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David Jackson

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  • The Most Important Investing Themes of the New Decade [View article]
    Roger, totally agree with you about population aging - that's why we set up a section on Seeking Alpha for Demographics (seekingalpha.com/tag/d...). The most obvious sector to benefit from this is healthcare and pharma, with ETFs like (VHT), (XBI), (XLV) and (XPH). The problem is that the pharma companies are facing patent expirations and weak new product pipelines. In that light, it's worth looking at the generics, like (TEVA), on which there's a good article by Chuck Carnevale seekingalpha.com/artic... .
    Jan 16 12:25 PM | 4 Likes Like |Link to Comment
  • Five Emerging Markets ETFs to Watch for Heavy Sector Exposure [View article]
    Birder, I'm not sure that's an issue. Most broad ETFs, such as EEM and VWO, contain a large number of stocks, and the concentration of the top 10 or 20 stocks is often not high. On the contrary, I think that many investors who buy individual stocks instead of broad ETFs often have much greater portfolio concentration. With an ETF, you can buy hundreds of stocks with a single trade.

    Individual stock concentration is more of an issue when you get to narrower ETFs such as sector ETFs or ETFs of countries with relatively small stock markets.
    Sep 30 02:00 PM | Likes Like |Link to Comment
  • Five Emerging Markets ETFs to Watch for Heavy Sector Exposure [View article]
    Good article, because many investors are probably unaware of the sector risk with these ETFs.

    If you go to a Seeking Alpha quote page by clicking on any ticker symbol -- in this case (EPOL) (EPU) (FXI) (PLND) (RSX) -- you'll see a section called "ETF Alternatives" that provides alternatives to these ETFs.

    We've invested considerable time and effort in this in the belief that it will help our readers understand the ETFs available as alternatives to any stock or ETF. If anyone tries it, please leave a reply to this comment and let me know what you think.
    Sep 29 03:46 AM | 2 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
More on EPU by David Jackson
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