Core Portfolio (28 Jul 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	34.7%	75.1%	13.6%	100.3%
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.	36.0%	52.9%	38.0%	49.6%

 
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 (28 Jul 17): TQQQ $111.38

Buy (22) shares TQQQ @ $111.38
Target Price (10%): $122.60

Leveraged ETFs (28 Jul 17): UPRO $110.12

Buy (23) shares UPRO @ $110.12
Target Price (10%): $121.20

Leveraged ETFs (28 Jul 17): QLD $62.95

Buy (40) shares QLD @ $62.95
Target Price (10%): $69.25

Leveraged ETFs (28 Jul 17): XIV $93.62

Buy (27) shares XIV @ $93.62
Target Price (10%): $103.00

Leveraged ETFs (28 Jul 17): SVXY $90.22

Buy (28) shares SVXY @ $90.22
Target Price (10%): $99.25

Leveraged ETFs (28 Jul 17): SOXL $95.31

Buy (26) shares SOXL @ $95.31
Target Price (10%): $104.85

Core Portfolio (21 Jul 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	34.8%	76.2%	15.2%	101.6%
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.	36.0%	53.0%	38.2%	49.7%

 
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 (21 Jul 17): UCO $14.34

Buy (174) shares UCO @ $14.34
Target Price (10%): $15.80

Leveraged ETFs (21 Jul 17): DSLV $27.27

Buy (92) shares DSLV @ $27.27
Target Price (10%): $30.00

Leveraged ETFs (21 Jul 17): DUST $29.46

Buy (85) shares DUST @ $29.46
Target Price (10%): $32.40

Leveraged ETFs (21 Jul 17): UGAZ $12.60

Buy (198) shares UGAZ @ $12.60
Target Price (10%): $13.90

Leveraged ETFs (21 Jul 17): BOIL $9.19

Buy (272) shares BOIL @ $9.19
Target Price (10%): $10.10

Leveraged ETFs (21 Jul 17): JDST $64.24

Buy (39) shares JDST @ $64.24
Target Price (10%): $70.70

Core Portfolio (14 Jul 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	32.6%	69.1%	13.3%	88.6%
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.	35.7%	52.1%	37.9%	48.1%

 
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