Is there anyone out there doing good work on the listed alternatives space? Would you be interested in a newsletter discussing the listed alternative space?
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Below is a table of some funds – any ones in particular I am leaving out?
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Is there anyone out there doing good work on the listed alternatives space? Would you be interested in a newsletter discussing the listed alternative space?
]
Below is a table of some funds – any ones in particular I am leaving out?
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PFTRX
HSGFX
DLSAX is an interesting market-neutral fund run by Doug Cliggott, who I have found to be pretty sharp.
this looks like a stock fund, no?
already on there
will check it out
Sorry about that
I think you could fit LSC into the managed futures category.
AGC for converts
FLSRX – fixed income arbitrage
Great additions from all
Gabelli ABC (GABCX) Merger Arb
Gabell Global Deal (GDL) Merger Arb
AQR Diversified Arb (ADANX, mentioned by you recently)
iShares Intelligent Carry (ICI), another carry trade fund
Lots of covered-call closed-ends, including ETJ, which pursues a fairly sophisticated, risk averse strategy
Also, JPG is managed by Patrick Rogers, same guy who manages GATEX (it's a little riskier)
DEF isn't a long/short fund
Also, I think room should be made for the oil and gas pipeline MLP funds, with special mention for BSR, an ETN
I would love to see any detailed info about listed hf discounts over in europe.
Here is the ” FundX Tactical Total Return Fund”
http://upgraderfunds.com/pdf/FundxtacticalTotal...
It is expensive and just coming out of the gate, but it looks like the FUNDX fund (it buys other top-performing funds/ETFs as underlyings, momentum investing style) with the additional option to go to bonds/cash when things turn south based on a confluence technical, sentiment, and fundamental indicators. The time to introduce this fund was a couple of years ago, but this is how fund companies work…
You may want to differentiate between bond classes and use LQD and TLT or IEF instead of AGG.
1. I also use QQQQ and GLD in my asset class ETFs?
2. GATEX seems more of a 'Collars' strategy than primarily Covered Calls. BXM or PUT are better measures of covered calls returns, but I know your looking for tradeable funds rather than indices. I'll research this further and let you know what I find.
I looked further at covered calls funds. BEP (not GATEX) would be the preferred choice there.
It seems unnecessary to include both DBC and GSP — I guess I don't understand the big distinction between them. I'd prefer that you use only DBC (much more liquid).
You might consider adding the new hedge fund replication ETF (QAI), and under “covered calls” Powershares has a buy-write S&P 500 ETF (PBP).
Arguably, Powershares' Dorsey Wright Technical Leaders ETF could be considered a momentum-based performance hedge fund (PDP), although maybe it's more analogous to quant/rule-based long only active ETFs.
thanks for the list – i only included DEF cause i thought it misleading they named it “Defensive”
good luck – zero info unless you subscribe to some of the institutional info from euro banks.
yeah i was just typing in a list of representative etfs
For bonds, I personally like BND more than AGG. TLT definitely represents an asset class, and should be included. Foreign treasuries (BWX) might be at least as valuable a class as foreign REITs? Also cash is an asset class, so consider including SHY, SHV, or BIL.
I don't consider these core asset classes, but zeros and jnk bonds have their own performance peculiarities; EDV, JNK
Precious metals definitely quack differently than commodities, so I would add CEF or GLD.
I think LSC is going to rank up their with RYMFX eventually.
I don't have a ticker to share, but I would like to see a listed long-short or market-neutral strategy that makes money at least as often as it loses money ;->
whoa! i had no idea there was a zeros ETF (EDV). awesome…
How about preferred stocks – PFF?
Steve
How about preferred stocks – PFF?
Steve