Comments on: Listed Alternatives http://www.mebanefaber.com/2009/03/30/listed-alternatives/ Stock Market and Investing Blog of Mebane Faber Tue, 11 Oct 2011 15:24:53 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: Stephen Almond http://www.mebanefaber.com/2009/03/30/listed-alternatives/comment-page-1/#comment-4408 Stephen Almond Sat, 04 Apr 2009 13:02:33 +0000 http://www.mebanefaber.com/?p=1236#comment-4408 How about preferred stocks - PFF?<br><br>Steve How about preferred stocks – PFF?

Steve

]]> By: Stephen Almond http://www.mebanefaber.com/2009/03/30/listed-alternatives/comment-page-1/#comment-2411 Stephen Almond Sat, 04 Apr 2009 08:02:33 +0000 http://www.mebanefaber.com/?p=1236#comment-2411 How about preferred stocks - PFF?<br><br>Steve How about preferred stocks – PFF?

Steve

]]> By: WorldBeta http://www.mebanefaber.com/2009/03/30/listed-alternatives/comment-page-1/#comment-2395 WorldBeta Tue, 31 Mar 2009 18:20:38 +0000 http://www.mebanefaber.com/?p=1236#comment-2395 whoa! i had no idea there was a zeros ETF (EDV). awesome... whoa! i had no idea there was a zeros ETF (EDV). awesome…

]]> By: Matt http://www.mebanefaber.com/2009/03/30/listed-alternatives/comment-page-1/#comment-2394 Matt Tue, 31 Mar 2009 18:08:27 +0000 http://www.mebanefaber.com/?p=1236#comment-2394 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.<br><br>I don't consider these core asset classes, but zeros and jnk bonds have their own performance peculiarities; EDV, JNK<br><br>Precious metals definitely quack differently than commodities, so I would add CEF or GLD.<br><br>I think LSC is going to rank up their with RYMFX eventually.<br><br>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 ;-> 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 ;->

]]> By: WorldBeta http://www.mebanefaber.com/2009/03/30/listed-alternatives/comment-page-1/#comment-2393 WorldBeta Tue, 31 Mar 2009 17:49:37 +0000 http://www.mebanefaber.com/?p=1236#comment-2393 yeah i was just typing in a list of representative etfs yeah i was just typing in a list of representative etfs

]]> By: WorldBeta http://www.mebanefaber.com/2009/03/30/listed-alternatives/comment-page-1/#comment-2392 WorldBeta Tue, 31 Mar 2009 17:48:45 +0000 http://www.mebanefaber.com/?p=1236#comment-2392 good luck - zero info unless you subscribe to some of the institutional info from euro banks. good luck – zero info unless you subscribe to some of the institutional info from euro banks.

]]> By: WorldBeta http://www.mebanefaber.com/2009/03/30/listed-alternatives/comment-page-1/#comment-2391 WorldBeta Tue, 31 Mar 2009 17:47:28 +0000 http://www.mebanefaber.com/?p=1236#comment-2391 thanks for the list - i only included DEF cause i thought it misleading they named it "Defensive" thanks for the list – i only included DEF cause i thought it misleading they named it “Defensive”

]]> By: pjd http://www.mebanefaber.com/2009/03/30/listed-alternatives/comment-page-1/#comment-2390 pjd Tue, 31 Mar 2009 15:50:17 +0000 http://www.mebanefaber.com/?p=1236#comment-2390 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). <br><br>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. 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.

]]> By: Jeff http://www.mebanefaber.com/2009/03/30/listed-alternatives/comment-page-1/#comment-2389 Jeff Tue, 31 Mar 2009 15:44:17 +0000 http://www.mebanefaber.com/?p=1236#comment-2389 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). 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).

]]> By: Jeff http://www.mebanefaber.com/2009/03/30/listed-alternatives/comment-page-1/#comment-2388 Jeff Tue, 31 Mar 2009 14:56:11 +0000 http://www.mebanefaber.com/?p=1236#comment-2388 I looked further at covered calls funds. BEP (not GATEX) would be the preferred choice there. I looked further at covered calls funds. BEP (not GATEX) would be the preferred choice there.

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