LOOK PAST THE STOCK MARKET TANTRUM $HEDJ $IBB $KBE $KRE $QLD $SMH $TBF $VVR $YCS $ZSL
This post was just published on ZYX Global Multi Asset Allocation Alert.
The stock market in the United States is throwing a tantrum. Let us examine stock market’s concerns and how our model portfolios are positioned.
Euro Is Falling
The best way to profit from the falling euro is short the currency and long European equities. There is a 12% allocation to HEDJ. This ETF represents European stocks and is hedged against currency fall. There is also a 8% position in EUFN which represents European financial institutions. Further there is a 5% allocation to PSP which represents private equity. Private equity is on the hunt for bargains in Europe.… Please click here or the title below to read more.
March 12, 2015