2015Q3 BOA Updating Global Best of Breed，生技醫療股票比重甚高

美林證券發布了 3Q15 Global Best of Breed: BoB the Builder

• Why BoB works

Our Best of Breed strategy uses a strict set of quantitative criteria to identify some of the world’s highest quality companies whose superior business models endow them with high growth potential. We define Best of Breed stocks as companies that have strong corporate management, earnings growth, balance sheet and margin growth potential. In our view, a strategy of holding companies that offer both high quality and high growth will continue to be a winning formula, even as macro, rates and growth continue to normalize in 2015 and beyond.

這個Stock Pools裡面生技醫療的股票包括Amgen. Biogen. Celgene. lllumina. Regeneron. Vertex. Zoetis，持續觀察一陣子看看吧。BOA在公布這篇研究報告後，Zoetis 6/25就漲了11.36%...

百達生技(Pictet-Biotech)基金更換基金經理人

這檔生技基金在過去幾年很紅，台灣很多投資人都有投資。近日宣布更換主要的基金經理人，把從2008年12月的Michael Sjöström 更換為Stephan Patten and Paulina Niewiadomska (分別於2014年及2011年加入該團隊)。

換基金經理人後，看起來會將投資組合更偏重於早期生技研發 (註：因為較晚期的，股價都已經給他很貴....@@)

這檔基金的管理費率為1.6%，不便宜。以Michael Sjöström在任期間跟NBI指數來比較，沒有突出的亮點，但是也沒有比較差。

原文連結：http://citywireasia.com/news/pictet-hands-overhauled-750m-healthcare-fund-to-new-recruits/a819877?ea=379430&re=34591&utm_source=BulkEmail_International_Daily_Asia&utm_medium=BulkEmail_International_Daily_Asia&utm_campaign=BulkEmail_International_Daily_Asia

Vanguard ETF 相關資訊

• Overviews

Symbol	Name	Price	Change	Assets*	Avg Vol	YTD
VTI	Total Stock Market ETF	$109.47	1.22%	$56,334,342.40	2,533,337	3.75%
VWO	Emerging Markets ETF	$41.71	1.46%	$47,289,027.20	10,905,685	4.40%
VOO	S&P 500 ETF	$193.33	1.19%	$32,355,900.80	1,444,842	3.14%
VEA	Europe Pacific	$41.27	2.08%	$27,778,054.40	4,379,271	9.43%
BND	Total Bond Market ETF	$80.88	-0.21%	$26,963,872.00	2,585,611	-0.84%
VNQ	REIT ETF	$77.05	0.71%	$24,959,110.40	4,195,340	-4.31%
VIG	Dividend Appreciation ETF	$80.80	1.22%	$20,177,483.20	716,972	0.11%
VUG	Growth ETF	$109.12	1.18%	$18,813,256.00	751,215	4.85%
VTV	Value ETF	$85.69	1.20%	$18,468,233.60	940,254	2.02%
BSV	Short-Term Bond ETF	$79.92	-0.06%	$15,994,976.00	1,130,088	0.49%
VGK	FTSE Europe ETF	$56.92	2.47%	$14,320,048.00	4,657,366	9.22%
VEU	FTSE All World Ex US ETF	$50.32	1.84%	$14,317,080.00	1,503,466	7.73%
VO	Mid-Cap ETF	$129.46	1.01%	$12,149,670.40	359,814	4.79%
VB	Small-Cap ETF	$123.38	1.14%	$11,639,629.60	463,729	5.80%
VYM	High Dividend Yield ETF	$69.34	1.09%	$11,043,092.80	560,449	1.53%
VCSH	Short-Term Corporate Bond Index Fund	$79.46	-0.05%	$10,289,090.40	672,388	0.57%
VGT	Information Tech ETF	$110.05	1.51%	$7,551,206.40	301,120	5.33%
VV	Large-Cap ETF	$97.08	1.18%	$5,966,376.00	195,882	3.31%
BIV	Intermediate-Term Bond ETF	$83.22	-0.35%	$5,936,378.40	349,969	-0.65%
VBR	Small-Cap Value ETF	$110.08	1.32%	$5,693,458.80	264,683	4.14%
VHT	Health Care ETF	$139.67	1.17%	$5,606,128.40	243,643	11.21%
VCIT	Intermediate-Term Corporate Bond Index Fund	$84.57	-0.28%	$5,251,479.20	428,811	-0.50%
VBK	Small-Cap Growth ETF	$135.70	1.08%	$4,641,545.60	194,726	7.77%
VXUS	Total International Stock ETF	$52.12	1.86%	$4,583,540.80	474,582	8.15%
VT	Total World Stock Index ETF	$63.29	1.62%	$4,367,236.00	338,032	5.80%

