The Effects of Leveraged Funds on Portfolio Performance

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In our first portfolio comparison portfolio, one is comprised of 26% UPRO, the leveraged stock fund. The second and third portfolios actually have greater drawdowns at 20 and 23%. And then we put 15% in this BTAL that we're talking about here, this market neutral anti-beta fund.

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