Infolific » Exchange Traded Funds

1700+ Exchange Traded Funds (ETFs)

Darren Berardi — Sat, 09 Feb 2013 13:43:28 +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 1,700 exchange traded funds all into a single Excel file to make it [...]

ETF Definition

Darren Berardi — Fri, 01 Feb 2013 21:46:02 +0000

Exchange Trade Funds (ETFs) are very much like mutual funds. That is, they are baskets of stock that are bought and sold. They differ from mutual funds in that shares of ETFs can be traded at any time while the host stock market is open. This added flexibility has one [...]

ETF Resources

Darren Berardi — Thu, 10 Jan 2013 15:14:55 +0000

There's a lot of exchange traded fund (ETF) information out on the web. A lot of it is not worth reading and a lot of the good stuff is buried so that you have to dig deep to find it. Here's a list of great resources for the aspiring ETF [...]

Best ETF Articles

Darren Berardi — Thu, 27 Dec 2012 07:28:35 +0000

There's a lot of good investing content out on the web be it in the form of traditional articles or on blogs. Today, I look at two fairly recent commentaries that I've found to be very informative. The One Decision ETF Portfolio Dr. Marvin Appel presents the The One-Decision ETF [...]

Biotech ETF

Darren Berardi — Tue, 18 Dec 2012 16:07:42 +0000

If there's any other sector exchange traded fund (ETF) that gets more attention than the nano ETF, it is the biotech ETF. Again, from my perspective, these ETFs are far too focussed for my style of investing. Of course my strategy is going to differ from yours, so you may [...]

Spin-Off ETF

Darren Berardi — Thu, 29 Nov 2012 22:32:45 +0000

It would appear that there is no end to the creativity of exchange traded fund (ETF) providers. Proof of this comes to us from Claymore Securities Inc. with its introduction of an ETF that invests in spin-offs. This new ETF started to trade on the American Stock Exchange (AMEX) last [...]

REIT ETF

Darren Berardi — Mon, 26 Nov 2012 09:30:03 +0000

You've no doubt heard that for the last several years the real estate market has been hot with returns exceeding many other asset classes. Fortunately for stock market investors there is a way to tap in to that growth with Real Estate Investment Trust (REIT) ETFs. REITs are companies that [...]

Tax Efficiency with ETFs

Darren Berardi — Fri, 16 Nov 2012 06:09:49 +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, [...]

ETF Dollar Cost Averaging

Darren Berardi — Wed, 14 Nov 2012 17:25:02 +0000

One of the often cited advantages of exchange traded funds (ETFs) over mutual funds is that you can buy and sell them whenever the market is open. Still, most investors, in my opinion, would be better off not engaging in day trading with ETFs. While I think it can sometimes [...]

Alternative Energy ETFs

Darren Berardi — Sat, 10 Nov 2012 15:51:36 +0000

The number of alternative energy exchange traded funds (ETF) is slowly increasing. The first one I heard about came from PowerShares in the form of their WilderHill Clean Enery Portfolio offering. Although in the last month this ETF has shed around 15%, there are still some people who might consider [...]

WisdomTree ETFs

Darren Berardi — Wed, 07 Nov 2012 02:49:56 +0000

WisdomTree Investments Inc. just introduced 20 exchange traded funds (ETFs) on the NYSE all of which track dividend producing indexes. In addition, these new offerings use a fundamental weighting approach as opposed to the more traditional market capitalization weighting. Six of the new ETFs are based on U.S. stock, fourteen [...]

Inverse ETF: A Contrarian Exchange Traded Fund

Darren Berardi — Sun, 28 Oct 2012 22:33:58 +0000

I've thought about the idea of an inverse exchange traded fund (ETF) on occasion. The idea is that this ETF would move inversely to some index so that when an index goes down, the ETF would go up. For those that like to bet against the market, such ETFs might [...]

S&P 1500 Flaws

Darren Berardi — Thu, 18 Oct 2012 06:32:41 +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 [...]

Barclays' International REIT ETF

Darren Berardi — Tue, 16 Oct 2012 05:31:52 +0000

Back in October of 2006 I wrote how I wished there was an easy way to tap in to international real estate. In April of this year, StateStreet beat other exchange traded fund providers to the punch with their International REIT ETF. Still, as a fan of Barclays I had [...]

Bond ETF

Darren Berardi — Thu, 04 Oct 2012 12:43:08 +0000

Bond exchange trade funds (ETFs) are very well represented in the world of investing. Selections from Barclay's Global Investors alone come in six variations. They include short-term treasury bonds (SHY), medium-term treasury bonds (IEF), long-term treasury bonds (TLT), inflation protected treasuries (TIP), corporate bonds (LQD), and a broad bond market [...]

Clever ETF Stock Symbols

Darren Berardi — Wed, 12 Sep 2012 23:26:33 +0000

Apparently marketing is a live and well even in the world of exchange traded funds (ETFs). Aside from the typical advertising you might come across on TV, in a newspaper, or on the web, ETF providers are purposefully targeting specific ticker symbols for that little extra name recognition. Here are [...]

Water ETF

Darren Berardi — Mon, 10 Sep 2012 16:04:25 +0000

More and more specialized exchange traded funds (ETFs) are being introduced in to the market. And sure enough, Powershares decided it was time for a water ETF. At first I thought this was another commodity play like the commodities ETF or gold ETF. But I was wrong. The water ETF [...]

When the Stock Market Tanks

Darren Berardi — Thu, 30 Aug 2012 21:43:09 +0000

If you're an old time exchange traded fund (ETF) investor, you've probably been witness to fairly significant declines in various sectors of the stock market. Typically, such declines trigger selling across the board which of course exacerbates the decline. What do you do under such situations? I look for opportunities [...]

Yale ETF Portfolio

Darren Berardi — Thu, 30 Aug 2012 15:31:51 +0000

The portfolio manager of Yale University's endowment fund, David Swensen, recently published a book called Unconventional Success. This is notable because in it he discusses what individual investors should do to ensure that their investments perform well. His thoughts are worth considering given that the fund he manages has returned [...]

Getting Around the Wash Sale Rule with ETFs

Darren Berardi — Tue, 28 Aug 2012 07:45:39 +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 [...]