Core Portfolio (24 Mar 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	13.8%	33.3%	14.8%	-2.0%
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.	34.1%	47.6%	33.5%	36.0%

 
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 (24 Mar 17): XIV $69.16



Buy (36) shares XIV @ $69.16

Target Price (10%): $76.10

Leveraged ETFs (24 Mar 17): DGAZ $21.86

Buy (114) shares DGAZ @ $21.86
Target Price (10%): $24.10

Leveraged ETFs (24 Mar 17): TECL $65.27

Buy (38) shares TECL @ $65.27
Target Price (10%): $71.80

Leveraged ETFs (24 Mar 17): TQQQ $84.78

Buy (29) shares TQQQ @ $84.78
Target Price (10%): $93.25

Leveraged ETFs (24 Mar 17): SOXL $76.63

Buy (33) shares SOXL @ $76.63
Target Price (10%): $84.30

Leveraged ETFs (24 Mar 17): EDC $76.37

Buy (33) shares EDC @ $76.37
Target Price (10%): $84.00

Core Portfolio (3 Mar 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	20.5%	34.1%	20.4%	6.9%
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.	34.9%	47.7%	34.2%	37.1%

 
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 Mar 17): XIV $66.42

Buy (37) shares XIV @ $66.42
Target Price (10%): $73.10

Leveraged ETFs (3 Mar 17): DGAZ $5.89

Buy (424) shares DGAZ @ $5.89
Target Price (10%): $6.50

Leveraged ETFs (3 Mar 17): TECL $64.67

Buy (38) shares TECL @ $64.67
Target Price (10%): $71.20

Leveraged ETFs (3 Mar 17): CURE $36.46

Buy (68) shares CURE @ $36.46
Target Price (10%): $40.10

Leveraged ETFs (3 Mar 17): TQQQ $85.28

Buy (29) shares TQQQ @ $85.28
Target Price (10%): $93.80

Leveraged ETFs (3 Mar 17): LABU $52.70

Buy (47) shares LABU @ $52.70
Target Price (10%): $58.00