Tag Archives: ETFs

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Cumberland Advisors Market Commentary – Understand Leveraged ETFs*

Author: Leo Chen, Ph.D., Post Date: April 6, 2020
Understand Leveraged ETFs 1280x720

The first leveraged ETF was launched in 2006, 13 years after the first ETF was rolled out back in 1993. Although there has been much debate over whether leveraged ETFs add to market volatility and risk, the market size of leveraged ETFs has topped $100 billion since their launch. Evidently, investors’ appetite for leveraged ETFs […]

Cumberland Advisors Market Commentary – Cash or No Cash? Optimist, Pessimist or Realist?

Author: , Post Date: January 24, 2020
Market Commentary - Cumberland Advisors - Cash or No Cash - Optimist, Pessimist or Realist

At any given time, there are at least four or five people (and often up to six or seven) working on our ETF trading accounts and strategies. We continually challenge each other as part of our investment process. We debate all points of view, and we freely express differences of opinion. We try to read […]

Cumberland Advisors Market Commentary – ESG Investing. Also Brazil.

Author: David R. Kotok, Post Date: January 10, 2020
Market Commentary - Cumberland Advisors - ESG

ESG investing is getting hotter (pun intended). We are watching organizations change their institutional asset allocation to increase their exposure to environmental, social, and/or governance standards that are acceptable to the trustees or boards or donors. Those incoming flows into the ESG space mean higher stock prices for the companies and securities that meet the […]

4Q2019 Review – Market Volatility / Leveraged Volatility / Sector Alpha Portfolios

Author: Leo Chen, Ph.D., Post Date: December 31, 2019
Cumberland Advisors - Quarterly Review - Market Volatility ETF

4Q 2019 Review: Market Volatility / Leveraged Volatility / Sector Alpha Portfolios The S&P 500 has had a tremendous melt-up in the fourth quarter of 2019. With the Federal Reserve’s cutting rates for the third time in October and the easing of trade tensions between the US and China, it is not surprising that the […]

Cumberland Advisors Market Commentary –  Defense Expenditures

Author: David R. Kotok, Post Date: May 8, 2019

Most Americans have never heard of the Stockholm International Peace Research Institute, www.sipri.org. A few minutes surfing their website might just inspire you to add it to your list of independent research sources. You can check out the role of the military in Venezuela and how it is supporting Maduro as a result of the financial […]

Hot Reads: 3 Key Bond ETFs For Your Portfolio

Author: , Post Date: March 9, 2019
Cumberland Advisors William Bill Witherell Ph.D.

Hot Reads: 3 Key Bond ETFs For Your Portfolio March 07, 2019 Compiled by ETF.com Staff ETF.com highlights content for their readers in this day’s “Daily Hot Reads.” They are the self-described “leading authority on exchange-traded funds, ETF.com has delivered clear, independent and authoritative news, analysis and education about ETFs online and in print since […]

Geopolitical Risks in Emerging Market Equity ETFs

Author: William Witherell, Ph.D., Post Date: March 5, 2019
Cumberland Advisors Market Commentary by William "Bill" Witherell, Ph.D.

Last week included several dramatic examples of unexpected geopolitical developments in emerging markets: Two nuclear powers in South Asia, India, and Pakistan, clashed and appeared to be on the brink of full-scale war; and the US-North Korea summit in Hanoi ended badly, with Trump walking out. Also, unsettling markets were some negative signs about the […]

Considering China

Author: William Witherell, Ph.D., Post Date: February 26, 2019
Cumberland Advisors Market Commentary by William "Bill" Witherell, Ph.D.

China stocks surged Monday following Trump’s announcement that he will be delaying US tariffs on China. Prospects for a trade agreement between China and the US are now looking very good. It is evident that both sides need a positive resolution and are willing to compromise. Last year, China’s stock markets experienced their worst year […]

Leveraged ETFs

Author: Leo Chen, Ph.D., Post Date: November 14, 2018
Cumberland Advisors Market Commentary - Leo Chen, Ph.D.

Our quantitative strategy at Cumberland Advisors is a trading model that combines fundamental indicators and quantitative analysis into a binary output – either fully invested or all in cash. The strategy trades the S&P 500 in two versions: unleveraged and leveraged. Specifically, the leveraged portfolio uses a leveraged ETF as our vehicle to track 3X […]