfolio but it's 60% NTSX 40% GDE
i'm buying 1 share of voo every day. will continue until cash is low or i'm at 20% voo in the old port. the rest is VXUS, GDE, and other dumber things.
My stock picks are all in taxable because I tend to lean towards US large cap growth stocks, which don't pay much dividends. This also allows me to more precisely perform tax loss harvesting. I also use taxable for developed ex-US, since it comes with foreign tax credits and relatively high qualified dividend income rates. I put emerging markets in tax advantaged since the foreign tax credits generally do not offset the low QDI rates at my tax bracket. I also put highly tax-inefficient vehicles like GDE in my tax advantaged. I'd probably shove more things into tax-advantaged if I could, but unfortunately, there's only so much space. However, if most of your portfolio is tax-advantaged, then the balance changes (i.e. it makes more sense to put more US stocks in tax-advantaged.)
VOO, SPMO, IWY, GDE, but safe is a relative term. If you have a 20 year time horizon, I personally would take market risk and not worry about drawdowns. In fact, if you get a substantial drawdown, there is a way that I have successfully used. You sell a small percent of these funds and buy some leveraged etfs of something similar like SSO/QLD (2x leveraged etfs) and an even smaller piece of UPRO and TQQQ (3x leveraged etfs) until you portfolio gets back on its feet. Then unwind the leverage and put the money back into the original etfs Works like a charm and gets your portfolio back on track in a far shorter timeframe than simply holding
QQQ for spice is like saying please add some black pepper, I like it hot. Man up and do something stupid like TQQQ or GDE.
how about GDE! 1.8x gold + voo
SPY (a SPDR ETF) is an ETF tracking the S&P500, a collection of 500 of the largest companies in the USA (you should look it up and read about it). GDE is a 90/90 return stacked ETF which tracks both the S&P500 and gold. If the S&P500 goes up 1%, GDE goes up 0.9%. If gold goes up 1%, GDE goes up 0.9%. You should look up the WisdomTree ETF GDE. XTB appears to be a specialized FX and CFDs broker, they will likely not have these ETFs. I strongly recommend you do your own research to actually understand what you're investing in as well. If you dont believe in your own long term thesis, you may sell at the first sign of something bad happening.
Thank you! I think I should do that. Also on the broaker I’m using (XTB) I don’t see SPDR or GDE, and just wanted to ask what they are exactly ?
Yes. I recommend looking at SPDR, or GDE if interested in long term gold/equities mix. Buy and hold every month (dollar cost average), keep enough cash buffer with yourself for 6 months + first so you have enough for living expenses (just in case), keep buying during downturns (hardest part but most important, you're getting equities on sale and your expected return is higher). Gold has a 1% long term real return average, equities 5% long term real return.
GDE calls is such ez money
Anyone know what gold futures are? Wondering if my GDE will save me.
Kinda have to hedge the drawdowns *before* it happens. Otherwise youre liable to be selling low on stocks and buying high on commodities/bonds Leverage helps pack in diversifiers with uncorrelated price action, like GDE (90/90 SPY/Gold), RSST (100/100 SPY/managed futures trend algo), RSSB (100/100 VT/GOVT - aka treasury bond index), or just leverage on equities to leave portfolio space open to directly buy the hedges, either with LETFs or box spreads or LEAPs
GDE has been very gold to me
No kidding. I have $450k in GDE, seems like not enough
I too have wasted money on volatility calls. Rebalancing HFEA style with metals adds a 3rd variable. I may go to $AOR 60/40 or $AOK 30/70 because I think the bond market may sniff a lower ten year when jobs numbers are not stunning. I should be selling gold but I trimmed junior miners to keep GDX and XME. I could have just bought GDE. This is the part of the cycle metals outperform and if you noticed mid caps have, until Wednesday outperformed MYY MIDU or MDY call options were 33% easy. I cannot hedge for Armageddon. But I can keep cash. And remember bonds too can crash. Metals by 50% gold silver more.
GDE and chill. Or MIX and chill.
