2 Gray Beards Squared
In September 2024 we start a $1,000,000 real money portfolio for the more sophisticated investor, who has slightly more time to devote to managing their assets. We do not anticipate that one would need more than 1 hour/week of active participation.
This portfolio will also be long only, but will have the following self-imposed rules:
- No minimum or maximum allocations to any asset class.
- A maximum leverage of 2.5x on a total portfolio basis.
- To only trade after giving subscribers the orders in the video or after sending them an email with the trade and reason.
- More complex option strategies.
The aims of the portfolio will be more ambitious in terms of performance, but the essential aims of the original program will still hold true:
- To keep volatility of returns low.
- To keep a diversified portfolio.
- To compound at a reasonable rate, but above risk free cash returns.
- To “keep you rich” or to keep your money working for you without risking more than a pre-determined percentage of the principal invested.
While a normal, standard brokerage account is perfectly adequate to trade all the instruments used in 2GB Original, and is even enough to follow the Squared program, we strongly advise you to have a futures account as well, as we will most often employ leverage through futures and options on futures. It’s quicker, easier and less expensive: altogether more convenient. If you don’t have one, you will have to calculate the futures/cash basis equivalence and the sizing parameters by yourself. If you are not able to do that quickly and accurately, please open a futures account. It will save you time and money.
