ETF Rebalancing Calculator

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Leveraged

TQQQ

ProShares UltraPro QQQ

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ProShares UltraPro QQQ (TQQQ) is an exchange-traded fund that provides investors with exposure to leveraged or inverse market exposure. It carries an expense ratio of 0.86%.

Category

Leveraged

Dividend Yield

0%

Expense Ratio

0.86%

Holdings

0

Dividend History

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Top Holdings

1Nasdaq 100 Swap Contracts
2Futures Contracts

Key Features

  • 3x leveraged
  • Daily rebalancing
  • For short-term trading
  • High volatility

Advantages

  • High returns in bull markets
  • Large exposure with small capital
  • Hedging strategies available

Risks

  • Extremely high volatility
  • Depreciation during long-term holding
  • Losses due to compounding effects
  • High management expense

Rebalancing Strategy

For short-term trading; avoid long-term holding; keep below 5% of portfolio

TQQQ Investment Analysis

TQQQ (ProShares UltraPro QQQ) is a Leveraged ETF comprising 0 holdings. It has an expense ratio of 0.86% and a dividend yield of 0%. The expense ratio is relatively high, so consider costs relative to returns.

This ETF focuses on capital growth rather than dividend income.

TQQQ can play an important role in your portfolio. Due to its concentrated nature, consider combining it with other ETFs for diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

Need to rebalance your portfolio?Go to Rebalancing Calculator