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Optimized Portfolio

Investing and Personal Finance

  • Beginners Start Here
  • Investing 101
    • Beginners Start Here – 10 Steps To Start Building Wealth
    • What Is the Stock Market? How It Works & How to Invest in It
    • How To Invest in an Index Fund – The Best Index Funds
    • Portfolio Asset Allocation by Age
    • Portfolio Diversification – How To Diversify Your Portfolio
    • Dollar Cost Averaging vs. Lump Sum Investing (DCA vs. LSI)
    • How To Invest Your HSA (Health Savings Account)
    • How To Invest Your Emergency Fund
    • Factor Investing and Factor ETFs – The Ultimate Guide
    • Why and How To Buy Bonds Online: A Guide for Beginners
    • 8 Reasons Why I’m Not a Dividend Income Investor
  • Lazy Portfolios
    • All Weather Portfolio
    • Bogleheads 3 Fund Portfolio
    • Warren Buffett Portfolio
    • HEDGEFUNDIE’s Excellent Adventure
    • Golden Butterfly Portfolio
    • Permanent Portfolio
    • David Swensen Portfolio
    • 60/40 Portfolio
    • more…
  • Brokerage Reviews
    • The 5 Best Stock Brokers
    • The 4 Best Investing Apps
    • M1 Finance Review
    • M1 Finance vs. Fidelity
    • M1 Finance vs. Vanguard
    • Stash vs. Robinhood
    • Investing Brokers with the Lowest Margin Rates
    • M1 Borrow Review (How M1’s Margin Loan Works)
  • ETFs
    • VIG vs. VYM – Comparing Vanguard’s 2 Popular Dividend ETF’s
    • The 11 Best Dividend ETFs
    • The 7 Best Small Cap Value ETFs
    • The 5 Best REIT ETFs
    • The 5 Best Tech ETFs
    • The 6 Best ETFs for Taxable Accounts
    • The Best Vanguard Bond Funds – 11 Popular ETFs
    • The Best Vanguard Dividend Funds – 4 Popular ETFs
    • The Best Vanguard Growth Funds – 5 Popular ETFs
    • 6 Best ESG ETFs for Responsible Investing
    • The 7 Best International ETFs
  • Leverage
    • What Is a Leveraged ETF and How Do They Work?
    • How To Beat the Market Using Leverage and Index Investing
    • The 9 Best Leveraged ETFs
    • Hedgefundie’s Excellent Adventure
    • Leveraged All Weather Portfolio
    • Leveraged Permanent Portfolio
    • Leveraged Golden Butterfly Portfolio
  • Dividends
    • The Best M1 Finance Dividend Pie
    • The 11 Best Dividend ETFs
    • The Best Vanguard Dividend Funds – 4 Popular ETFs
    • VIG vs. VYM – Comparing Vanguard’s 2 Popular Dividend ETF’s
    • 8 Reasons Why I’m Not a Dividend Income Investor
    • Bonds
      • How To Buy Bonds Online: The Ultimate Guide
      • Treasury Bonds vs. Corporate Bonds
      • The Best Vanguard Bond Funds – 11 Popular ETFs
      • The Best Bond Funds Out There – 13 ETFs
      • The 11 Best Treasury Bond ETFs
      • The 5 Best High Yield Bond Funds for Income
      • The 3 Best Corporate Bond ETFs
      • The 3 Best Municipal Bond ETFs
      • The 3 Best TIPS ETFs
  • Credit
    • How To Raise Your Credit Score Fast
    • How To Consolidate Credit Card Debt
    • How To Refinance Your Car Loan
    • How To Shop for a Mortgage
    • 9 Tips To Lower Your Car Insurance Premiums

Leverage

TQQQ – Is It A Good Investment for a Long Term Hold Strategy?

Last Updated: April 11, 2021 No Comments – 5 min. read

tqqq vs qqq

TQQQ has grown in popularity after a decade-long raging bull market for large cap growth stocks and specifically Big Tech. But is it a good investment for a long term hold strategy? Let's dive in. What Is TQQQ? TQQQ is a 3x leveraged ETF from Invesco that aims to deliver 3x the daily returns of the NASDAQ 100 Index. Explaining how a leveraged ETF works is beyond … [Read more...] about TQQQ – Is It A Good Investment for a Long Term Hold Strategy?

How To Beat the Market Using Leverage and Index Investing

Last Updated: March 31, 2021 4 Comments – 9 min. read

s&p 500 vs 90/60 vs 180/20

Most investors - even professionals - fail to beat the market. Can it be done? Perhaps. Here we'll explore how to beat the market using leverage and index investing. Can You Beat the Market? Yes and no. Technically, yes of course it's possible. Perhaps the most famous example is Warren Buffett. But you're not him. Moreover, for the most part, his investing style … [Read more...] about How To Beat the Market Using Leverage and Index Investing

The 3 Best Inverse ETFs to Short the S&P 500 Index

Last Updated: November 7, 2020 No Comments – 2 min. read

inverse market crash

Inverse ETFs allow investors to bet against, or "short" the market. Here we'll look at the best inverse ETFs to profit from stock market downturns. Prefer video? Watch it here. Introduction - Why Inverse ETFs? Inverse ETFs can be a market timer's best friend. They allow bears to short, or bet against, the market. That is, when stocks drop, the value of these … [Read more...] about The 3 Best Inverse ETFs to Short the S&P 500 Index

What Is a Leveraged ETF and How Do They Work?

