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Steve in TN » Comments » CRO

  • Strategy-in-a-Box ETFs: Digging Deeper [View article]
    I think only one of the stock oriented ETFs is worthy of purchase: NFO.
    The others are either substantial underperformers to the broad market or in the case of the foreign oriented CRO, it has slightly worse 2 yr performance compared to EFA (Europe, Asia, Far East Index) and has double the expense ratio
    PDP does outperform the SP500, but lags RSP, the equal weighted SP500 and PDP has a higher expense ratio.
    Oct 20 11:50 am |Rating: 0 0 |Link to Comment
  • Asset Class Rotation: A Simple System  [View article]
    By comparing all of the "rotation" funds (ETFs and other actively managed funds listed by the author), none have shown any significant advantage over an investment in the DJIA over the past year. In fact, most have done worse.
    Feb 08 14:35 pm |Rating: +1 0 |Link to Comment
  • Asset Class Rotation: A Simple System  [View article]
    Although I agree with the author in general, following the advice of NoLoad FundX (1st one on the authors list, above) does not prevent losses in equities at the level we've experienced in the last 5 months. FundX, by their own research provides superior relative performance during bull markets but underperforms slightly during bear markets. Sure, if I had placed all my equity funds in biotech funds during the last 5 months my losses would be dramatically less, but biotech was in their highest risk category so only 10% of my funds were in this sector.
    Feb 08 14:31 pm |Rating: +1 0 |Link to Comment
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