Core Portfolio (15 Dec 17)

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)	Volatility (XIV)
2017	70.9%	125.1%	37.5%	183.8%
2016	30.8%	11.4%	60.1%	81.2%
2015	-5.2%	17.2%	-21.0%	-17.1%
2014	38.0%	57.1%	5.9%	-9.4%
2013	118.5%	139.7%	147.9%	107.2%
2012	46.8%	52.3%	44.6%	154.9%
2011	-11.9%	-8.0%	-37.6%	-45.5%
2010	36.3%	78.1%	90.1%	24.9%
Avg Ret.	40.5%	59.1%	40.9%	60.0%

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.

Core Portfolio (17 Nov 17)

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)	Volatility (XIV)
2017	53.2%	111.0%	28.2%	134.7%
2016	30.8%	11.4%	60.1%	81.2%
2015	-5.2%	17.2%	-21.0%	-17.1%
2014	38.0%	57.1%	5.9%	-9.4%
2013	118.5%	139.7%	147.9%	107.2%
2012	46.8%	52.3%	44.6%	154.9%
2011	-11.9%	-8.0%	-37.6%	-45.5%
2010	36.3%	78.1%	90.1%	24.9%
Avg Ret.	38.3%	57.4%	39.8%	53.9%

 
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 (15 Sep 17): URTY $67.27

Buy (37) shares URTY @ $67.27
Target Price (10%): $74.00

Leveraged ETFs (15 Sep 17): UPRO $114.06

Buy (22) shares UPRO @ $114.06
Target Price (10%): $125.50

Leveraged ETFs (15 Sep 17): XIV $89.61

Buy (28) shares XIV @ $89.61
Target Price (10%): $98.60

Leveraged ETFs (15 Sep 17): FAS $51.66

Buy (48) shares FAS @ $51.66
Target Price (10%): $56.90

Leveraged ETFs (15 Sep 17): YINN $29.83

Buy (84) shares YINN @ $29.83
Target Price (10%): $32.90

Leveraged ETFs (15 Sep 17): TQQQ $115.11

Buy (22) shares TQQQ @ $115.11
Target Price (10%): $126.70

Core Portfolio (18 Aug 17)

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)	Volatility (XIV)
2017	27.4%	64.5%	-3.0%	58.1%
2016	30.8%	11.4%	60.1%	81.2%
2015	-5.2%	17.2%	-21.0%	-17.1%
2014	38.0%	57.1%	5.9%	-9.4%
2013	118.5%	139.7%	147.9%	107.2%
2012	46.8%	52.3%	44.6%	154.9%
2011	-11.9%	-8.0%	-37.6%	-45.5%
2010	36.3%	78.1%	90.1%	24.9%
Avg Ret.	35.1%	51.5%	35.9%	44.3%

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