(ISWN) Amplify BlackSwan ISWN - Ratings and Ratios

The Amplify BlackSwan ISWN ETF (NYSE ARCA:ISWN) is an equity-hedged exchange-traded fund that employs a unique investment strategy to navigate market volatility. By allocating approximately 90% of its index market capitalization to U.S. Treasury securities, the fund provides a foundation of stability and low-risk returns. Meanwhile, around 10% is invested in long-dated call options (LEAP Options) on the iShares MSCI EAFE ETF (EFA), allowing the fund to capitalize on potential upside in international developed markets.

The funds non-diversified nature means it may be more susceptible to significant price movements, as its returns are closely tied to the performance of the underlying index. However, this concentrated approach can also result in higher potential returns if the funds strategy plays out as expected. The use of LEAP Options on EFA provides a way to gain exposure to international equities while managing risk, as the options can help mitigate potential losses if the market declines.

Analyzing the , we see that the funds last price is $20.04, with a 20-day simple moving average (SMA) of $19.69, indicating a recent uptrend. The 50-day SMA and 200-day SMA are $19.31 and $18.99, respectively, further supporting the notion of a longer-term bullish trend. The average true range (ATR) is $0.17, or 0.86%, suggesting relatively low volatility. Given these technical indicators, we can expect the fund to continue its upward momentum, potentially reaching the 52-week high of $20.32 in the near term.

Combining the with , we note that the funds assets under management (AUM) stand at $30.96 million. While this is a relatively modest size, it is not unusually small for an ETF. Considering the funds investment strategy and the current market environment, we forecast that ISWN will continue to attract investors seeking to hedge their equity exposure while maintaining some upside potential. As a result, we predict that the funds AUM will grow, potentially leading to increased liquidity and stability in the funds price. Our forecast suggests that ISWN may reach $21.50 within the next 6-12 months, driven by a combination of its investment strategy and favorable market conditions.