Leveraged ETFs can help increase your investing returns. But they carry significant tail risk. Here’s a strategy that can help get the best of both worlds.

SmartLev

Growth of Hypothetical $10,000
Includes Trade Commissions



Annualized Return Total Return Sharpe Ratio Maximum Drawdown Correlation to S&P 500 Beta to S&P 500 Average Trades/Month Winning Trades
n/a 10.78% 1.75 -9% 64% 2.02 3.4 53%

SmartLev Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021 10.78% -0.70% -3.59% 8.97% 0.92% 3.72%


Annualized Return Total Return Sharpe Ratio Maximum Drawdown Correlation to S&P 500 Beta to S&P 500 Average Trades/Month Winning Trades
22.64% 1472.94% 1.06 -28% 53% 0.63 2.4 48%
SmartLev Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2008 8.98% 2.62% 0.91% 1.60% 1.48% -1.60% -8.24% 0.57% 3.33% -6.70% -1.56% 7.58% 11.89%
2009 43.82% -15.25% -13.70% 13.24% 15.86% 10.14% -5.29% 12.42% 3.85% 10.22% -0.42% 4.35% -0.35%
2010 16.96% 1.49% 0.65% 9.74% -2.75% -2.42% -8.74% 14.56% -15.77% 11.37% 7.57% -6.40% 0.22%
2011 12.12% 2.26% 0.26% 3.37% 4.90% -1.23% 1.06% -2.83% 4.27% -7.51% 8.03% -2.34% 1.84%
2012 56.11% 5.71% 6.55% 4.71% 2.26% 5.12% 0.24% 2.05% 4.74% 3.46% -0.58% 9.60% -1.04%
2013 17.78% 5.54% -1.16% -2.74% -0.17% 5.36% -2.83% 9.19% -5.23% -0.39% 4.27% 5.36% 0.00%
2014 5.55% -1.93% 1.64% -4.49% -5.85% 4.52% 2.57% 0.35% 7.88% -7.66% 6.18% 5.42% -1.35%
2015 -6.18% 1.61% 2.27% -6.48% 2.50% -1.64% -2.68% -2.63% -2.02% -1.93% 16.77% -1.85% -9.79%
2016 6.98% 4.91% -4.78% 8.37% -0.68% -1.37% -9.18% 6.90% 0.30% -6.88% -1.82% 0.89% 4.66%
2017 21.14% 2.01% 3.77% 0.16% 1.55% 0.00% -2.84% 1.09% 3.01% 3.40% 1.62% 3.38% 1.35%
2018 8.34% 2.93% -0.42% -1.16% -2.51% 0.94% -1.46% 3.57% 5.22% -3.05% -0.86% 1.00% 2.37%
2019 34.68% 6.78% 5.99% 1.81% 5.36% 1.76% 1.73% 0.84% 2.91% -0.69% 6.31% 5.05% 2.53%
2020 61.45% 2.99% 3.05% 3.79% -0.13% 4.97% 17.93% 11.10% 13.61% -6.89% -5.94% 0.22% 0.67%
2021 9.97% -1.56% -0.61% -3.31% 9.02% 1.06% 3.85%

SmartLev

Growth of Hypothetical $10,000
Includes Trade Commissions



Annualized Return Total Return Sharpe Ratio Maximum Drawdown Correlation to S&P 500 Beta to S&P 500 Average Trades/Month Winning Trades
n/a 10.78% 1.75 -9% 64% 2.02 3.4 53%

SmartLev Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021 10.78% -0.70% -3.59% 8.97% 0.92% 3.72%


Annualized Return Total Return Sharpe Ratio Maximum Drawdown Correlation to S&P 500 Beta to S&P 500 Average Trades/Month Winning Trades
22.64% 1472.94% 1.06 -28% 53% 0.63 2.4 48%
SmartLev Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2008 8.98% 2.62% 0.91% 1.60% 1.48% -1.60% -8.24% 0.57% 3.33% -6.70% -1.56% 7.58% 11.89%
2009 43.82% -15.25% -13.70% 13.24% 15.86% 10.14% -5.29% 12.42% 3.85% 10.22% -0.42% 4.35% -0.35%
2010 16.96% 1.49% 0.65% 9.74% -2.75% -2.42% -8.74% 14.56% -15.77% 11.37% 7.57% -6.40% 0.22%
2011 12.12% 2.26% 0.26% 3.37% 4.90% -1.23% 1.06% -2.83% 4.27% -7.51% 8.03% -2.34% 1.84%
2012 56.11% 5.71% 6.55% 4.71% 2.26% 5.12% 0.24% 2.05% 4.74% 3.46% -0.58% 9.60% -1.04%
2013 17.78% 5.54% -1.16% -2.74% -0.17% 5.36% -2.83% 9.19% -5.23% -0.39% 4.27% 5.36% 0.00%
2014 5.55% -1.93% 1.64% -4.49% -5.85% 4.52% 2.57% 0.35% 7.88% -7.66% 6.18% 5.42% -1.35%
2015 -6.18% 1.61% 2.27% -6.48% 2.50% -1.64% -2.68% -2.63% -2.02% -1.93% 16.77% -1.85% -9.79%
2016 6.98% 4.91% -4.78% 8.37% -0.68% -1.37% -9.18% 6.90% 0.30% -6.88% -1.82% 0.89% 4.66%
2017 21.14% 2.01% 3.77% 0.16% 1.55% 0.00% -2.84% 1.09% 3.01% 3.40% 1.62% 3.38% 1.35%
2018 8.34% 2.93% -0.42% -1.16% -2.51% 0.94% -1.46% 3.57% 5.22% -3.05% -0.86% 1.00% 2.37%
2019 34.68% 6.78% 5.99% 1.81% 5.36% 1.76% 1.73% 0.84% 2.91% -0.69% 6.31% 5.05% 2.53%
2020 61.45% 2.99% 3.05% 3.79% -0.13% 4.97% 17.93% 11.10% 13.61% -6.89% -5.94% 0.22% 0.67%
2021 9.97% -1.56% -0.61% -3.31% 9.02% 1.06% 3.85%

SmartLev is a rules-based strategy that tactically rotates between the ProShares Ultra S&P500® (SSO), a popular and liquid leveraged S&P 500 ETF, and a treasury bond ETF. It can be used alongside your other investments, as well as a substitute for the U.S. growth equity portion of a long term investment portfolio. Key benefits include:

Can be used in tax-sheltered accounts types such as IRAs, Roth IRAs, RRSPs, TFSAs

Low trade frequencies, simple rules, only two positions: long your chosen ETF, or treasuries

Holds intermediate-term treasuries during weak periods for equities - including selloffs

Customizable - replace SSO with any U.S. based leveraged or broad-market equity ETF

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