SWAN News and Press, Amplify ETF Trust BlackSwan Growth & Treasury Core From 10/07/21

SWAN is a great choice for investors seeking protection against severe losses while benefiting from uncapped investment gains on the S&P 500. The strategy has proved it can provide protection in late 2018 and during the March 2020 bear market. SWAN applies a "barbell strategy"...

Market strategists at several institutions have started to strike a more cautious note on the outlook for US equities in recent days. Since its last record high close on September 2, the S&P 500 has fallen 2.3% through September 17 as the spread of the Delta variant clouds expecta...

Last month, I split my ranking system into individual rankings for fifteen different groups of funds based Mutual Fund Observer Metrics. Separate Rankings are calculated for Mixed-Asset, Uncorrelated, Defensive, Value, Inflation, Yield, Global Equity, Global Bonds, International Equit...

As the Covid-19 Delta variant spreads globally, investors and savers need to consider instruments that can reduce beta and risk. Amplify's BlackSwan ETF offers risk-conscious market participants a simple way to hedge market risk. With a beta of 0.30 and a sharpe ratio of 1.93, SWA...

I have screened 19 funds one to three years old that have over $100M in assets using the Mutual Fund Observer Multi-Screen Tool. All but three of these funds have lower risk than the S&P 500 as measured by the Ulcer Index. These funds either have positive three-month trends o...

A reader asked for my thoughts on GDMA. GDMA is a multi-asset class actively-managed ETF. An overview of the fund follows. For further details see: GDMA: No Clear Benefits Or Advantages, No Reason To Buy

The heading refers to the number of times I had holes made in my Baby Bonds/PFDs ladder due to Calls and the trades I had to do to fix it. The biggest "trades" during the quarter were the ones I failed to pull the trigger on. These “mistakes” are covered. I have deci...

A market correction may have begun. Several exchange-traded products claim to provide tail risk insurance or attempt to inverse the performance of market indices. How did they perform in the recent volatility related to bonds selling off? We compare several types of products again...

Amplify's BlackSwan ETF has failed to produce better returns on the market's pullback. But there are good reasons for the underperformance. SWAN will work its magic if for once the S&P 500 falls further, while the fund will continue to be fully exposed to rising yields. Invest...

ISWN, based on the S-Network International BlackSwan Index, began trading on the NYSE on January 26, 2021. Its US predecessor, SWAN, performed admirably during the market swoon in the spring of 2020 and has offered superior risk-adjusted returns compared to the S&P 500. While ...