Overall asset allocation > 100%

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  • #80489
    taran21
    Participant

    Hi,

    I’ve built portfolio from next strategies:
    DOW30 63.0%
    UISx3 16.0%
    USMarket 21.0%
    TOTAL: 100%

    But when I look into the assets it’s greater >100%:
    DIA 8.4%
    GLD 37.1%
    MRK 9.5%
    PG 9.5%
    SPXL 3.2%
    TIP 15.1%
    TMF 8.0%
    VZ 9.5%
    WMT 9.5%
    Total 109.8%

    Is that expected? I’ve tried some other portfolio combination, but it was >100% as well…

    #80492

    UISx3 is a leveraged strategy. It used to use a 3x leveraged gold ETF, but it was recently discontinued, so now it requires using account leverage (margin) instead. As an alternative, UISx2 does not require account leverage.

    Other than MYRS, which requires shorting an ETF, the other strategies use 100% long allocations.

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