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HML Compounder: Value, Momentum, Trend, & Leverage

The Security Analysis Podcast

CHAPTER

Exploring Leveraged Portfolios and Investment Strategy Evolution

The chapter delves into a discussion about leveraged portfolios, analyzing backtests of 3x leveraged S&P 500 and 20-year treasury funds. The primary speaker shares insights into the evolution of their investment strategy from experimenting with leverage in Roth IRA to transitioning to a more value-focused approach.

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