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.
Stock vs. Stock: CLU or ZSP. 1000 large and mid cap stocks. Fundamentally weighted ETF.
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.
(Top Pick Nov 9/11, Up 15.03%) He rotated out, but this is a really good product.
iShares U.S. C$ Hedge ETF is a OTC stock, trading under the symbol CLU-T on the (). It is usually referred to as or CLU-T
In the last year, there was no coverage of iShares U.S. C$ Hedge ETF published on Stockchase.
iShares U.S. C$ Hedge ETF was recommended as a Top Pick by on . Read the latest stock experts ratings for iShares U.S. C$ Hedge ETF.
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In the last year, there was no coverage of iShares U.S. C$ Hedge ETF published on Stockchase.
On , iShares U.S. C$ Hedge ETF (CLU-T) stock closed at a price of $.
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.