Objective: Double the return of the S&P 500 by using 2x leveraged ETF's in Bull cycles, and 2x leveraged Inverse ETF's in Bear cycles

For holdings managed in this model to generate 2 times greater capital growth than the S&P 500 in bull markets and generate twice the growth as the S&P 500 moves down in bear markets

This strategy is based on high opportunistic, rules-based, quantitative analysis investment strategy.

Focuses on 2x Ultra ETFs in bull markets and 2x Ultra inverse ETFs in bear markets (Major indexes only)
How do we minimize risk

Risk is minimized by using stop losses

Risk is minimized by paying close attention to current market status, and not hesitating to go to cash during transition markets. Historically the drawdowns for this model have been less than 15%

The LI model is a data-driven strategy

  • Relies on historical data, not forecasts or analyst estimates

  • Primarily focused on 4 major indexes, but could put capital to work in other 2x sectors in commodity-based ETFs

  • In Bull markets,

    • Investment goal is to be fully invested in 4+ strongly up-trending 2x index ETFs, with capital allocation based on which indexes are outperforming​

  • In transition markets,​

    • Holds more cash​

    • Will not buy any ETFs​​

  • In Bear markets,​

    • Investment goal is to be fully invested in 4+ strongly up-trending 2x inverse ETFs, with capital allocation based on which inverse index ETFs are outperforming​

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