INTRODUCING ETFs THAT DON’T JUST WORK WITH YOUR ASSET ALLOCATION. THEY PLUS IT.
YOU’RE ALWAYS LOOKING FOR WAYS TO PLUS YOUR INVESTMENT IDEAS. INTRODUCING A WHOLE SUITE OF THEM.
INTRODUCING PORTFOLIO+ ETFs
You’re not one of those “set it and forget it” portfolio advisors. But you also wouldn’t change an investment just for the sake of change. Each Portfolio+ ETF seeks to add 25% more exposure on a daily basis to popular broad-based indexes. These ETFs allow investors to obtain $1.25 worth of daily exposure to their benchmark index for every $1.00 invested. Seen another way, Portfolio+ ETFs combine the benefits of passive indexing with the potential to outperform the markets.
Investing in Portfolio+ ETFs may be more volatile than investing in broadly diversified funds. Compounding affects all investments, but has more impact on leveraged funds, particularly during periods of higher index volatility and longer holdings periods. Returns may be negative in the same period that the index returns were flat or positive. Portfolio+ ETFs are intended to be used by investors who understand leverage risk, the effects of compounding and who intend to monitor their portfolios.