A SWAN Takes Flight

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About: Amplify ETF Trust - Amplify BlackSwan Growth & Treasury Core ETF (SWAN)
by: William Trainor, CFA
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William Trainor, CFA
CFA, Research Analyst, Value, ETF investing
Summary

The SWAN ETF seeks significant S&P 500 exposure while limiting downside risk.

SWAN relies on a barbell strategy, risky call option LEAPs coupled with treasuries.

Historical results show SWAN can match the performance of the S&P 500 even over long-periods of time while significantly reducing downside risk.

SWAN is likely to lag the S&P during continuous upward market moves associated with only minor corrections.

On Nov. 6, 2018 Amplify launched the BlackSwan Growth & Treasury Core ETF (SWAN) based on S-Networks SWANXT index which seeks significant exposure to the S&P 500 while mitigating downside risk. The strategy