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BRNY: Too Early To Tell

Michael A. Gayed
~4 minutes

Summary

  • The Burney U.S. Factor Rotation ETF (BRNY) aims to capitalize on market phases by predicting and rotating between different market factors like size and style.
  • BRNY's unique strategy involves using alternative data sets and active management to potentially outperform the market, though it comes with higher fees.
  • Despite its innovative approach, BRNY has lagged the S&P 500 ETF since its launch in October 2022, needing more time for evaluation.
  • Pros include the potential for better returns and adaptability, while cons involve high fees, market timing challenges, and possible higher trading costs and tax issues.

Flashpop

There are times when large works. There are times when small works. There are times when value works. There are times when growth works. But can you time those timings? Would it be possible to rotate successfully across cap and style? One fund tries to

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