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SWAN / SWAN: Updating The Investment Thesis

SWAN: Updating The Investment Thesis
SWAN's allocation to bonds is too large. As a result, it has underperformed the S&P 500 at a moment in time where it should have provided protection. Given uncertainties surrounding future inflation and monetary policy, I believe owning bonds today is unappealing from a risk-reward perspective. Read More
Posted: Apr 24 2022, 05:15
Author Name: Seeking Alpha
Views: 111952

SWAN News  

SWAN's Deep Dive Likely Over

By Seeking Alpha
October 24, 2023

SWAN's Deep Dive Likely Over

Amplify's SWAN was launched on November 6, 2018, meeting all expectations through the December 2018 market swoon, the market's 2019 recovery, and with more_horizontal

SWAN: Replay Of Stock/Bond Correlation Drawdown

By Seeking Alpha
October 4, 2023

SWAN: Replay Of Stock/Bond Correlation Drawdown

The Amplify BlackSwan Growth & Treasury Core ETF has performed poorly, declining over 8% in total returns compared to the S&P 500's 5% drawdown. The S more_horizontal

VDC: Vanguard's Consumer Staples ETF - A Swan Fund For Nervous Nellies

By Seeking Alpha
July 31, 2023

VDC: Vanguard's Consumer Staples ETF - A Swan Fund For Nervous Nellies

Consumer staple companies are considered "defensive" due to steady demand for their products during weak economic times as well as their ability to in more_horizontal

SWAN: Duration Risk Not Well Advertised

By Seeking Alpha
July 12, 2023

SWAN: Duration Risk Not Well Advertised

SWAN: Duration Risk Not Well Advertised more_horizontal

SWAN: Now Is A Good Time To Own

By Seeking Alpha
April 18, 2023

SWAN: Where Treasuries And Call Options Combine To Create A Unique ETF

By Seeking Alpha
February 7, 2023

SWAN: Where Treasuries And Call Options Combine To Create A Unique ETF

SWAN offers a unique, simple strategy that combines a core position in US Treasury securities with call options on the S&P 500 ETF. This combination p more_horizontal

SWAN Vs. NUSI: Which Is The Better Sell?

By Seeking Alpha
November 21, 2022

SWAN Vs. NUSI: Which Is The Better Sell?

We have explained our logic previously as to why both SWAN and NUSI are funds you should avoid. The results speak for themselves. more_horizontal

When SWANs Fall

By Seeking Alpha
June 1, 2022

When SWANs Fall

SWAN is an ETF that aims to capture the upside in the S&P 500 Index with a hedged downside profile. The fund is relatively new, coming to market in No more_horizontal


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