If you invest in GDE in a taxable you are not subject to the commodities tax
Im a huge fan, using a partial allocation to LETFs to increase exposure to the market to make room for uncorrelated diversifiers. Bonds, managed futures, gold. Uncorrelated assets offer the opportunity to rebalance on a fixed schedule like a target date fund but with more juice. I use UPRO, GDE, RSST to provide leverage, and add in ZROZ and AVDV and AVNV for long term treasury exposure and intl value exposure.
https://www.reddit.com/r/politics/s/GDE26sjBOL Hemp carve out looking tougher than I thought.
https://testfol.io/?s=k13YlLSXT2X Here ya go! Im saving 5k/mo separate from my IRA/401k/HSA money, so I figured "what if I dca that 5k into TQQQ with our earliest available data?" So follow the link. 5k/mo into 3 hypotheticals. The S&P500, TQQQ, and a leveraged hedged multistrat port of 25/25/20/20/10 TQQQ/Long term treasures/managed futures/intl small cap value/GDE (90/90 SPY/Gold) Over this time period youve contributed $860,000. TQQQ DCA strat ends with 164k in April 2009. S&P500 end with $869k. Levered multi-strat ends with $2,029,616.
I am a huuuge fan of $GDE. 60% of my portfolio. Buy and hold. Put 15% of every paycheck into it. Higher CAGR and Sortino ratio (lower drawdown volatility) than SPY. Feels like a cheat code.
Riding on tech isn’t a bad idea. QQQ already captures most of the individual tech holdings so there isn’t much diversification. Tech rally has been strong since 2010. Ride it to the moon if you can tolerate the swings. I personally like QQQ rebalancing automatically. Removes guesswork. I only momentum trade QQQ (and it’s leveraged cousins TQQQ/SQQQ) and long term with GDE on taxable account.
You can also buy gold etfs. There is one GDE that has both gold and spy. Imagine the insurance fees and commissions to sell on both buying and selling
GDE. Its gold + s&p 500 stacked. Backtests show superior performance to both gold and stocks, and lower drawdowns. RSSX if you want to blend a bit of Bitcoin as well.
That's called GDE. Its cheaper per share, grew 20% since June & pays a high derivative.
If that’s your thesis for NEM, why not just invest in GDE. Or does a leveraged fund scare you?
My GDE fund has been on an absolute tear, everything else was down and this fund gained almost 2% today.
No one knows. Just hold an etf like GDE to keep some exposure to it on top of stocks
Ah, well not as bad. I use a leveraged gold futures ETF. GDE.
Or GDE is a cheaper version that went up 30% in the last 4 months.
You dont need many funds, maybe 5 at most. My roth is just GDE and have a brokerage with just 1 fund as well
Yeah, a small pullback is normal even in strong rallies, so waiting for a dip to add exposure makes sense. For my long-term view, I’m looking at gold reaching around $7,000 within the next 1.5 years and silver hitting about $55-$60. This is based on current momentum, industrial demand for silver, tight mine supply, and broader macro trends. Your diversified positions across GDX, GDXU, UGL, AGQ, GDE, REMX, and URA are solid,scaling in carefully during pullbacks could capture a lot of upside before those levels.
Why not both. GDE is your friend.
Yes, you can avoid this with a fund like GDE. It uses leveraged gold futures, roughly 1.8x and provides better total returns than a normal 2x leverage gold ETF. You don't pay collectibles tax on it. Normal gold backed ETFs are treated like trusts like you literally own the physical gold in a vault somewhere.
GDE and chill untill the rug gets pulled.
GDE ETF. All the big good stocks and some gold
GDE continues to be the best investment ever as the world collapses
GDE is SPY with a gold futures twist.
Take on some leverage and hedge the drawdowns using alternate diversifiers. UPRO, GDE, RSST, GOVZ, plus something international.
Today I am grateful for $GDE, an ETF that goes up 1% every day
GDE is the easiest money ever.
The point of gold to me though isn't for my 20% gold to beat the S&P or get me through some sort of apocalypse. ...it is that the gold price (hopefully) won't crash the same day/week/month the S&P does, or ideally people will buy it and it will go up when the S&P goes down or if the US screws up royally. Then I can re-balance and use it to buy stocks low. Stocks have much better long term expected returns, but if you are 100% in stocks you can't take advantage of any downturns and can get screwed if you need money when things are down. In that theoretical scenario where stocks are down 50%, gold is down 10% (or up 20%), and my roof caves in, then its great to have the gold to sell and not the stocks. Gold and bonds are the two best set and forget hedges for the average person. Now, one can argue that bonds are better than gold, but gold is my hedge against the US blowing up the bond market somehow with its escalating debt and leadership problems. I also use some funds with slight leverage (GDE, RSSB) to layer the bonds and gold on top of 100% stocks so theoretically I am not sacrificing the returns of going 100% stocks. My total leverage is only 1.6% and most of that is on the gold/bond side. This year I implemented it and I am up a few % on the market, which I know is just noise and means nothing, But I am curious to see how it does when there is a real recession.
