I'm legitimately impressed by this video, AWESOME AWESOME JOB man. Great explanation of the SWAN ETF and comparison to similar ideology ETFs, could not believe how much great info you put in the video. Keep it up!
Do you think SWAN could be combined with NTSX for a balanced portfolio? what do you see are the main differences between SWAN and TAIL? would you consider a combination of all three (maybe also with gold) for example?
I'd love to hear your comments about collared etf's, like xclr and qclr, to protect against market turmoil but still benefit from market upside. Also, what are your thoughts about xrmi and qrmi as bond alternatives?
I love your website, but I love the videos even more! Im curious about your thoughts on some other ETF's, especially for people that don't want the derivatives risk of NTSX/HFEA in their portfolio. One example might be OCIO, but it looks like an alternative etf to robo-advisors. Im also curious how to build a portfolio with similar risk to HFEA, but with the Ark Innovation ETF's. Im guessing I could just add an allocation of TLT/IEF and have a market capped allocation of Ark funds. How could I make that better?
Bonds have suffered recently and SWAN is exposed for 90% bonds, and stocks and bonds have been a bit more correlated recently. We haven't seen a major crash for which this fund is designed.
Please explain why the fund has deviated so much from past performance so dramatically this year. Perhaps it is the heavy bond component and bond performance lately. The deviation downward is greater that March-2020...
It could in the right environment, look at its actual performance since it's been active and it does worse which is probably the expected result over the long term.
Sounds like you might be missing the fact that past performance doesn't indicate future performance. Also not sure what you mean by "risk deferred strategy."
I own SWAN. It is not doing well. It is down YTD 21% for 2022. This year has the unusual mix of high inflation and FED interest rate increases. Also, there is low unemployment with an economy that still has high demand but low supply. With that scenario, SWAN is failing to provide asset protection. SWAN seems to work well in an economic slide where interest rates are low, stock prices drop and unemployment increases. Or, when the economy is doing well with low inflation. SWAN is not flying for me!
Indeed, largely unprecedented environment with stocks and bonds dropping at the same time. On the bright side, arguably a good time to buy both while they're on sale.
Again, stop quoting YTD performance, which means nothing. That's probably the stupidest thing on which to base your argument, if we can call it one. I'll repeat what I said in response to your comment on my PSLDX video: I didn't "call" anything, and no one is buying this fund for one year.
