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Larry Berman CFA, CMT, CTA Quadratic Interest Rate Volatility and Inflation ETF IVOL-N BUY Nov 11, 2019

Fixed income is broken. Returns are likely to stay low for a long time. This ETF has a basket of index inflation bonds and some strategies based on yield curve steepening and a hedge on interest rate movement. He loves these kinds of strategies. The MER is 1% but in the fixed income world you have to look at products like this.
Larry Berman CFA, CMT, CTALarry Berman CFA, CMT, CTA
Unknown
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$25.230

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Quadratic Interest Rate Volatility and Inflation ETF(IVOL-N)

Sep 17, 2020
New product. The largest market in the world is OTC rates. Helps hedge against relative interest rate movements. Allows your portfolio to profit from changes in the regimes of growth, volatility and inflation. Yield is 3.62%.
Mike PhilbrickMike Philbrick
No
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$27.360

Stock price when the opinion was issued

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PAST TOP PICK

Quadratic Interest Rate Volatility and Inflation ETF(IVOL-N)

Oct 01, 2021
(A Top Pick Sep 17/20, Up 6%) Seeing a 5% increase in CPI. Has 70% exposure to real rate of return bonds in the US. There is also an option writing overlay that enhances the portfolio returns when there are interest rate shocks.
Mike PhilbrickMike Philbrick
Owned
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N/A

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RISKY

Quadratic Interest Rate Volatility and Inflation ETF(IVOL-N)

May 19, 2023

Very complex product. 
Hedge fund like attributes. 
Not a good option for defensive investors.
Complicated - would recommend only for sophisticated investors.


Daniel StrausDaniel Straus
Unknown
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$22.510

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