Category: Tactical ETF Portfolio Management
Tactical ETF Portfolio Management is about tactical decisions with Exchange Traded Funds.
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A few observations on Global Macro and Trend Following
A few observations on #GlobalMacro and #TrendFollowing As I see it, trend following can be global macro and global macro can be trend following. I call my primary strategy “global tactical,” which is an unconstrained,… Read More
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Emerging Markets Reached a Bear Market Level, or is it a Continuation of a Secular Bear Market?
An emerging market is a country that has some characteristics of a developed market but does not satisfy standards to be termed a developed market. The MSCI Emerging Markets Index covers more than 800 securities… Read More
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Global Market ETF Trends
Looking at the broad global markets, U.S. stocks are in a positive trend along with the U.S. Dollar. International stocks, commodities, and foreign currency are trending down. With the directional trends and momentum being in… Read More
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Does Your Firm Use Active ETFs?
Christi Shell was recently asked by ETF.com “Does your firm use active ETFs”. Her answer from the interview: Our portfolio manager, Mike Shell, doesn’t currently include active ETFs in our universe of tradeable ETFs, but… Read More
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Global Stock and Bond Market Trends 2Q 2018
Yesterday we shared the 2nd Quarter 2018 Global Investment Markets Review, which used a broad range of indexes on performance tables to present the year-to-date progress of world markets. The issue with a table that simply… Read More
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2nd Quarter 2018 Global Investment Markets Review
It is no surprise to see global equity markets stall after such a positive trend last year. As we will see, the weakness is global and across both bonds and stocks. Before we review the… Read More
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The week in review
In case you missed it, below are all of the observations we shared this week. When there are more directional trend changes and volatility, I find more asymmetries to write about. That’s because I look… Read More
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Is it a stock pickers market?
Sometimes the stock market is trending so strongly that the rising tide lifts all boats. No matter what stocks or stock fund you invest in, it goes up. That was the case much of 2017.… Read More
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Commodities are trending with better momentum than stocks
Commodities are trending with better momentum than stocks over the past year. A commodity is a raw material or primary agricultural product that can be bought and sold, such as copper or coffee. A commodity is a basic… Read More
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Sector ETF Changes: Indexes aren’t so passive
Index funds and ETFs are often called “passive”, but in reality, they aren’t. Indexes change as their committees add and remove stocks or bonds from them. Though we generally know the exposure we can expect… Read More