Higher risk/reward than XEQT in a TFSA. my HEQL/CAUV/ATSX stack?
Looking for some feedback on a 15+ year TFSA portfolio on Wealthsimple. I want higher expected returns than plain 100% XEQT by pairing modest structural leverage (~1.15x net beta) with a solid small-cap value factor tilt.
I'm torn between two setups:
Option 1 (3-Fund Mix)
60% HEQL (1.25x leveraged global equity)
20% CASV (Avantis global small-cap value)
20% ATSX (Accelerate 150/50 long/short)
Option 2 (Clean 2-Fund Factor)
70% HEQL (1.25x leveraged global equity)
30% CAUV (Avantis US small-cap value)
For those holding HEQL, how do you feel about the cash borrowing drag in the current interest rate environment?
Is ATSX’s long/short alpha worth the fee structure and lower liquidity, or is a pure long-only factor like CAUV a cleaner play long-term?
Which of the two setups would you run for pure long-term compounding? (😅 I know just buy xeqt is popular but i want higher risk and reward)
I am very new to stocks btw, I am an engineer who just started with stocks.