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  • Memorial Day Through Labor Day Outlook? That Depends On Today [View article]
    Looks like its off to the races then.

    SA.
    May 25 17:52 pm |Rating: 0 0 |Link to Comment
  • ETF Screening: Trend Lines and Track Records [View article]
    I find this strategy very compelling, I have been gravitating towards a similar but simpler model - thank you for sharing it.

    A few questions if possible:

    1. You mention a stop-loss on 8% drop. From where do you measure the 8%? highest traded value since holding was established? highest closing value since holding established?

    2. How tax-efficient is this strategy? is the avg. etf holding period short (making the gains short-term high-tax)?

    Thank you,
    SA.
    May 02 22:52 pm |Rating: 0 0 |Link to Comment
  • PowerShares Int'l Dividend Achievers: A Conservative Way to Invest Abroad [View article]
    Just one caveat:
    I have owned PID almost since its inception (about a year and a half ago) and EFA has outperformed it, consistently for a total 3-4% difference...
    SA.
    May 02 02:10 am |Rating: 0 0 |Link to Comment
  • Sell In May and Go Away? History Says No [View article]
    It is quite amazing - the charts definitely show two different markets:

    - The one between 4/30 to 10/30 which is clearly flattish/down

    - The other between 10/30 to 4/30 - in a clear and definite upward trend.

    So the data clearly DOES support the "Sell in May and go away" adage.

    Why the misleading headline - "History says No"? The data says "YES".

    SA.
    May 02 01:42 am |Rating: 0 0 |Link to Comment
  • David Fry's Daily Market Outlook [View article]
    You keep complaining that XHB does not trade "fundamentally" - meaning you expect it do go lower while it consistently goes higher since bottoming in July.

    Here's a thought: maybe XHB is trading, as equities tend to do, based on forecasting the homebuilders' turnaround (some 9 months out) which is becoming more and more plausible with each passing day.
    Jan 25 02:14 am |Rating: 0 0 |Link to Comment
  • Emerging Market ETF Has Seen Better Times [View article]
    Still need to see how it closes but so far EEM is up more than 2% today...

    SA.
    Jan 11 11:49 am |Rating: 0 0 |Link to Comment
  • 'False' Diversification May Prove Costly In 2007 [View article]
    Thank you for the very intersting article.

    A few questions if I may:

    The article mentions the following general equity categories used to create the portfolio:
    " * U.S. stocks (married with hedging strategies discussed on page 3)
    * U.S. bonds (varied durations)
    * Physical commodities (such as oil, wheat, corn, etc.)
    * Commodity stocks (energy, base metals, etc.)
    * Timberlands
    * Physical gold & silver
    * Gold stocks
    * U.S. commercial real estate
    * Foreign commercial real estate
    * Foreign bonds
    * U.S. dividend-paying stocks"

    1. Can you please describe what you use as a proxy for each category?

    2. Can you please add more details on the weighting of each category?

    3. The article studies the performance of the portfolio during only one market cycle - specifically, only one bear market period is examined (2000-2002). Have you studied the performance of the same portfolio during other bear market periods for the S&P 500? In other words how do we know that the portfolio is not a one "trick pony" tailored to one time period and may not work for the next cycle?

    Thank you,
    SA.
    Jan 01 23:02 pm |Rating: 0 0 |Link to Comment
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