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 rate of 9% and investing the proceeds in the Deposit+ Balanced portfolio in the size of 38% of its value makes it possible to expect a return premium over the Nasdaq-100 index of more than almost 5 percentage points, with a return target of 26% per annum. At the same time, the historical average risk of such a portfolio was 30% lower than that of the Nasdaq-100 and the Sharpe ratio is still high (1.4x), almost doubling the Sharpe ratio of the Nasdaq-100 index over the last 7 years.
1.5x Levered Deposit+ Balanced Portfolio vs Nasdaq-100 Index at 9% borrowing rate
A 1.5x leveraged portfolio of the Deposit+ Balanced strategy has been implemented by Iskra Index as a separate model portfolio within the Idea lineup and is called IskraIndex: Nasdaq-100 Alternative.
You can get information about the IskraIndex service methodology and subscription process in any of these ways:
WhatsUp: +77784042574
Email: info@iskraindex.com
IskraIndex, LLC
050022, Kazakhstan, Almaty, Almalinsky District, 118 Shevchenko Street, Office 314
info@iskraindex.com
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