Episode 118: An Analysis Of SWAN, The "Black Swan" ETF
OwenJay👑
Description
<p>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:<br/><br/>1. What is it?<br/>2. Is it an investment, a speculation, or a gamble?<br/>3. What is the upside?<br/>4. What is the downside?<br/>5. Who is on the other side of the trade?<br/>6. What is the investment vehicle?<br/>7. What does it take to be successful?<br/>8. Who is getting a cut?<br/>9. How does it impact your portfolio?<br/>10. Should you invest?<br/><br/>Additional Links:<br/><br/>SWAN FAQ: <a href='https://www.amplifyetfs.com/Data/Sites/6/media/docs/Amplify_SWAN_faqs.pdf'>Amplify_SWAN_faqs.pdf (amplifyetfs.com)</a><br/><br/>SWAN Prospectus: https://www.amplifyetfs.com/Data/Sites/6/media/docs/swanpartf.htm<br/><br/>SWAN Review Article: <a href='https://www.optimizedportfolio.com/swan/'>SWAN - A Review of the Amplify BlackSwan ETF for Downturns (optimizedportfolio.com)</a><br/><br/>Analysis of Synthetic SWAN vs Levered Golden Ratio Portfolio: <a href='https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=2&startYear=1985&firstMonth=1&endYear=2021&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=1&absoluteDeviation=5.0&relativeDeviation=25.0&reinvestDividends=true&showYield=false&showFactors=false&factorModel=3&portfolioNames=true&portfolioName1=100%25+Synthetic+SWAN&portfolioName2=Synthetic+SWAN+with+GLD&portfolioName3=Synthetic+Levered+Golden+Ratio&symbol1=SPY&allocation1_1=70&allocation1_2=59.5&allocation1_3=32&symbol2=IEF&symbol3=CASHX&allocation3_1=-60&allocation3_2=-60&allocation3_3=-60&symbol4=VBIIX&allocation4_1=90&allocation4_2=76.5&allocation4_3=7&symbol5=GLD&allocation5_2=24&allocation5_3=26&symbol6=I
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Episode 118: An Analysis Of SWAN, The "Black Swan" ETF
OwenJay👑