Preview Mode Links will not work in preview mode

The ETF Experience


Nov 4, 2019

Dan Cupkovic, Director of Investments at Argi financial Group in Lousiville, KY talks to Phil about developing the BlackSwan index and why he set out to convert the SMA strategy into an ETF. They also discuss:

  • The case for the SWAN index
  • Lowering volatility while lowering correlation
  • Where to use it in a portfolio
  • The process of converting an SMA into an ETF
  • How Argi evaluates ETFs for it’s own portfolios