While 20% gains in the S&P 500 are not uncommon, as circled below, back-to-back 20% gains have only occurred three times since 1950. The most recent back to back 20%+ gain was 2023 and 2024. Accordingly, given the rare performance
January 2, 2025
Double digit returns2024 proved to be another successful year for LI investors. Top Performer: The Universal Investment Strategy 3x Leverage was the top performer, reaching an solid 38.6% return. This leveraged version of the core Universal Investment Strategy is an intelligent equity/bond/gold portfolio that adapts