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Jon Peter  

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  • Retirement Strategy: The Oil Crash Could Be A Dividend Growth Investor's Best Friend Of The Decade [View article]
    Don't forget - a falling asset with dividends reinvested -compounds the losses. A dividend cut will also. Tread lightly. Good luck!
    Aug 1, 2015. 04:21 PM | 4 Likes Like |Link to Comment
  • VQTS: A Large Cap Investment That Protects Itself [View article]
    FYI.....Year to Date returns, Jan 2015 thru July 2015:

    VQTS: 6.8%
    PHDG: -7.7%
    VQT: -7.7%
    SPY: 3.3%
    Aug 1, 2015. 07:56 AM | Likes Like |Link to Comment
  • A 'Smart' Index Fund With Sophisticated Dynamic Hedging [View article]
    FYI....Year to date returns, Jan 2015 thru July 2015:

    VQTS: 6.8%
    PHDG: -7.7%
    VQT: -7.7%
    SPY: 3.3%
    Aug 1, 2015. 07:55 AM | Likes Like |Link to Comment
  • Inside My Portfolio: What I Hold And Why [View article]
    Wow, 35% in REIT funds. Very rate sensitive. Seems a bit much.
    Jul 31, 2015. 07:17 AM | Likes Like |Link to Comment
  • A Prudent Portfolio For A Melt-Up Or A Meltdown Redux [View article]
    djoseph,
    Way to think outside the box and have an open mind. Stick with the plain vanilla stuff.
    Jul 30, 2015. 04:54 AM | Likes Like |Link to Comment
  • A Prudent Portfolio For A Melt-Up Or A Meltdown Redux [View article]
    3 out of 5 of the funds for the portfolio are less than a year old. This portfolio is a hypothetical exercise about the future performance and can't look back on past performance. It's taking on for its benchmark a plain vanilla balanced fund, VBINX. The equity portions for this portfolio are hedged where the benchmark vanilla fund isn't. The benchmark has only the aggregate U.S. bonds as its counterweight to equities.

    It's essentially a quant/trend/actively managed "balanced" portfolio versus a popular passively managed balanced "all in one" index portfolio.
    Jul 29, 2015. 09:20 PM | Likes Like |Link to Comment
  • A Prudent Portfolio For A Melt-Up Or A Meltdown Redux [View article]
    djjoseph:
    Glad you enjoyed the article. I only had my tongue firmly in cheek when I discussed the gold allocation portion: Central Fund of Canada, CEF.

    I'll try and explain the reasoning for the other holdings and allocations later.
    Jul 28, 2015. 05:41 PM | Likes Like |Link to Comment
  • Cash: The Forgotten Asset Class [View article]
    Stcok symbol CASH is NOT cash. It's Meta Financial Group, Inc. A holding company for a bank headquartered in South Dakota.
    Jul 28, 2015. 07:48 AM | 2 Likes Like |Link to Comment
  • The AlphaClone Alternative Alpha ETF May Be The Safest Equity Ticker [View article]
    TMD- also forgot Dorsey Wright. Plenty of index based ETF products use them. You could call them and demand all of their data.

    http://bit.ly/1Ip3eEs
    Jul 26, 2015. 10:56 AM | Likes Like |Link to Comment
  • The AlphaClone Alternative Alpha ETF May Be The Safest Equity Ticker [View article]
    TMD,
    It's a custom proprietary index. I wouldn't give it to you either.
    You would probably get similar cold responses from S&P, Dow Jones, Russell, Wilshire, PowerShares,First Trust, EGShares, ALPS, NASDAQ OMX Group, etc. Indexes cost money.
    S&P and DJ have hundreds of pretty obscure strategic indexes too. Good luck getting every minute detail from them. No one would want a proprietary index reverse engineered and copied.
    Jul 26, 2015. 08:22 AM | Likes Like |Link to Comment
  • New Half Hedged ETFs Hedge The Currency Hedging Decision For Investors [View article]
    This is a good solid idea. This can potentially eliminate having two products for that equity portion for a foreign geographical area: one hedged (favors a rising dollar), one un-hedged (favors a falling dollar). Hope it catches on.
    Jul 25, 2015. 10:35 AM | 1 Like Like |Link to Comment
  • PACER ETFs Seek To Improve On What RBS Started [View article]
    These Pacer ETF products seem to be catching on fast. The passive nature of an index with a hedging mechanism has appeal, especially in an old bull market.
    Jul 24, 2015. 09:15 AM | Likes Like |Link to Comment
  • A Small-Cap ETF With Big Dividend Growth Potential [View article]
    Hmmmm......Now about that Russell 2000 Dividend Growers Index:

    http://bit.ly/1JCqeMG
    Jul 24, 2015. 07:35 AM | Likes Like |Link to Comment
  • Ray Dalio turns bearish on China [View news story]
    Beach forecast for the Hamptons looks nice:

    http://nwsdy.li/1VAzolP

    Hope the gloom in China doesn't ruin a nice beach day. You know what hey say " a bad day in the Hamptons is better than a good day at the office in front of the bloomberg terminal"....
    Jul 23, 2015. 11:43 AM | 6 Likes Like |Link to Comment
  • Closed End Funds: Total Return Or NAV Return? [View article]
    I also prefer cefa.com. They have a terrrific screener based on either NAV or market returns, asset classes, sectors, etc.
    Jul 23, 2015. 11:17 AM | Likes Like |Link to Comment
COMMENTS STATS
1,013 Comments
658 Likes