PowerShares Dynamic Networking (PXQ)

All Comments on PXQ

  • commenter
    Marius
    Ciuzelis
    Jan 21 05:34 PM
    Exchange-Traded Funds and Closed-End Funds by Asset Class, Type and Provider [view article]
    anything for Vietnam? Reply
  • commenter
    Marc
    Gerstein
    Nov 06 10:31 AM
    My Website
    Building An All-Seasons Tech ETF Portfolio [view article]
    I looked into the income ETFs but didn’t find as much opportunity to apply this sort of analysis. You do have a wide range of covariances, etc. but there’s more predictability here. If you expect rates to fall, longer-term instruments tend to outperform, etc, etc.

    Seems to me, at least so far, that if you can correctly guess which way rates will go, pick one appropriate fund; that should do it. For those who are completely undecided, just stick with a middle of the road fund.

    That said, I’m not sure any of these approaches are quite up to what one might accomplish with a good income-stock screen. In theory, higher yield means higher risk (dividend cut and/or poor growth), but from what I’ve been seeing, the market’s worries often tend to be disproportionate to real business threats. If you do a seekingalpha ticker search on WMT, you’ll see something I wrote in the past week on strip-mall REITS that look better the more Wal-Mart struggles; you have some nice yields there.     Reply
  • commenter
    Man Jiraa
    Nov 04 01:08 PM
    Building An All-Seasons Tech ETF Portfolio [view article]
    Great article on ETF.
    Any thoughts with Income /Dividend/Current Income stream generating
    ETF portfolio ?     Reply
  • commenter
    Marc
    Gerstein
    Nov 03 01:31 PM
    My Website
    Building An All-Seasons Tech ETF Portfolio [view article]
    Mick, good question.

    If one determines ahead of time that it's to be semis, yes, SMH should be in the mix. But if one is looking for a diversified ETF portfolio, SMH, which strictly speaking is not en ETF but a HOLDR, might cause awkwardness since, as with all HOLDRs, purchases must be made in 100-share increments. Therefore, it may not mesh with allocation preferences. This may or may not be an issue, depending on the size of the portfolio ($ per security) and how firm one's convictions are regarding asset %s.     Reply
  • commenter
    JonD
    Nov 03 07:47 AM
    Building An All-Seasons Tech ETF Portfolio [view article]
    interesting article. I'm going to now go jump in my time machine to capture the excess return of this strategy.

    seriously, I own VGT b/c it's the cheapest ETF on the board (by far) and also the most diversified (measured by the most total holdings in the portfolio and the least concentration among largest stocks) among the broad Tech ETF offerings.

    the sector ETFs are interesting if you want to make a call on a certain sector short term but i don't think are true diversifiers long term as their components are well represented in the broader Tech offerings (except for PXN I suppose)

    where did I put that flux capacitor now...? funny, I actually saw a DeLorean on the road the other day. pretty neat.     Reply
  • commenter
    SeekingAlpha
    Editors
    Nov 03 05:49 AM
    My Website
    Building An All-Seasons Tech ETF Portfolio [view article]
    Marc, great writeup of an interesting and important portfolio challenge.

    I'm wondering why you didn't include SMH in your overview/analysis of the semi ETFs? If I'm not mistaken, that's the largest ETF in the sector by assets.     Reply
  • commenter
    Ross
    Greenspan
    Oct 23 06:51 PM
    My Website
    Exchange-Traded Funds and Closed-End Funds by Asset Class, Type and Provider [view article]
    This would be great if we could search by focus. Reply
  • commenter
    SeekingAlpha
    Editors
    Dec 20 08:47 AM
    My Website
    Exchange-Traded Funds and Closed-End Funds by Asset Class, Type and Provider [view article]
    IIF and IFN are closed-end funds for India; and check out the articles on the India Stock Blog about the new ETF for India. Reply
Loading...
Symbols:
Authors:
Quick Links: