Terry Shaunessy iShares U.S. C$ Hedge ETF CLU-T DON'T BUY Jan 21, 2015

Fundamental indexing has had a pretty good run because it has been concentrated in low volatility, dominated by health care and consumer sectors. If we get a more cyclical market you will not do as well. He finds there is a bias in how the numbers are presented for the companies in the ETF. He is not a fan.

Terry Shaunessy

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BUY

You can use as a hedge to eliminate the high risk of the US$.

TOP PICK

U.S. C$ Hedge ETF. Uses fundamental indexing strategy which is 4 fundamental factors, each making up 25% of the screen and then you buy a very broad basket of US stocks. This gives you more of a value tilt as opposed to a cap weighting with regards to the US broad market.

PAST TOP PICK

(Top Pick Nov 9/11, Up 15.03%) He rotated out, but this is a really good product.

WEAK BUY

It is a rules based algorithm, rather than being actively managed. He doesn’t use them because he favours the ‘3 factor model’ from Dimmensional.

BUY

Stock vs. Stock: CLU or ZSP. 1000 large and mid cap stocks. Fundamentally weighted ETF.

DON'T BUY

Fundamental index ETF. This is a smart index. It looks at cash flow and dividend payouts. They screen for the better stocks and weight the portfolio for the better companies. They don’t always do better than the index. You need to look at return AND risk. This one has been doing well, but not beating the US market in a big way, yet has a higher volatility to the S&P.

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Terry Shaunessy iShares U.S. C$ Hedge ETF CLU-T DON'T BUY Jan 21, 2015

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