Listen as Andrew shares his journey from traditional, deep-dive fundamental value investing to a highly systematic, quantitative approach. Dave and Andrew dig into the data science behind the Kelly Criterion and how to apply gambling's "edge and odds" to optimize stock position sizing without risking gambler's ruin. The conversation explores the massive tax and behavioral benefits of the ETF wrapper, why the sweet spot for portfolio concentration sits between 30 and 50 stocks, and the strategy behind his new Billionaire's Club ETF, which uses founder wealth creation as a definitive signal for structural business advantages.
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call (888) 853-3623 or visit our website at www.billionairesclubetf.com. Read the prospectus or summary prospectus carefully before investing.
The Funds are distributed by Foreside Fund Services, LLC. Exchange Traded Concepts, LLC serves as the investment adviser to the Fund. Bancreek Capital Strategies, LLC serves as the sub-adviser to the Fund.
Investing involves risk, including possible loss of principal. There is no guarantee the Fund will achieve their stated objectives.
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