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i-cjw commented on Launch HN: Double (YC W24) – Index Investing with 0% Expense Ratios    · Posted by u/jjmaxwell4
fairestvalue · a year ago
Ummm, have y'all thought about spread costs?

If you look at the spread of any of these ETF's mentioned (spread = ask px - bid px), you will notice that the spread is much smaller than if you were to sum up the spreads of each component stock.

That's possible because of a mature ecosystem of ETF market makers and arbitrageurs (like Jane Street).

If you buy all of the stocks individually, as it sounds like y'all's solution does, you will pay the spread cost for every. single. stock. The magnitude of these costs are not huge, but if we're comparing them against VOO's 17 bps/yr expense ratio, it's worth quantifying them.

I imagine eventually you can hope that market makers will be able to quote a tight spread on whatever the basket of stocks a client wants, but in the meantime, users would be bleeding money to these costs.

(Source: I work in market making and think about spreads more than I would like to admit.)

i-cjw · a year ago
Surprised to see so many current and ex HFT/MM folks in the comments yet no mention of the fact that you don't have to cross spread to get filled. If you're lifting the far touch 100% of the time then, sure, you're going to pay the full spread - but no-one with half a brain cell does that. Unless you really think you have intraday alpha in the name (and in this case they most certainly do not) then you'll camp out on the near side or down the book and cross much less than half the time. Add into that the liquidity rebates and life just got a whole lot cheaper.
i-cjw commented on AI Winter Is Coming   leehanchung.github.io/blo... · Posted by u/fzliu
i-cjw · a year ago
> Or take Ed Thorp, who invented the option pricing model and quietly traded on it for years until Black-Scholes published a similar formula and won a Nobel Prize

Hardly quietly. Thorpe published "Beat the Market" in 1967 detailing his formulae, six years before Black Scholes won the Nobel.

i-cjw commented on One-man SaaS, 9 Years In   blog.healthchecks.io/2024... · Posted by u/km
i-cjw · 2 years ago
Healthchecks.io has saved me on more occasions than I care to remember. Simple, effective, and works flawlessly.

u/i-cjw

KarmaCake day22December 28, 2020View Original