WisdomTree International Utilities Fund ETF (DBU)

All Comments on DBU

  • commenter
    M.
    Weinstein,
    SA Editor
    Sep 27 06:48 PM
    Investing in Foreign Utilities via ETFs [view article]
    It's fixed here as well now, thanks. Reply
  • commenter
    TopForeignSt
    ocks
    Sep 23 02:06 AM
    My Website
    Investing in Foreign Utilities via ETFs [view article]
    Walt17
    That was database mixup. The wrong table got picked up for this article.
    I have fixed it here:
    topforeignstocks.com/2.../

    -David
     Reply
  • commenter
    Walt17
    Sep 22 06:30 AM
    Investing in Foreign Utilities via ETFs [view article]
    What does the chart have to do with utilities? Reply
  • commenter
    Dollar Pimp
    Jun 21 12:03 PM
    Defining Alternative Asset Classes [view article]
    RYFOX is an interesting mutual fund to consider. It combines commodity futures (long and short), currencies, hedging/real return and real estate all in one fund. The mix is adjusted depending on market conditions. Reply
  • commenter
    fingham
    May 02 01:20 PM
    Defining Alternative Asset Classes [view article]
    I go:
    15% US stock market - mostly index, plus some value-oriented no-load managers (FAIRX, UMBIX)
    19% Alpha-seeking (brilliant mutual fund managers who pursue non-correlated strategies)
    14% International developed market (mostly EFA, plus some WGRNX)
    5% Emerging markets (VWO)
    5% US REITs (VNQ)
    5% International REITs
    7% Natural resources/commodities
    15% US Government bonds/insured munis/money market funds (mix depends on yield curve and spread of taxable vs tax free yields)
    15% TIPS     Reply
  • commenter
    Roger
    Nusbaum
    May 02 09:11 AM
    My Website
    Defining Alternative Asset Classes [view article]
    great thread, guys Reply
  • commenter
    granger
    May 02 06:16 AM
    Defining Alternative Asset Classes [view article]
    Here is my asset allocation model:
    Diversifed Income 30%
    Equities 30% (20 Domestic, 10% Foreign)
    Hard Assets 15%
    Alterntive/Real Return/Hedging 10%
    Cash/T-bills/TIPs 5%
    Speculative 5%
    Special Opportunites 5% or held as cash

    I then position size everything using %risk     Reply
  • commenter
    fingham
    May 01 05:00 PM
    Defining Alternative Asset Classes [view article]
    My investable "alternative"... asset classes are:

    International REITs - WPS (I have an equal allocation of domestic REITs via VNQ)

    Natural Resources - PCL, RYN, PCH (timberland), PRFE (energy), GLD and GDX (gold)

    Great Fund Managers who are not closet indexers: PRPFX - (excellent inflation hedge with high Sharpe Ratio - heavy in commodities, currencies, and small-caps) and Ken Heebner's CGMFX and CGMRX.

    TIPS. David Swensen strongly makes the case for TIPS as an asset class, which I buy into. Academic research indicates their powerful diversification effect.

    I like Granger's ideas above, though one I've already passed on. ARBFX has nearly 2% fees, low net returns and a negative Sharpe Ratio. With five year CAGR of just 5%, it's too volatile for me to hold. I want to get paid for risk. Low correlation isn't enough.

    I think a very important question we need to answer is, how much exposure is meaningful? How thin do we slice the pie? How big should our "alternative"... category (or any category) be? How big should any sub-slice within it be to be helpful in moving us toward diversified returns?     Reply
  • commenter
    granger
    May 01 01:44 PM
    Defining Alternative Asset Classes [view article]
    I find this topic extremely interesting and useful. I propose a sharing of ideas or listing of symbols. Together we are stronger than alone. I will start:

    In my portfolio:

    ARBFX - exposure to arbitarge opportunities

    ALD & ACAS - Business development companies
    (I also watch PSEC & GLAD)

    DBV - currency exposure
    (I am going to research the new Widsometree currency funds and potentially add China and India)

    EFR & FCO: Floating rate funds
    (I also sprinkle in PSAFX)

    IGR: International Real Estate
    (I have been watching the Wisdomtree one as well)

    IRR & GGN: Gold & Natural resource exposure

    MIC & MFD: Infrastructure & international utilities

    PCL: exposure to lumber & land
    (have been watching CUT)

    RJI - overall commodity exposure

    RYMZX - futures

    The I have another category, I term excellence, or great, unique management, exaples: BRK -B, LUK, MKL, LTR, TAVFX, etc.

    Well that is a start. Hopefully, I spurred some thought. Please sure your thoughts,ideas or links. Lets build a list of alternative assets.








    Reply
  • commenter
    OptionTrader
    Apr 30 05:18 PM
    Defining Alternative Asset Classes [view article]
    Interesting. cgi.ebay.com/ws/eBayIS... Reply
  • commenter
    NO DooDahs
    Apr 30 04:42 PM
    My Website
    Defining Alternative Asset Classes [view article]
    Would be nice to have the interval and timeframe of the correlation calculation shown. Without it, correlation coefficients are meaningless.

    Ex; it could be a correlation of 60-minute bars (interval) over the last 22 trading days (timeframe) [yes, a facetious example], it could be daily over the last year, daily over the last two years, etc.

    There's nothing to say that what was correlated over the last 22 trading days, year, or two years, has any correlation over the last 10, 15, or 20 years.

    If we're talking in general terms about blending non-correlated strategies, it helps to define our terms and get our timeframes of correlation measurement in line with the timeframes over which we execute the strategy ...     Reply
  • commenter
    Roger
    Nusbaum
    Apr 30 01:22 PM
    My Website
    Defining Alternative Asset Classes [view article]
    i'm sorry i just realized i missed part of your question. DBU has helped to reduce correlation, clearly (BTW some clients own it), for a portfolio. However I am inclined to view it primarily as proxy for utilities as opposed to an alternative asset class, similar to what Raj said. Reply
  • commenter
    Roger
    Nusbaum
    Apr 30 01:13 PM
    My Website
    Defining Alternative Asset Classes [view article]
    Brand RB, I answer your question at the following link

    randomroger.blogspot.c...     Reply
  • commenter
    Anton
    Apr 30 12:46 PM
    Defining Alternative Asset Classes [view article]
    I find the 90 day correlation of DBU to SPY is 59.32% and DUB to IEF is (-39.29)% . That is ok but not low enough for significant diversication benifits. Reply
  • commenter
    rbbrand
    Apr 30 12:01 PM
    Defining Alternative Asset Classes [view article]
    I remember reading once that while international stocks generally were getting quite correlated with the US market, international utilities in particular displayed much lower correlations. There is an ETF (DBU) that puts these together. What do you think of these for diversification purposes (non-correlated assets)? Reply
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