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Thoughts on Rakuten USA 360 (75% VTI / 25% 3x Treasuries).
Posted: Sat Sep 25, 2021 5:20 am
by EmaxisSlim Cultist
Fund is detailed here ->
https://shintaro-money.com/rakuten-usa360/
In some respects, it seems similar to NTSX. A conservative approach to using leverage inside of an ETF
That leverage comes at a price and with volatility.
I would love to see it backtested.
Re: Thoughts on Rakuten USA 360 (75% VTI / 25% 3x Treasuries).
Posted: Mon Sep 27, 2021 2:25 am
by beanhead
Thoughts:
1) It is actively managed
2) As you mentioned, fees are a bit high.
Not sure that there is much benefit in paying that 0.78% over using a combination of passive stock and bond funds available elsewhere on Rakuten.
Re: Thoughts on Rakuten USA 360 (75% VTI / 25% 3x Treasuries).
Posted: Mon Sep 27, 2021 2:46 am
by EmaxisSlim Cultist
beanhead wrote: ↑Mon Sep 27, 2021 2:25 am
Thoughts:
1) It is actively managed
2) As you mentioned, fees are a bit high.
Not sure that there is much benefit in paying that 0.78% over using a combination of passive stock and bond funds available elsewhere on Rakuten.
Only the Bond side is actively managed. All leveraged funds require active management. The theory is increased downside protection, without reducing your exposure to stocks. (via leveraged bond exposure.)
Nikko also has some similar products ->
https://shintaro-money.com/nikko-global33/
NTSX is becoming very popular among the Boglehead community, which is 90% stocks and 10% bonds (at 60% leverage).
Re: Thoughts on Rakuten USA 360 (75% VTI / 25% 3x Treasuries).
Posted: Mon Sep 27, 2021 3:26 am
by beanhead
Naru hodo.
Interesting...
Re: Thoughts on Rakuten USA 360 (75% VTI / 25% 3x Treasuries).
Posted: Mon Sep 27, 2021 3:50 am
by captainspoke
Here are a couple things on NTSX--good morningstar rating (one of my priorities), and some risk numbers on both that and VOO.
Re: Thoughts on Rakuten USA 360 (75% VTI / 25% 3x Treasuries).
Posted: Mon Sep 27, 2021 5:22 am
by EmaxisSlim Cultist
captainspoke wrote: ↑Mon Sep 27, 2021 3:50 am
Here are a couple things on NTSX--good morningstar rating (one of my priorities), and some risk numbers on both that and VOO.
Interesting stuff, Unfortunately, it does not seem we can buy NTSX from Japanese brokers.
Our best options are:
Rakuten 360
https://portal.morningstarjp.com/FundDa ... 2019110501
Nikko Global 3x Trisection Fund (Adds REITS, settles yearly).
https://portal.morningstarjp.com/FundDa ... 2018100403
You could of course attempt to make this yourself with VTI + TMF (or similar).
Does anyone here own either? They same fairly unknown.