Last Updated: March 7, 2021 No Comments – 4 min. read

leverage

Leveraged ETFs allow investors to increase exposure without additional capital outlays. Below we'll explore what leveraged ETFs are, how they work, and why you might want to use them. Prefer video? Watch it here. What Is a Leveraged ETF? A leveraged ETF, as the name suggests, is an ETF (exchange-traded fund) that allows investors to utilize leverage in their … [Read more...] about What Is a Leveraged ETF and How Do They Work?

The 9 Best Leveraged ETFs To Enhance Portfolio Exposure (2021)

Last Updated: April 11, 2021 2 Comments – 4 min. read

Leveraged ETFs allow investors to enhance asset exposure without taking on a margin loan. Below we'll review the 9 best leveraged ETFs for . In a hurry? Here's the list: TQQQ - ProShares UltraPro QQQQLD - ProShares Ultra QQQTECL - Direxion Daily Technology Bull 3X SharesSSO - ProShares Ultra S&P 500UPRO - ProShares UltraPro S&P 500SPXU - ProShares UltraPro … [Read more...] about The 9 Best Leveraged ETFs To Enhance Portfolio Exposure (2021)

Harry Browne Permanent Portfolio Review, ETFs, & Leverage

Last Updated: April 1, 2021 4 Comments – 8 min. read

permanent portfolio

The Harry Browne Permanent Portfolio is a simple, straightforward portfolio consisting of 4 equally-weighted assets. Here we'll look at its components, historical performance, and the best ETFs to use in its implementation. What is the Permanent Portfolio? The Permanent Portfolio is a simple 4-slice portfolio created by Harry Browne in the 1980's and presented … [Read more...] about Harry Browne Permanent Portfolio Review, ETFs, & Leverage

Golden Butterfly Portfolio Review and M1 Finance ETF Pie

Last Updated: April 6, 2021 9 Comments – 6 min. read

golden butterfly portfolio

The Golden Butterfly Portfolio is a medium-risk portfolio similar to Ray Dalio's All Weather Portfolio. Here we'll look at its components and the best ETF's to use in its construction. Prefer video? Watch it here. What is the Golden Butterfly Portfolio? The Golden Butterfly Portfolio is essentially a modified version of the Permanent Portfolio. It was … [Read more...] about Golden Butterfly Portfolio Review and M1 Finance ETF Pie

HEDGEFUNDIE’s Excellent Adventure (UPRO/TMF) – A Summary

Last Updated: April 11, 2021 43 Comments – 10 min. read

hedgefundie excellent adventure strategy

Here we dive into the famous "Excellent Adventure" from Hedgefundie and how to implement it. Prefer video? Watch it here. In a hurry? Here are the highlights: Hedgefundie is was a member of the Bogleheads forum.Hedgefundie created a thread in February 2019 proposing a 3x leveraged ETF investing strategy based on risk parity using the S&P 500 index (UPRO) and … [Read more...] about HEDGEFUNDIE’s Excellent Adventure (UPRO/TMF) – A Summary

Ray Dalio All Weather Portfolio Review, ETF’s, & Leverage

Last Updated: April 3, 2021 194 Comments – 19 min. read

all weather portfolio

After chatting with someone recently about the Hedgefundie adventure and rising interest rate environments, I decided to play around with applying leverage to the Ray Dalio All Weather Portfolio. Here we'll look at the All Weather Portfolio's components, historical performance, and various leveraged strategies. What Is the All Weather Portfolio and … [Read more...] about Ray Dalio All Weather Portfolio Review, ETF’s, & Leverage

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Most Popular

Factor Investing and Factor ETFs – The Ultimate Guide

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The 8 Best Small Cap ETFs (4 From Vanguard) for 2021

The 5 Best Stock Brokers Online for Investing (2021 Review)

Portfolio Asset Allocation by Age – Beginners To Retirees

Stash vs. Robinhood Brokerage Comparison (2021 Review)

M1 Finance vs. Fidelity Brokerage Comparison [2021 Review]

M1 Finance vs. Vanguard Brokerage Comparison [2021 Review]

Brokers With the Lowest Margin Rates (2021 Comparison)

M1 Finance Review – Pros, Cons, Features, & FAQ (2021)

Paul Merriman Ultimate Buy and Hold Portfolio Review, M1 Pie

The Warren Buffett Portfolio Review and ETF Pie for M1 Finance

The David Swensen Portfolio Review and ETF Pie for M1 Finance

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