INFL
Horizon Kinetics Inflation Beneficiaries ETF
Mentions (24Hr)
0.00% Today
Reddit Posts
Need opinion on my ETF and how it would hold up during a stock crash due to fed raising rates.
What about Horizon’s INFL inflation beneficiaries ETF?
Mentions
yes.. $INFL and $YOSH there's more upside to go there.. but those will be shorts soon $DOGZ is another.. that's probably going to be shorted on Monday $KC is on the watch list... but that's been very strong so.. still too soon
of course, buy calls on ticker INFL
>The 10% the stock market number is pre tax and pre inflation. There is nothing "real" about this figure. I'm not sure I'm interpreting your comment properly. If my investment idea or even an investment product had an advertised historical CAGR of 10%, then 10% is what I'm gonna use in my projection. So it's "real" as far as I'm concerned (for this experiment I'm not judging how REALISTIC 10% YoY is, I'm just using it cuz that's what OP offered up) and I'd factor in taxes, inflation and SWR elsewhere. But now I'm confused, maybe I'm wrong. Ok so, If I were to model this retirement plan as my own to see how feasible it was over X years, starting tmrw, in real-world with real-time actions, I'd have to convert some things to a monthly rate and keep others annual. _I feel this is crucial and can't see it being guessed on an annual basis, due to the nature of expenses being monthly, and no one withdraws their year of expenses in one day._ So this is how I would factor in the: - 10% CAGR -->> as 0.80% CMGR - Monthly expenses for 12mo, 2500/month, or 30k/yr - Annual cap gains tax, let's say 20% - Inflation rate per year 4% increase on my expenses. Ofc these are numbers assuming everything is constant just for illustration: Begin balance, month 1, $300K @ 0.80% Growth - $2500 for expenses = $299,892 end balance. Begin balance month 2, $299,892 @ 0.80% growth - $2500 for expenses = $299,783 end balance. ....and so on.. I'd repeat this for 12 months. But on the 12th month I'd withdraw an extra $X on top of the $2500 to cover my 20% tax burden. And since I would be tax loss harvesting as efficiently as possible, let's say that of the $30k total draw for the year, only $20K came from realized gains, and $10k was from my principle (which is just semantics). But my tax burden would only be calculated based on my Net Profit/divys for the year, not any part of my $300k. So 20% of $20k = $4k in taxes owed, sent to IRS. My balance at the end of month 12, after growth, minus my $30k withdraw, minus taxes would be $294,648. Which btw is a net draw of 1.78% (SWR. By year 2 it would be ~3.1% FYI) **Then, this is where I'd factor in inflation.** I would increase my projected expenses by 4%. So $30k becomes $31.2k or a monthly expense of $2600. Month 13, Beginning of Year 2, my starting balance is as noted above, $294,648. And I would repeat the whole process again, and take the extra withdrawal end of the year for taxes and increase my expenses for inflation, and so on.. **But I would not change my CAGR of 10% aka my CMGR of 0.8% at any point, if that's what my projection or goal is for the life of the investment account.** Ofc, my projection could be way off, but then I would dynamically try to adjust allocation, reduce expenses, whatever I had to do to make this $300k jump off work as I went along. Because you can never know until it's in hindsight how your plan worked out. But I couldn't imagine not running the numbers this way as just a starting point, factoring in constants for CAGR, TAX, INFL, EXP etc. Then if it looked like I was cutting it close I could futz with numbers till it felt realistic. Anyhow, sorry for the granular detail but my question is: Have I accounted for inflation and taxes properly? (Assuming 4% and 20% were correct rates) And is it correct that I consider my "real return" rate for this exercise as 10% CAGR? Like if my "investment product" had a historical 30 yr CAGR of 10%, I'm going to assume THAT'S the rate, and the number I'd use for a Forward projection. And deal with taxes and inflation on the back end. Again, sorry for the length. But it's really something that isn't easy to explain and I'd appreciate any feedback or errors in my thinking pointed out. Thx Cheers
I hope you’re right! The CEO does seem to have some freaking balls on him. I’m all in on this one ☝️ #INFL
VOO and INFL are your friends
$INFL (inflation) has a great CPI report coming, I think. I'm looking forward to seeing how much inflation fucked the U.S. 
This has been my working list. Some of these work in down markets but be quick to take profits or stop out (like we saw with commodities). * Managed futures * SVOL * Long/short funds * Inflation expectations funds INFL * Defensive low vol high dividend funds SPHD * Energy/commodities * Long/short pair trades (tech/utilities, value/growth, high beta/low beta) * Short equities * Short high yield credit * Swing trade VIX * Long dollar UUP * Rising rate hedge PFIX And don't forget cash is a great position in a bear. CPI is just one type of inflation but every dollar in your account has been appreciating in terms of currency, fixed income, and equity assets.
It's a throwaway joke. I didn't know that INFL is even a real ticker. Just made one up for "inflation". Ya dingus.
