Skip to content

SP500 3xLeveraged and Cash

Last Login: 09/02/2024


Blurred line chart showing the performance of a wikifolio as background

Want the full picture?

To view the wikifolio chart since its creation and compare it with benchmarks of your choice, register now – completely free of charge.

+62.3%
since 8/10/2024

+26.0%
Ø-Perf. per year

+31.6%
Performance (1yr)

38.7%
Volatility (1yr)

0.6
Return/Risk



Portfolio chart

Details

Feed

Trading Idea

This strategy is divided into two phases: Phase 1: Growth In the growth phase, the portfolio is allocated 80% to an S&P 500 3x leveraged ETF and 20% to a low-risk ETF. Given the current environment of high interest rates set by central banks, the chosen low-risk ETF for the cash reserve is DBX0AN (Xtrackers II EUR Overnight Rate Swap UCITS ETF). The portfolio will be rebalanced quarterly. Large drawdowns are anticipated, so it is advisable to start with a small portfolio size. This strategy is designed to work with Dollar Cost Averaging (DCA); a buy-and-hold approach may underperform the underlying assets. Phase 2: Risk Management Once the portfolio reaches a substantial value, the focus shifts to risk management. This phase will involve reallocating funds and implementing a new strategy aimed at reducing risk while still providing the potential to outperform the underlying asset.

Master data

Symbol

WF00QUOAZZ

Date created

08/10/2024

Index level

-

High watermark

168.9

Investment Universe

Blurred table showing portfolio positions and key figures as background

Want the full picture?

To view the complete portfolio, all key figures, and previous trades, register now – completely free of charge.

For the composition of the virtual portfolio click here.