Combination of GDE, PPA, RSSB and AVNM Diversified with gold, bonds, international and defense. Pretty much hedges against most of destabilizing events and gives higher returns than SPY alone or VT alone due to slight leverage of about 1.5x which is proven to be healthy long term. Optimal is 2x but that’s too much for me personally.
[https://m.youtube.com/watch?v=BBvmFBC3GDE](https://m.youtube.com/watch?v=BBvmFBC3GDE)
Buying GDE tomorrow. Fuck a bond
Physical gold is for doomsday preppers. Most people buying GLD or GLDM. Capital efficient folks who want gold buying GDE
GDE could be a good blend of both, depending on why you sold half your VTI
Sold half VTI, time to buy gold, or maybe GDE?
Appreciate the knowledge and insight! I'm really only interested in leverage with this idea so I'll do some more research on synthetic longs. Right now my portfolio is 75% RSSB 25% GDE which is roughly giving me the exposure of: US Equities: 66% International Equities: 25.3% Treasuries 77.5% Gold 22.5% I guess my goal would be to try and translate this portfolio using options as opposed to LETF. Using Total World Market cap weighted + Treasuries + Gold ETFs and a mix of options for leverage I'm still on the fence with gold which is why I didn't include it in the above post. But thats a whole other discussion....
I thought the only way to learn was to try it out as well as watch a lot of training videos. I guess I could have used paper but I wanted skin in the game. I didn't know much about covered calls before but now I do. I bought 100 shares of GDE because I thought for sure it would go up and that it wouldn't go down that far from where it started so I wasn't worried about the stock as this was a test. I really meant to Buy a Call but I ended up Selling a Call for $35 strike price at $6.45 for about a month expiration (don't remember exactly). This was 3 days ago. Then the stock shot up and I was freaking out thinking I'm going to lose a lot of money. But really I would only lose the gains if I had the stock and wanted to capture the current value. So in between the time it went up my stock luckily wasn't assigned. I was looking at the potential to buy to close as it as this was giving me anxiety. It seemed that I could potentially buy to close and then sell the stock and I would still be a little ahead (ignoring tax issues). However, the stock went down today and thus the buy to close price went down as well so I decided to get off the roller coaster and buy at $3.85 to close which still means I made a little off the difference in option price. So I'm close to where I was in the beginning. I know a lot more now because that survival instinct kicked in. Welcome to Stock Option University!!
70 percent NTSX or it isn't out yet but 70 percent RSSB instead of NTSX, 10 percent UPRO, 20 percent GDE. Rebalance quarterly. Significantly beat the market with lower drawdowns.
Capital efficiency ala return stacking. NTSX/GDE/RSBT etc. get notional 80-100% equity coverage while having a bond and/or alternative (gold managed futures) layer on top. If we hit a 70s like period of high inflation, equities will be ok and alternatives will be great. If we go back to the same old ZIRP policy you still have heavy equity allocation, some bond, and alternatives will keep up with inflation.
True, even of Gold ETFs. Someone correct me if I'm wrong, but I believe WisdomTree's GDE fund avoids this tax treatment due to the way it's set up. It seems like a great fund as you get both gold and equities at a reasonable expense ratio. OP's dad could just sell off 10% of his equities allocation and buy GDE and retain 90% (of the 10% sold) of his equities and get 9% gold
Interested in capital efficient ETFs like NTSX, NTSI, GDE, etc as a way to get access to a levered portfolio. They are especially appealing over the likes of UPRO, TMF, or TNA because of low expense ratios for what you are getting. I know NTSX has a growing following but has anybody combined these and other similar ETFs to get a nice accumulation style portfolio with a bit of leverage? Maybe an aggressive risk parity style portfolio using these capital efficient ETFs could work as an accumulation portfolio?
glad to hear you have some intl allocations. btw you may want to consider 'return stacked' funds. They combine multiple asset classes and strategies + leverage to get higher returns with moderate risk. Examples are BLNDX, UPAR, GDE
You said “it could be gold” so how how about GDE? It’s an ETF that’s half gold futures and half spy, meant to hedge against inflation, yet it’s down -20% YTD.