iShares S&P Global Healthcare Sector (IXJ)
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IXJ Forum Topics
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- General Discussion on IXJ
- 3 Pharma ETFs for a Sickly Market [view article]
- A 360 View of Returns (July 2008) [view article]
- Checking In on the All-ETF Portfolio [view article]
- Just What the Doctor Ordered: Healthcare and Biotech ETF Review [view article]
- P/E Ratio & Estimated Earnings Growth for S&P Sectors [view article]
- SunTrust's Keith Lerner Likes Healthcare, Mid-Cap Growth [view article]
- ETF Pick of the Week: PJP [view article]
- Health Care ETFs Garnering More Than Medical Attention [view article]
- ETF Update: Time for Biotech? [view article]
- A Bullish Prognosis for Global Healthcare ETFs [view article]
- Asset Allocation and the All ETF Portfolio [view article]
- Outlook for Select Sector ETFs [view article]
loading ...Recent IXJ Articles
- 3 Pharma ETFs for a Sickly Market
- Foreign vs. Domestic ETFs: Diversification Remains Essential
- Just What the Doctor Ordered: Healthcare and Biotech ETF Review
- ETFs In Greatest Demand: Financials, Healthcare/Biotech; India's Signs of Life
- SunTrust's Keith Lerner Likes Healthcare, Mid-Cap Growth
- Checking In on the All-ETF Portfolio
- A 360 View of Returns (July 2008)
- ETF Pick of the Week: PJP
- Novartis: An Ex-U.S. Proxy for Global Healthcare
- Health Care ETFs Garnering More Than Medical Attention
- Full List of Articles »
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A 360 View of Returns (July 2008) [view article]
job well done and very easy to follow ReplyPayton
Checking In on the All-ETF Portfolio [view article]
Delta,Thanks for the link to the article. I never would have come to the conclusion that the dealings we do here have such a STRONG impact on business abroad. In relation to S&P500, my favorite ETFs for diversification, ADRE and EEM have an r of no less than .6 over the last five years. Thats quite a pitiful performance. However, as a nonactive trader, I still like the idea of global markets ETFs for my portfolio purposes, and Geoff's article and the comments that ensue, are quite helpful and entertaining.
On Aug 04 05:21 PM Delta David wrote:
> Emerging Markets = Diversification? www.indexuniverse.com/...
>
>
> Alisha you might want to read that article before adding Emerging
> Markets for purposes of diversification. Reply
Just What the Doctor Ordered: Healthcare and Biotech ETF Review [view article]
I've been in FSMEX (Fidelity select medical equipment) for a long time and it's very stable........... ck the quarterly reports and risk assessment at Yahoo financial....... very low standard deviation and very good Sharpe ratio ReplyJust What the Doctor Ordered: Healthcare and Biotech ETF Review [view article]
Nothing new here. Replymanager
P/E Ratio & Estimated Earnings Growth for S&P Sectors [view article]
wondering how all sector earnings significantly below the total S&P500 earnings? should the S&P500 earnings be close to the weighted sector earnings? Replyks
Just What the Doctor Ordered: Healthcare and Biotech ETF Review [view article]
Good article thanks ReplyConsidine
Checking In on the All-ETF Portfolio [view article]
SmartETF:It would be far more helpful if you published one or more articles about what you think is the best approach, how it works, back tests, etc. Simply claiming that your model is better and that you have out-performed by some measure over some period of time is not compelling. Also, publishing a portfolio and then revisiting it later and seeing how it has performed--as I did here--is a useful data point. QPP is consistent with the opinions of some of the very best minds in institutional research (Roger Ibbotson, David Swensen, etc.). This does not make it right, of course, but it is meaningful in my opinion. There may be better models in the world, but there are none that I know of that are as well documented both in stress testing and in practice.
Geoff Reply
Checking In on the All-ETF Portfolio [view article]
Smart ETF. Could email me about your firm´s services. solboy@hushmail.com ReplyA 360 View of Returns (July 2008) [view article]
Finally, a universal overview that gives the reader direction for areas to research for future investment. Great job! Replyng
SunTrust's Keith Lerner Likes Healthcare, Mid-Cap Growth [view article]
Sun Trust SHOULD NOT have sold Coke.Make deal with WEB to loan you the money with coke shares as collerteral but dont sell coke ReplyA 360 View of Returns (July 2008) [view article]
Thank you, very helpful. ReplyChecking In on the All-ETF Portfolio [view article]
You used the term correlation; not I. Correlation refers to a form of dependency model, better known as linear correlation. If this is not the forum to express sophisticated methodologies, then why is it the forum to showcase simplistic ones? The theme was to highlight the de-coupling of indexing and correlation. That is what I was addressing.I have read your past posts and we obviously differ in several areas; but only because I’ve been in the business 25 years, have built models since the mid 80’s that have put me in the top 1% for two decades, and mostly read whitepapers, not trade magazines. In the future I would welcome a debate on your previous posts. In previous articles you cited LTCM as the exception, not the rule, I disagree. You note the underperformance of active managers, yet who determines who is active or who is a closet indexer? Two Yale professors recently came out with a new model that determines if a manager is truly active (based on 23 years of research). Truly active managers soundly beat the index after fees and expenses! BTW, I do not consider active managers to be the same thing as market timers. Taleb may be egotistical but he is right none-the-less.
I will love to resume this conversation in 10 years after you’ve experienced what is to come. My word of caution is to avoid absolutes, avoid getting sucked into the academic theories, and be careful who you choose to debate. I’ve chosen to fight the popular opinion my entire career; it’s a tough road. My best word of advice is for you to never stop asking ‘why’. As Kennedy once said “How could I have been so wrong as to trust the experts?” Don’t let a little criticism stunt your progress. I applaud your efforts and cherish your enthusiasm.
Reply
Considine
Checking In on the All-ETF Portfolio [view article]
To Andrew Muchmore:I am not sure what you are asking here...
Geoff Reply
Considine
Checking In on the All-ETF Portfolio [view article]
Smart ETF:No model is perfect and there are many ideas for better models. A forum like SA is a great way to show what a model says and then to go back and revisit it later to see how it did.
I do favor simpler models when they work and QPP has held up very well for what it is designed for--and this article is a case in point. The ultimate test of statistical models is that they work operationally.
If you have an operational model that is of value, I am sure that many people here would be interested in what it says. But how do we establish value? In a broad forum, it is by publishing positions / suggested allocations that can be benchmarked later.
There are so many complexities in how even a model like QPP deals with stationarity and correlation that this is probably not the forum. QPP does not assume stationary statistics or linear correlation, for example. I often show correlation matrices but QPP is not a so called Delta Normal Mean Variance model. I am not sure where you got that idea.
Geoff Reply
Considine
Checking In on the All-ETF Portfolio [view article]
Indexor: I just checked and it is up--must have been a glitch at the server farm earlier. Reply