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In this episode we take the Dude's suggestion and do a detailed analysis of the Advocate Rising Rate Hedge ETF, ticker symbol RRH.
To conduct our analysis of RRH, we use SPLB, using David Stein's Ten Questions to Master Investing:
1. What is it?
2. Is it an investment, a speculation, or a gamble?
3. What is the upside?
4. What is the downside?
5. Who is on the other side of the trade?
6. What is the investment vehicle?
7. What does it take to be successful?
8. Who is getting a cut?
9. How does it impact your portfolio?
10. Should you invest?
Links:
RRH Website: Advocate Rising Rate Hedge ETF (rrhetf.com)
RRH Fact Sheet: Microsoft PowerPoint - Advocate RRH Fund Fact Sheet Jan 2023 v01 (rrhetf.com)
RRH Summary Prospectus: advocate_rrh_summary.pdf (rrhetf.com)
Podcast about RRH: Scott Peng, PhD, Founder and CEO/CIO, Advocate Capital Management - Alpha Exchange | Podcast on Spotify
Asset Correlation Analysis of RRH: Asset Correlations (portfoliovisualizer.com)
Risk Parity Chronicles TIPs Blog Series (Summary and Conclusions): Eight Observations About TIPS (riskparitychronicles.com)
EconoMe Conference: Programming & Activities - EconoMe (economeconference.com)
Support the show
By Frank Vasquez4.5
270270 ratings
In this episode we take the Dude's suggestion and do a detailed analysis of the Advocate Rising Rate Hedge ETF, ticker symbol RRH.
To conduct our analysis of RRH, we use SPLB, using David Stein's Ten Questions to Master Investing:
1. What is it?
2. Is it an investment, a speculation, or a gamble?
3. What is the upside?
4. What is the downside?
5. Who is on the other side of the trade?
6. What is the investment vehicle?
7. What does it take to be successful?
8. Who is getting a cut?
9. How does it impact your portfolio?
10. Should you invest?
Links:
RRH Website: Advocate Rising Rate Hedge ETF (rrhetf.com)
RRH Fact Sheet: Microsoft PowerPoint - Advocate RRH Fund Fact Sheet Jan 2023 v01 (rrhetf.com)
RRH Summary Prospectus: advocate_rrh_summary.pdf (rrhetf.com)
Podcast about RRH: Scott Peng, PhD, Founder and CEO/CIO, Advocate Capital Management - Alpha Exchange | Podcast on Spotify
Asset Correlation Analysis of RRH: Asset Correlations (portfoliovisualizer.com)
Risk Parity Chronicles TIPs Blog Series (Summary and Conclusions): Eight Observations About TIPS (riskparitychronicles.com)
EconoMe Conference: Programming & Activities - EconoMe (economeconference.com)
Support the show

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