Portfolio Strategies Center

Welcome to the Direxion Funds Portfolio Strategies Center.

The Direxion Strategy Series has been designed to illustrate the benefits of numerous strategies used to implement an active investment approach. These strategies may be useful in reducing volatility and increasing portfolio performance. (click on name to view)

Hedging
Long Short Relative Value
Portable Alpha
Partial Leveraging
Tax Loss Harvesting
Hedging

Hedging is the strategy of purchasing an inversely related investment to reduce the risk of adverse price movements. A hedge can help protect gains and reduce volatility in a declining or volatile market.
Long Short Relative Value

A Long/Short Relative Value Strategy is used to take advantage of a perceived mismatch between the relative value of two investments. It allows an investor to have selective participation in the market with protection against excessive market volatility.
Portable Alpha

The Portable alpha strategy has traditionally been implemented by institutional investors to add diversification to a portfolio while maintaining equivalent exposure to the original allocation. By employing leverage to free up capital, proceeds are typically invested into alpha generating, non-correlating assets.
Partial Leveraging

Leverage can allow an investor to maintain additional exposure to a position with the same or reduced amount of capital. A partial leveraging strategy is used to increase exposure to an underlying investment through the use of a leveraged investment.
Tax_Loss_Harvesting

Effectively managing the tax implications of clients' portfolios has become an increasingly pivotal aspect of portfolio management for advisors who seek to increase value-added services to their practice. Advisors can implement tax loss harvesting principles to clients' portfolios to reduce year-end tax liability. If properly implemented, it can not only save your clients taxes, but also further diversify their holdings.

To discuss these strategies and how they may best fit into your investment approach, please contact us at info@direxionfunds.com.