INFL is straight trash. Thing doesn't track inflation at all, it's basically a land trust that owns the wrong kind of land in this market.
When INFL is the only stonk that's mooning....
Plenty of macro trades available. * Managed futures * SVOL * Long/short funds * Inflation expectations funds INFL * Low vol high dividend funds SPHD * Energy (possibly a little toppy right now) * Pair trades (short tech long utilities) * Short high yield credit * Swing trade VIX * Long dollar UUP * Rising rate hedge PFIX
in an interview, Jim Grant, of Grant's Interest Rate Observer (an influential newsletter) recommended a look at an ETF called INFL -- the Horizon Kinetics Inflation Beneficiaries ETF. 50% of holdings are materials and financials. https://horizonkinetics.com/products/etf/infl/#overview
The best [inflation hedges](https://www.kiplinger.com/investing/etfs/604474/best-inflation-fighting-etfs-for-higher-costs) I've seen so far are commodity-related. [$INFL](https://www.kiplinger.com/tfn/ticker.html?ticker=ASX), [$FNV](https://www.kiplinger.com/tfn/ticker.html?ticker=FNV), [$ICE](https://www.kiplinger.com/tfn/ticker.html?ticker=ICE), [$ASX](https://www.kiplinger.com/tfn/ticker.html?ticker=ASX).
There are already a few of these inflation fund of funds that are basically tips, gold, oil. These are easy to replicate yourself. The INFL ETF is the only specialty inflation ETFs I find worthwhile. They specifically pick hard asset capital-light stocks much better than I could hope to. With inflation you want stocks with commodity exposure, pricing power, but not the heavy expenditures of miners which can wipe out margins even as commodities rise.
GUNR tracks a range of commodity equities and has some nice weighting limits so energy and a few oil majors don't dominate the whole thing. I also like INFL which focuses on companies that benefit from commodities rising but are asset/expenditure light to combat rising operational costs (ie royalty companies).
My GUNR, SPLV, INFL, and BRK have been killing it. Stablecoin lending yields dropped a bit but still a solid 6% yield. I've been researching managed futures funds as another option. PFIX if you think rates have higher to go. Although TLT is so beat up it might be a buy soon. I unfortunately bought some too early. I'd average into Bitcoin in the 30k's.
Higher yield fixed income becomes more attractive than growth companies whose profits may be in the far future so growth takes a hit. Value and dividend stocks have done fine because they are profitable in the present. My BRK, SPHD, INFL and SPLV are at all time highs.
I'm up 8%. I switched from growth to value in q4 last year. My main positions are brk.b and zeb.to (canadian banks). I also have INFL, EPD and a small position in facebook and microsoft. I brought both technology stock in February. Lastly, I have two plays in agriculture with arianne phosphate and Agro.
VTIP, RLY, INFL are all good inflation hedged funds. They will not make you a millionaire. I have sold most banks as I do not expect they will do well in this climate.
INFL ETF is designed to hedge inflation.
Calls on Inflation. Easy play. I saw a ticker INFL
I will attest to this. I Work in automotive repair. I have been waiting a mirror for a front bumper for a Honda Odyssey for 1 month. Normally that would be 1-3 days. All of these parts are in national back order, and it’s actually hitting the repair industry really hard. Times are changing, I’m buying calls on INFL
TPL. You want royalty companies in a period of high inflation. Read reports from Horizon Kinetics. They have been way ahead of the inflation trade (even developed an inflation beneficiaries ETF: INFL) and beat the market for over 20 years.
Unpopular opinion: stocks won’t go up forever as the Fed will have to combat inflation and tighten. Oh wait, changed my mind.. they will pivot again and keep the interest rate low. Keep DCAing on VTI but looks into things that will benefit from inflation (like INFL) and thing that will benefit from the upcoming energy crisis.
OK MOTHER FUCKERS. [https://money.cnn.com/quote/quote.html?symb=INFL](https://money.cnn.com/quote/quote.html?symb=INFL) We can't lose. It's a fucking inflation ETF.
INFL is up a bit since I last looked at it.
Thinking of trading one or two of my GME FD's for a SQQQ $8 LEAP. If the thesis about GME is true (imminent mooning b/c falsely marked short sales etc.) then so, I figure, is the thesis about it tanking the market as hedgies liquidate blue chips+induces panic selling. But it's scarce enough information/a big enough puzzle that old money will be slow to jump into the everything short. Also makes me want INFL calls. Already bought IVOL leaps hardly knowing how they work.
I don't know what people are worried about. My INFL shares are down slightly.
$INFL. But if you really think we'll see a huge correction in the stock market, why wouldn't you buy actual commodities which will benefit (gold, silver, crypto, land etc.) rather than equities which represent it.
If you buy INFL FDs, what category of retard does that put you in?
