Specific ETFs for Specific Situations
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Created by Roy in Oceanside
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Date updated:01-08-2008

First - the tracking feature at right is turned on. This portfolio lists specific sector ETFs with descriptions of how, why and when these stratigies might work and why it might be to one's advantage to buy particular ETFs for specific situations. These ETF will tend to outperform and underperfrom the Index depending... So there are elements on timing in using this list, but I am restricting it largely to sectors with more pronounced long term trends. I may put some of these ETF on or off the list in a timing effort but haven't deceided on that yet. Any one utilizing any of these strategies needs to keep their eyes open.

symbol name last price % change open
  • +
  • SPY
    S&p Dep Receipts
  • $109.43
  • -0.36%
  • $109.25

SP500 index ETF. A good source of funds during market sell offs without having to carry a large cash balance. The market is down 5% and some companies you like are down 10 or 15%. Sell some SPY buy the stocks. Later, when the market sell off abates, build back this sourcs of funds by a stock you are no longer happy with. If the market is rocketing past all time highs. Take some profits in your high flyers put it into the SPY. When the sell off happens - Sources of funds.

People owning SPY also tend to own: ANVAYEAZOBBYBPZCOHCTRN

TheStreet.com Rating: No Rating What is this?

  • +
  • PPA
    Powershares
  • $16.49
  • -0.12%
  • $16.40

Aerospace and Defense ETF. These companies are very complex with equally complex products and services. Researching this sector can be time consuming. Additionally the Pentagon and a pork barrel congress work hard to insure no one company can Bill Gates all his competitors and monopolize the business. This ETF contains 55 companies with wide diversification across sub-sectors and congressional districts. If you have an edge in gaming Congress and the Pentagon and feel you can do better picking specific stocks here, I'm happy for you. These stocks traditionally do OK in recessions, but beware.

People owning PPA also tend to own: AMGNCMOMSFTRIOAAPLCSCO

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  • +
  • KRE
    Spdr Kbw Regional
  • $20.85
  • +0.53%
  • $20.56

A regional bank ETF. If you believe the Fed will cut rates, regional and community banks could see an increase in net interest margins which will flow through to earnings. So goes Jim Cramers thesis and this ETF is his pick on August 20, 2007. I waited his recommended 5 days before adding it to this list. Check out the return on the tracking feature at left. See how it works out. This ETF has 50 regional and comminity banks. If you feel that you can comb through dozens or hundreds of regional and community banks and pick best of breed more power too you.

People owning KRE also tend to own: ARAYCHCG.OBCOGOCVYDUGFXEGASS

TheStreet.com Rating: No Rating What is this?

  • +
  • MXI
    Ishares S&p Globa
  • $60.48
  • -0.88%
  • $60.31

A global basic material's ETF. We are in a commodity boom (at the time this was added). However many of the companies involved are foreign and dependent on only one or a few commodities. This ETF containing 113 companies will not leave an investor overly concentrated in strange ccommodities in strange places. This is a volitile sector: an ETF will dampen some (but certainly not enough) of that volitility. Some timing skills may be required.

People owning MXI also tend to own: AAPLADBEBJBIXCSCOCWGFXDIMDODGX

TheStreet.com Rating: No Rating What is this?

  • +
  • IHI
    Ishares Dj Us Mdi
  • $50.23
  • -0.55%
  • $50.36

iShares Medical Devices' ETF A way to play the health care industry without the underperfroming big pharma stocks.

People owning IHI also tend to own: AGGDRFDTDEWAEWHGLDPHO

TheStreet.com Rating: No Rating What is this?

  • +
  • PBJ
    Pwrshr Dyn Food&b
  • $14.07
  • +0.36%
  • $14.03

Food and beverage ETF. A recession play alternative for the Consumer Staples ETF.

People owning PBJ also tend to own: BPTCOHDBAEVEPEWDEWMEWT

TheStreet.com Rating: No Rating What is this?

  • +
  • PXE
    Powershrs Dynamic
  • $15.7125
  • -0.68%
  • $15.66

An oil ETF weighted more towards Exploration and Production companies than Major Integrateds.

People owning PXE also tend to own: AMSFCBICVSDISDSXHOCJPM

TheStreet.com Rating: No Rating What is this?

  • +
  • GLD
    Spdr Gold Shares
  • $112.94
  • +0.57%
  • $111.74

Gold ETF. Easiest way to get straight gold exposure.

People owning GLD also tend to own: ANVAYEAZOBBYBPZCOHCTRN

TheStreet.com Rating: No Rating What is this?

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Start Price

Return Value

Start Date

SPY 148.33 -26.23% Aug 25th
PPA 22.30 -26.05% Aug 25th
KRE 45.80 -54.48% Aug 25th
MXI 70.00 -13.60% Aug 25th
IHI 62.06 -19.06% Oct 10th
PBJ 17.60 -20.06% Oct 10th
PXE 23.65 -33.56% Oct 10th
GLD 73.09 +54.52% Oct 10th
XME 66.12 -26.18% Oct 10th
KXI 62.71 -9.54% Nov 26th
JXI 69.94 -33.39% Nov 26th
DBU 36.15 -38.04% Dec 1st
HHD 33.11 -35.55% Dec 3rd
MOO 53.98 -20.97% Dec 22nd
IEO 67.93 -27.35% Jan 4th
IHF 64.06 -29.55% Jan 8th

Average return:

-22.44%

Success rate:

6.25%

Tracking Started: 08-25-2007

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Q. If Goldman Sachs is stupid, what...
11.21.09 | 17:17 PM Asked by Clementplace

A. why are you picking on just one ex-GS
employee....why not compare data on all
former GS employees?....sorry for
bringing your name into this useless
arguement.... Leon Cooperman one of The
400 Richest Americans (2009) worked 25
yrs at GS.
sources:
http://www.stockpickr.com/members/port/L
eon-Cooperman/
forbes.com

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