|UNKNOWN||NORTH AMERICAN - LARGE & ETFs||_N/A|
Educational Segment. The French election is coming up at the end of April and is not priced into the markets. There were two elections last year that did not go the way the pollsters predicted. This is a market risk. VT-N dropped as we got into the US election last year. It went 5% below peak. The Brexit decline was similar. If we go to an Anti EU government in France it will be very negative for the markets. ZWE-T is the way to play this. He buys into dips, but is underweight. If it gets back down to $19.40 you should get back into it.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc. http://www.etfcm.com