Accuvest Global Advisors
Q2 2014 13F-HR Holdings
Net value change ($000)
-58,627
(-15.2%)
New positions
28
Sold out positions
21
Turnover %
54.1%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q1 2014
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)
| EIDO | 12,536 | NEW |
| Global X Funds | 11,909 | 451.4% |
| TUR | 10,541 | NEW |
| EIS | 10,495 | 474.9% |
| IWD | 10,083 | NEW |
| Market Vectors Emer Mkts Hi Yld Bond | 9,975 | NEW |
| IXC | 8,981 | NEW |
| DXJ | 8,069 | 2053.2% |
| POWERSHARES ETF TR II | 6,880 | NEW |
| WTRE | 6,363 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| EWG | -17,629 | -78.4% |
| iShares, Inc. | -16,030 | -100.0% |
| EWD | -14,788 | -86.3% |
| EWY | -13,085 | -69.5% |
| INVESCO EXCHANGE-TRADED FUND TRUST | -12,517 | -100.0% |
| INVESCO EXCHANGE-TRADED FUND TRUST | -11,187 | -100.0% |
| IEO | -10,337 | -86.2% |
| IVV | -10,335 | -17.8% |
| CURRENCYSHARES SWISS FRANC T SWISS FRANC SH | -8,195 | -100.0% |
| MCHI | -7,476 | -26.0% |
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 |
|---|