The Effect of Tesla on the Stock Market

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It is an exchange traded fund that trades on any of the stock exchanges, so it's easy to buy or sell just like any other ETF or stock. It goes through all the 10 sectors of the market and takes a little mini basket of each one of those to sort of equalize the whole thing out. At the same time, it is also taking short positions or selling the other side of that, so it'm selling things like Tesla. The purpose of it would be to dampen volatility of a stock portfolio. So this effect acts as a kind of insurance, because when the stock market's going down, this thing goes up,. When the stock market’s going up, 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:
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