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Educational Segment Table


Signal Opinion Expert

2013-03-25

N/A
A Comment -- General Comments From an Expert 

Educational Segment. Tracking European Sentiment through an ETF.  EUFN allows following the market sentiment.  The European financial sector made highs in 2010/2011 but US XLF-N just recently took out highs and made higher highs.  The trend line of the last 6-8 months has broken, though.  Europe is starting to break down here, lead by the financials and that is problematic.  Watch this closely.  If Europe is going to be healthy then European banks need to be healthy. 

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2013-03-18

N/A
A Comment -- General Comments From an Expert 

Educational Segment. Behavioral Finance.  People make investment decisions emotionally rather than rationally and that can be problematic.  How you think about pulling the trigger on buy and sell decisions has a lot to do with your outcome.  Let’s say you buy a great stock you saw talked about on TV for $53 and a couple of weeks later a scathing report comes out by a bear guy and the stock is now trading at $40.  Then a guy comes out on TV and says it's going to $15 but another says it will return to the 52 week highs.  Do you double up? Do you put a stop loss in?  Do you wait a week and call in to this show?  Only the stop loss is a rational choice.  You have to have a plan. 

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2013-03-04

BUY
A Comment -- General Comments From an Expert 

Educational Segment.  Look at gold price as a percentage compared to gold mining equities over the last 7 years.  Equities are flat while gold has gone up 200-300%.  The costs of production are going up at a significant clip.  When they find new reserves, the quality of the reserves are declining.  They are going after gold dust.  The gold industry needs something like Fracking.  Or it could be more disciplined in capital spending.  A lot of cost inflation in gold mining is related to oil prices.  All the central banks have been buying but gold has not broken out.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: Unknown

2013-02-25

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  There are a couple of different ways to trade.  You can get out or change your risk profile and still be in the market.  ZEB-T shows how much the sector correction is (10%).  Look at the preferreds.  ETFs can play them.  You get a lot of financials in the basket.  The yield is a little higher.  If you look at the ETF vs. the preferreds.  The ETF has done better.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2013-02-11

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  Trends in ETFs.  The big buzz is the move into active ETFs.  About 4% at present.  Active means it is not based on an index.  Horizons in Canada (alpha series) is the biggest.  An example is one based on seasonality (HAC-T or HAG-T).  You have to look at them carefully.  You have to know the manager with these types of ETFs.  They are expecting more ETFs to shut down than are launched this year because they aren’t successful. 

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2013-02-04

N/A
A Comment -- General Comments From an Expert 

Educational Segment. Managing your own money better.  Most people are interested in how to manage an income portfolio, e.g.:

ETF

Yield

Std.Dev.

CBO

3.75%

1.10%

VAB

3.98%

3.82%

XHB

5.48%

7.80%

XHY

5.88%

9.25%

XLB

3.84%

11.90%

Avg. Yield: 4.20%, Std.Dev. 7.25%. 

Above would be equally weighted with dividend portfolio, e.g.:

ETF

Yield

Std.Dev.

ZDV

4.19%

8.91%

XIU

2.16%

12.01%

ZUT

5.04%

9.22%

CPD

4.42%

1.97%

XRE

4.86%

9.18%

Avg. Yield: 4.20%, Std.Dev. 7.25%. 

The different bond ETFs have different volatilities.  The reward people can get is defined by the risk they can take. 

You can shift between bonds and equities without making a significant change in the yield.  You have to re-balance your portfolio from time to time.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2013-01-28

N/A
A Comment -- General Comments From an Expert 

Educational Segment. How to Manage an ETF Portfolio.  Maryanne Wiley is the Guest.  Look at 2012.  Record inflows into the category.  ETFs worldwide passed the two $trillion mark last week.  There is talk of investors not getting back into the markets but now they are getting back in and choosing to use some ETFs.  Transparency is important as is access.  They provide better ways to do so.  Investors are becoming wiser, living longer and need more money to get through retirement.  They can increase returns or reduce costs and ETFs do a little bit of both.  There are lots of places you can learn more together about the products or how to put together a portfolio. 

