Oil Search, ASX 200 & the Brazilian EWZ ETF
On Thursday 23 April, Gary Stone appeared on Peter Switzer’s TV Show on the Sky Business Channel 602. A 10 minute recording can be watched of this show where Gary and Peter discuss: The bullish local market attempt to breach 6000 for a fourth time. The attractiveness of the oversold Brazilian market and the opportunity […]
ETF performance and declining currency value
In last week’s post I looked at how the declining value of the Euro currency had negatively impacted on the value of the EWG ETF despite the fact that the underlying DAX Index had risen significantly since the middle of October last year. This week, we will look at the inverse situation, where a declining […]
DAX Index ETF and the effects of currency exposure
This week in our ongoing ETF series I want to take a look at the effects cross currency exposure can have on the performance of some ETFs. When we trade ‘domestic’ stocks on our own stock market (ASX for Australia) using our own currency (Aussie dollars), we are never exposed to currency movements as all […]
A simple way of getting exposure to the US Dollar
In my earlier postings on the use of ETFs by investors, I wrote that some of the major benefits of ETFs for the ordinary investor included the fact that they can be traded in your share trading account and as a result allow for portfolio diversification. This week I would like to look at this […]
ASX200, DAX, BHP and WOW
Earlier this week Gary Stone appeared on Peter Switzer’s TV Show on the Sky Business Channel 602. A 10 minute recording can be watched of this show where Gary and Peter discuss: The resistance levels ahead for the ASX200 and, in particular, the 6000 level. The German DAX index which is raging higher. A technical […]
Be your own fund manager (part 4) – the returns are really piling up now…
Our initial discussions on using ETFs began with the concept of a single ETF that tracks a major global equity index such as the S&P500 (SPY) or the S&PASX 200 (STW) indices and how that even this simple strategy with dividends without any ‘timing’ could outperform 70% of active fund managers, on average over the […]
Be your own fund manager – a diversified worldwide portfolio
Returning to our series on ETFs and how as active investors and traders we can use them to not only be our own fund manager, but also to out-perform the vast majority of fund managers, this week we take a look at a multiple ETF strategy. This simple multiple ETF strategy builds on the single […]
ASX200 clear & significant breakout
The ASX200 (XJO) had a clear and significant breakout on 3rd February this year when it rose and closed above the high of 5679 that occurred on 21st August last year. The ASX200 closed last week at 5881, some 202 points above that high. ASX200 Chart The weekly chart below shows solid black trend lines […]
Be your own fund manager and beat the pro’s (Part 2)
Single ETF Strategy – with timing Last week we discussed the use of a single ETF strategy to replicate the return of a stock market index such as the S&P500 using the SPY ETF, or the S&PASX200 using the STW ETF. This simple strategy uses no timing techniques, but is just a simple “buy and […]
Be your own fund manager using ETFs
The arrival of ETFs on the investing landscape, their increasing popularity and their ongoing expansion to cover more and more sectors, specific industries, commodities and market segments continues to open up more and more opportunities for passive and active investors. Having discussed many of these benefits over the past few weeks, we can now look […]