How to Be Successful With a Quant Fund

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Sonia: If you were a trader and had some crystal ball that told you when the stock market was going to go up or down, my name's Sonia. You could buy or sell this and make money whenever the stock market went down. But for the rest of us, if we're going to use this at all in a portfolio, we would be using it as some kind of insurance. The people getting a cut are AGF,. Got these quant funds and they are getting this large expense ratio of 2.57%. So they're being well compensated for this thing. Other than that, there's no real way to be successful with this.

In this episode we analyze the AGFiQ US Market Neutral Anti-Beta Fund ETF, ticker symbol BTAL, using David Stein's Ten Questions to Master Investing, which are:

1. What is it?
2. Is it an investment, a speculation, or a gamble?
3. What is the upside?
4. What is the downside?
5. Who is on the other side of the trade?
6. What is the investment vehicle?
7. What does it take to be successful?
8. Who is getting a cut?
9. How does it impact your portfolio?
10. Should you invest?

This fund analysis was suggested/requested by listener Javen S.

Additional Links:

BTAL Fact Sheet: AGFiQ U.S. Market Neutral Anti-Beta Fund - - Fund Profile

BTAL Prospectus: AGFiQ Annual Prospectus

BTAL Correlation Matrix: Asset Correlations BTAL (portfoliovisualizer.com)

Backtest Golden Butterfly Portfolio Example: Backtest GB Portfolios (portfoliovisualizer.com)

Backtest Golden Ratio Portfolio Example: Backtest GR Portfolios (portfoliovisualizer.com)

Backtest Leveraged Portfolios Examples:
tinyurl.com/8t62zjhk