Portfolios

This momentum portfolio seeks to outperform the classical 60/40 stocks/bonds portfolio by reassessing asset allocation every month and giving more weight to the asset class that performed better. For example, if stocks showed better return than bonds in the past six months, their weight in the portfolio increases by +5% during the next rebalance, and bonds' weight is reduced by -5%. The portfolio is rebalanced on the last trading day of every month.

Leveraged momentum portfolio consisting of leveraged ETFs SSO and UBT and be designed to take advantage of upward trends in the market. 1. SSO, or the ProShares Ultra S&P500 ETF, is a leveraged ETF that seeks to track the performance of the S&P 500 index. This ETF uses leverage to amplify the underlying index's returns, providing investors with the opportunity to earn higher returns in a shorter time frame. 2. UBT, or the ProShares Ultra 20+ Year Treasury ETF, is a leveraged ETF that seeks to track the performance of long-term U.S. Treasury bonds. The portfolio is rebalanced every month, increasing the allocation of a symbol that showed a larger return in the past month. For example, if the SSO ETF showed a return of 10% in the past month and the UBT ETF showed a return of 5%, the portfolio would increase its allocation to SSO and decrease its allocation to UBT. This would allow the portfolio to capitalize on the momentum of the SSO ETF and potentially generate higher returns. The portfolio carries higher risks due to leverage and should be used cautiously.