Leveraged Investing
This series describes Mike’s leveraged investment plan in great detail.
“My Grand Plan” describes the basic leverage plan and includes a spreadsheet with detailed calculations.
“The Risks” - goes over all the various risks involved with this plan.
“Interest rate exposure” covers a risk analysis calculation to determine how much I can safely borrow.
“Exit strategies” deals with the possible outcomes of the leveraged plan.
“There’s a fine line between good and evil” is a comment on the philosophy of leverage.
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FP,
Have you considered using futures/ or ultra longETF’s/ in order to leverage your portfolio?
Hi DGI – I haven’t considered futures or ultra long ETFs. They would certainly be a valid way to do it but I find that using a HELOC is the easiest way for me.
The other factor is taxes – dividends in Canadian companies are taxed much less heavily so my plan involves buying only Cdn dividend stocks.
Mike