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Jon Peter  

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  • Academy Asset Management launches its first ETF [View news story]
    Weekly for rebalance, and I would assume they would also update holdings as often as needed.

    http://bit.ly/1ySiDuA
    Apr 22, 2015. 10:26 AM | Likes Like |Link to Comment
  • The IBD 50 Gets Captured In New ETF [View article]
    Definitely worth keeping an eye on. It has good volume and activity so far for a new ETF. It's catching on fast. Surprised it took this long for IBD to have licensed an ETF based on it's weekly list.
    Apr 22, 2015. 07:43 AM | 3 Likes Like |Link to Comment
  • Academy Asset Management launches its first ETF [View news story]
    This one will be fun watching.
    Apr 21, 2015. 10:02 AM | Likes Like |Link to Comment
  • Why Is This New ETF Growing So Fast? [View article]
    "...Although inspired by Ric Edelman, neither he nor Edelman Financial Services has received or will receive compensation from BlackRock or Morningstar in connection with the development or operation of XT or the index...."

    http://on.barrons.com/...
    Apr 17, 2015. 11:25 AM | Likes Like |Link to Comment
  • Why Is This New ETF Growing So Fast? [View article]
    Why you say??.....huge sponsor (iShares), lots of money manager access, instituional monies likely too. Most self directed investors never heard of it....until recently.
    Apr 16, 2015. 11:44 AM | Likes Like |Link to Comment
  • SPY/TLT And SPXL/TMF Strategies Work Because Of Positive Alpha, Not Negative Correlation [View article]
    Here's the total return of some popular bond ETFs for 2014:

    IEF 7-10 YEAR BOND ETF...9.1%
    TLT 20+ YEAR BOND ETF....27.3%
    EDV EXTENDED DURATION BOND ETF...43.1%
    UBT 2X 20YEAR BOND ETF....60.4%
    TMF 3X 20 YEAR BOND ETF...97.3%

    That's some nice gains most of which was not from the "safe haven" trade.
    Alpha courtesy of QE and monies from foreign yield seekers.
    Apr 15, 2015. 07:22 PM | Likes Like |Link to Comment
  • SPY/TLT And SPXL/TMF Strategies Work Because Of Positive Alpha, Not Negative Correlation [View article]
    No lookback used (holding both funds) with 50% SPY, 50% SH here's the results....rebalanced annually. No strawman here. Bonds are in a 30 year bull market, hence the alpha. Someday the bond bull will end & the alpha with it.

    http://tinyurl.com/okp...
    Apr 14, 2015. 08:32 PM | Likes Like |Link to Comment
  • SPY/TLT And SPXL/TMF Strategies Work Because Of Positive Alpha, Not Negative Correlation [View article]
    Nope
    Apr 14, 2015. 08:16 PM | Likes Like |Link to Comment
  • SPY/TLT And SPXL/TMF Strategies Work Because Of Positive Alpha, Not Negative Correlation [View article]
    Two funds with near perfect negative correlation such as SPY and SH; rebalanced say 4 times a year would yield gains near zero.

    The alpha of the huge bond bull market has helped greatly those paired strategies using bond ETFs sch as SPXL/TMF, SSO/UBT, SPY/TLT, etc.
    Apr 14, 2015. 04:07 PM | 1 Like Like |Link to Comment
  • Global Household Index - Insights On A New Premium Service [View article]
    Good luck on your potential index based fund. These past several years I've seen many compelling index based products for some reason not catch on and eventually closed. Here's one index based example that was tried by the tiny ETF firm JETS. Symbol was JCO. 19% avg annual returns for life of index. This index provider is a household name but I guess for lack of marketing - it never caught on and was closed. Potentially great index but tiny sponsor. There is also the realization that there are 2 kinds of customers. Traders and long term investors. The second one apparently is a tougher one to crack probably due to advisor biases and some of their ties to investment products/firms.
    http://bit.ly/1DEna40

    Good luck.
    Apr 3, 2015. 07:53 AM | Likes Like |Link to Comment
  • ETF To Avoid: Tuttle Tactical Management U.S. Core ETF [View article]
    It is not an easy question. I think for domestic centric funds the S&P 500 is appropriate too. But if a fund is global with different asset classes then it gets tricky.

    I found these 2 articles by this author on SA:

    http://bit.ly/1bPY0EX

    http://bit.ly/1bPY0Vb
    Apr 1, 2015. 07:54 PM | Likes Like |Link to Comment
  • ETF To Avoid: Tuttle Tactical Management U.S. Core ETF [View article]
    Wonder what would be a reasonable benchmark for a fund like this?
    Mar 31, 2015. 08:50 PM | Likes Like |Link to Comment
  • Shorting The VIX: How To Protect Profits In A Volatility Spike [View article]
    Fred, have you taken a peek at VQTS yet? Your thoughts?
    Mar 31, 2015. 01:45 PM | 1 Like Like |Link to Comment
  • Chicken Or Beef? Time For A Stock Diet? [View article]
    Makes sense to me. But the bond market now is so distorted that the Fed Model is largely broken.
    Mar 29, 2015. 11:32 AM | Likes Like |Link to Comment
  • A Review Of The Different Approaches To Smart Beta [View article]
    Another approach by RevenueShares is weighting by revenue. RWJ is one. Crushes all the small cap indexes.
    Mar 28, 2015. 11:32 PM | Likes Like |Link to Comment
COMMENTS STATS
896 Comments
573 Likes