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We examine strategically incorporating broad stock market leveraged exchange-traded funds (LETFs) into investment portfolios. We demonstrate that easily understandable and implementable strategies can enhance the risk-return profile of a…

Computational Finance · Quantitative Finance 2025-06-25 Peter Forsyth , Pieter van Staden , Yuying Li

Leveraged Exchange Traded Funds (LETFs), while extremely controversial in the literature, remain stubbornly popular with both institutional and retail investors in practice. While the criticisms of LETFs are certainly valid, we argue that…

Computational Finance · Quantitative Finance 2025-03-25 Pieter van Staden , Peter Forsyth , Yuying Li

A leveraged ETF is a fund aimed at achieving a rate of return several times greater than that of the underlying asset such as Nikkei 225 futures. Recently, it has been suggested that rebalancing trades of a leveraged ETF may destabilize the…

Trading and Market Microstructure · Quantitative Finance 2020-10-27 Isao Yagi , Shunya Maruyama , Takanobu Mizuta

The growth of the exhange-traded fund (ETF) industry has given rise to the trading of options written on ETFs and their leveraged counterparts {(LETFs)}. We study the relationship between the ETF and LETF implied volatility surfaces when…

Computational Finance · Quantitative Finance 2015-04-16 Tim Leung , Matthew Lorig , Andrea Pascucci

A common belief is that leveraged ETFs (LETFs) suffer long-term performance decay due to \emph{volatility drag}. We show that this view is incomplete: LETF performance depends fundamentally on return autocorrelation and return dynamics. In…

Statistical Finance · Quantitative Finance 2025-04-30 Chung-Han Hsieh , Jow-Ran Chang , Hui Hsiang Chen

When trading incurs proportional costs, leverage can scale an asset's return only up to a maximum multiple, which is sensitive to its volatility and liquidity. In a model with one safe and one risky asset, with constant investment…

Portfolio Management · Quantitative Finance 2019-01-29 Paolo Guasoni , Eberhard Mayerhofer

This paper studies the general relationship between the gearing ratio of a Leveraged ETF and its corresponding expense ratio, viz., the investment management fees that are charged for the provision of this levered financial service. It must…

Theoretical Economics · Economics 2022-10-24 Alex Garivaltis

We investigate quantitatively the so-called leverage effect, which corresponds to a negative correlation between past returns and future volatility. For individual stocks, this correlation is moderate and decays exponentially over 50 days,…

Condensed Matter · Physics 2007-05-23 Jean-Philippe Bouchaud , Andrew Matacz , Marc Potters

This paper studies the long-term growth rate of expected utility from holding a leveraged exchanged-traded fund (LETF), which is a constant proportion portfolio of the reference asset. Working with the power utility function, we develop an…

Mathematical Finance · Quantitative Finance 2016-12-06 Tim Leung , Hyungbin Park

This paper characterizes the equilibrium in a continuous time financial market populated by heterogeneous agents who differ in their rate of relative risk aversion and face convex portfolio constraints. The model is studied in an…

General Finance · Quantitative Finance 2018-06-19 Tyler Abbot

We build a simple model of leveraged asset purchases with margin calls. Investment funds use what is perhaps the most basic financial strategy, called "value investing", i.e. systematically attempting to buy underpriced assets. When funds…

Statistical Finance · Quantitative Finance 2010-01-11 Stefan Thurner , J. Doyne Farmer , John Geanakoplos

Daily leveraged exchange traded funds amplify gains and losses of their underlying benchmark indexes on a daily basis. The result of going long in a daily leveraged ETF for more than one day is less clear. Here, bounds are given for the…

Mathematical Finance · Quantitative Finance 2023-12-19 Hayden Brown

Commodity exchange-traded funds (ETFs) are a significant part of the rapidly growing ETF market. They have become popular in recent years as they provide investors access to a great variety of commodities, ranging from precious metals to…

General Finance · Quantitative Finance 2016-11-01 Kevin Guo , Tim Leung

The leverage effect-- the correlation between an asset's return and its volatility-- has played a key role in forecasting and understanding volatility and risk. While it is a long standing consensus that leverage effects exist and improve…

Statistical Finance · Quantitative Finance 2017-12-12 Kenichiro McAlinn , Asahi Ushio , Teruo Nakatsuma

Utility based methods provide a very general theoretically consistent approach to pricing and hedging of securities in incomplete financial markets. Solving problems in the utility based framework typically involves dynamic programming,…

Probability · Mathematics 2008-12-10 M. R. Grasselli , T. R. Hurd

This paper studies the empirical tracking performance of leveraged ETFs on gold, and their price relationships with gold spot and futures. For tracking the gold spot, we find that our optimized portfolios with short-term gold futures are…

Statistical Finance · Quantitative Finance 2015-01-23 Tim Leung , Brian Ward

Multifractal processes are a relatively new tool of stock market analysis. Their power lies in the ability to take multiple orders of autocorrelations into account explicitly. In the first part of the paper we discuss the framework of the…

Other Condensed Matter · Physics 2008-12-02 Zoltan Eisler , Janos Kertesz

We propose a versatile Monte-Carlo method for pricing and hedging options when the market is incomplete, for an arbitrary risk criterion (chosen here to be the expected shortfall), for a large class of stochastic processes, and in the…

Condensed Matter · Physics 2007-05-23 Benoît Pochart , Jean-Philippe Bouchaud

This paper empirically analyzes a dataset published by the European Banking Authority. Our main aim was to study how the Leverage Ratio is affected by adverse financial scenarios. This was be followed by observing how Leverage Ratio…

Risk Management · Quantitative Finance 2022-06-27 Jatin Dhingra , Kartikeya Singh , Siddhartha P. Chakrabarty

We present a simple agent-based model of a financial system composed of leveraged investors such as banks that invest in stocks and manage their risk using a Value-at-Risk constraint, based on historical observations of asset prices. The…

Economics · Quantitative Finance 2014-08-19 Christoph Aymanns , J. Doyne Farmer
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