Core Portfolio (10 Feb 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	Dow 30 (UDOW)	Nasdaq 100 (TQQQ)	S&P 500 (UPRO)	Russell 2000 (URTY)
2017	7.9%	23.5%	10.5%	5.8%
2016	47.5%	11.4%	30.8%	60.1%
2015	-8.6%	17.2%	-5.2%	-21.0%
2014	26.0%	57.1%	38.0%	5.9%
2013	107.1%	139.7%	118.5%	147.9%
2012	26.4%	52.3%	46.8%	44.6%
2011	9.1%	-8.0%	-11.9%	-37.6%
2010	51.4%	78.1%	36.3%	90.1%
Avg Ret.	33.4%	46.4%	33.0%	37.0%

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.

Leveraged ETFs (10 Feb 17): JNUG $11.94

Buy (209) shares JNUG @ $11.94
Target Price (10%): $13.20

Leveraged ETFs (10 Feb 17): NUGT $12.97

Buy (193) shares NUGT @ $12.97
Target Price (10%): $14.30

Leveraged ETFs (10 Feb 17): LABU $43.69

Buy (57) shares LABU @ $43.69
Target Price (10%): $48.10

Leveraged ETFs (10 Feb 17): YINN $19.46

Buy (128) shares YINN @ $19.46
Target Price (10%): $21.40

Leveraged ETFs (10 Feb 17): EDC $68.20

Buy (37) shares EDC @ $68.20
Target Price (10%): $75.10

Leveraged ETFs (10 Feb 17): TQQQ $78.56

Buy (32) shares TQQQ @ $78.56
Target Price (10%): $86.50

Core Portfolio (3 Feb 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	Dow 30 (UDOW)	Nasdaq 100 (TQQQ)	S&P 500 (UPRO)	Russell 2000 (URTY)
2017	4.2%	18.7%	7.5%	2.9%
2016	47.5%	11.4%	30.8%	60.1%
2015	-8.6%	17.2%	-5.2%	-21.0%
2014	26.0%	57.1%	38.0%	5.9%
2013	107.1%	139.7%	118.5%	147.9%
2012	26.4%	52.3%	46.8%	44.6%
2011	9.1%	-8.0%	-11.9%	-37.6%
2010	51.4%	78.1%	36.3%	90.1%
Avg Ret.	32.9%	45.8%	32.6%	36.6%

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.

 

Leveraged ETFs (3 Feb 17): SOXL $68.15

Buy (37) shares SOXL @ $68.15
Target Price (10%): $75.00

Leveraged ETFs (3 Feb 17): RUSL $108.60

Buy (23) shares RUSL @ $108.60
Target Price (10%): $119.50

Leveraged ETFs (3 Feb 17): FAS $43.28

Buy (58) shares FAS @ $43.28
Target Price (10%): $47.70

Leveraged ETFs (3 Feb 17): GUSH $94.69

Buy (26) shares GUSH @ $94.69
Target Price (10%): $104.20

Leveraged ETFs (3 Feb 17): TNA $104.60

Buy (24) shares TNA @ $104.60
Target Price (10%): $115.10

Leveraged ETFs (3 Feb 17): URTY $122.01

Buy (20) shares URTY @ $122.01
Target Price (10%): $134.30