DBMF ETF

The DBMF ETF has a low expense ratio (0.85%) and has outperformed peers with 7.5% annualized returns since inception, despite periodic blow-ups. Managed Futures strategy offers portfolio diversification, but DBMF's 'Dynamic Beta Engine' can suffer during volatile markets due to its reactionary lag. Looking forward, I am concerned about increased market volatility under President Trump, as he is set to impose significant tariffs on America's trading partners.

DBMF ETF has experienced a significant drawdown, losing over 10% since July 1st, wiping out most YTD gains. I believe DBMF's strategy is flawed because it uses backward-looking regression analysis that leads to crowded macro trades prone to blow-up. DBMF ETF currently has a positive correlation with equities and may not provide the portfolio diversification benefits of other CTA funds.

Fidelity Investments has been winning more revenue-sharing agreements with managers of exchange-traded funds after its fee policy for the booming sector created an industry stir.

The iMGP DBi Managed Futures Strategy ETF is a sophisticated ETF that seeks to mimic the performance of managed futures hedge funds. It invests in various asset classes such as equities, fixed income, currencies, and commodities through long or short positions, resulting in dynamic and opaque risk factors. Despite its intricacy, the fund has demonstrated impressive returns and minimal correlation with conventional assets, making it a valuable diversification tool for portfolios, particularly in a 401k account.

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides to debate controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

Using The 4x SPX Fund XXXX To Build A 'Smart' Portfolio

With 2024 being a presidential election year, it may spark notions of heavy volatility. But a study by U.S. Bank investment strategists point to the contrary.

A tried-and-true trend-following strategy can work wonders for an investor — until it actually stops working wonders. Adding a managed futures component strategy to the mix, however, can add a layer of portfolio protection.

The phrase “expect the unexpected” can certainly apply to the capital markets, especially with 2024 just around the corner. That said, investors can prep for the new year with exposure to managed futures.