Leveraged Strategy Performance

The Leveraged Strategy invests in a wide mix of assets and seeks to amplify the return with the use of leveraged ETFs, while moderating the drawdowns via tactical allocations. This strategy is expected to have significant volatility in comparison to the overall market.

The percentage of a client’s accounts allocated to this strategy will vary depending on the risk tolerance and timeline of the client. For most clients, only a portion of their funds – if any – are likely to be allocated to this particular strategy.

The returns of this strategy are expected to vary dramatically. There will be years in which the strategy dramatically underperforms the stock market. However, we believe clients will be very pleased in the end if they remain consistent and patient as they invest.

2022 Q2 Update Video

2022 Q2 UDate Report