Monday, May 27, 2013

Japanese Stock Market Commentary - (Bloomberg Video)

Japan Stocks May Rise Another 20-30%

The Japanese market corrected more than 7% in just a couple days. We have exposure to Japan via the
Hedged Japan ETF, DXJ. DXJ is still one of our best performing position year to date. It is also one of our high conviction positions. My intent is to ride out the storm as of now.

All GWM Model Portfolios have a 5% position in DXJ. 

Click the link below to view a brief Bloomberg video discussing the outlook for the Japanese market.

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