A.I.M. Users Bulletin Board

[ls7550]

Anyone have any thoughts on Aiming the Proshares 3x funds or the Direxion funds

Personally I've recently been reducing 3x exposure. TTM for 33% Boost 3x Russell 1000 (3USL), 67% TIP is up 39% compared to 25% for SPY (total gains).

Tempted by 50% XS2D (2x S&P500) 50% bonds for a while as that is more likely to pace 100% S&P500 index gross total return.

Rebalancing back to 50/50 once/year is sufficient to maintain reasonable tracking IME, which means if the bonds earn > overnight lending rate the extra helps offset costs/taxes (and more recently my safe treasury bonds are earning 2%+).

TD's a bit of a pain when trading such holdings as you have to verify you're a sophisticated investor and complete a quiz - which suggests that if you get it wrong bars you from re-taking for 28 days and presumably prevents you from trading such instruments. EVEN THOUGH I HOLD SUCH ASSETS IN THE PORTFOLIO ALREADY. I know they have to take protective measures, but their set up isn't good (at least over here, suspect State side is better).