IXJ Forum Topics
- All Comments on IXJ
- General Discussion on IXJ
- Health Care ETFs Garnering More Than Medical Attention [view article]
- ETF Update: Time for Biotech? [view article]
- A Bullish Prognosis for Global Healthcare ETFs [view article]
- Asset Allocation and the All ETF Portfolio [view article]
- Outlook for Select Sector ETFs [view article]
- Fixing Target Date Strategies: 'Target Date Folios' [view article]
- Buy Companies That Sell What People Need [view article]
- Exchange-Traded Funds and Closed-End Funds by Asset Class, Type and Provider [view article]
- Global ETFs: Has the Bear Grown Weary? [view article]
- ETF Fund Revenues: A View from the Bottom [view article]
- Have We Bottomed Yet? [view article]
loading ...Recent IXJ Articles
- Health Care ETFs Garnering More Than Medical Attention
- ETF Update: Focus on Health
- ETF Update: Time for Biotech?
- A Bullish Prognosis for Global Healthcare ETFs
- Global Sector ETFs: Utilities, Healthcare and Staples Are Providing Shelter
- P/E Ratio & Estimated Earnings Growth for S&P Sectors
- Global ETFs: Has the Bear Grown Weary?
- Buy Companies That Sell What People Need
- ETF Fund Revenues: A View from the Bottom
- Have We Bottomed Yet?
- Full List of Articles »
Health Care ETFs Garnering More Than Medical Attention [view article]
Why buy XLF when you could get better returns with a combination of HHV, HHK, and HHD?Here's an article about how buying the 3 etf basket will get you better returns than the underlying index.
www.greenfaucet.com/tr... Reply
ETF Update: Time for Biotech? [view article]
My brief, non-technical comment on biotech is this:The economic model driving the biotech industry and the pharmaceutical industry is deeply flawed. Until this model changes, biotech stocks will remain stagnant or continue to fall with other market sectors.
The history of the drug avastin provides a good example of the absurd tangle of greed and inefficiency that the FDA-biotech industry revolving door has produced:
Avastin costs $100,000 for use in treatment of colon cancer and prolongs life by two months.
Examples of this kind of economic absurdity can be multiplied into the hundreds.
The biotech industry is broken just as the American "medical system" or what passes for it is broken.
Don't look for a prolonged rally in biotech until it the economic model is changed for the better. Reply
A Bullish Prognosis for Global Healthcare ETFs [view article]
Gaylord? Are you the guy from Meet the Fockers? ReplyA Bullish Prognosis for Global Healthcare ETFs [view article]
You have much more control over the purchase price if you select a company like Zecco.com.On July 13, BlueOkie wrote:
ETFs have their place. I prefer to buy PFE and JNJ direct thru the transfer agents. No fees! Reply
A Bullish Prognosis for Global Healthcare ETFs [view article]
ETFs have their place. I prefer to buy PFE and JNJ direct thru the transfer agents. No fees! ReplyA Bullish Prognosis for Global Healthcare ETFs [view article]
Looks like HQL would appeal to investors looking for higher risk/reward investments in the healthcare sector. Has about 60% invested in biopharma, med devices & diagnostics. Of the top holdings Biomarin (BMRN) has done very well while Acadia Pharma (ACAD) is the worst performer. The fund trades at 15% discount to its NAV with a 9.4% distribution rate. See the full profile at www.etfconnect.com/sel... ReplyA Bullish Prognosis for Global Healthcare ETFs [view article]
I think the long-overdue rotation into healthcare is starting to occur and would favor RXL going forward. The top holdings are JNJ (11%), PFE (8%), MRK (5%), and ABT (4.7%) which should fare well with above-average dividend yields and products that people use regardless of the overall economy. JNJ is actually close to its 52-week high while ABT is mid-range and MRK/PFE are close to their lows. The more it appears a prolonged recession is likely; the better these stocks and RXL should perform. ReplyDaniel
A Bullish Prognosis for Global Healthcare ETFs [view article]
Could you comment, or look into ProShares (RXL. RXL moves 200% relative to the health care basket of stocks. The inverse or short position version is (RXD). RE: RXD if the health sector goes down, then RXD will go up by about 200% I have been using them both depending which way is the momentum of health care looks. I have done better with the short RXD than going long on RXLGaylord Daniel Reply
A Bullish Prognosis for Global Healthcare ETFs [view article]
Have you looked at HQL? ReplyConsidine
Asset Allocation and the All ETF Portfolio [view article]
It has been a year since I published this--so I wanted to check in. By my calculations, this portfolio is in the black for the 12-month period through June 08, and it has exhibited much lower volatility than the S&P500--as it was designed to. One year is too little time to judge a portfolio, but a down market is a great stress test... ReplyConsidine
Outlook for Select Sector ETFs [view article]
Jonathan:As I say in the article--three years of trailing data is what I use. As far as getting rid of an under-performing sector, that will require study beyond QPP. The Financial sector is a great example. I have been very light on financials since well before the meltdown. I own some BAC, though, and it has gotten pounded. I am neither selling nor buying more. I invest for the long term and that is really what QPP is designed to help with. Over periods of less than a year, momentum tends to dominate--as I have discussed in some articles.
Personally, I do my homework up front and then I tend to get in for the long haul. I do not try to time my major investments in terms of selling out when they are down. When I am adding money, I will use data such as these to help provide ideas for sectors to look at.
The difference between under-valued and distressed is also apparent if you look at projected risk levels...
Geoff Reply
Sheinkop
Outlook for Select Sector ETFs [view article]
Geoff,Thank you for your uniquely academic approach. Can you be more specific in the length of the trailing time frames you use? As well, how often you look to make a change to a long term portfolio if a sector has just become a lead anchor? As you mention there is a difference between undervalued and distressed so when are you making your decision and acting upon it?
Thanks,
Jonathan Reply
Considine
Fixing Target Date Strategies: 'Target Date Folios' [view article]
FYI: Geoff is quoted on target date funds in U.S. News and World Report:www.usnews.com/article... Reply
ng
Buy Companies That Sell What People Need [view article]
if you examine the top 20 stocks in the S&P from 1957-2003 with dividends reinvested, 18 of the 20 were either consumer goods or pharma. ONE stocks beat EVERY other stock by almost 4 times. AltriaReply
Exchange-Traded Funds and Closed-End Funds by Asset Class, Type and Provider [view article]
can you please update this list? thanks. Reply