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Swan Blog 2017-08-08T12:04:22+00:00

How Some Managers Walk the Line: Analyzing Linear Regressions of Active & Passive Funds

How Some Managers Walk the Line Download Here   Analyzing Linear Regressions of Active & Passive Funds In a recent Swan blog post, we explored how the active-vs-passive debate misses the point by failing [...]

By | October 12th, 2017|

Waiting Can Cost You: The Importance of Remaining Always Invested

Waiting Can Cost You Download PDF   The Importance of Remaining Always Invested Everyone is familiar with the concept of “fashionably late”: intentionally arriving late to an event in order to impress the other [...]

By | September 21st, 2017|

DRS vs. VIX Strategies — Strategy Comparison Series

DRS vs. VIX Strategies - Strategy Comparison Series Download PDF VIX Strategies – Easy as It Sounds? As part of an ongoing series trying to make sense of the broad, catch-all category called “liquid [...]

By | August 30th, 2017|

As the World Turns: Applying A Defined Risk Strategy to Foreign Developed Markets ETFs

As the World Turns: Applying a Defined Risk Strategy to Foreign Developed Markets ETFs Download PDF     The World Spins Madly On Let’s turn back the calendar a year and remember where we [...]

By | August 17th, 2017|

Mind the Gap: Premium Collection in a Low Volatility Environment

Volatility levels, commonly measured by the VIX or 'fear gauge', are near all-time lows. How does this affect option premium collection trades? Can they work in such an environment? We explore all of that and more in this detailed post.

By | August 1st, 2017|

Does Fixed Income Need Fixing?

Traditionally, bonds have played two roles within a portfolio: income and capital preservation. However, the worldwide “new normal” monetary policy of ultra-low or even negative interest rates and massive liquidity injections into the financial system has parched savers of yield (income). So, is 'fixed income' broken? Does it need fixing?

By | June 22nd, 2017|

Where the DRS Fits: The Case for the DRS as a Core Equity Solution

Where the DRS Fits: The Case for the DRS as a Core Equity Solution Download PDF   How the DRS Can Function as a Core Equity Position Although the DRS was originally designed to [...]

By | June 5th, 2017|

Where the DRS Fits: The Case for the DRS as a Total Portfolio Solution

This post continues the 'Where the DRS Fits' series, exploring how the Swan DRS can serve as a total portfolio solution, as designed by founder Randy Swan.

By | May 26th, 2017|

The Importance of Distribution of Returns

When Normal isn't Good. Do you really want to achieve 'market returns'? Actual market returns over time often do not fit a nice, clean, symmetric layout of a 'normal distribution' curve. As such, investors may not realize that striving for market returns might not be in their best interests over time. However, narrowing their distribution of returns is!

By | December 1st, 2016|

Simple, Straight Talk on Put Options

Hedging Your Bets - Conventional wisdom suggests that “hedging your bets” is prudent. This is especially true in situations where the biggest risks lie outside your control. Considering stock markets are trading near all-time highs, investors might wonder how to “hedge your bets” in their portfolios.

By | November 17th, 2016|

The Elephant in the Room: Systematic Risk

Virtually every portfolio manager claims to invest in a risk-controlled manner. However, investors looking at their monthly statements during the credit crisis of 2007-08 were probably wondering what happened to those risk controls as their wealth plummeted. How were these losses possible? One explanation is that there are different ways to think of and define risk.

By | October 15th, 2016|

Capturing the American Dynamism in US Small Cap Equity ETFs

Capturing the American Dynamism in US Small Cap Equity ETFs Download PDF   Early Mover Advantage in Small Cap Equities “Families are always rising and falling in America.” - Nathaniel Hawthorne, The House of Seven [...]

By | March 29th, 2016|