Education – PortfolioPlus ETFs

  • Overweight Strategy

    How can you seek to take advantage of specific economic or market conditions, when you have conviction they will boost returns? By seeking returns that are 125% of their benchmark index for a single day, PortfolioPlus ETFs may provide long-term investors the tools to overweight specific portfolio…

  • Efficient Deployment of Capital

    How can you seek risk-adjusted performance and increase diversification without additional capital? By seeking returns that are 125% of their benchmark index for a single day, PortfolioPlus ETFs may provide long-term investors the tools for more efficient deployment of capital.*

  • Little Ado About Volatility

    Spikes in volatility levels can impact returns on a fund’s portfolio. The relatively low leverage point (1.25X) for PortfolioPlus ETFs provides less impact of negative compounding than highly leveraged ETFs, making them potentially more suitable for long-term investors.

  • Understanding PortfolioPlus ETFs

    PortfolioPlus Exchange Traded Funds (ETFs) seek to provide 25% additional daily exposure to a suite of indexes and the potential ability for investors to enhance returns in a cost-effective, transparent, liquid ETF structure.

  • Historical Returns – 2018 Global Recession

    During the 1973 Arab-Israeli War, Arab members of OPEC imposed an embargo against the United States in retaliation for the U.S. decision to re-supply the Israeli military and to gain advantage in the post-war peace negotiations.

  • Historical Returns – 1970s World Oil Crisis

    During the 1973 Arab-Israeli War, Arab members of OPEC imposed an embargo against the United States in retaliation for the U.S. decision to re-supply the Israeli military and to gain advantage in the post-war peace negotiations.

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