Anatomy of a Sector Play
To say that it has been interesting couple of months would be the height of understatement. September brought us a negative 7.18% return, as measured by the S&P 500 Index, which amounted to negative 10.04% for the year through September.
How To Use ETFs For Sector Rotation Strategies – Forbes
How To Use ETFs For Sector Rotation Strategies – Forbes. How To Use ETFs For Sector Rotation Strategies
Follow the Cycle – Richard Bernstein Advisors – October 31, 2011
Follow the Cycle – Richard Bernstein Advisors – October 31, 2011. It remains a mystery to us as to why investors believe each cycle is terribly different from other cycles. The title of a very popular book right now is “This Time is Different.” Some cycles are, of course, stronger and some are weaker, and some cycles last longer than others. However, the investment implications at different points in the …
Treasuries Rise as Call for Greece Referendum Buoys Safety Bid – Businessweek
Treasuries Rise as Call for Greece Referendum Buoys Safety Bid – Businessweek. By Cordell Eddings Nov. 1 (Bloomberg) — Treasuries rose, extending the biggest rally in 30-year bonds since March 2009, as renewed concern Greece will default and the European rescue plan will unravel boosted demand for the safest assets. U.S. government debt securities gained for a third day after Greek Prime Minister George Papandreou called a referendum and a …
Breaking Down Sector Allocation | ETF Profits
Breaking Down Sector Allocation | ETF Profits. Breaking Down Sector Allocation By Alex Gurvich Oct 13, 2011 | 10:30 AM EDT 0 Comments Stock quotes in this article: SPY , xlb , xlf , XLI , xly , xlk , XLP , XLU , XLV , xle At the beginning of last month, I wrote about a potential short-term rally that could be in the making — this was …
Accessing Uncorrelated Returns
We just love high returns, it’s a fact, and we love anything that goes up. We simply love when our portfolio, whether due to our own analysis or simply luck just goes up. We get an even bigger high if the portfolio actually beats the market (or an index), this is the ultimate gratification. Of course there is no free lunch and when the portfolio goes downs, it usually follows …
Short but not short changed
Short but not short changed – inverse ETFs are good tools in our investment toolbox At some point my mother or my father told me not to play with fire, appropriately so, and I most certainly intend to pass on this sage advice to my son. I think a similar advice is floating from lots of financial sources regarding shorting in general and regarding usage of the inverse ETFs in …
A Perfect Marriage
A Perfect Marriage – Classic Portfolio Theory and ETFs I want to get back to basics and talk about fundamental finance theory that we seem to forget at times and that is classic asset allocation. I teach finance and I talk about the benefits of the asset allocation theory time after time, I tell my students that this is where the money is. I practice what I preach – I …