LeaderPortfolio
investing

Leverage

Using borrowed capital to amplify potential returns on an investment.

Leverage in investing means using borrowed money to increase the potential return of an investment. For example, if an investor has $1M and borrows another $1M to invest $2M total, a 10% gain on the full investment yields $200K — a 20% return on the original $1M. But leverage also amplifies losses: a 10% decline yields a -20% return.

Private equity firms routinely use leverage in leveraged buyouts (LBOs), often financing 50–70% of an acquisition with debt. Hedge funds use leverage through margin borrowing and derivatives.

Many billionaires use low-interest loans against their stock portfolios as a tax-efficient way to access liquidity without selling shares (and triggering capital gains taxes).