Leveraged ETFs (Core)

A long-term investment that forms the foundation of an investor’s portfolio.  A core portfolio strategy is to primarily own an investment that tracks the overall market.  A solid core holding gives an investor the flexibility to take a chance with riskier investments in other areas of the portfolio.

Calendar Year	S&P 500 (UPRO)	Nasdaq 100 (TQQQ)	Russell 2000 (URTY)	Dow 30 (UDOW)
2019	40.7%	49.4%	50.2%	34.8%
2018	-25.1%	-19.8%	-39.6%	-23.9%
2017	71.4%	118.1%	38.9%	99.1%
2016	30.8%	11.4%	60.1%	47.5%
2015	-5.2%	17.2%	-21.0%	-8.6%
2014	38.0%	57.1%	5.9%	26.0%
2013	118.5%	139.7%	147.9%	107.1%
2012	46.8%	52.3%	44.6%	26.4%
2011	-11.9%	-8.0%	-37.6%	9.0%
2010	36.3%	78.1%	90.1%	51.3%
Avg Ret.	30.0%	44.8%	29.1%	33.4%

A properly constructed core portfolio of leveraged ETFs will tend to outperform the benchmark.  A core portfolio strategy also results in a portfolio that is easy to monitor and rebalance because it only contains a few investments.

Leveraged ETFs (Core)

A long-term investment that forms the foundation of an investor’s portfolio.  A core portfolio strategy is to primarily own an investment that tracks the overall market.  A solid core holding gives an investor the flexibility to take a chance with riskier investments in other areas of the portfolio.

Calendar Year	S&P 500 (UPRO)	Nasdaq 100 (TQQQ)	Russell 2000 (URTY)	Dow 30 (UDOW)
2018	13.7%	42.0%	28.3%	4.4%
2017	71.4%	118.1%	38.9%	99.1%
2016	30.8%	11.4%	60.1%	47.5%
2015	-5.2%	17.2%	-21.0%	-8.6%
2014	38.0%	57.1%	5.9%	26.0%
2013	118.5%	139.7%	147.9%	107.1%
2012	46.8%	52.3%	44.6%	26.4%
2011	-11.9%	-8.0%	-37.6%	9.0%
2010	36.3%	78.1%	90.1%	51.3%
Avg Ret.	37.6%	56.4%	39.7%	40.2%

A properly constructed core portfolio of leveraged ETFs will tend to outperform the benchmark.  A core portfolio strategy also results in a portfolio that is easy to monitor and rebalance because it only contains a few investments.

 

Leveraged ETFs (Core) 6 Apr 18

A long-term investment that forms the foundation of an investor’s portfolio.  A core portfolio strategy is to primarily own an investment that tracks the overall market.  A solid core holding gives an investor the flexibility to take a chance with riskier investments in other areas of the portfolio.

Calendar Year	S&P 500 (UPRO)	Nasdaq 100 (TQQQ)	Russell 2000 (URTY)	Dow 30 (UDOW)
2018	-11.0%	-3.8%	-6.8%	-12.9%
2017	71.4%	118.1%	38.9%	99.1%
2016	30.8%	11.4%	60.1%	47.5%
2015	-5.2%	17.2%	-21.0%	-8.6%
2014	38.0%	57.1%	5.9%	26.0%
2013	118.5%	139.7%	147.9%	107.1%
2012	46.8%	52.3%	44.6%	26.4%
2011	-11.9%	-8.0%	-37.6%	9.0%
2010	36.3%	78.1%	90.1%	51.3%
Avg Ret.	34.9%	51.3%	35.8%	38.3%

A properly constructed core portfolio of leveraged ETFs will tend to outperform the benchmark.  A core portfolio strategy also results in a portfolio that is easy to monitor and rebalance because it only contains a few investments.