“The other really big piece over that specific period was low financing costs. Low interest rates. ... high returns, low volatility were big pieces of it.”

Benjamin Felix · The Rational Reminder Podcast · The Truth About Leveraged ETFs

Play from 16:13
16:13

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What was described

attributes strong leveraged-ETF returns from 2009-2026 to three factors: low volatility, low financing costs, and favorable start-date timing

Said nearby on the same subject

“It gives exposure to international equities… companies that have high return on equity, low financial leverage and stable year-on-year earnings growth… provide defensive characteristics and historically outperformed during periods of higher market volatility.”
♫
Said on Australian Finance Podcast
Why it worked Share this moment
“You really need to look at the weighted average total cost of your portfolio… if you can keep it around about 0.3% of a percent, I think that it would suggest… low-cost traditional indexing plus some factor-based indexing”
SW
Stuart Weems
Investopoly ·
How they work 0.3% expense ratio Share this moment
“If you're in your 20s and you go and you change your superfund to a good low cost superfund, versus staying in the default one ... that compounding effect is significant by the time you reach retirement”
TC
Tahli Cavagnino
Australian Retirement Podcast ·
Contrarian take Share this moment
“Low cost index funds… you’re competing with a PhD in liquid dynamics from MIT… with supercomputers and AI.”
SG
Scott Galloway
BiggerPockets Real Estate Podcast ·

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