Calculated Risk 185
| CAGR | 24.1% |
|---|---|
| Maximum drawdown | -14.8% |
| MAR ratio | 1.63 |
| History | 23 years (280 months) |
If you want to position yourself for higher returns and get your risk on, Calculated Risk 185 is for the investor seeking high returns and low drawdowns, who is willing to deploy leverage with the Smart Leverage method, the investor who wants to moderate a little, the investor who is willing to sacrifice a bit of potential returns for terrifically low drawdowns and a lower Ulcer Index.
Calculated Risk 185 has maximum leverage of 185% and average leverage of around 125%. Likely this should not be the primary investment strategy for a person, but an aggressive sleeve. 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: 45% Catalyst 200, 35% Triad, 20% Global Navigator 300. Catalyst 200 reaches 2X through QLD and Global Navigator 300 reaches 3X through UPRO; Triad is held unleveraged. There is no separate managed futures ballast - the defensive behavior comes from the strategies themselves stepping out of risk, not from a passive hedge sleeve. Please select those strategies for more information on them.