Infolific » Exchange Traded Funds

Aronson Family ETF Portfolio

Darren Berardi — Fri, 13 Apr 2012 01:38:19 +0000

Ted Aronson heads up AJO Partners based in Philadelphia. They manage about $20 billion. All institutional, tax-exempt retirement funds. No retail/taxable funds like Fidelity and Vanguard. And that's why Ted's portfolio is worth looking at. "All of my family's retirement money is in AJO funds," says Ted. "But because the [...]

Steel ETF

Darren Berardi — Thu, 12 Jan 2012 22:51:21 +0000

As far as basic materials go, steel is one of the more important ones. We see steel everywhere we go and continued growth in countries like China and India will likely result in steady and possibly increasing demand for steel. That sort of argument is prompting investors to look for [...]

Why Invest In Multiple Market Index Funds?

Darren Berardi — Thu, 12 Jan 2012 16:43:29 +0000

Let me say at the outset that I am no stock trader and I am only an investor for the long term (over 1 year). After reviewing the results of the various market index funds (DOW Jones, S&P 500, NASDAQ, etc.) and seeing that the movement of each one mirrors [...]

Tax Efficiency with ETFs

Darren Berardi — Wed, 04 Jan 2012 06:02:34 +0000

Exchange traded funds (ETFs) are generally considered to be tax efficient. Unlike traditional mutual funds that are actively managed, ETFs don't involve a lot of reshuffling throughout the year. With constant selling, ETFs are less likely to trigger capital gains taxes until you, the shareholder, actually sell your shares. However, [...]

Canadian Index Funds?

Darren Berardi — Tue, 03 Jan 2012 11:36:16 +0000

Does anyone know of a good site that will allow me to find Canadian index funds available? And, is there a site that will allow me to compare funds offered by different institutions? ETF Guy answered: Just like in the US, Barclays is a big index fund / ETF player [...]

Nano ETF

Darren Berardi — Sun, 01 Jan 2012 22:33:57 +0000

The nanotechnology arena is far too narrow an area for me to invest in through an ETF. Yes, while there is great promise in nanotechnology, the investment rewards are not yet guaranteed and the road ahead is likely to be a bumpy one. An article by Palash Ghosh of Investment [...]

Getting Around the Wash Sale Rule with ETFs

Darren Berardi — Sat, 31 Dec 2011 09:47:41 +0000

Generally you want to avoid any investment tips that start off with "getting around..." But this time, I think you should pay attention. ETFs can be used to perform a tax swap. What this means is that you can sell an ETF that has losses, apply the losses against gains [...]

Technology ETF

Darren Berardi — Thu, 22 Dec 2011 22:56:06 +0000

If you are interested in accessing a popular sector of the investment market, you should consider a technology ETF. This is going to be an investment that can result in exposure to companies involved with the Internet; computer hardware and software; telecommunications; and even semiconductors. As we saw in 2009/2010 [...]

Exchange Traded Fund Carnival

Darren Berardi — Mon, 19 Dec 2011 15:29:57 +0000

I'm taking my first step in to the world of blog carnivals. What is a blog carnival, you ask? Here's the official description from Blog Carnival. "A Blog Carnival is a particular kind of blog community. There are many kinds of blogs, and they contain articles on many kinds of [...]

Panic Selling Done?

Darren Berardi — Fri, 16 Dec 2011 19:56:24 +0000

If you're reading this, you undoubtedly invest in the stock market. Like me, you've probably been doing a lot of hang wringing lately as markets around the world have been shedding billions seemingly every day. So you've probably been quite excited about the activity the last couple of days. Two [...]

Natural Gas ETF

Darren Berardi — Wed, 14 Dec 2011 06:14:37 +0000

We all know that some of the world's primary energy supplies are also finite in quantity. For example, there is not an unending supply of crude oil available, and this is forcing the world's leading consumers of petroleum products to direct a lot of energy and attention towards alternative supplies. [...]

Flawed Analysis at Motley Fool

Darren Berardi — Sat, 19 Nov 2011 02:43:12 +0000

The MotleyFool.com site is run by investors and promotes itself as being THE source of information for the individual investor. I used to read the articles religiously. But after a year or two, I started to notice that the articles were all the same with one stock symbol swapped out [...]

Mortgage ETF

Darren Berardi — Tue, 18 Oct 2011 13:56:58 +0000

A mortgage ETF from Barclays launched around a while ago amid concerns that the sub-prime mortgage market was in disarray. The iShares Lehman MBS Fixed-Rate Bond Fund (MBB) provides exposure to mortgage-backed securities. These securities are essentially, "bonds that represent a claim on the principal and interest from the loans, [...]

S&P 1500 Flaws

Darren Berardi — Fri, 14 Oct 2011 00:52:38 +0000

At first blush, an exchange traded fund that tracks the performance of 1500 US-based companies seems like the perfect, broad-based investment vehicle for a fan of ETFs like me. But on closer examination, I find it quite lacking. Make Up of the S&P 1500 The S&P Super Composite, consists of [...]

Foreign REIT ETFs

Darren Berardi — Tue, 11 Oct 2011 12:19:57 +0000

In my quest for portfolio diversification, I looked around for exchange traded funds (ETFs) that could give me some exposure to foreign real estate much like the domestic REIT ETFs like ICF. Unfortunately, the search has been fruitless. I've yet to find such an ETF and there isn't even any [...]

1000+ Exchange Traded Funds (ETFs)

Darren Berardi — Wed, 10 Aug 2011 12:43:28 +0000

There's a lot of information out there, but it's scattered on multiple web pages and sites. Sometimes is just easier to sort, filter, and group data using Excel. So I decided to compile a list of over 1000 exchange traded funds all into a single Excel file to make it [...]

ETF Exit Strategy Considerations

Darren Berardi — Sun, 24 Jul 2011 17:32:01 +0000

I have to admit that the massive decline in values for most, if not all, exchange traded funds back in 2008 and 2009 got me thinking about exit strategies. At the moment I'm relatively young, gainfully employed, and I have a comfortable cash buffer. However, I can see a day [...]

ETF Rebalancing

Darren Berardi — Thu, 21 Jul 2011 17:14:25 +0000

I spent 6 weeks in the first quarter of 2006 rebalancing my investment allocations so that my holdings would be inline with my targets. The idea of rebalancing once or twice a year is now a generally accepted tactic among many investment professionals and it seems to make sense to [...]

Canada ETF

Darren Berardi — Fri, 15 Jul 2011 12:55:48 +0000

Seeking exposure to foreign markets can be an important diversification tactic. One such market is Canada which given its proximity and close ties to the US makes it an investment that is easy to understand. However, this also means that you may end up getting less of a diversification benefit [...]

What Are The Investment Risks With Long-term Treasury Bond Exchange Traded Funds?

Darren Berardi — Tue, 12 Jul 2011 16:36:52 +0000

Considering the iShares Lehman 10-20 Year Treasury Bond Fund (TLH) muncie birder answered: John hit the nail on the head, but perhaps you would like more specifics. TLH currently pays 4.2% interest. There are mainly two risks that are associated with this particular fund. 1. the risk that long term [...]