EWZ
9 posts
Author: Tarquin Coe Covestor model: Market Timing Technicals Disclosure: None Up until recently, emerging markets, a “risk-on” leader, was breaking down on a relative basis. Such weak performance was threatening the bull market argument. However, like Technology and other higher beta areas, the emerging markets have tended to turn tail […]
Author: Capital Ideas Covestor model: Macro Plus Income Model and ETF Only Model Disclosure: Long BALT, DNR, EMC, FXL, IYJ, IYW, JNK, KWK, MDY, NRGY, PDS, WY, XSD, MOO, MDY, XES, XSD We continue to view the US markets as more attractive than those markets overseas. Therefore we have liquidated our […]
emerging markets since the start of 2011: Opportunity was seen in the U.S. and Europe, so capital moved from emerging markets into the developed world.
Our approach to this summer’s range bound market proved far too defensive for the record setting advance in September. Early in the month we sold most of our fully priced momentum based securities in the Income Plus account.
The South America model at Covestor returned positive results in August even though the S&P 500 finished in the red, as well as Latin America as indicated by the iShares Latin America 40 Index ETF (ILF). It was a mediocre month for Brazilian stocks – the largest Brazilian fund, iShares MSCI Brazil Index (EWZ), fell from $ 70.38 on July 30 to $67.75 on August 31 – but the Chilean and Peruvian equity in my portfolio performed well.
Author: CJ Brott & Karen Burns – Capital Ideas Disclaimer: In its Covestor Macro Plus Income and ETF Only models, Capital Ideas owns F, MFB, MHR, SWN, SIRO, JNK, PCEF, HAO, EWZ, and BRF as of July 26, 2010. July 26, 2010: On July 7, 2010 we offered our opinion […]
Author: Gary Harloff – Harloff Capital Management Disclaimer: Gary Harloff owns RSX in his Covestor Opportunistic ETF model. August 1, 2010: Many pundits are forecasting a double dip recession and a double dip bear market. Current musings by star gazers include bearish signs of a head and shoulders pattern and […]
Capital Ideas investment strategy involves using ETF’s as core holdings. One of our most basic strategies involves allocating capital between small medium and large capitalization market indexes. The advent of the Global X Brazil mid cap fund (NYSE:BRAZ) has allowed us to finish out this market cap indexing strategy, which […]