Education

PortfolioPlus ETFs provide 125% daily exposure to a suite of broad market indexes and the ability for investors to seek enhanced returns in a cost-effective and transparent liquid structure. On this page you’ll find educational content to help you better understand how PortfolioPlus ETFs can fit your asset allocation strategy. Learn more about the opportunities these funds provide and how they’re constructed.

Investing in PortfolioPlus 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. PortfolioPlus ETFs are intended to be used by investors who understand leverage risk, the effects of compounding and who intend to monitor their portfolios.

PortfolioPlus ETFs Seek To:

Increase Exposure

Target increased daily exposure to common broad-based indexes.

Magnify Returns

Provide magnified returns in order to seek outperformance over time. Magnified returns increase gains and losses.

Maintain Strategy

Maintain allocations to the asset classes of the indexes within your strategy.

Composition & Mechanics of PortfolioPlus ETFs.

Is there was a way to add just a little more exposure to diversified portfolios? There is. Read More
PortfolioPlus ETFs help you seek enhanced daily returns with reduced compounding compared to more leveraged ETFs. Read More
How do PortfolioPlus ETFs get their extra 25% daily exposure? Composition and risks. Read More

PortfolioPlus ETFs Strategy Series

How can you seek risk-adjusted performance and increase diversification without additional capital? PortfolioPlus ETFs potentially allow longer-term investors the tools for more efficient deployment of capital. Read More
Strategy Series

Overweight Strategy

How can you seek to take advantage of specific economic or market conditions, when you have conviction they will boost returns? PortfolioPlus ETFs potentially allow longer-term investors to overweight specific portfolio holdings. Read More

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