🐧(@Pentosh1):Things I think about for my overall portfolio is having both a wealth creation aspect, and a wealth preservation aspect. having a set target for overall volatility. Having orthogonal and convex bets. Smoothing the path of returns which has been a god send. Having my trading fees be zero Trying to use limit orders vs crossing the spread as often as possible. using tax aware strategies. Whether that be something like AQR to offset ordinary income, or PPLI to have tax free growth where you can wrap your assets inside for high turnover strategies allowing you to compound tax free. These all make a complete book and allow for max growth.

2026.08.13 15:43

Things I think about for my overall portfolio is having both a wealth creation aspect, and a wealth preservation aspect. having a set target for overall volatility. Having orthogonal and convex bets. Smoothing the path of returns which has been a god send. Having my trading fees be zero Trying to use limit orders vs crossing the spread as often as possible. using tax aware strategies. Whether that be something like AQR to offset ordinary income, or PPLI to have tax free growth where you can wrap your assets inside for high turnover strategies allowing you to compound tax free. These all make a complete book and allow for max growth.

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