Research: Publications on Leveraged Investing

Task

• Deep, exhaustive research on all forms of publications on the topic of leveraged investing or borrowing to invest, and alternative phrases (see below)
• ONLY for retail (and HNW) investors, NOT professional money managers
• IGNORE real estate investing, and options strategies
• Scope
  • books (including self-published), white papers, academic papers (for retail investors ONLY), blogs, courses
  • published after 1975
• produce McKinsey-quality report (comprehensive bibliography with annotations) in markdown format, citing sources
• sort results by country: U.S., Canada, Australia (uses term gearing), …
  • then sort results by publication type
• sort by relevance rating, quality/credibility of source, if possible
• include key finding summary for each
• search English-speaking countries first, then other developed world countries (Germany, France, and other capitalistic regions), translated works also if practical

Context

• alternative phrases for “borrowing to invest” to search
  • leveraging (in context of investing)
  • leveraged investing
  • other people’s money
  • “leveraged portfolio strategy”
  • “leveraged ETF investing”
  • “leveraged equity strategy”
  • “using leverage in investing”
  • smart debt
  • “use of debt in investing”
  • “debt‑financed investing”
  • “margin loan strategy”
  • Smith Manoeuvre
  • NAB Equity Builder
  • Lifecycle Investing
  • NTSX, HFEA
  • “securities‑based lending”
  • “securities‑backed line of credit”
  • “margin investing”
  • “investment loan strategy”
  • “amplifying returns with leverage”
  • gearing
  • geared investing
  • geared ETFs
  • “structured leverage products”
  • “interest‑deductible investment loan”
  • “using borrowed funds to invest”
  • “using debt to build wealth”
  • “using debt to buy investments”
  • “portfolio leverage”
  • “return stacking”
  • “capital efficient investing”
  • “portable alpha”
  • “risk parity” (retail context)
  • “leveraged buy and hold”
  • “time diversification with leverage”
  • “lombard loan” / “lombard lending” (European term)
  • “pledged asset line” (PAL)
  • “investment line of credit”
  • “HELOC to invest” (borrowing against home equity to invest in markets)
  • “Cashdam strategy” (Canadian, variant of Smith Manoeuvre)
  • “tax-deductible interest investing” (Canada/Australia)
  • “debt recycling” (Australian term)
  • “Hedgefundie’s Excellent Adventure” (spell out HFEA)
  • “leveraged all-weather portfolio”
  • “borrowing to invest in index funds”