Educational Segment | StockChase

Educational Segment Table


Signal Opinion Expert
N/A
General Market Comment 

September 24, 2012

Educational Segment: Canadian Retail Investor Sentiment: The cycle of market emotions. https://educatedtrader.com/: You can participate in the sentiment survey and education videos. There are no really good surveys for the Canadian investor. Only those that participate can see the results. He wants you to become a member of the site. Has a few hundred so far and wants a few thousand across Canada.

Educational Segment: Canadian Retail Investor Sentiment: The cycle of market emotions. https://educatedtrader.com/: You can participate in the sentiment survey and education videos. There are no really good surveys for the Canadian investor. Only those that participate can see the results. He wants you to become a member of the site. Has a few hundred so far and wants a few thousand across Canada.

Unknown
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$0.020
Owned Owned
Yes

N/A
General Market Comment 

October 15, 2012

Educational Segment. S&P closed last week at a very key trend-line. Last year coming off the lows in October, market came up and held the trend-line for a couple of weeks, broke inter-week and closed above. Trend-lines are interesting because you get an opportunity to put in a trade with a fairly tight stop. Thinks the market grinds higher into the end of the year even though expectations for earnings are lower. If we close back below 1420 then we start to get nervous.

Educational Segment. S&P closed last week at a very key trend-line. Last year coming off the lows in October, market came up and held the trend-line for a couple of weeks, broke inter-week and closed above. Trend-lines are interesting because you get an opportunity to put in a trade with a fairly tight stop. Thinks the market grinds higher into the end of the year even though expectations for earnings are lower. If we close back below 1420 then we start to get nervous.

Unknown
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$0.020
Owned Owned
Unknown

N/A
General Market Comment 

October 22, 2012

Educational Segment. Inflation. They have changed the way they calculated it. Once in the 80s and again in the 90s. Tires today last longer than they did decades ago so the fact that they went up in price does not indicate an actual inflation rate. Inflation is 5.5% using the pre-1990 method but is 2% using today's method. US GDP would have gone way down using the old way of calculating inflation but using today's method it has gone up.

Educational Segment. Inflation. They have changed the way they calculated it. Once in the 80s and again in the 90s. Tires today last longer than they did decades ago so the fact that they went up in price does not indicate an actual inflation rate. Inflation is 5.5% using the pre-1990 method but is 2% using today's method. US GDP would have gone way down using the old way of calculating inflation but using today's method it has gone up.

Unknown
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$0.020
Owned Owned
_N/A

N/A
General Market Comment 

November 5, 2012

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

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

Unknown
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$0.020
Owned Owned
Unknown

N/A
General Market Comment 

November 19, 2012

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.

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.

Unknown
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$0.020
Owned Owned
_N/A

N/A
General Market Comment 

November 26, 2012

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.

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.

Unknown
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$0.020
Owned Owned
Unknown

N/A
General Market Comment 

December 3, 2012

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. 

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. 

Unknown
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$0.020
Owned Owned
No

N/A
General Market Comment 

December 10, 2012

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. 

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. 

Unknown
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$0.020
Owned Owned
_N/A

N/A
General Market Comment 

January 7, 2013

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. 

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. 

Unknown
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$0.020
Owned Owned
_N/A

N/A
General Market Comment 

January 21, 2013

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.  

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.  

Unknown
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$0.020
Owned Owned
_N/A

N/A
General Market Comment 

January 28, 2013

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

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

Unknown
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$0.020
Owned Owned
Unknown

N/A
General Market Comment 

February 4, 2013

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.

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.

Unknown
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$0.020
Owned Owned
_N/A

N/A
General Market Comment 

February 11, 2013

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. 

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. 

Unknown
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$0.020
Owned Owned
_N/A

N/A
General Market Comment 

February 25, 2013

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.

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.

Unknown
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$0.020
Owned Owned
_N/A

BUY
General Market Comment 

March 4, 2013

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.

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.

Unknown
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$0.020
Owned Owned
Unknown

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