I have researched various different leveraged funds (and strategies) and believe that in my 20s being able to apply leverage to my investment strategy and to deleverage as I get older will allow me to maximize my returns while reducing my risk given my long investment timeline. Specifically I plan on using a combination of leveraged broad stock market funds and bond funds and maintaining a set ratio to take advantage of the security of bonds during market downturns. I plan on this strategy being 10-20% of my portfolio though it hopefully will outgrow that proportion over time. I hope that young investors like me can maintain access to these funds in the future.
Marco Heredia Comment On Regulatory Notice 22-08
I have researched various different leveraged funds (and strategies) and believe that in my 20s being able to apply leverage to my investment strategy and to deleverage as I get older will allow me to maximize my returns while reducing my risk given my long investment timeline. Specifically I plan on using a combination of leveraged broad stock market funds and bond funds and maintaining a set ratio to take advantage of the security of bonds during market downturns. I plan on this strategy being 10-20% of my portfolio though it hopefully will outgrow that proportion over time. I hope that young investors like me can maintain access to these funds in the future.