InfolificExchange Traded Funds – Infolific http://infolific.com We write. You learn. Sat, 27 Aug 2016 17:09:47 +0000 en-US hourly 1 ETF Exit Strategy Considerations: When Do You Get Out? http://infolific.com/money-management/exchange-traded-funds/etf-exit-strategy-considerations/ Thu, 18 Aug 2016 16:57:14 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/etf-exit-strategy-considerations/ 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, [...]

ETF Exit Strategy Considerations: When Do You Get Out? was originally published on Infolific. All rights reserved.

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Getting Around the Wash Sale Rule with ETFs http://infolific.com/money-management/exchange-traded-funds/wash-sale-rule-with-etfs/ Mon, 01 Aug 2016 16:33:57 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/wash-sale-rule-with-etfs/ 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 [...]

Getting Around the Wash Sale Rule with ETFs was originally published on Infolific. All rights reserved.

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Two Brain ETF Portfolio: Rational Investing With Some Fun Mixed In http://infolific.com/money-management/exchange-traded-funds/two-brain-etf-portfolio/ Sun, 17 Jul 2016 16:12:01 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/two-brain-etf-portfolio/ Dr. Martin Seligman, a psychologist, and his colleagues focus on studying and ultimately helping build healthy minds. Sounds like a fun job, doesn't it? Their research has shown that happy people live longer, are healthier, have more satisfying family lives, enjoy their work more, and [...]

Two Brain ETF Portfolio: Rational Investing With Some Fun Mixed In was originally published on Infolific. All rights reserved.

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Technical ETF: If You Believe In the Approach But Want Pros to Execute http://infolific.com/money-management/exchange-traded-funds/technical-etf/ Fri, 01 Jul 2016 18:46:36 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/technical-etf/ PowerShares has just released another exchange traded fund (ETF) and added yet another twist on what many people say has become a crowded market. The PowerShares DWA Technical Leaders Portfolio (PDP) tracks and index of 100 stocks that are assembled by the team at Dorsey [...]

Technical ETF: If You Believe In the Approach But Want Pros to Execute was originally published on Infolific. All rights reserved.

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Couch Potato ETF Portfolio: Probably Better Than Constant Tinkering http://infolific.com/money-management/exchange-traded-funds/couch-potato-etf-portfolio/ Fri, 17 Jun 2016 16:46:19 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/couch-potato-etf-portfolio/ Scott Burns is one of America's top financial columnists and nationally syndicated with the Dallas Morning News. Last year he co-authored the best-selling Coming Generational Storm, the definitive work on the impact of the multi-trillion dollar Social Security and Medicare deficits. And Burns also happens [...]

Couch Potato ETF Portfolio: Probably Better Than Constant Tinkering was originally published on Infolific. All rights reserved.

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Equal Weight ETFs: Favoring Smaller Cap Holdings Could Be Key http://infolific.com/money-management/exchange-traded-funds/equal-weight-etfs/ Thu, 16 Jun 2016 16:43:10 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/equal-weight-etfs/ Every now and again the debate of equal-weight vs. market capitalization-weight ETFs (exchange traded funds) takes center stage. Depending on who you talk to, one is often cited as being better than the other. I disagree. Both styles provide different investments. So maybe one is [...]

Equal Weight ETFs: Favoring Smaller Cap Holdings Could Be Key was originally published on Infolific. All rights reserved.

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REIT ETF: Own Real Estate Without Having To Mow the Lawn http://infolific.com/money-management/exchange-traded-funds/reit-etf/ Sat, 23 Apr 2016 01:04:47 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/reit-etf/ 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) [...]

REIT ETF: Own Real Estate Without Having To Mow the Lawn was originally published on Infolific. All rights reserved.

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Oil ETF: Will Increasing Consumption Lift These Funds? http://infolific.com/money-management/exchange-traded-funds/oil-etf/ Fri, 15 Apr 2016 00:02:11 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/oil-etf/ Getting a positive return on your investments is getting to be more difficult. Markets tend to be volatile, interest rates are forever being reduced, and inflation is going up seemingly non-stop. The value of everyone's money is in a downward spiral. In these uncertain times, [...]

Oil ETF: Will Increasing Consumption Lift These Funds? was originally published on Infolific. All rights reserved.

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Barclays' International REIT ETF: Own Property (Sort Of) Around the World http://infolific.com/money-management/exchange-traded-funds/barclays-international-reit/ Sat, 09 Apr 2016 23:11:46 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/barclays-international-reit/ 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 [...]

Barclays' International REIT ETF: Own Property (Sort Of) Around the World was originally published on Infolific. All rights reserved.