• Expense

Symbol	Name	ETFdb Category	Inception	ER	Commission Fee
VTI	Total Stock Market ETF	All Cap Equities	2001-05-24	0.05%	2 Platforms
VWO	Emerging Markets ETF	Emerging Markets Equities	2005-03-04	0.15%	3 Platforms
VOO	S&P 500 ETF	Large Cap Blend Equities	2010-09-07	0.05%	Vanguard
VEA	Europe Pacific	Foreign Large Cap Equities	2007-07-20	0.09%	2 Platforms
BND	Total Bond Market ETF	Total Bond Market	2007-04-03	0.08%	2 Platforms
VNQ	REIT ETF	Real Estate	2004-09-23	0.10%	2 Platforms
VIG	Dividend Appreciation ETF	Large Cap Value Equities	2006-04-21	0.10%	3 Platforms
VUG	Growth ETF	Large Cap Growth Equities	2004-01-26	0.09%	2 Platforms
VTV	Value ETF	Large Cap Value Equities	2004-01-26	0.09%	2 Platforms
BSV	Short-Term Bond ETF	Total Bond Market	2007-04-03	0.10%	3 Platforms
VGK	FTSE Europe ETF	Europe Equities	2005-03-04	0.12%	2 Platforms
VEU	FTSE All World Ex US ETF	Global Equities	2007-03-02	0.15%	2 Platforms
VO	Mid-Cap ETF	Mid Cap Blend Equities	2004-01-26	0.09%	2 Platforms
VB	Small-Cap ETF	Small Cap Blend Equities	2004-01-26	0.09%	2 Platforms
VYM	High Dividend Yield ETF	Large Cap Value Equities	2006-11-10	0.10%	2 Platforms
VCSH	Short-Term Corporate Bond Index Fund	Corporate Bonds	2009-11-23	0.12%	2 Platforms
VGT	Information Tech ETF	Technology Equities	2004-01-26	0.14%	Vanguard
VV	Large-Cap ETF	Large Cap Blend Equities	2004-01-27	0.09%	Vanguard
BIV	Intermediate-Term Bond ETF	Total Bond Market	2007-04-03	0.10%	3 Platforms
VBR	Small-Cap Value ETF	Small Cap Value Equities	2004-01-26	0.09%	2 Platforms
VHT	Health Care ETF	Health & Biotech Equities	2004-01-26	0.12%	Vanguard
VCIT	Intermediate-Term Corporate Bond Index Fund	Corporate Bonds	2009-11-23	0.12%	2 Platforms
VBK	Small-Cap Growth ETF	Small Cap Growth Equities	2004-01-26	0.09%	3 Platforms
VXUS	Total International Stock ETF	Global Equities	2011-01-27	0.14%	Vanguard
VT	Total World Stock Index ETF	Global Equities	2008-06-24	0.18%	2 Platforms

• Technicals

Symbol	Name	Lower Bollinger	Upper Bollinger	Support 1	Resistance 1	RSI	Advanced
VTI	Total Stock Market ETF	$108.30	$110.82	$108.82	$109.89	51.94	View
VWO	Emerging Markets ETF	$40.86	$44.92	$41.54	$41.84	41.23	View
VOO	S&P 500 ETF	$191.36	$196.37	$192.21	$194.11	51.15	View
VEA	Europe Pacific	$40.45	$42.84	$41.03	$41.44	49.42	View
BND	Total Bond Market ETF	$80.98	$82.45	$80.81	$80.98	33.91	View
VNQ	REIT ETF	$76.63	$81.91	$76.38	$77.73	37.78	View
VIG	Dividend Appreciation ETF	$79.86	$82.90	$80.30	$81.14	47.88	View
VUG	Growth ETF	$108.05	$110.76	$108.39	$109.60	50.65	View
VTV	Value ETF	$84.70	$86.97	$85.23	$86.03	52.04	View
BSV	Short-Term Bond ETF	$79.92	$80.38	$79.89	$79.96	39.78	View
VGK	FTSE Europe ETF	$55.42	$58.91	$56.46	$57.23	51.60	View
VEU	FTSE All World Ex US ETF	$49.35	$52.56	$50.08	$50.50	47.47	View
VO	Mid-Cap ETF	$128.29	$131.70	$128.82	$129.85	49.52	View
VB	Small-Cap ETF	$121.69	$123.96	$122.67	$123.93	53.95	View
VYM	High Dividend Yield ETF	$68.62	$70.90	$69.00	$69.61	48.84	View
VCSH	Short-Term Corporate Bond Index Fund	$79.48	$80.18	$79.40	$79.52	37.59	View
VGT	Information Tech ETF	$108.71	$111.88	$109.10	$110.66	52.37	View
VV	Large-Cap ETF	$96.09	$98.54	$96.54	$97.44	51.24	View
BIV	Intermediate-Term Bond ETF	$83.38	$85.46	$83.14	$83.36	33.77	View
VBR	Small-Cap Value ETF	$108.59	$110.86	$109.43	$110.58	53.10	View
VHT	Health Care ETF	$136.91	$141.01	$138.50	$140.32	56.44	View
VCIT	Intermediate-Term Corporate Bond Index Fund	$84.74	$86.88	$84.48	$84.72	33.85	View
VBK	Small-Cap Growth ETF	$133.50	$136.10	$134.93	$136.25	54.80	View
VXUS	Total International Stock ETF	$51.08	$54.41	$51.87	$52.29	47.84	View
VT	Total World Stock Index ETF	$62.39	$64.94	$62.92	$63.52	49.86	View

As of 06/11/2015

網站連結：http://etfdb.com/issuer/vanguard/#overview