Winning with ETF Strategies: Top Asset Managers Share Their Methods for Beating the Market (Minyanville Media)
Max Isaacman
Language: English
Pages: 222
ISBN: B007ZQ37IO
Format: PDF / Kindle (mobi) / ePub
Today, using the right ETF strategies, you can pursue virtually any investing objective, and achieve your goals in any market: sideways, bear, or bull. In Winning with ETF Strategies, 23 of the field’s most respected and innovative money managers reveal their current strategies and methods, and show you how to select and apply the right approaches for your needs. The ETF money managers presented here have been featured in leading media including CNBC, Fox Business, Bloomberg, Barron’s, The Wall Street Journal, and Research Magazine’s ETF Advisor Hall of Fame.
In this book, Max Isaacman clearly explain how ETFs can help you: gain access to precious metals and other non-market asset classes; profit in unsettled markets and prepare for the next bull market; shift portfolio exposure to the sectors, regions, and asset classes most likely to earn profits; allocate your assets more flexibly and precisely; uncover value opportunities in areas that have underperformed; provide tactical opportunities to generate absolute return; strengthen risk management, and much more.
For all individual investors, ETF investors, hedge fund managers, money managers, and brokers.
rebalance, which RA says is an important difference between the two indexes. Based on research, RA says that it has shown that it has added approximately 2 percent in the U.S. index over a 60-year period, and two-thirds of that 2 percent comes from what it calls “dynamic contra-trading,” which is essentially rebalancing. That is an important part because it allows fundamental 46 WINNING WITH ETF STRATEGIES indexing to capture pricing errors. If RA didn’t rebalance, it says, its index would
what he should do with “a bunch of cash I’ve got laying around?” The client was the CFO of a publicly traded company, very sophisticated in money matters and investing. Armstrong went through a number of strategies, such as “sprinkling it around” across his various existing money managers, investing in some new private equity offerings, and buying some hedge funds. The client kept shaking his head and saying “naah.” So Armstrong, without consulting with his partners, displayed a spreadsheet that
they are, at least on the margins. His decision making would run something like this: “Well, we were 25 percent small- and micro-, where should we be now? Let’s trim a little bit, maybe about five percent, maybe ten off of the large-cap space and move that into small- and micro-, and make a little bit more of a weighted bet on the asset class.” This is how small- and micro- would be increased. This process is duplicated no matter what asset class is considered, such as U.S. versus overseas
on strategies in which research and analysis are used to quantify fundamentals. It combines this with asset-class, risk-reward factors. Cabot uses a disciplined approach to investing, resisting the impulse to get carried away by the euphoria of a market at its peak. It is not crippled by fear at market bottoms. Cabot’s team is comprised of tactical investment advisors who attempt to reduce its clients’ market exposure during extended weak market times. At those times, it trims positions, raises
emerging technology industries. Gay actively seeks out the types of investments he is looking for. He was disappointed when PowerShares dropped an ETF that was focused on efficient public transportation. This is a very narrow sector, not broad enough to gain enough investor interest, and if not enough money flows into an ETF, it is closed. He is not a stock picker, deciding what a company will do. He says, “What I want to do is to decide how much money I want to put into, for example, the solar