Accuvest Global Advisors
Q1 2014 13F-HR Holdings
Net value change ($000)
-58,833
(-13.3%)
New positions
16
Sold out positions
21
Turnover %
37.6%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q4 2013
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| EWD | 15,036 | 716.7% |
| INVESCO EXCHANGE-TRADED FUND TRUST | 12,517 | NEW |
| SPY | 12,024 | 46.2% |
| IEO | 11,987 | NEW |
| IVV | 11,980 | 25.9% |
| CURRENCYSHARES SWISS FRANC T SWISS FRANC SH | 8,195 | NEW |
| CWB | 7,310 | NEW |
| POWERSHS DB US DOLLAR INDEX DOLL INDX BULL | 5,928 | NEW |
| IYG | 4,912 | NEW |
| YRI | 4,805 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| iShares, Inc. | -32,895 | -67.2% |
| iSHARES TRUST | -17,437 | -77.4% |
| XLY | -13,575 | -100.0% |
| IWM | -11,250 | -100.0% |
| SPDR SERIES TRUST | -9,949 | -69.8% |
| POWERSHARES ETF TRUST DYN EN EX PROD | -9,025 | -94.5% |
| IGSB | -8,132 | -74.5% |
| Global X Funds | -7,151 | -73.1% |
| CHIQ | -6,161 | -100.0% |
| AdvisorShares Trust | -6,103 | -53.2% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|