BTAL ETF

BTAL is an anti-beta market-neutral ETF, not beta-neutral, with imbalanced long and short positions. High-beta stocks fall further in market crashes, underperform in calm markets, and perform well after market bottoms. Tactical holding of BTAL based on VIX levels can provide a small performance boost and reduce drawdowns in market crashes.

Investors looking for momentum may have their eyes on the AGFiQ US Market Neutral Anti-Beta Fund BTAL, which recently reached a 52-week high of $21.39, up from its low of $16.59/share.

After a sturdy run so far this year, Wall Street started to waver in mid-March, following the release of hot U.S. inflation data and the rise in bond yields.

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The AGF U.S. Market Neutral Anti-Beta Fund has historically provided diversification benefits by performing well when the broader equity market is down. Despite its expected flat-to-negative annual return, BTAL has rallied in 2024, potentially due to investors seeking defensive low-beta stocks. Owning BTAL as part of a portfolio can (and likely will, in my opinion) provide superior risk-adjusted returns over the long term.

FTLS: Long-Short ETF With Good Fundamentals And Low Volatility

BTAL is a hedging exchange-traded fund that takes a market-neutral stance by shorting high beta names and going long low beta equities. The fund makes money when the market is in a risk-off mode and participants sell out of speculative high beta names. BTAL tends to have more muted negative returns compared to inverse funds like SH and can even be flat during years when the market is up.

The rout in the U.S. bond market has deepened on growing anticipation of persistently high interest rates, sending shockwaves across the global economy and financial market.

Wall Street delivered a downbeat show last week with the S&P 500 and Nasdaq logging worst weeks since March due to rising rate worries.