Core Portfolio (18 Aug 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	27.4%	64.5%	-3.0%	58.1%
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.	35.1%	51.5%	35.9%	44.3%

 
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 (18 Aug 17): UDOW $63.36

Buy (39) shares UDOW @ $63.36
Target Price (10%): $69.70

Leveraged ETFs (18 Aug 17): TNA $49.02

Buy (51) shares TNA @ $49.02
Target Price (10%): $54.00

Leveraged ETFs (18 Aug 17): UPRO $104.16

Buy (24) shares UPRO @ $104.16
Target Price (10%): $114.60

Leveraged ETFs (18 Aug 17): BIB $51.01

Buy (49) shares BIB @ $51.01
Target Price (10%): $56.20

Leveraged ETFs (18 Aug 17): FAS $49.39

Buy (51) shares FAS @ $49.39
Target Price (10%): $54.40

Leveraged ETFs (18 Aug 17): TQQQ $104.65

Buy (24) shares TQQQ @ $104.65
Target Price (10%): $115.20

Core Portfolio (11 Aug 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	29.9%	68.1%	0.7%	59.5%
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.	36.1%	52.7%	37.4%	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 (11 Aug 17): UPRO $106.24

Buy (24) shares UPRO @ $106.24
Target Price (10%): $116.90

Leveraged ETFs (11 Aug 17): YINN $25.25

Buy (99) shares YINN @ $25.25
Target Price (10%): $27.80

Leveraged ETFs (11 Aug 17): UDOW $64.91

Buy (39) shares UDOW @ $64.91
Target Price (10%): $71.40

Leveraged ETFs (11 Aug 17): SOXL $88.07

Buy (28) shares SOXL @ $88.07
Target Price (10%): $96.90

Leveraged ETFs (11 Aug 17): TQQQ $106.96

Buy (23) shares TQQQ @ $106.96
Target Price (10%): $117.70

Leveraged ETFs (11 Aug 17): LABU $58.41

Buy (43) shares LABU @ $58.41
Target Price (10%): $64.25

Long Call (9 Aug 17): UTX $117.20

Buy (1) Jan 18 115 C @ $5.50
Target Price (35%): $7.50

Leveraged ETFs (9 Aug 17): DGAZ $27.07

Buy (92) shares DGAZ @ $27.07
Target Price (10%): $29.80

Leveraged ETFs (9 Aug 17): TNA $53.61

Buy (47) shares TNA @ $53.61
Target Price (10%): $59.00

Leveraged ETFs (9 Aug 17): XIV $90.34

Buy (28) shares XIV @ $90.34
Target Price (10%): $99.40

Core Portfolio (4 Aug 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	35.4%	74.1%	9.2%	101.7%
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.	36.1%	52.7%	37.4%	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.