The Benefits of a Leveraged S&P Fund

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Franklin: I was looking for a stand-in for UPRO for the purpose of tax loss harvesting and came up with a leverage large value slash large gross mix. The 50-50 U Dow and TQQQ fund does outperform the UPRO fund for the period of their existence, which is from around 2010. Frank: It's not sure you can make a whole lot out of this given the nature of the time period we're talking about when the NASDAQ was outperforming just about everything else. But it could give you some nice rebalancing over time.

In this episode we answer emails from Bruce, Raymond and Alexi (a/k/a "Dude"). We discuss what we learned from last year about the performance of various assets in a severely rising interest environment, holding a conservative portfolio in accumulation to sleep better and one of the Dude's gambling experiments involving UDOW and TQQQ.

Links:

Updated UNC Paper re Bonds, Flights to Safety and Stock Market Volatility: SSRN-id1436124.pdf

Portfolio Charts Time to Financial Independence Calculator: FINANCIAL INDEPENDENCE – Portfolio Charts

Alexi's UDOW/TQQQ Analysis: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

Long Term Analysis of Total Market vs. 50/50 Large Cap Growth/Value: Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)

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