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Leveraged ETF Allocation Formula (LEAF)

Big Picture

We found ETFs that can do well when stocks fall

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We weighted them by their volatility

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We added stocks, leverage and a novel approach to rebalancing that turns market volatility into a structural advantage.  

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A comprehensive white paper is available upon request. 

For more info and subscription options contact daniel@mortonir.com

Morton Investment Research

Toronto

Morton Investment Research is an independent publisher of financial research and quantitative analysis. All content, including the LEAF Model, market commentary, and performance data, is provided strictly for informational and educational purposes and should not be construed as personalized investment, legal, or tax advice.

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Past performance is no guarantee of future results. Investments involve risk, including the potential loss of principal. Quantitative models are subject to market volatility and unexpected structural shifts. Readers are fully responsible for their own investment decisions.

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