Calculated Risk 150
| CAGR | 21.0% |
|---|---|
| Maximum drawdown | -11.8% |
| MAR ratio | 1.78 |
| History | 23 years (280 months) |
Calculated Risk 150 is for the investor seeking high returns in a diversified portfolio, who is comfortable with a modest amount of leverage deployed opportunistically by Smart Leverage; a portfolio with low drawdowns, a low Ulcer Index, and terrific risk-adjusted returns (Ulcer Performance Index).
Calculated Risk 150 has maximum notional leverage of 150% and average leverage of around 110%. This portfolio could be a good fit for an investor who is comfortable with some leverage, but not too much. Caution when using leverage, even though Smart Leverage has a terrific track record - leverage can cut both ways.
This Smart Leveraged Portfolio is a combination of three DMS strategies, thoughtfully combined to offer superior returns and risk-adjusted metrics: 50% Triad, 35% Catalyst 200, 15% Global Navigator 200. Catalyst 200 reaches 2X through QLD and Global Navigator 200 reaches 2X through SSO; Triad is held unleveraged, and at half the portfolio it is what keeps total leverage low.
Please select those strategies for more information on them.