QSWN Profile
The Amplify BlackSwan Tech & Treasury ETF is strategically designed to balance exposure between technology stocks and U.S. Treasury securities, leveraging a unique rules-based quantitative approach. The fund aims to invest at least 80% of its total assets in securities that are part of its underlying index. This index is engineered to provide investors with some level of participation in the growth of technology stocks while simultaneously offering protection against potential market downturns through a significant allocation to U.S. Treasury securities.
The underlying index combines a targeted investment in technology equities, specifically those within the Nasdaq-100 Index (QQQ), with a substantial allocation to U.S. Treasuries. Approximately 90% of the indexs portfolio is weighted towards U.S. Treasury securities, which serves as a buffer to mitigate losses during periods of significant market volatility. This approach allows the fund to benefit from the growth potential of the tech sector while maintaining a safety net through Treasuries, thereby aiming to provide a balanced risk-return profile.
The ETF's investment strategy focuses on capturing some of the upside potential of technology stocks, which are known for their growth characteristics, while protecting against downside risk through its Treasury securities allocation. By employing this dual approach, the fund seeks to offer investors exposure to high-growth technology investments alongside the stability and safety provided by U.S. government bonds.
As a non-diversified fund, the Amplify BlackSwan Tech & Treasury ETF is concentrated in specific areas of the market—technology equities and U.S. Treasury securities. This concentrated strategy is designed to achieve the funds investment objectives of participating in tech sector gains and providing a hedge against significant losses, thereby catering to investors who seek a blend of growth and capital preservation in their investment portfolio.
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