Thanks Jeff. Your HODL has been incredibly helpful, and I recently invested a significant amount based on HODL allocations. Appreciate your dedication to sharing your knowledge. I wish HODL continued success.
Thank you for the positive feedback and support. I appreciate you taking the time to watch these videos and for the extra level you show as a channel member. I love running the HODL Factory and I'm excited to see where it can go. One main goal is to keep the turnover lower. Hutch and I are slowly implementing rules to make it more of a buy and hold long-term (assuming each holding continues to pass the screener of course). Can't wait to see where it goes. I'll be skeptical for a few more years, but hope for the best.
Thanks for watching! I’m looking forward to the future as well. I will likely be skeptical anywhere inside of 10 years of solid performance (: It’s my nature. But win or lose, I’ll share this information until the thing is dismantled.
I have included it in a couple videos, but I haven’t featured it specifically in a video. I should do that, it’s solid and popular. Thanks for watching and commenting.
ThanX Jeff.... Looks like Teeps & Hutch HODL ETF will be forthcoming down the road the way you guys are hitting it out of the ballpark..... Appreciate the overview of the portfolio and your current success. Let's hope that success keeps coming for years to come..... All the best to you, Hutch and the family.... Be well...
Thanks Lance! We hope this thing will produce for years to come. I'll be skeptical for a while, but I'm slowly becoming a believer. I think I'll pile a little cash into the HODL Factory over the coming weeks (maybe $1k per week to shave cash down to 5% over time). Thanks for watching, commenting, and supporting the channel!
This reminds me of something similar nanalyze is doing with quantigence. Its always made some kind sense to give scores and rating on metrics and rebalance based on that. I absolutely believe this line of thinking someone other than schwab with schd is gonna make an amazing etf.
I appreciate the kind words! I hope our methodology passes the test of time. I'm not holding my breath as I'm as skeptical as they come. But I have to admit, quarter by quarter I'm getting more optimistic.
Hey Jeff! I really like your stuff. I know you mentioned spreadsheets that you use. If I wanted to recreate the HODL factory, is there a place I could find the holdings? Also, are you managing each week/month during the quarters or letting it sit until the next quarter?
Thank you for the positive feedback and for the question. You can find a weekly holdings spreadsheet, along with some key performance indicators (what I showed in the video) out in my free spreadsheets. I update these every Friday with new information. They are in my channel info and in the video description. You can also find them here (Excel or Google sheets, your preference): (FREE) Excel Spreadsheets 1drv.ms/f/s!Anqr9n0OrsO-g40undVnMj-D9hWfaQ?e=nXlBW0 (FREE) Google Sheets drive.google.com/drive/folders/1qJHsMfsplDqWUIjvEk6BlkjjTRiY_Eg9?usp=sh
We do zero selling until a quarterly update. I DCA in ~$100 per week at all times. It invests per target allocation (buying the most beat up positions to get them back to target allocation). I do plan on dropping $1,000, or so, per week in the near future. I want to ramp it up a little bit to get it to 5% of my overall portfolio or so.
You are braver than me. I have a very hard time with covered call ETFs in general. Even JEPQ scares me a little with a 35 basis points expense ratio and 100 holdings. Paying 101 basis points for options on a single stock is way outside my comfort zone, lol. I'm not saying it won't work. I wish you huge returns! But I stay far away from those ones personally.
My experience and observation with Yield Max is that they are a yield trap. Yes, you receive a high dividend percentage, but in most cases the underlying is decreasing, TSLY for example, so you are earning less dividend dollars over time
I know, it just feels wrong at this point. lol. I'm going to get even more wrong when I drop my SCHD video on Friday (: Thanks for watching and for leaving a comment.
Hey Jonathon. That is a great question. No, unfortunately. I mean, it may be possible technically, but I don't know how with my current tools. That is why I will take the results with a shaker of salt until I get 5 to 10 years in. It is off to a great start, but that could be as lucky as winning some coin flips early on. Thanks for your extra level of support of the channel by being a long time member. I see that shiny badge! I appreciate it.
