Library

The reference layer behind my guides and portfolios: return streams, investable vehicles, benchmarks, and definitions

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How to use this page
• New here? Start with Guides
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Streams

Return sources you combine (equity, bonds, trend, etc.)

Bonds | Trend following | Utilities | TIPS

Vehicles

ETFs, futures, and other investable wrappers used to access streams

US Treasury futures | DBMF | CTA | KMLM | RSST

Benchmarks

Reference indexes and composites used to measure streams, vehicles, and portfolios

SG Trend index | SG CTA index | Barclays BTOP50 index | SP500 index

Terms

Short definitions for the vocabulary used throughout the site

Sharpe ratio | Volatility targeting | Trend following | Capital efficient | Roll yield | Tax loss harvesting | Carry | Return stacking