INFL is an actively managed ETF that holds ~30 equities. They focus on business models that are fine during ordinary times, but do very well under inflation. Disclosure: I do not own the ETF, I do own a large amount of TPL which is the top holding of the ETF. https://horizonkinetics.com/products/etf/infl/#holdings
I’ve heard of an ETF called INFL ….not financial advice…I don’t hold this but it’s on my list to analyse
bruh Why would INFL index drill after Fed raising inflation expectations
Probably put some money into the INFL ETF
Some longer plays but have really popped within last 2 months but with massive gains still ahead are: PBR, SPG, INVH, CARR, JCI, INFL
INFL was suggested which is a simple way to get exposure. You can get a flavor by looking at their holdings: https://horizonkinetics.com/products/etf/infl/#holdings
Look at the underlying holdings of INFL: https://finance.yahoo.com/quote/INFL/holdings?p=INFL If you bought TPL back in December when everyone was worried about inflation, you'd be up 100%. If you bought CRL you'd be up 30%. If you bought ADM you'd be up 25%. But you bought INFL in the past month after everyone knew inflation was coming. This ETF ain't going anywhere unless inflation goes out of control. Thats why.
I'm currently looking into $INFL which appears to be a decent hedge against inflation. Basically an ETF that invests in stocks that would benefit from rising prices.
Anyone fucking with INFL??
> Are REITs a good inflation hedge? REITs tend to lag initially in a period of rising rates but do well over time if rates are going up because of an expanding economy where they can raise rents - how quickly they can raise rents and other factors lead to some subsectors of REITs doing better than others. Fairly detailed presentation from Brookfield - https://publicsecurities.brookfield.com/~/media/Files/B/Brookfield-BIM-V4/documents/us-mutual/brookfield-global-listed-real-estate-fund/brookfield-psg-insights-3q18-re-reits-and-rising-rates.pdf (pdf) I think financial exchanges are a good inflation hedge (ICE, CME; the latter has a great dividend policy w/the variable annual dividend + 4 quarterly.) Horizon Kinetics has an inflation beneficiaries ETF (INFL) - https://horizonkinetics.com/products/etf/infl/#holdings
I have nothing constructive to add to this yet, but thank you for bringing INFL to my attention. Didn’t know it existed and something I definitely want to look more into.
INFL. Been a solid little earner for my portfolio
INFL ETF. Energy stocks. Gold miners.
$INFL purports to track companies that benefit from inflation. I do not know its composition nor its fees; you should research both before investing.
Check out Horizon Kinetics Inflationary Beneficiary ETF: $INFL
$INFL basically gives you exposure to miners, agribusiness, and materials companies. It’s better to hold pure commodities in an inflationary environment imo. Profit margins of commodity producers are diminished by rising costs for other commodities used as input (e.g., oil). Positions: Neck-deep /HG futures.
Theres one actually, i think its INFL..straight up not lying there is one. I believe its an etf with a basket of inflation based stocks
hop on INFL we going to da mooooons
The issue with a lot of the commodity futures ETF products is that they are structure as partnerships. INFL is an interesting ETF for stocks that benefit from inflation.
INFL etf is a boring safe option if we get rising inflation. It’s actively managed. It mostly holds companies that earn royalties in the gold and oil space. Also invests in companies with good balance sheets that aren’t heavily levered.
Thanks I didn't even realize that DBC and GSG were for commodities futures. That seems a little to volatile/risky/complicated for me. I just want something related to material assets that will appreciate with inflation. INFL might be a good option for me.
I wouldn't recommend commodity futures ETFs as many are structured as partnerships. I'd rather own exchanges (CME, ICE) or something like the new INFL etf from Horizon Kinetics.
Check out INFL > The Horizon Kinetics Inflation Beneficiaries ETF is an actively managed ETF that seeks long-term growth of capital in real (inflation-adjusted) terms. It seeks to achieve its investment objective by investing primarily in domestic and foreign equity securities of companies that are expected to benefit, either directly or indirectly, from rising prices of real assets (i.e., assets whose value is mainly derived from physical properties such as commodities) such as those whose revenues are expected to increase with inflation without corresponding increases in expenses.
Ahhh but there you are postulating bond yield rates are the crux of the problem in which case my good sir yes you are correct we are all fuk . I'm merely suggesting if you think bond yields will get capped by the fed somehow and inflation will be allowed to "run hot" leading to an event where it eventually gets away from the fed INFL is an option. Once again i know nothing and draw with mostly red crayons Tldr: buy gee emm eeeee
Something like INFL is NOT a fund to hedge with. If the market drops, inflation drops. Inflation isn’t the reason why people are worried about the market, it’s because of treasury rates. If bond yield rates grow, its less incentive to hold stock for growth and dividends because treasuries are as low risk as they come, and yield closer to the same amount. You should remove this post, it’s leading to retards astray.
Whole portfolio into INFL but no options :/
There's literally an inflation ETF INFL just buy calls on that as a hedge since SLV is for shills and won't even really deliver physical silver or so I'm told . Idk really know what I'm doing