@@JeffTeeples Yea I wasn't sure if it would even be possible, seems like a data nightmare. I wonder if there's a way to screen backtest using your criteria going back once per year in March, since you're rebalancing annually. Regardless, appreciate the content, always fun to watch.
Jeff, there were so many ads that your presentation was almost unwatchable. Seemed like an ad every 2-3 minutes. Has UA-cam changed their policy? See if you can check it out. Also the ads were appearing 2 at a time in a split screen.
Hmm, interesting. I have no idea. My wife is always my tester for this. For a while my videos played zero ads for her (which isn't ideal), but lately they have been 2 or 3 ads for a 20+ minute video. I'm not sure what made it play them for you at that clip.
I've never been able to figure out how this works. There are ad spots in the videos, and some people get hammered while others don't get any. *shrug*. I trust UA-cam will be smarter than me on this long-term, hopefully things get ironed out (:
We'll have to set something like that up eventually. Maybe an interview after a few drinks on a Seahawks game day. That would spice things up a little bit (he's a huge hawks fan).
Thank you for the positive feedback. I appreciate you taking the time to watch the videos. One thing I love about this stuff is that I’m learning new things every day.
Everyone appears to be a genius.....in a debt, fed fueled, easy money bull market that started in 2009 and has yet to end. Am I the only one around here who has been investing since the early 1990's and understands the concept of "multiple full market cycle" investing? I guess so because clearly the mass delusion among 95% of all individual investors is that nothing will ever change and that you will earn a 15-%20% CAGR for the rest of earth's timespan.
@@JeffTeeples Jeff thank you. Agreed. The problem with most people is they don't understand the following concept either: It's not the bull markets where you make most of your money, it is the bear markets where you do your best to lose 85% less than the market averages. It's why most people (when looking at multiple full market cycles investment returns) cannot beat the market indexes. (It's the reason why since the mid-late 1990's, my portfolio has turned $1 into $50 while the Nasdaq has turned the same $1 into only $12.) Continued success to you.
I think people get out of balance with the current trends. Right now in the bull market, I get flak for buying SCHD instead of more VGT. My secret is that there is no gut call to that decision. I built a portfolio mix that works for me and I stick to the target allocations in *all* markets. This bull run, which has been historic, will be the downfall of a lot of YOLO portfolios. Actually tracking, unlike most people, I have outperformed VOO by over $200k and VT by over $600k in my 13 years thus far. I'm just a normal dude that didn't invent rocket science or anything. I do read over 40 books per year on the topic of markets, factor investing, and general investing, so I'm a bit obsessive, but I have zero natural advantages over any other average Joe. It's why I made this channel. I want to help as many as possible reach their version of financial freedom. This stock portfolio is 1.1% of my overall portfolio mix. Not sure if it is the only video you have seen of mine.
Thanks Jeff. Your HODL has been incredibly helpful, and I recently invested a significant amount based on HODL allocations. Appreciate your dedication to sharing your knowledge. I wish HODL continued success.
Thank you for the positive feedback and support. I appreciate you taking the time to watch these videos and for the extra level you show as a channel member.
I love running the HODL Factory and I'm excited to see where it can go. One main goal is to keep the turnover lower. Hutch and I are slowly implementing rules to make it more of a buy and hold long-term (assuming each holding continues to pass the screener of course). Can't wait to see where it goes. I'll be skeptical for a few more years, but hope for the best.
Love this! I really like seeing how this goes :). I would honestly happily dump a bunch of money into HODL and let it ride.
Thanks for watching and for the kind words. It is the most fun part of investing for me by far. Can't wait to see if it continues to do well.
keep pumping out those financial informational videos Jeff!!!
Will do Kevin. Thanks for watching and commenting.
Bonus video!!! Yay
What's up slammer. Thanks for checking out the bonus drop. Stay tuned for Friday as well.
Great stuff! Looking forward to see how it continues to perform.
Thanks for watching! I’m looking forward to the future as well. I will likely be skeptical anywhere inside of 10 years of solid performance (: It’s my nature. But win or lose, I’ll share this information until the thing is dismantled.
