By definition, systematic risk cannot be diversified away. Therefore, at Swan, we believe if you can't diversify away systematic risk, you must hedge it away. The goal of this study is to show how hedged equity, through an investment vehicle such as the Defined Risk Strategy, can be superior to traditional asset allocation or help enhance it.
Every year experts rush to publish market forecasts. But how accurate are these predictions? See how reliable market forecasts are, and why we at Swan don't make them.
S&P 500 Sector Change (XLRE) and Impacts on the Defined Risk Strategy Sector Change - Impacts for the Swan Defined Risk Strategy Real estate became its own equity sector within the GICS [...]
A Sideways Market for U.S. Stocks: Déjà vu All Over Again? Download PDF Examining Sideways Market Conditions and Investment Strategies Haven’t we seen this before? A well-circulated chart made its way around the [...]