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Exploring Alternative Asset Allocations For DIY Investors

Episode 57: Mailbag Follies And An Analysis Of Managed Futures Fund DBMF (Part 2)

Thursday, February 18, 2021 | 18 minutes

Show Notes

In this episode we discuss a "guest request" email I received and complete our analysis of the managed futures fund DBMF that we began in Episode 55.

 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:

DBMF Summary Fact Sheet:  https://www.imgp.com/us/wp-content/uploads/2021/01/iM-DBi-Managed-Futures-Strategy-ETF-4Q20.pdf

DBMF Semi-Annual Report:  https://www.imgp.com/us/wp-content/uploads/2020/09/IMDBIETF-Semiannual-f.pdf

DBMF Prospectus:  https://www.imgp.com/us/wp-content/uploads/2021/02/im_dbi_etfs_prospectus.pdf

Asset Correlation Matrix for DBMF:   https://www.portfoliovisualizer.com/asset-correlations?s=y&symbols=DBMF%2C+VTI%2C+TLT%2C+GLD%2C+PDBC&timePeriod=2&tradingDays=60&months=36


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