Core Portfolio (28 Apr 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	19.1%	49.9%	20.7%	7.4%
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.	34.8%	49.7%	34.3%	37.2%

 
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 (28 Apr 17): XIV $75.09

Buy (33) shares XIV @ $75.09
Target Price (10%): $82.60

Leveraged ETFs (28 Apr 17): DGAZ $19.79

Buy (126) shares DGAZ @ $19.79
Target Price (10%): $21.80

Leveraged ETFs (28 Apr 17): SOXL $76.44

Buy (33) shares SOXL @ $76.44
Target Price (10%): $84.10

Leveraged ETFs (28 Apr 17): TECL $70.76

Buy (35) shares TECL @ $70.76
Target Price (10%): $77.90

Leveraged ETFs (28 Apr 17): EDC $77.30

Buy (32) shares EDC @ $77.30
Target Price (10%): $85.10

Leveraged ETFs (28 Apr 17): TQQQ $95.33

Buy (26) shares TQQQ @ $95.33
Target Price (10%): $104.90

Core Portfolio (7 Apr 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	14.7%	37.4%	16.6%	-0.2%
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.	34.2%	48.2%	33.7%	36.2%

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 (7 Apr 17): XIV $69.67

Buy (36) shares XIV @ $69.67
Target Price (10%): $76.70

Leveraged ETFs (7 Apr 17): DGAZ $19.12

Buy (131) shares DGAZ @ $19.12
Target Price (10%): $21.10

Leveraged ETFs (7 Apr 17): SOXL $75.41

Buy (33) shares SOXL @ $75.41
Target Price (10%): $83.00

Leveraged ETFs (7 Apr 17): TECL $66.00

Buy (38) shares TECL @ $66.00
Target Price (10%): $72.60

Leveraged ETFs (7 Apr 17): TQQQ $87.38

Buy (29) shares TQQQ @ $87.38
Target Price (10%): $96.20

Leveraged ETFs (7 Apr 17): EDC $73.68

Buy (34) shares EDC @ $73.68
Target Price (10%): $81.10