Core Portfolio (23 Jun 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	29.4%	67.1%	10.4%	82.2%
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.	35.3%	51.9%	37.6%	47.3%

 
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.

Leveraged ETFs (23 Jun 17): XIV $85.20

Buy (29) shares XIV @ $85.20
Target Price (10%): $93.80

Leveraged ETFs (23 Jun 17): UPRO $105.83

Buy (24) shares UPRO @ $105.83
Target Price (10%): $116.50

Leveraged ETFs (23 Jun 17): TECL $78.34

Buy (32) shares TECL @ $78.34
Target Price (10%): $86.20

Leveraged ETFs (23 Jun 17): EDC $86.03

Buy (29) shares EDC @ $86.03
Target Price (10%): $94.70

Leveraged ETFs (23 Jun 17): SOXL $94.94

Buy (26) shares SOXL @ $94.94
Target Price (10%): $104.50

Leveraged ETFs (23 Jun 17): TQQQ $106.28

Buy (24) shares TQQQ @ $106.28
Target Price (10%): $116.90

Core Portfolio (9 Jun 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	28.1%	62.3%	12.2%	71.9%
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.	35.2%	51.3%	37.8%	46.0%

 
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 (9 Jun 17): XIV $80.36

Buy (31) shares XIV @ $80.36
Target Price (10%): $88.40

Leveraged ETFs (9 Jun 17): UPRO $104.79

Buy (24) shares UPRO @ $104.79
Target Price (10%); $115.30

Leveraged ETFs (9 Jun 17): TECL $76.55

Buy (33) shares TECL @ $76.55
Target Price (10%): $84.20

Leveraged ETFs (9 Jun 17): EDC $85.66

Buy (29) shares EDC @ $85.66
Target Price (10%): $94.25

Leveraged ETFs (9 Jun 17): TQQQ $103.27

Buy (24) shares TQQQ @ $103.27
Target Price (10%): $113.60

Leveraged ETFs (9 Jun 17): SOXL $95.88

Buy (26) shares SOXL @ $95.88
Target Price (10%): $105.50