One of my favorite SNL skits is the more cowbell bit from about ten years ago. While the entire skit is gold, one line that cracks me up is when Bruce Dickinson, yes the Bruce Dickinson, tells Gene to really explore the space.
With that in mind I thought it would be an interesting thought exercise to build core and really explore portfolio at the sector level.
Tech Sector:
PowerShares Dynamic Technology Portfolio PTF
Mail Ru Group GDR (MLRUY) a Russian Internet company, not available at many brokers
Financials:
Canadian and Scandinavian Bank ETF (I made this one up)
JSE Limited (JSEJF) the stock exchange of South Africa
Energy:
Energy Sector SPDR (XLE)
MOL Oil & Gas (MGYOY) big oil in Hungary
Healthcare:
iShares DJ US Healthcare ETF (IYH)
Bumrungrad Hospital (BUGDF) a medical tourism stock
Staples:
Staples Sector SPDR (XLP)
NZ Farming Systems Uruguay
Discretionary:
First Trust Consumer Discretionary AlphaDEX Fund (FXD)
Gol Linhas Air (GOL) an airline in Brazil
Industrials:
SPDR S&P International Industrial Sector ETF (IPN)
PT United Tractor (PUTKY) Indonesian company, similar to Caterpillar
Materials:
PowerShares Dynamic Basic Materials Portfolio (PYZ)
New Britain Palm Oil (NBPOF) plantations in Papua New Guinea and the Solomon Islands
Utilities:
Utilities Sector SPDR (XLU)
RusHydro (RSHYY) Russian hydroelectric company, pinksheets.com shows no volume Google does
Telecom:
S&P Telecom Sector ETF (XTL) does not own ma-bell telecom
Nortel Networks Netas Teleko it is an equipment manufacturer, there is no US symbol but most brokerages should be able to trade it.
I have no disclosures so if you add one plus one and get 11 that is your own issue. There are a lot of odd little companies out there and while they are not going to be realistic additions to too many portfolios but it makes for an interesting discussion and might get people to look a little further under the hood of any specialized ETFs they might own.
Animal check; one grizzly bear, more buffalo and elk than can be counted, a wolf (upon close up of Joellyn's picture the wolf had something in its mouth), a couple of other things but no moose yet. To the reader who said go on the Beartooth Highway, thank you! That turned out to be a great tip.
2 comments:
Bumrungrad Hospital (BUGDF) a medical tourism stock?
Really?
The most expensive hospital in Thailand with a long track record of pissed off patients who have received shoddy treatment? Some of them apparently dieing from inadequate care? (OK, in those cases it's been the relatives who've been displeased, but I hope I make my point.)
I live in Thailand and definitely wouldn't visit Bumrungrad. I may well get better care at a government hospital.
I have a Thai restaurant near us that has a similar track record.
T
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