Investing With Leverage (Borrowing to Invest, Leveraged ETFs)

What do you do if you are not concerned with volatility, and are willing to take on even more risk than the stock market has to offer? There are two options: reducing diversification, or using leverage.

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[mohitsahu]

yor ability to hold your eybrows up for long durations is phenomenal

[thestrappingentrepreneur]

Holy crap the first non biased view on leverage omg

[HamiltonRb]

Speaking of concentrated leveraged investing, I always try to keep my Vanguard portfolio as far away as possible from my Caesars Palace portfolio I call it my sleep at night portfolio.

[daryla]

Thank you so much Ben for presenting both sides of the coin and not outrightly lambasting leveraged ETFs. Absolutely love your evidence-based approach

[TheMrMikeo]

Mate you just kill it! Such articulate and researched work!

[clockywork]

This is a superb video.

I'm 20% through the book you mentioned (Lifecycle investing - 2 Yale Professors) and came to watch a video on more of the same subject while I was eating. You did an excellent job in referencing the studies and sources, and the video is well edited. I have subscribed.

[martydelaney]

Hadn't heard of leveraged investing before and this was very informative. Thank you so much for making these understandable and fascinating videos.

[mangoh]

Ben, you are hands down the greatest finance / investing expert on YouTube. Thanks for the accessible videos that still have a great amount of breadth.

Always appreciate the reference to academia / empirical studies as well.

If I lived in Canada and not the US I’d definitely retain you and your firm’s services because of these videos - savvy business move!

[ZelenoJabko]

Wow, you really went in depth. This is so rare to see.

[roz]

Thank you for this video. Video kind of says what i'm thinking but would never dare tell any of my family members or friends.

[ildefonsovilar]

That's how i build two solid portfolios. A growth/ tech portfolio and a DGI portfolio.. using leverage. I'm so grateful for the access to margin...

[sdzbwxp]

Tax can play a big part in leverage investment. Say a home owner makes good employment income, and is at 50% marginal tax bracket. He can borrow against his home equity at 4%. Given the interest is tax deductible, the effective cost of borrowing is only 2%. I agree that the key is to stay invested for a long period of time.

[mikep]

I see several very smart CFP's coming out of the Lower Mainland in B.C. Your videos are 'no-selling' knowledge packages. They are great! Please keep them up.

[arthurobrien]

As someone who is decades away from retirement, this is really interesting to know. Wouldn't go all in with my knowledge, though.

[robertmaxwellproduce]

Great video man! No bullshit just straight facts. I subbed after watching the first 150 seconds

[jordanlaboucane]

Clear, concise and a rational reminder as always.

[alecubudulecu]

love your videos.. good stuff.... you have a great way of explaining complex topics in a simple manner that is easy to understand., but also you go into depth on topics that I find I already know... so i'm always learning. plus you project well and good audio. (I listen to you while at gym or driving... so audio is more important than what people show in the videos to me)

[joelongweichen]

Excellent video, especially that last bit on leveraged ETFs. I learned the hard way how significant time decay can be a few years ago. Keep up the great videos.

[NorskKiwi]

Great video as always Ben. Listened to my first episode of your podcast the other day too (GJ on the catch up info, seems I tuned in at the right time).

[lucamaurelli]

Thank you so much for the valuable information. I hope my leveraged gratitude is not already priced in the common words I used. I'm not a native English speaker. 🙏🙏🙏