ETF Portfolio Management Launches Ultra Portfolio
A Concentrated Multi-Strategy Solution Designed to Maximize Performance
THOUSAND OAKS, CA; February 2, 2026– ETF Portfolio Management (ETF PM) today announced the launch of the Ultra Portfolio (UP), a new absolute return strategy designed to maximize performance through a concentrated, multi-strategy investment process.
Ultra Portfolio seeks to generate strong long-term returns by combining leveraged ETFs and individual stocks within a proprietary rotation system. The strategy integrates tactical exposure to indexing, risk parity, and trend-following approaches, allowing the portfolio to dynamically adapt to changing market conditions.
“Many investors view high portfolio concentration as a risk, although it can enable stronger performance at times,” said David Kreinces, ETF PM’s founder and portfolio manager. “We believe investors will be very pleased to learn how the disciplined use of portfolio concentration can deliver outstanding results when applied efficiently.”
Ultra Portfolio (UP)
Over the past seven years, ETF PM has developed and refined the concentrated multi-strategy framework used in the Ultra Portfolio. While UP may allocate to diversified ETFs at times with 3x leverage, it also has the flexibility to concentrate fully in a single equity position, with leverage of up to 2x. The portfolio employs a strict risk-control process in order to target annual returns above 20%, with a defined risk limit target of 15%.
“Given the efficiency of using portfolio concentration and selective use of leverage, the mechanics of UP may deliver extraordinary outperformance during certain market environments,” Kreinces added. ETF PM charges a 2.0% advisory fee for the Ultra Portfolio, and no performance fee.
Tactical 3x (T3)
ETF PM’s Tacitcal 3x (T3) strategy follows a diversified approach similar to the firm’s flagship portfolio, Max Alpha (MA). With the introduction of the concentrated Ultra Portfolio as a more complementary solution, ETF PM plans to rotate all remaining client assets from T3 into Max Alpha.
Absolute Return Strategies
ETF PM specializes in active absolute return portfolios that combine multiple leading investment strategies. The firm offers two dynamic multi-strategy solutions that have repeatedly delivered effective asset protection during challenging market environments.
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