Bonds - a Bull Case with Leveraged Funds

Components Performance/Risk
Period Return
3.0%
Return Rank
Subpar
Risk Exposure
Low Risk

Leveraged Fixed Income funds offer a unique perspective on medium - and long-term - bond market anticipations

  • medium-term bonds with funds tracking 7-10 years Treasury with index swaps or invested 
  • long-term bonds with funds tracking  U.S. Treasury securities that have a remaining maturity of greater than 20 years
  • corporate high yield bonds 
  • preferred stock

Performance of the funds is markedly different over short time periods, mirroring market expectations and reversals

Because the funds are tracking the performance of the underlying index over the very short term (adjusted daily), significant break-out trends will be highlighted by selecting short time frames (top right menu box) for 1 month (or less - 2 weeks or even a single week)

Momentum signals trends of the last 5 days against a 20-day average

Theme Components
Name
Ticker
Category
SubCategory
Cur. Price
Performance
Momentum
Risk Rank
Risk Contrib
 
Direxion Daily 20+ Year Treasury Bull 3X Shares TMF TreasuriesLeveraged x231.78-4.7% Weak Down High Risk
ProShares Ultra 20+ Year Treasury UBT TreasuriesLeveraged x215.17-1.6% Weak Down High Risk
ProShares Ultra 7-10 Year Treasury UST TreasuriesLeveraged x240.931.2% Neutral High Risk
Direxion Daily 7-10 Year Treasury Bull 3X Shares TYD TreasuriesLeveraged x322.55-2.5% Neutral High Risk
Virtus InfraCap U.S. Preferred Stock ETF PFFA US EquityDividend Yield20.4515.2% Neutral Low Risk
ETRACS Monthly Pay 2xLeveraged Preferred Stock ETN PFFL US EquityDividend Yield7.399.1% Neutral Average Risk
ProShares Ultra High Yield UJB Corporate High YieldLeveraged77.564.0% Neutral Above Average
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