This series describes Mike’s Smith Maneuver or leveraged investment plan in detail.
- “My Grand Plan” – Describes the basic Smith Maneuver plan and includes a spreadsheet with detailed calculations.
- “The Risks” – Goes over all the various risks involved with this plan.
- “Interest rate exposure” – Covers a risk analysis calculation to determine how much I can safely borrow.
- “Exit strategies” – What are the possible outcomes of the leveraged plan?
- “There’s a fine line between good and evil” – Comment on the philosophy of leverage.
- Why I ended the Smith Manoeuvre – All good things must come to an end.
9 replies on “Smith Maneuver”
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Have you considered using futures/ or ultra longETF’s/ in order to leverage your portfolio?
Hi DGI – I haven’t considered futures or ultra long ETFs. They would certainly be a valid way to do it but I find that using a HELOC is the easiest way for me.
The other factor is taxes – dividends in Canadian companies are taxed much less heavily so my plan involves buying only Cdn dividend stocks.
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