Looking for Protection From the Next 'Black Swan' Event? There's an ETF for That

Looking for Protection From the Next 'Black Swan' Event? There's an ETF for That

Assessment

Interactive Video

Business

University

Hard

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Swan is an investment fund designed to protect against Black Swan events by investing 90% in Treasurys and 10% in Leap Options on the S&P 500. It aims for uncapped exposure to the S&P 500 while minimizing significant losses. Since its debut, Swan has outperformed the S&P 500, rebalances biannually, holds $80 million in assets, and has a 49 basis point expense ratio. It is rated positively by Bloomberg Intelligence.

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5 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What is the primary goal of the Swan fund?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

How does Swan fund aim to protect investors from Black Swan events?

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3.

OPEN ENDED QUESTION

3 mins • 1 pt

What percentage of Swan's assets is invested in Treasurys and Leap Options?

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4.

OPEN ENDED QUESTION

3 mins • 1 pt

When did Swan make its debut and how has it performed compared to the S&P 500?

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5.

OPEN ENDED QUESTION

3 mins • 1 pt

What is the expense ratio of the Swan fund?

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