Tag Archives: ETF
Model ETF Portfolio Update - 12/02/10
An updated look at our model ETF portfolio. No changes this week.
Full StoryMarket Selloff Buying Opportunity? - 04/02/10
Yikes, bad markets today. But with this kind of ratio of down to up volume (almost 20 to 1 for the NYSE), we could expect a bounce in the coming days.
Full StoryModel ETF Portfolio Update - 28/01/10
Equities have been under pressure of late but our asset allocation model has not registered a signal to make any changes. But we are becoming somewhat concerned over our materials exposure.
Full StoryModel ETF Portfolio Update - 21/01/10
This post has updated tabless and commentary for our model ETF portfolio. No changes to our holdings during the past week, but we have included a number of additional technical metrics we keep a close eye on for the portfolio positions.
Full StoryI’ll Pay You in 6-months - 26/11/09
Dubai announced they will not service their debt for the next six months. Is sovereign debt becoming an issue? We tackle this and provide some insight into the recent parabolic rise in gold with some very cautionary charts – reader beware.
Full StoryGold Surges to New High on India's Purchase - 03/11/09
Gold made a fresh new record high today on the back of announced purchases by the Bank of India. While we would not buy golds today, many Canadian gold companies still trade much below their 52-week highs and may be worth a look once things cool down.
Full StoryTSX Sitting on the Edge - 01/11/09
TSX is sitting near an important support level, if broken things could get much worse. That being said, there is evidence the market is oversold and this could be a buying opportunity (with the safely of a stop loss).
Full StoryU.S. Equity Currency Hedging - 28/10/09
Given the better than expected U.S. GDP, we would consider going long the U.S. market and short the U.S. dollar. The U.S. market appears oversold while the U.S. dollar appears to be overbought.
All-in-one solution
The XSP ETF offers a one shot approach for exposure to the S&P 500 on a currency hedged basis. With a low [...]
Buying the Banks Ahead of Earnings - 24/10/09
We believe the Canadian banks are well positioned to exceed earnings expectations in similar fashion to last quarter. The yield curve remains very steep which has a positive relationship with earnings growth. Once more, based on current earnings estimates the market is not expecting any earnings growth from the banks.
Full Story
