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Jon Peter  

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  • Fire Your Investment Manager: A Refined All-Long Strategy IV [View article]
    Good question, the volume for each is comparable.
    Feb 28, 2015. 10:37 AM | Likes Like |Link to Comment
  • A 'Smart' Index Fund With Sophisticated Dynamic Hedging [View article]
    Ttaylortj, true it has underperformed the last year but is catching up as of late. I think with any rate hike, the volatility will be short lived. The Fed won't raise rates in a hurried fashion. It will be a slow incremental process, I believe.

    Thanks, for link, the S&P website does a better job describing the index than the verbose folks at UBS/ETRACS.

    Lastly, with any new product with low volume, limit orders should be the rule when buying or selling.
    Feb 27, 2015. 05:50 AM | Likes Like |Link to Comment
  • A 'Smart' Index Fund With Sophisticated Dynamic Hedging [View article]
    Not exactly, it's a S&P 500 index fund with some dynamic hedging via some allocation to vix futures depending on volatility and the vix futures curve. It squarely taking aim at PHDG and VQT market.
    Feb 24, 2015. 08:02 PM | Likes Like |Link to Comment
  • Why I Am Hedging My Portfolio With UVXY [View article]
    Good luck. Hope you have plan for getting out of this if market goes the other way.
    Feb 24, 2015. 11:49 AM | Likes Like |Link to Comment
  • Recent Spike In Rates - What Does It Mean For Stocks And Bonds? [View article]
    Surprised that 2013's taper tantrum was not part of the analysis.

    http://yhoo.it/1FiRr66
    Feb 23, 2015. 07:13 AM | Likes Like |Link to Comment
  • Are Conditions Setting The Market Up For A Summer Washout? [View article]
    John Wooden was a legendary basketball coach for UCLA.
    Feb 21, 2015. 05:23 PM | Likes Like |Link to Comment
  • The New Enhanced Bond Rotation Strategy With Adaptive Bond Allocation [View article]
    Wonder if adding a REIT ETF would have also helped returns. They are somewhat unpredictable as they sometimes behave like bonds and sometimes like equity.
    Feb 21, 2015. 07:35 AM | Likes Like |Link to Comment
  • GURU And ALFA: Are Hedge Fund ETFs Worth Your While? [View article]
    In the spirit of fair disclosure and article fairness the authors should have mentioned that they too - have their own 13F replication equity index.

    "We also conduct proprietary 13F research, and compile the RR Partners AlphaEquity® Index (Bloomberg: RRALPHA). This is a long-only index that tracks the performance of a portfolio of 20 US-listed, 13F equity positions representing the best ideas our favorite institutional money managers. The Index is independently calculated and is published as a net total return index."
    Feb 20, 2015. 12:51 PM | 2 Likes Like |Link to Comment
  • GURU And ALFA: Are Hedge Fund ETFs Worth Your While? [View article]
    Why yes, I agree - it does add value to the investor. Also, most folks realize that hedging, like any insurance is never free. But it's very nice to have when needed. Here's the link to the index for ALFA:

    http://bit.ly/1CSWJmr
    Feb 20, 2015. 11:48 AM | Likes Like |Link to Comment
  • GURU And ALFA: Are Hedge Fund ETFs Worth Your While? [View article]
    I actually like the hedging feature for the ALFA fund. Especially in an aging bull market. It will hedge in case otherwise I could "forget", "freeze" or fail to sell, etc. It has a cost, and that's okay.
    Feb 20, 2015. 11:35 AM | 1 Like Like |Link to Comment
  • Why TBT Doesn't Have A Prayer [View article]
    But "If" and I mean IF you were lucky and the trading gods were with you - during the taper tantrum of say May 1st thru August 21st of 2013 - TBT gained about 39%. So when there's real rate fears it can have its place, but most if not all folks are that lucky or "good".
    Feb 13, 2015. 03:33 PM | 1 Like Like |Link to Comment
  • Why TBT Doesn't Have A Prayer [View article]
    It's in the context of recent history, the 2013 taper tantrum. Rates spiked, gold went down sharply.
    Feb 11, 2015. 10:47 AM | Likes Like |Link to Comment
  • 3 Low Beta ETFs For A Choppy Market [View article]
    Why did you mention BTAL when you were discussing SIZ? Confusing to the reader. Error?
    Feb 11, 2015. 08:26 AM | Likes Like |Link to Comment
  • Short-Term VIX Futures Products Should Be Avoided Until Better Opportunities Arise [View article]
    Interesting perspective on a higher VIX now and 3 months hence:

    http://bit.ly/1zvgcr8
    Feb 11, 2015. 07:32 AM | Likes Like |Link to Comment
  • Why TBT Doesn't Have A Prayer [View article]
    Short gold instead of shorting treasuries. Rising rates are anathema to gold.
    Feb 10, 2015. 10:01 PM | Likes Like |Link to Comment
COMMENTS STATS
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