Have you made a video on the REIT $O and its viability?
I have included it in a couple videos, but I haven’t featured it specifically in a video. I should do that, it’s solid and popular. Thanks for watching and commenting.
ThanX Jeff.... Looks like Teeps & Hutch HODL ETF will be forthcoming down the road the way you guys are hitting it out of the ballpark..... Appreciate the overview of the portfolio and your current success. Let's hope that success keeps coming for years to come..... All the best to you, Hutch and the family.... Be well...
Thanks Lance! We hope this thing will produce for years to come. I'll be skeptical for a while, but I'm slowly becoming a believer. I think I'll pile a little cash into the HODL Factory over the coming weeks (maybe $1k per week to shave cash down to 5% over time). Thanks for watching, commenting, and supporting the channel!
what do you think about splg as opposed to voo? I know its the same but I think it is physiological having more shares vs voo price. just wondering...
I think SPLG is a great alternative to VOO. They are the exact same holdings. I prefer Vanguard in general, but either one will do great long-term.
This reminds me of something similar nanalyze is doing with quantigence. Its always made some kind sense to give scores and rating on metrics and rebalance based on that. I absolutely believe this line of thinking someone other than schwab with schd is gonna make an amazing etf.
I appreciate the kind words! I hope our methodology passes the test of time. I'm not holding my breath as I'm as skeptical as they come. But I have to admit, quarter by quarter I'm getting more optimistic.
Greatings from Thailand
Very cool! Hello from WA State. Thanks for watching from afar.
In Thailand now. I live in the Philippines
Sending my support to your channel
Thanks Reynold. I'm glad you found the channel recently. Great to have you in this great community.
Jeff, just wanted to let you know that I recognize all your subtle "nice" comments anytime 69 is mentioned. Keep it up, king.
haha, thanks Jonny. I figured a few would pick that one out of there. Thanks for watching and for leaving this comment.
Hey Jeff! I really like your stuff. I know you mentioned spreadsheets that you use. If I wanted to recreate the HODL factory, is there a place I could find the holdings? Also, are you managing each week/month during the quarters or letting it sit until the next quarter?
Thank you for the positive feedback and for the question. You can find a weekly holdings spreadsheet, along with some key performance indicators (what I showed in the video) out in my free spreadsheets. I update these every Friday with new information. They are in my channel info and in the video description. You can also find them here (Excel or Google sheets, your preference):
(FREE) Excel Spreadsheets
1drv.ms/f/s!Anqr9n0OrsO-g40undVnMj-D9hWfaQ?e=nXlBW0
(FREE) Google Sheets
drive.google.com/drive/folders/1qJHsMfsplDqWUIjvEk6BlkjjTRiY_Eg9?usp=sh
@@JeffTeeples Thanks Jeff! and do you sell/buy new stocks or only change them once a quarter when you meet with your friend?
We do zero selling until a quarterly update. I DCA in ~$100 per week at all times. It invests per target allocation (buying the most beat up positions to get them back to target allocation).
I do plan on dropping $1,000, or so, per week in the near future. I want to ramp it up a little bit to get it to 5% of my overall portfolio or so.
Hey Jeff. I’ve been dumping a lot of money into NVDY. It pays a monthly dividend just like all YieldMax funds do.
You are braver than me. I have a very hard time with covered call ETFs in general. Even JEPQ scares me a little with a 35 basis points expense ratio and 100 holdings. Paying 101 basis points for options on a single stock is way outside my comfort zone, lol.
I'm not saying it won't work. I wish you huge returns! But I stay far away from those ones personally.
@@JeffTeeplesYeah, I’m taking the gamble.
My experience and observation with Yield Max is that they are a yield trap. Yes, you receive a high dividend percentage, but in most cases the underlying is decreasing, TSLY for example, so you are earning less dividend dollars over time
Teeples Time on a Wednesday!!! 🤩
I know, it just feels wrong at this point. lol. I'm going to get even more wrong when I drop my SCHD video on Friday (:
Thanks for watching and for leaving a comment.
