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Mike Philbrick
President at ReSolve Asset Management
Member since: Jun '18 · 650 Opinions
Rating Card
| All | 
Rating
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Big Win
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Win
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Neutral
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Loss
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Big Loss
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|---|---|---|---|---|---|---|---|
| 4 | 70 21.47% | 84 25.77% | 88 26.99% | 63 19.33% | 21 6.44% | ||
| 1 Month | 4.01 | 9 10.34% | 17 19.54% | 48 55.17% | 12 13.79% | 1 1.15% | |
| 6 Months | 4.06 | 16 19.28% | 26 31.33% | 19 22.89% | 21 25.30% | 1 1.20% | |
| 12 Months | 4.03 | 19 25.00% | 22 28.95% | 11 14.47% | 15 19.74% | 9 11.84% | |
| 2 Years | 3.91 | 17 29.82% | 14 24.56% | 8 14.04% | 11 19.30% | 7 12.28% | |
| 5 Years | 0 | 9 39.13% | 5 21.74% | 2 8.70% | 4 17.39% | 3 13.04% |
Stock Opinions by Mike Philbrick
Market looks great as breadth broadens. It's hard to fight this strength. Looking at past soft landings: we may be getting another one because of strong job growth and stock market, but credit is tightening and if employment weakens, that will be a concern. We'll see. Also, global strife could spark an issue. You want to be in this market, but beware of a sharp reversal as in 2001 and 2008 (crashes) by balancing stocks and bonds, and consider adding managed futures to your portfolio.
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It holds 17-year US treasury bills, so changes in interest rates will have a major impact. It also has an active call strategy for half the ETF, so returns will vary given the options premiums. Is no leverage in this portfolio. Caveats: significant returns once came from owning US dollars, but this ETF has hedged this back to Canadian dollars so those returns are gone. The MER is a reasonable 0.45%. A complex ETF.
MER is 0.72%. Easy to understand. Not a market cap weighted ETF
Market-cap weighted. MER is 0.66%.
For extra yield in healthcare, around 9%, because they do some covered writing.
The go-to energy ETF. He's bullish energy, particularly Canadian. Is market-cap weighted, so you get more exposure to big names like Suncor and less to smaller names.
Benefits from more US infrastructure spending, a good place to be now. Layer on top robotics and AI, and the demand for electricity as tailwinds. The sector will continue to see strength.
Are some choices, but VIU is the best fit.
Has a duration of 7 years, typical of these kinds of bond ETFs in Canada. Includes federal, corporate, and provincial bonds. Is the grandaddy of this kind of ETF.
Unlike XBB-T, this is a corporate swap bond ETF, but doesn't pay a dividend, so it's good a registered account.
Long-term, he's bullish copper, but the commodity price can correct 30% short-term. Is uncertain of the price now. CPER owns copper and is exposed to copper futures.
The sector was negative for 5 years, so all the weak players got washed out. You need this for the long term, but in a non-registered account you can sell this at a loss.
Holds the 20 largest health companies, equal-weighted, with a covered call on a third of them to provide some added income while the rest of the holdings enjoy share appreciation. A good balance. AI will be a tailwind for health care.
Comm services will continue to expand. AI is a key driver. Is exposed to megcaps, too.
This has rallied due to serious government stimulus in China. But such stimulus is historically fickle and unpredictable. So be careful here and take profits.
