Leveraged ETFs – Issues to Understand

QQQ, on a dividend-adjust basis, is now up over 52% on the year and just made new highs. This can be seen in the monthly chart below. Meanwhile, TQQQ, which is the 3x version of QQQ, is up over 185% ytd (through 12/13/23). That’s a huge run, and on the surface it would seem to […]
Introducing Mark Taylan

Mark Taylan specializes in assisting high net worth families with their investment planning needs in and around the California Bay Area. He has worked with CA360 since 2018, and has practiced as a licensed investment advisor since 2002. Mark’s offices are located in Morgan Hill, California. Learn more about Mark and CA360 below: Individualized Planning […]