What are the correlations between DBV and the S&P, MSCI, bond indexes, etc?
On May 28 04:09 PM RiskReturnOptimizer wrote:
> I'm long DBV as a core holding in my long term portfolio. Studying > the long term performance (going back to before the DBV ETF was available) > of the underlying index, you can see that the G10 Carry Trade has > averaged 10% annual return, with much less volatility than US market > (seekingalpha.com/symbo...). For a long term diversification > perspective, DBV is a great, low cost vehicle. > > From fundamental perspective, DBV plays on the growing China and > emerging markets, as the key long position is Aussie $ and New Zealand > Kiwi, both commodity producers; and the key short position is Japan > Yen. If there is any global growth, DBV will have good upside. > If there is NO global growth, DBV will suffer, but much less than > US equities.
When Will American Realize the World Has Changed? [View article]
The energy problem is not the fault of the Republicans. Neither is it the fault of the Democrats. It is not the fault of Presidents Reagan, GHW Bush, Clinton, or GW Bush. It is not the fault of the U.S. House of Representatives or the U.S. Senate.
It is entirely the fault of the American voter. For the past 30 years, our oil dependence has never been a priority for anyone except a few lonely visionaries (Jimmy Carter comes to mind). The Republicans, the Democrats, the Congress, and our Presidents have done exactly what the American voter wanted: NOTHING!
Rising Interest in Currency Funds [View article]
On May 28 04:09 PM RiskReturnOptimizer wrote:
> I'm long DBV as a core holding in my long term portfolio. Studying
> the long term performance (going back to before the DBV ETF was available)
> of the underlying index, you can see that the G10 Carry Trade has
> averaged 10% annual return, with much less volatility than US market
> (seekingalpha.com/symbo...). For a long term diversification
> perspective, DBV is a great, low cost vehicle.
>
> From fundamental perspective, DBV plays on the growing China and
> emerging markets, as the key long position is Aussie $ and New Zealand
> Kiwi, both commodity producers; and the key short position is Japan
> Yen. If there is any global growth, DBV will have good upside.
> If there is NO global growth, DBV will suffer, but much less than
> US equities.
When Will American Realize the World Has Changed? [View article]
It is entirely the fault of the American voter. For the past 30 years, our oil dependence has never been a priority for anyone except a few lonely visionaries (Jimmy Carter comes to mind). The Republicans, the Democrats, the Congress, and our Presidents have done exactly what the American voter wanted: NOTHING!