Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
March 19, 2018

VSP-T vs XSP-T vs ZSP-T. These all have exposure to the US Large Cap market, yet have different returns thus far this year. You have to be careful on these – some are currency hedged and others are not.

VSP-T vs XSP-T vs ZSP-T. These all have exposure to the US Large Cap market, yet have different returns thus far this year. You have to be careful on these – some are currency hedged and others are not.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$47.830
Owned
Unknown
COMMENT
COMMENT
March 19, 2018

VSP-T vs XSP-T vs ZSP-T. These all have exposure to the US Large Cap market, yet have different returns thus far this year. You have to be careful on these – some are currency hedged and others are not.

VSP-T vs XSP-T vs ZSP-T. These all have exposure to the US Large Cap market, yet have different returns thus far this year. You have to be careful on these – some are currency hedged and others are not.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$30.780
Owned
Unknown
COMMENT
COMMENT
March 19, 2018

VSP-T vs XSP-T vs ZSP-T. These all have exposure to the US Large Cap market, yet have different returns thus far this year. You have to be careful on these – some are currency hedged and others are not.

VSP-T vs XSP-T vs ZSP-T. These all have exposure to the US Large Cap market, yet have different returns thus far this year. You have to be careful on these – some are currency hedged and others are not.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$39.100
Owned
Unknown
WEAK BUY
WEAK BUY
March 19, 2018

This is a broad market ETF with a hedge to Canadian dollars. Japan represents about 25% of the holdings. Ishares has an ETF (CJP-T) that with hedged currency that he likes. He currently holds about 2% of Japan in his portfolio, looking to buy more on weakness.

This is a broad market ETF with a hedge to Canadian dollars. Japan represents about 25% of the holdings. Ishares has an ETF (CJP-T) that with hedged currency that he likes. He currently holds about 2% of Japan in his portfolio, looking to buy more on weakness.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$20.970
Owned
Unknown
WEAK BUY
WEAK BUY
March 19, 2018

This is a very interest rate sensitive ETF, holding pipelines, telcos and utilities. As these are very capital intensive entities with high borrowing needs they get hurt with rising interest rates. He doesn’t think interest rates will be going much higher and he will be buying more on if prices get lower, because he likes the yield and sees it as a good diversifier in his portfolio.

This is a very interest rate sensitive ETF, holding pipelines, telcos and utilities. As these are very capital intensive entities with high borrowing needs they get hurt with rising interest rates. He doesn’t think interest rates will be going much higher and he will be buying more on if prices get lower, because he likes the yield and sees it as a good diversifier in his portfolio.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$12.470
Owned
Yes
DON'T BUY
DON'T BUY
March 19, 2018

He is not an expert on this holding. It has a strong yield (around 10%) that attracts many investors. During the 2016 market meltdown, it fell by about 50%. So he feels there must be leverage in this product. He suggests looking into the prospectus to better understand the leverage.

He is not an expert on this holding. It has a strong yield (around 10%) that attracts many investors. During the 2016 market meltdown, it fell by about 50%. So he feels there must be leverage in this product. He suggests looking into the prospectus to better understand the leverage.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$10.540
Owned
No
DON'T BUY
DON'T BUY
March 19, 2018

It has a very established down trend. He would need to know the composition of the balance sheet. He thinks you should leave it alone as he does not see a technical bottom forming yet.

It has a very established down trend. He would need to know the composition of the balance sheet. He thinks you should leave it alone as he does not see a technical bottom forming yet.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$12.850
Owned
No