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Risk Parity Radio

Episode 118: An Analysis Of SWAN, The "Black Swan" ETF

Sep 8, 2021
21:53

In this episode we analyze the Amplify Black Swan Growth & Treasury Core ETF, ticker symbol SWAN, 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?

Additional Links:

SWAN FAQ:  Amplify_SWAN_faqs.pdf (amplifyetfs.com)

SWAN Prospectus:  https://www.amplifyetfs.com/Data/Sites/6/media/docs/swanpartf.htm

SWAN Review Article:  SWAN - A Review of the Amplify BlackSwan ETF for Downturns (optimizedportfolio.com)

Analysis of Synthetic SWAN vs Levered Golden Ratio Portfolio:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

Analysis of Synthetic SWAN vs. SWAN-based Levered All Weather Portfolio:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

The NTSX Episodes are Episodes 59 and 61.

RPR Sample Portfolios:  Portfolios Page | Risk Parity Radio

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