iShares Russell 2000(CAD-Hedged)

XSU-T

Analysis and Opinions about XSU-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
November 15, 2019
Not an area he would pay attention to though it is interesting. In good economic times, small caps are the place to be. In this cycle, the big caps and tech has been carrying the ball. The ETF hasn’t gone anywhere. Maybe small-caps aren’t doing well this cycle. We are also late in the cycle so they’ve already had their run. In a sell-off, small-caps get hammered. Wait a while to see how the cycle goes.
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Not an area he would pay attention to though it is interesting. In good economic times, small caps are the place to be. In this cycle, the big caps and tech has been carrying the ball. The ETF hasn’t gone anywhere. Maybe small-caps aren’t doing well this cycle. We are also late in the cycle so they’ve already had their run. In a sell-off, small-caps get hammered. Wait a while to see how the cycle goes.
COMMENT
COMMENT
May 13, 2019
This is a hedged ETF. A strong dollar would cause it to underperform. If the US$ rose, domestics would likely perform better. Large caps would do worse if the US$ rose.
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This is a hedged ETF. A strong dollar would cause it to underperform. If the US$ rose, domestics would likely perform better. Large caps would do worse if the US$ rose.
COMMENT
COMMENT
November 23, 2018
This ETF hedges away the US dollar exposure. All the returns will be based on the market movement. Good if you want to protect away from currency movement.
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This ETF hedges away the US dollar exposure. All the returns will be based on the market movement. Good if you want to protect away from currency movement.
BUY
BUY
August 3, 2018

An ETF to cover the Russell 1000 or 2000? O’shares tend to be expensive. This straight Russell 2000 ETF is better.

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An ETF to cover the Russell 1000 or 2000? O’shares tend to be expensive. This straight Russell 2000 ETF is better.

BUY
BUY
April 18, 2018

Small-mid caps are starting to rise to the performance of large caps. This ETF is behaving very well. He'd buy it. If tariffs continue to be a concern, then small-midcaps are less exposed, which is maybe why they're performing better than the large caps. He has 10% US small-midcaps in his holdings.

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Small-mid caps are starting to rise to the performance of large caps. This ETF is behaving very well. He'd buy it. If tariffs continue to be a concern, then small-midcaps are less exposed, which is maybe why they're performing better than the large caps. He has 10% US small-midcaps in his holdings.

TOP PICK
TOP PICK
March 22, 2018

What is happening in the US in terms of repatriation of capital and taxes it is going to filtered through smaller companies as well. This is the Russell 2000 which is small caps edging on mid-cap.

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What is happening in the US in terms of repatriation of capital and taxes it is going to filtered through smaller companies as well. This is the Russell 2000 which is small caps edging on mid-cap.

COMMENT
COMMENT
April 17, 2017

iShares S&P 500 (CAD-Hedged) (XSP-T) or iShares Russell 2000 (CAD-Hedged) (XSU-T)? He frequently talks about factor investing, and one of the factors that is very real and very tangible is the small caps outperforming large caps over time. As a result, he expects this will give slightly higher returns, although a bit more volatile.

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iShares S&P 500 (CAD-Hedged) (XSP-T) or iShares Russell 2000 (CAD-Hedged) (XSU-T)? He frequently talks about factor investing, and one of the factors that is very real and very tangible is the small caps outperforming large caps over time. As a result, he expects this will give slightly higher returns, although a bit more volatile.

WATCH
WATCH
October 28, 2016

XSU-T and IWM-T. They broke down in September. They should find support just below here. If it breaks down below that then it has to find the next support level.

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XSU-T and IWM-T. They broke down in September. They should find support just below here. If it breaks down below that then it has to find the next support level.

DON'T BUY
DON'T BUY
July 11, 2016

Small caps in the US are much more overvalued. He is short the Russell 2000 right now.

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Small caps in the US are much more overvalued. He is short the Russell 2000 right now.

PAST TOP PICK
PAST TOP PICK
January 14, 2014

(A Top Pick Jan 16/13. Up 33.9%.) Just in the process of moving his taxable accounts out into other ETFs. Really nothing wrong with this, except that he wants the hedge off at this time.

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(A Top Pick Jan 16/13. Up 33.9%.) Just in the process of moving his taxable accounts out into other ETFs. Really nothing wrong with this, except that he wants the hedge off at this time.

PAST TOP PICK
PAST TOP PICK
July 24, 2013

(A top pick Jan 16/13. Up 19.33%.) He can see this going a lot further so would consider it a Buy. He is just waiting for the decision to move off the Cdn$ hedged and at that time he would switch from this to iShares Russell 2000 (IWM-N).

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(A top pick Jan 16/13. Up 19.33%.) He can see this going a lot further so would consider it a Buy. He is just waiting for the decision to move off the Cdn$ hedged and at that time he would switch from this to iShares Russell 2000 (IWM-N).

BUY
BUY
July 4, 2013

Really likes the tilt towards small cap in value. Because Russell is a benchmark that tracks 2000 securities, you are getting a massive diversification and you are getting into the mid-cap and small-cap space. A really good way to increase your expected return.

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Really likes the tilt towards small cap in value. Because Russell is a benchmark that tracks 2000 securities, you are getting a massive diversification and you are getting into the mid-cap and small-cap space. A really good way to increase your expected return.

TOP PICK
TOP PICK
January 16, 2013

Russell 2000 is small cap, but by American standards they are pretty big companies. This tends to be a bit more domestic US oriented. Because he thinks the US itself will do well this tends to outperform the broader market initially. About a quarter of it is in small financials.

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Russell 2000 is small cap, but by American standards they are pretty big companies. This tends to be a bit more domestic US oriented. Because he thinks the US itself will do well this tends to outperform the broader market initially. About a quarter of it is in small financials.

PAST TOP PICK
PAST TOP PICK
September 4, 2012

(A Top Pick Sept 1/11. Up 15.07%.) Tends to tilt towards small caps, which tend to be more valueish while large caps tend to be a little more growthy. Gives you more exposure to the US market with small caps, which are generally riskier. Would still recommend it.

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(A Top Pick Sept 1/11. Up 15.07%.) Tends to tilt towards small caps, which tend to be more valueish while large caps tend to be a little more growthy. Gives you more exposure to the US market with small caps, which are generally riskier. Would still recommend it.

PAST TOP PICK
PAST TOP PICK
(A Top Pick Sept 1/11. Up 11.2%.)
PAST TOP PICK
PAST TOP PICK
May 1, 2012
(A Top Pick Sept 1/11. Up 15.83%.) Given the choice, you should always tilt towards small cap in value. There aren't a lot of value-based ETF's but there are a lot more in the US. Currency hedged.
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(A Top Pick Sept 1/11. Up 15.83%.) Given the choice, you should always tilt towards small cap in value. There aren't a lot of value-based ETF's but there are a lot more in the US. Currency hedged.
TOP PICK
TOP PICK
September 1, 2011
Russell 2000(CAD-Hedged). This one tracks small caps. Since broad equity markets have dropped, this is a buying opportunity. This is a time to be buying equities in general, not just Canadian but also others.
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Russell 2000(CAD-Hedged). This one tracks small caps. Since broad equity markets have dropped, this is a buying opportunity. This is a time to be buying equities in general, not just Canadian but also others.
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