Christian Magoon, Founder & CEO of Amplify ETFs, Dan Cupkovic, Director of Investments at ARGI Financial and Kevin Simpson, Founder & Chief Investment Officer of Capital Wealth Planning weigh in on the current state of the market, and strategies to manage downside risk, while still participating in market upside.
Equity valuations are at all-time highs, market volatility persists and there are many question marks surrounding the overall health of the U.S. economy following the lingering effects of Covid and pullback of government stimulus. Many fear that we are nearing a correction or drawdown, while others see a potential for continuous long-term growth.
The Amplify BlackSwan Growth & Treasury Core ETF is designed to help investors minimize market downside risk, while still seeking growth. Approximately 90% of the ETF will be invested in U.S. Treasuries, while approximately 10% will be invested in SPY LEAP Options in the form of in-the-money calls. SWAN’s investment strategy seeks uncapped exposure to the S&P 500, while buffering against the possibility of significant losses.
Since launching at the end of 2018, SWAN has gathered more than $850 million in AUM. Amplify ETFs, sponsored by Amplify Investments, has over $4.6 billion in assets across its suite of ETFs (as of 6/30/2021). Amplify harnesses the power of the ETF structure to deliver access to unique market segments and innovative investment strategies. Amplify ETFs deliver expanded investment opportunities for investors seeking growth, income, and managed-risk strategies.
To learn more, register & watch Amplify’s webcast: Seeking the Upside when Managing for the Downside. Register Now