Flirting with Models

🧪 Research Library of Newfound Research

Tag: leverage (Page 1 of 2)

Leverage and Trend Following

We typically explore trend following as a risk management technique for investors sensitive to sequence risk, but it may also be a way to allow growth investors to benefit from leverage by reducing the risk of permanent portfolio impairment that would otherwise occur due to large drawdowns.

Three ETF-Based Ways to Leverage Your 60/40 Without Margin

We explore three ETF-Based ways to leverage your 60/40 without margin. We explore high beta ETFs, levered ETFs, and derivative-based ETNs as potential tools and look at the benefits and risks of each approach.

Levered ETFs for the Long Run?

Levered ETFs are often dismissed as not suitable for buy-and-hold investors, but they may be able to play a role in creating risk-efficient portfolios.

Portable Beta: Making the Most of the Returns You’re Already Getting

In theory, investors should gear the most risk-efficient portfolio; in practice, few do. Portable beta may help investors create more efficient portfolios.

Risk Parity: The Devil is in the Details

Standard risk parity implementations focus on volatility and correlation but may overlook duration, liquidity, and forcible deleveraging risks

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