Leveraged Momentum, LLC, develops and offers correspondence courses, a newsletter, and other information products teaching the principles of personal finance and investing.
Leveraged Momentum is a proprietary investing system that seeks to beat the market over the long term by buying assets that are more likely to increase in the near future and avoiding assets that are less likely to increase in the near future. By avoiding assets that are less likely to increase in the near future, the system also seeks to avoid most of the losses buy-and-hold investors experience during corrections, bear markets, and other declines.
Leveraged Momentum consists of the Optimum Mix of two strategies: FANGEtc Momentum and Leveraged Index. The Optimum Mix is determined by calculating the percentage of the overall balance that should be invested in each ETF or stock based on the recent performance of those strategies relative to each other, the current positions indicated by each strategy, and the current overall performance of the strategies. While the Optimum Mix may underperform an individual strategy during some periods, the Optimum Mix tends to be more diversified, tends to outperform during bear markets, and tends to provide more consistent performance over longer periods that include bear markets.
The Leveraged Momentum Update newsletter is sent every sixth trading day. The Optimum Mix and the FANGEtc Momentum and Leveraged Index strategies require evaluation (and any indicated trading) on that sixth trading day. The Leveraged Bands strategy requires evaluation (and any indicated trading) each trading day if implemented individually (outside of the Optimum Mix).
Greetings from Nashville, Tennessee! I’m Pete Nikolai, and I’m the founder of Leveraged Momentum, LLC, and the developer of the Leveraged Momentum investing system. I am also the author of the Leveraged Momentum course and newsletter.
I’ve been in the book publishing industry since 1991, working in a variety of roles including sales, product development, and management. I live in Nashville with my wife Amelia, and I enjoy researching, reading, and writing while walking on my treadmill desk, doing P90X3 workouts, traveling, hiking, and volunteering as a budget coach with Habitat for Humanity and a mentor with American Corporate Partners (ACP).
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