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Leveraged Index (LI)

Objective: The LI investment strategy is very aggressive in both bull and bear market cycles and has the option to move completely to cash in transition markets.  

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Types of Holdings: The TQA investment strategy primarily holds highly liquid 2x index/sector ETFs in bull market cycles.  In bear market cycles, the strategy primarily holds 2x inverse index/sector ETFs.

Investment Approach

  • Relies on historical data, not forecasts or analyst estimates

  • While trend-based, the strategy is also very opportunistic and will, at times, invest in plays that show promise of contrarian trends

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

  • In Bull markets,

    • Investment goal is to be fully invested in strongly up-trending 2x index/sector 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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