Optimize Your Leverage

This report outlines strategic borrowing as a method to enhance liquidity, optimize tax positioning, and improve diversification. It emphasizes that while leverage can boost returns, it requires proactive management and stress testing to prevent forced sales during market downturns.

Key Takeaways

• 1.Borrowing strategies can mitigate tax drags, improve returns, and enhance diversification if managed carefully.
• 2.Maintain borrowing capacity as a buffer to avoid selling assets during market downturns.
• 3.Borrowing risks include margin calls and the potential to amplify losses; proactive management is required.

Table of Contents

• Strategic: Optimize your leverage
• Borrowing can help with:
• Global asset class preferences definitions
• Appendix

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