 

Diversified Income Portfolio:

Ticker

Weight

Yield

XCB

10%

3.76%

XGB

10%

2.88%

XHB

10%

5.48%

XHY

10%

5.88%

XLB

10%

3.84%

Year

 2012

 2011

Average:

Return

8.87%

 7.20%

 8.08%

Std Dev:

2.81

3.88

3.26

 

Aggressive Portfolio (Approximately the weighting of the world, for someone who has a number of years to retirement):

Ticker

Weight

Yield

XEM

15%

1.40%

XIC

10%

1.98%

XIN

35%

1.58%

XSP

30%

2.01%

XSU

10%

1.84%

Year

2012

2011

Average:

Return

15.73%

 -8.14%

 3.09%

Std Dev:

11.05

15.13

13.35

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: Unknown

2013-01-21

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  There is a push for transparency on fees.  ETFs are great that way.  Nobody works for free.  Front end load says you pay the fee upfront when buying a fund.  A deferred sales charge charges the client when they get out.  ‘F’ class is where the fee is charged outside of the funds.  

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2013-01-07

N/A
A Comment -- General Comments From an Expert 

Educational Segment. Investor Advocacy.  In the end it is the client with the money that doesn’t get a fair end of the shake by the industry.  There is not good disclosure about fees charged.  Investors need to understand changes taking place.  Advisors don’t have a fiduciary responsibility to the client to show performance. 

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2012-12-24

N/A
A Comment -- General Comments From an Expert 

Educational Segment. Small Caps.  Seasonal period is December 19 until March 7 each year (26 of 33 years).  Tax loss selling is out of the way, institutional investors hold the highest quality securities at the end of year and then at the beginning of the year they tend to take on more risk.  IWM-US is the most actively traded ETF for the Russel 2000.  XCS-T is the non-top-60 companies in Canada.  The fiscal cliff and the post-US-Election does not change this investment thesis.

Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $0.020
Owned: _N/A

2012-12-10

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  Employment Situation.  In Canada we got a monster Canadian job number last month.  He thinks there is something wrong with the data series because it doesn’t swing that much, so he doesn’t trust current employment numbers.  In the US we know there is a big problem.  1in 6.5 people are on food stamps.  How is that economy booming?  Corporate margins are the best they have ever been because they are laying people off.  From 1940 there is growth in the labour force but in the last decade it has leveled off.  Forget them kicking the can down the road on the fiscal cliff.  They have to make a lot of reforms and they are not making the hard choices for the next decade.  Markets will go up and down.  P/Es on dividend stocks are going way up and that is not sustainable.  You have to be an active trader. 

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2012-12-03

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  Brokers and Advisors having Fiduciary Relationship.  Vast majority of advisors and brokers are not a portfolio manager and so do not. Portfolio managers have discretion over portfolios.  Advisors have an obligation to their employer.  If they sell something they don’t get paid.  However, there is value in an advisor getting clients to put money into a mutual find instead of spending it.  Debt levels are growing and growing in Canada because kids coming out of school are not taught even how to balance a cheque book. 

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: No

2012-11-26

N/A
A Comment -- General Comments From an Expert 

Educational Segment. PRICE of GOLD.  If you take the 4 biggest country balance sheets and compare to their GDP, it is about 36%.  Historically that has been about 15%.  Central banks need a certain amount on their books to control the money supply.  They are creating money and taking the bonds from the system to expand their balance sheet.  With the commitments they have made, the percentage of GDP will rise to about 50%.  They will do this for years and years until we get out of this economic malaise.  Recently, we broke out of a triangle pattern in the price of gold.  Take the height of the consolidation and add it to the break-out point.  He thinks $2050 would be the target for gold by end of 2013 if central banks do what they say.  There will be 30% annualized volatility in Gold over the next few years.  But Gold will generally keep going higher and higher in general.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: Unknown

2012-11-19

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  What is your favorite indicator.  He has no one favourite indicator that makes it easy for everyone.  There are lots of them.  Some work 50% of the time and others work the other 50% of the time.  You have trend, momentum, seasonal and cycles, breath, sentiment, chart patterns and volume indicators.  He likes to take one from each area; MC Oscillator is one he likes.  It looks at breadth of market – those going up vs those going down and looks at momentum.  It always lines up with market bottoms and turning points.  It says the market is so oversold that the potential for a turn is indicated.  It does not say how far or how long the market will go up.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2012-11-05

N/A
A Comment -- General Comments From an Expert 

Educational Segment: Covered Call Strategy. He is very bullish on covered calls. You have to focus on time decay, volatility (Vix Indicators), do the timing. His guest talked about her approach. Sweet spot is from 3 to zero months because you loose 60% of the premium in that time (25-45days). Do it several times per year. REIT focus Canadian and US. e.g. IYR-N

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: Unknown

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