Over the past few years, Talbot Stevens has written 86 Strategy Sheets, many based on his research of conservative leverage or "borrowing to invest".

Please note that although the figures in the Strategy Sheets were accurate at date of printing, some details may not be current, due to subsequent regulatory/rate changes, etc. 

Strategy Sheets

• Conservative Leverage $165,000 Better Than RRSPs (June 1995)
• What is Conservative Leverage (July 1995)
• Leverage Breakeven Point Lower (July 1996)
• Leverage Risk Decreases Over Time (August 1996)
• When Leverage is Better Than Unleveraged Investing (January 1997)
• Dispelling the Myths of Leveraged Investing (May 1999)
• When Leveraging Equity Funds Makes Sense (June 1999)
• Do You Use Power Tools (January 2000)
• Understanding and Dealing With Margin Calls (May 2000)
• Reducing the Risks of Borrowing to Invest (October 2000)
• Clarifying Tax Deductibility When Borrowing to Invest (May 2001)
• Is Conservative Leverage Less Risky Than No Leverage (October 2001)