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David Jackson

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  • An All ETF Portfolio, Part I [View article]
    On the same theme as (HILO), the WisdomTree emerging market small cap dividend ETF (DGS) is also interesting.

    The downside of these ETFs is they have relatively high expense ratios.
    Nov 19 02:57 PM | 1 Like Like |Link to Comment
  • Roger Nusbaum Positions for 2011: Sector Picking Less Important Than Country / Theme Selection [View article]
    TWTFG, I have no idea what Roger's performance was in 2010. In the interview he made no claim about his past performance. However,

    (1) If you're looking to follow a guru simply because his performance is amazing, then surely his reasoning shouldn't matter to you and you shouldn't be reading articles at all? You should just give him your money to manage. In contrast, shouldn't an article like this stand on its own merits? You should take what you agree with, and leave what you disagree with, irrespective of his past performance.

    (2) I read Roger's articles because his focus is NOT on making predictions, but about risk management in the portfolios he manages. Managing risk is about making the right decisions based on the information available at the time, the probability of different outcomes, and the risks associated with them. Correct decisions can turn out badly; bad decisions can turn out well.

    (3) The assumption behind your comment - that nobody has the right to discuss their approach to the market without a great track record - would stifle debate and the exchange of ideas on sites like Seeking Alpha. Sure, someone has more credibility if they have a great track record, but to say they have no right to express an opinion without a great track record? That seems extreme and threatening.
    Dec 26 08:18 AM | 6 Likes Like |Link to Comment
  • Individual Country ETF Portfolio for August [View article]
    This might also be useful -- an overview of the main country ETFs that shows real time updated performance for today, 3 months, 1 year, and year to date, and allows you to sort the columns to see the leaders:
    seekingalpha.com/data/...
    Aug 5 08:42 AM | Likes Like |Link to Comment
  • Single Country Emerging Markets ETFs, ETNs and Closed-End Funds [View article]
    Update: We just added the new Northern Trust Israel ETF to the list, the NETS TA-25 Index Fund (TAV). Heather Bell writes about this ETF:

    "TAV, however, is not the first of its kind. The iShares complex already offers the competing iShares MSCI Israel Capped Investable Market Index Fund (NYSE Arca: EIS), which charges 0.68%. In a departure for the NETS family, TAV is actually more expensive than its corresponding iShares ETF: It charges 0.70%. EIS was only launched in late March, so it hasn't had time to gain much of a foothold - Northern Trust may be looking to compete with it more on the basis of the underlying index than on price."

    Her full article is here:
    seekingalpha.com/artic...
    May 28 03:44 AM | Likes Like |Link to Comment
  • Single Country Emerging Markets ETFs, ETNs and Closed-End Funds [View article]
    Update: We just added in the new China ETF from Northern Trust.
    May 19 05:04 PM | Likes Like |Link to Comment
  • Single Country Emerging Markets ETFs, ETNs and Closed-End Funds [View article]
    Update: We just added three new Barclay's ETFs to this list: for Israel, Turkey and Thailand.
    Mar 30 04:27 PM | Likes Like |Link to Comment
  • Single Country Emerging Markets ETFs, ETNs and Closed-End Funds [View article]
    Update: we just added the PowerShares India Portfolio ETF (PIN), and included links to articles evaluating and comparing the India ETFs and ETNs.
    Mar 6 10:54 AM | Likes Like |Link to Comment
  • Single Country Emerging Markets ETFs, ETNs and Closed-End Funds [View article]
    TW -- there aren't any emerging market currency ETFs or ETNs yet, but apparently they're in the works. You can view the currently available currency ETFs and ETNs here:

    etf.seekingalpha.com/a...
    Feb 24 03:16 AM | Likes Like |Link to Comment
  • Single Country Emerging Markets ETFs, ETNs and Closed-End Funds [View article]
    We just added the new India earnings-weighted ETN from WisdomTree (EPI) in the list.
    Feb 24 03:15 AM | Likes Like |Link to Comment
More on ECH by David Jackson
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