Sunday, February 5, 2017

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.

 

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