IskraIndex' Effect (2): >7 pp return premium per annum over the S&P 500 at 18% lower risk

We have already noted that the IskraIndex portfolios exhibit extremely low volatility and a high Sharpe ratio, which allows them to be leveraged to achieve returns significantly exceeding the traditional benchmarks of aggressive portfolios. In particular, borrowing from a broker at the standard rate of 5% and investing the proceeds in the Deposit+ Balanced portfolio makes it possible to expect a return premium over the S&P 500 index of more than 6 percentage points, with a return target of 20.5% per annum. At the same time, the historical average risk of such a portfolio was 15% lower than that of the S&P 500, with a shorter maximum drawdown. The Sharpe ratio of this portfolio is still high (1.2x), doubling the Sharpe ratio of the S&P index over the last 6.5 years.

You can get information about the IskraIndex service methodology and subscription process in any of these ways:

WhatsUp: +77784042574
Email: iskraindex@gmail.com