Episode 114: An Analysis Of Anti-Beta Fund BTAL
OwenJay👑
Description
<p>In this episode we analyze the AGFiQ US Market Neutral Anti-Beta Fund ETF, ticker symbol BTAL, 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/>BTAL Fact Sheet: <a href='https://www.agf.com/agfiq-files/us/regulatory-documents/fact-sheets/agfiq-btal-ann-en.pdf'>AGFiQ U.S. Market Neutral Anti-Beta Fund - - Fund Profile</a><br/><br/>BTAL Prospectus: <a href='https://www.agf.com/agfiq-files/us/regulatory-documents/agfiq-trust-prospectus-us.pdf'>AGFiQ Annual Prospectus</a><br/><br/>BTAL Correlation Matrix: <a href='https://www.portfoliovisualizer.com/asset-correlations?s=y&symbols=VTI%2C+VIOV%2C+TLT%2C+GLD%2C+REET%2C+BTAL%2C+VIXY%2C+VIXM&timePeriod=2&tradingDays=60&months=36'>Asset Correlations BTAL (portfoliovisualizer.com)</a><br/><br/>Backtest Golden Butterfly Portfolio Example: <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=Golden+Butterfly&portfolioName2=BTAL+Modification&portfolioName3=Portfolio+3&symbol1=VTI&allocation1_1=20&allocation1_2=20&symbol2=IJS&allocation2_1=20&allocation2_2=20&symbol3=TLT&allocation3_1=20&allocation3_2=20&sy
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Episode 114: An Analysis Of Anti-Beta Fund BTAL
OwenJay👑