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Does WealthBar use any short selling or leverage in your Portfolios?

Private Investment Portfolios may use limited (less than 10%) short selling and leverage to enhance returns and reduce volatility.  Historically the Private Balanced Portfolio has returned 8% return with half the volatility of a balanced benchmark.

Short selling has the risk of skewed payoff which is contrary to long term trends. There is the potential of losses magnifying as the security being shorted has unlimited upside potential. In addition shorting involves significant costs which include margin interest, borrowing costs, dividend payments and other payments. 

Leverage can magnify both returns and losses. In addition there is a cost of borrowing which may reduced the potential return. 

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