Come costruire un Portafoglio 90/60 (e perché batte l’S&P 500)
This video's in-depth analysis examines the dynamics of the NTSX ETF, a financial product designed to optimize capital efficiency by combining 90% exposure to the S&P 500 Index with 6x leverage on the remaining 10% invested in US Treasury bond futures. Through a rigorous historical simulation, refined to reflect the costs and structure of UCITS products accessible to European investors, a technical comparison is provided between the NTSX, a traditional 60/40 portfolio, and a 100% equity investment. The analysis highlights how, despite greater volatility and deeper drawdowns in critical scenarios for the bond sector—such as in 2022—this instrument has historically offered superior median returns and an extremely competitive risk-return profile (Sharpe ratio) over ten- and twenty-year time horizons. Finally, the focus shifts to understanding distribution metrics, highlighting how the leveraged architecture of the NTSX can act as a catalyst for long-term capital growth, provided that the inherent complexity of debt costs and market fluctuations is managed. __________________________________________________________________ Source: NTSX vs SP500 link https://testfol.io/?s=6gzG0XAwpDh NTSX vs 60/40 link https://testfol.io/?s=51pDUg425ca JustETF https://www.justetf.com/it/etf-profil... NTSX UCITS https://www.wisdomtree.eu/it-it/etfs/... https://api.fundinfo.com/document/acd... NTSX not UCITS https://www.wisdomtree.com/investment... https://www.wisdomtree.com/investment... __________________________________________________________________ Playlists and Videos by Reference: • NTSG: ottimo ETF, ma quei CRITERI ESG... p... • Perché creo BOND LADDER con DURATION 3 ANN... • CL2: Perché il 2x giornaliero NON RADDOPPI... • CROLLO OBBLIGAZIONARIO: costa sta accadend... • Costi reali degli ETF: TER, tracking diffe... __________________________________________________________________ TIMESTAMP 0:00 - What is NTSX: 90/60 Exposure and Fund Structure 1:17 - The Bond Component: Futures and Leverage Summary 2:06 - Simulation Methodology and Historical Reconstruction (Testfolio) 2:51 - Cost of Debt: Overnight Rate and Spread Analysis 6:10 - Comparative Analysis: NTSX vs. Traditional 60/40 Portfolio 8:35 - Sharpe Ratio and 5-Year Risk-Adjusted Returns 11:55 - NTSX vs. 100% Equity (S&P 500): 10-Year Rolling Returns 14:22 - Mean vs. Median: Analysis of the Distribution of Returns 16:31 - Performance Evolution over 20-Year Horizons 17:55 - Historical Drawdown Analysis and Fund Resilience 18:53 - Summary of Statistical Evidence and Final Conclusions __________________________________________________________________ 📩 Contact me by email to discuss independent financial advice and see how I can help you: [email protected]

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