Claymore Ocean Tomo Patent 300 Index Fund (OTP)
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Complex Simplicity: A Better Portfolio of ETFs [view article]
Good job, Roger. Information an investor can use! ReplyNusbaum
Complex Simplicity: A Better Portfolio of ETFs [view article]
Blair no argument, for you it might be a year, someone else six months--no wrong answer. The context is the attempt to teach how to fish not to hand mackerel out from the back of a truck:-) ReplyComplex Simplicity: A Better Portfolio of ETFs [view article]
I think that the performance history of many of the ETFs mentioned is way too short to make any kind of quantitative assessment as to relative performance comparisons.My assessment is to wait another year before making any investment decisions as to ETF selections.. Reply
Jackson
Complex Simplicity: A Better Portfolio of ETFs [view article]
Roger, I think you're totally right. There are a lot of portfolios out there containing ETFs that aren't the cheapest or best, because they were first to market. ReplyNusbaum
Complex Simplicity: A Better Portfolio of ETFs [view article]
David, The point was not pick this fund because it has done better over the last however many months it was more along the lines of better mousetraps exist than the biggest and often first to market in a space. You want REIT exposure--look under the hood at all (or as many as you can) of them and pick the one you think will be the best. Further if something is near and dear (like water as an example) if you have exposure, ok but when something new comes check it out, maybe its better.Bigger macro; think about all the choices available b4 you go in. Reply
Jackson
Complex Simplicity: A Better Portfolio of ETFs [view article]
I just added the link to the NY Times article, which we dropped by accident. (Apologies to Roger and readers.)Roger -- great article. I love the idea of suggesting alternative ETFs to those most popularly used. But how valid is selection based mainly on recent past performance? Reply
Schweitzer
Complex Simplicity: A Better Portfolio of ETFs [view article]
Compare the terms (limits on getting out and getting back in) of Vanguard's VEIEX and its ETF VWO. Then look at respective results in markets price trends.Long: VWO Reply
Complex Simplicity: A Better Portfolio of ETFs [view article]
Boubou, above, says it all! ReplyComplex Simplicity: A Better Portfolio of ETFs [view article]
Diversication makes sure of three things;-1) Probably gains and losses should cancel out except when the entire market is rising.
2) Whatever happens you should'nt be wiped out, so that
3) money managers can carry on leeching you out. Reply
Complex Simplicity: A Better Portfolio of ETFs [view article]
forget US market for a while, before consensus reached on inflation. ReplyComplex Simplicity: A Better Portfolio of ETFs [view article]
My simple and easy recommendations will be:a FXI, FXP mixed to bet on China domestic demand to be triggered after the earth quake with a few individual picks such as CEO, and CHA. Reply
Fredrickson
Complex Simplicity: A Better Portfolio of ETFs [view article]
I often find that most people( i.e. those not involved in the financial world) construct portfolios similar to the one above. The thought process I will assume goes something like this, "if I have exposure to just about everything I will not be hurt bad if I am wrong,and have a little skin in the game if an area gets hot, i.e. I will be diversified." It reminds me of putting a little money on every number on the roulette table knowing that you will at least win something.Most schools (mine included) teach us that diversification is the answer to doing well in the market and that the markets are efficient. I have read the research/books on the topic as well as experienced quite a few years trading and think that it cannot be further from the truth. The reason behind the decision to teach diversification in our institutions has to do with being able to get theories published and needing certain aspects of the research to be constant. Enter efficient market, duh, duh, duh, problem solved, thanks Malkiel, high five (slap!).
But I feel that this strategy leads to mediocre returns. Of course the allocation will very based on many factors, but I feel that it is important for managers and individuals to understand what is happening or going to happen and set-up a strategy to take advantage of the opportunities out there. These do not really provide that incentive. I think that these types of portfolios are lazy, bloated and often times full of "evergreen income" for those lucky managers that get the naive client. Reply
Complex Simplicity: A Better Portfolio of ETFs [view article]
regarding indexing, why not try the vanguard index funds, they are generally lower fees, and without the commissions. though it is harder to time the lows to get in, you can buy a few times with smaller size. the other point is about sector allocation, on the top of large-small domestic-foreign allocations. in a market like this, it is useful to get some energy exposures (eg. xle), financial (xlf) or even drugs (eg. xlv).Reply
Editors
General Discussion on OTP
Is this a buy or a sell? ReplyWill 2008 Be the Year of the Quant ETF? [view article]
I noticed that several notable quant commentators in Seeking Alpha went silent last fall, and couldn't help suspecting that their software hadn't handled the current situation very well. For me, the big development in 2007 was not bond ETFs but the release of double-long / short products that are not perfect but do in fact significantly "juice" index exposure, limit downside risk, pay interest, have reasonable expense ratios given the price movement, and give those of us not glued to monitors a standing hedge against falling markets. My guess is there is a very good strategy to adjust double-short ETF exposure based on the VIX volatility trend, but I'll have to keep a damp thumb in the wind and wait for somebody smarter to figure it out. Reply