JOURNAL ARTICLE

Obtaining Leveraged Returns in a Retirement Account.

  • Published In: Journal of Investing, 2024, v. 33, n. 6. P. 96 1 of 3

  • Database: Business Source Ultimate 2 of 3

  • Authored By: Stollman, Jeff 3 of 3

Abstract

A leveraged-index fund structure is presented that does not require reindexing and does not suffer from path dependence. As such, it is appropriate for long-term investment, including being suitable for retirement accounts because investors will never lose more than their initial investment. By applying this leveraged fund structure to an index, such as the S&P 500 or Dow Jones Industrial Average, that is designed to rise over the long term, investors can obtain outsized returns that beat market averages. [ABSTRACT FROM AUTHOR]

Additional Information

  • Source:Journal of Investing. 2024/10, Vol. 33, Issue 6, p96
  • Document Type:Article
  • Subject Area:Business and Management
  • Publication Date:2024
  • ISSN:1068-0896
  • DOI:10.3905/joi.2024.1.322
  • Accession Number:180302626
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