Tag Archives: ETFs


US Stock Market in First Quarter, 2018

Author: David R. Kotok, Post Date: March 14, 2018
Cumberland Advisors Market Commentary

US Stock market volatility returned in the 1st quarter of 2018 with a vengeance. The January to February low selloff took most major averages down in the double digit range (over 10% drop). The stock market peaked within days of President Trump’s State of the Union Message in which he claimed credit for the stock […]

Guns: Part 3, The Policy Journey

Author: David R. Kotok, Post Date: February 27, 2018
Cumberland Advisors Market Commentary by David Kotok

In part one of this series, I wrote about my personal journey with guns. Part two involved the US stock market and bond market and Cumberland’s investment policy and how it relates to the three public companies that constitute the gun makers whose shares trade on the US exchanges and are thus part of a […]

What Cumberland’s Kotok Is Buying

Author: , Post Date: February 7, 2018

Excerpt below: Late last week, when stocks began selling off hard, David Kotok, the chairman and chief investment officer of $3 billion-asset Cumberland Advisors, was buying on the dip. To be precise, he was adding two bank exchange-traded funds—Powershares KBW Bank Portfolio (KBWB) and SPDR S&P 500 Regional Bank (KRE)—to the ETF-based separately managed accounts […]