PortfolioMetrics

Leveraged ETFs

Leveraged ETFs aim to deliver multiples of the daily performance of an underlying index or asset. These funds use financial derivatives and debt to amplify returns, potentially providing greater gains (or losses) than the underlying benchmark. Leveraged ETFs are typically designed for short-term trading rather than long-term investing due to the effects of daily compounding. They carry higher risks and are generally more suitable for sophisticated investors who actively monitor their positions and understand the potential for increased volatility and erosion of returns over time.


Leveraged

ETFs designed to amplify the returns of an underlying index or asset. These funds aim to deliver multiples (e.g., 2x or 3x) of daily index performance using derivatives and debt. Leveraged ETFs offer potential for higher gains but also come with increased risk and volatility. They are typically intended for short-term trading rather than long-term holding due to the effects of daily compounding.

Equity

US-listed
EU-listed

Bonds

US-listed
EU-listed

Commodity

US-listed
EU-listed

Real Estate

US-listed

Currency

Alternatives

US-listed

Inverse

ETFs constructed to deliver the opposite performance of an underlying index or asset. Also known as "short" ETFs, these funds increase in value when the target index declines and vice versa. Inverse ETFs allow investors to profit from or hedge against market downturns without directly short-selling. Like leveraged ETFs, they are generally designed for short-term trading and carry higher risks due to daily rebalancing.

Equity

US-listed