“3.2x leverage on $7.3M assets ($5M borrowed in box spread options); diversified portfolio including stocks, bonds, mutual funds”
I borrowed $5.7M to invest. Should I borrow more?
Author advocates a leveraged long-term investment strategy using diversified portfolios with smart-beta funds and box spread options, demonstrating +27% compound annual returns over 6 years with 3.2x leverage. He argues that maximum leverage (4x) on a diversified multi-asset portfolio produces superior returns versus unlevered index funds and recommends borrowing 2-4x account value to deploy in this strategy.
1d+0.2%
3d+0.6%
1w+0.5%
1m+0.5%
3m+1.1%
6m—
1y—