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 $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 3.17% 0.07 -17% 80% 1.77 3.2 43%
SmartLev Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021 3.17% -0.70% -3.59% 8.97% 0.92% 3.72% -1.09% -0.10% -11.14% 9.95% -0.49% -5.92%






Annualized Return Total Return Sharpe Ratio Maximum Drawdown Correlation to S&P 500 Beta to S&P 500 Average Trades/Month Winning Trades
21.15% 1367.46% 0.98 -28% 54% 0.64 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 2.60% -1.56% -0.61% -3.31% 9.02% 1.06% 3.85% -1.01% 0.07% -10.94% 10.00% -0.45% -5.75%

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:

Long ETFs can be traded in tax-sheltered accounts like 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

How to Follow SmartLev

Signals for SmartLev are shared every morning in the daily email sent out to the community before 12:00PM Eastern Standard Time.

The indicator dial displays which position SmartLev is currently holding today. It's an easy way to see how close the strategy is to its thresholds for switching positions.

On days when a position change occurs, clear text instructions are also given indicating which tickers to buy and sell.

"SSO" signals may be replaced by any leveraged or unleveraged broad market US equity ETF of your choosing, such as UPRO or SPY. Replacing IEF is not recommended, unless with cash.

SmartLev currently occupies a 50% allocation in the Tactile Trade Portfolio. Signals are actionable on the day they are given only.

Start Your 30 Day Free Trial

Receive crystal-clear daily signals for The Tactile Trade portfolio free for one month. Cancel anytime.

$39

/month