ETF Update: Why Weighting is Important

When there are several ETF choices related to the same sector, which one is best?  There are plenty of considerations, many of which relate to the expected holding period.  In our ETF trading we make choices with a three-week time horizon, but trade more frequently if necessary.  Liquidity and the bid-ask spread are important. The […]

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ETF Update: How Currency Moves Affect Your Positions

ETF Investors hope to achieve the right level of diversification.  Making sector-specific investments provides a chance to beat the market averages through focus.  Buying ETF's lets you avoid some of the risks that come with individual stock purchases. An ETF portfolio can be very concentrated, or it can represent several diverse sectors.  Sometimes there is […]

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Reacting to News: The RIMM Lesson

How the market reacts to news can be very revealing.  Twenty years ago, when a stock halted trading I was often asked by our trading team where it would reopen.  The problem is understanding the framework of the analysts following the stock and the overall market environment.  The same news can have a widely differing […]

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ETF Update: How to Play the Energy Sector

Here at "A Dash" we often comment about the market, and sometimes about individual stocks.  We always pay attention to market sectors.  A sector approach helps one to find what is working, even in a range-bound market. We study sectors continually, looking at the charts and ratings of hundreds of ETF's.  Each week we provide […]

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ETF Update: Safety in Gold Stocks?

Investors who monitor market sectors have a big advantage.  They avoid the narrow focus of individual stocks.  More importantly, they find opportunities when the overall stock market is range-bound. This is an important lesson. Even when the market seems neutral or negative, there may be strong trading opportunities. We study sectors continually, looking at the […]

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