@@JeffTeeples looking forward to that SCHD video. 😎
Are you able to run a true back test which would account for what the HODL portfolio would have been each year?
Hey Jonathon. That is a great question. No, unfortunately. I mean, it may be possible technically, but I don't know how with my current tools.
That is why I will take the results with a shaker of salt until I get 5 to 10 years in. It is off to a great start, but that could be as lucky as winning some coin flips early on.
Thanks for your extra level of support of the channel by being a long time member. I see that shiny badge! I appreciate it.
@@JeffTeeples Yea I wasn't sure if it would even be possible, seems like a data nightmare. I wonder if there's a way to screen backtest using your criteria going back once per year in March, since you're rebalancing annually. Regardless, appreciate the content, always fun to watch.
Hmm, quit giving me ideas! haha, kidding, I'll dabble around with this a bit. It would be good information to have.
Jeff, there were so many ads that your presentation was almost unwatchable. Seemed like an ad every 2-3 minutes. Has UA-cam changed their policy? See if you can check it out. Also the ads were appearing 2 at a time in a split screen.
Hmm, interesting. I have no idea. My wife is always my tester for this. For a while my videos played zero ads for her (which isn't ideal), but lately they have been 2 or 3 ads for a 20+ minute video. I'm not sure what made it play them for you at that clip.
@@JeffTeeples - I just watched the video and had no ads presented before or during the video.
I've never been able to figure out how this works. There are ad spots in the videos, and some people get hammered while others don't get any. *shrug*. I trust UA-cam will be smarter than me on this long-term, hopefully things get ironed out (:
Surprise Sunday!!
Hey Eric. One more surprise in the chamber this week! *cough* Friday *cough* SCHD.
Get Hutch on for an interview!
We'll have to set something like that up eventually. Maybe an interview after a few drinks on a Seahawks game day. That would spice things up a little bit (he's a huge hawks fan).
In Geno we trust! I bet it won’t be long before you all are living comfortably on Mercer Island, thanks to the success of the HODL factory.
Who’s hutch?
He's the guy I created the HODL Factory with. Well, that is his nickname anyway (:
@@JeffTeeples oh cool. You have a great channel. I’m learning a lot. It’s making sense.
Thank you for the positive feedback. I appreciate you taking the time to watch the videos. One thing I love about this stuff is that I’m learning new things every day.
Everyone appears to be a genius.....in a debt, fed fueled, easy money bull market that started in 2009 and has yet to end.
Am I the only one around here who has been investing since the early 1990's and understands the concept of "multiple full market cycle" investing?
I guess so because clearly the mass delusion among 95% of all individual investors is that nothing will ever change and that you will earn a 15-%20% CAGR for the rest of earth's timespan.
It is important to remain skeptical in all markets.
@@JeffTeeples
Jeff thank you. Agreed.
The problem with most people is they don't understand the following concept either:
It's not the bull markets where you make most of your money, it is the bear markets where you do your best to lose 85% less than the market averages.
It's why most people (when looking at multiple full market cycles investment returns) cannot beat the market indexes.
(It's the reason why since the mid-late 1990's, my portfolio has turned $1 into $50 while the Nasdaq has turned the same $1 into only $12.)
Continued success to you.
I think people get out of balance with the current trends. Right now in the bull market, I get flak for buying SCHD instead of more VGT. My secret is that there is no gut call to that decision. I built a portfolio mix that works for me and I stick to the target allocations in *all* markets. This bull run, which has been historic, will be the downfall of a lot of YOLO portfolios.
Actually tracking, unlike most people, I have outperformed VOO by over $200k and VT by over $600k in my 13 years thus far. I'm just a normal dude that didn't invent rocket science or anything. I do read over 40 books per year on the topic of markets, factor investing, and general investing, so I'm a bit obsessive, but I have zero natural advantages over any other average Joe.
It's why I made this channel. I want to help as many as possible reach their version of financial freedom.
This stock portfolio is 1.1% of my overall portfolio mix. Not sure if it is the only video you have seen of mine.