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Coffeehouse ETF Portfolio: Boring, But Simple http://infolific.com/money-management/exchange-traded-funds/coffeehouse-etf-portfolio/ Sun, 27 Mar 2016 20:40:12 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/coffeehouse-etf-portfolio/ Back in 1999 when everyone was betting the ranch on tech and dot-com, Bill Schultheis, a former Salomon Smith Barney broker and the author of The Coffeehouse Investor, launched his Coffeehouse Portfolio. This portfolio was as boring as a cup of instant coffee on a [...]

Coffeehouse ETF Portfolio: Boring, But Simple was originally published on Infolific. All rights reserved.

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Gold ETF: Not Much Intrinsic Value, People Sure Do Like It http://infolific.com/money-management/exchange-traded-funds/gold-etf/ Fri, 18 Mar 2016 19:06:50 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/gold-etf/ A gold ETF was eagerly awaited by US investors. Now, there are two to choose from. One is IAU from Barclay's Global Investors. The other is GLD from State Street. State Street's started trading first and has managed to capture a larger slice of the [...]

Gold ETF: Not Much Intrinsic Value, People Sure Do Like It was originally published on Infolific. All rights reserved.

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Commodities ETF: They're Not Interesting, But Key To Everyday Living http://infolific.com/money-management/exchange-traded-funds/commodities-etf/ Sat, 12 Mar 2016 18:23:57 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/commodities-etf/ Back in February 2006, Deutsche Bank introduced the first commodities exchange traded fund (ETF) listed on a U.S. exchange. The symbol for this ETF is DBC. I think this is a significant and positive addition to the list of available ETFs as it targets an [...]

Commodities ETF: They're Not Interesting, But Key To Everyday Living was originally published on Infolific. All rights reserved.

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Platinum ETF: A Rare Metal Worth Your Investment Dollars? http://infolific.com/money-management/exchange-traded-funds/platinum-etf/ Wed, 30 Dec 2015 05:36:22 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/platinum-etf/ Many consider the launches of gold and silver exchange traded funds (ETFs) to be successful so it comes as no surprise that speculation has increased about a platinum ETF. The main obstacle to such an ETF is that the market for is smaller and less [...]

Platinum ETF: A Rare Metal Worth Your Investment Dollars? was originally published on Infolific. All rights reserved.

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Microcap ETF: A Tough Segment To Invest In Now Made Easier http://infolific.com/money-management/exchange-traded-funds/microcap-etf/ Sun, 29 Nov 2015 01:04:55 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/microcap-etf/ Barclays Global Investors are generally considered to be the leaders when it comes to creating new exchange traded funds (ETFs). But every now and again they misstep and another firm fills a particular niche first. Fortunately for Barclays, they beat their competitors to the punch [...]

Microcap ETF: A Tough Segment To Invest In Now Made Easier was originally published on Infolific. All rights reserved.

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Green ETF: Investing in Feel-Good, Eco-Friendly Companies http://infolific.com/money-management/exchange-traded-funds/green-etf/ Mon, 02 Nov 2015 05:06:14 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/green-etf/ The trend to “go green” is increasing in popularity. In fact, I heard today that demand is so high that there's even a $1 billion market for all natural pet products. Yes folks, if you're going to go green you're likely to take along your [...]

Green ETF: Investing in Feel-Good, Eco-Friendly Companies was originally published on Infolific. All rights reserved.

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10 Overly Niche ETFs: They'll Happily Take Your Money http://infolific.com/money-management/exchange-traded-funds/10-overly-niche-etfs/ Tue, 27 Oct 2015 04:34:15 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/10-overly-niche-etfs/ A recent Forbes article reports that there are around 407 exchange traded funds (ETFs) available for trading. Crazy, isn't it? The market has certainly moved beyond the original idea of simple investing through indexing. The article mentions 10 of the latest and mostly over-focused offerings, [...]

10 Overly Niche ETFs: They'll Happily Take Your Money was originally published on Infolific. All rights reserved.

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1500+ Exchange Traded Funds (ETFs) http://infolific.com/money-management/exchange-traded-funds/list-of-etfs/ Mon, 07 Sep 2015 11:12:41 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/list-of-etfs/ 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 1,500 exchange traded funds all into a single [...]

1500+ Exchange Traded Funds (ETFs) was originally published on Infolific. All rights reserved.

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Natural Gas ETF: Add A Little Variety To Your Energy Holdings http://infolific.com/money-management/exchange-traded-funds/natural-gas-etf/ Sat, 04 Jul 2015 12:51:43 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/natural-gas-etf/ 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 [...]

Natural Gas ETF: Add A Little Variety To Your Energy Holdings was originally published on Infolific. All rights reserved.

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Dollar Cost Averaging with ETFs: Taking Emotion Out of the Buying Equation http://infolific.com/money-management/exchange-traded-funds/dollar-cost-averaging-with-etfs/ Thu, 02 Jul 2015 12:34:17 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/dollar-cost-averaging-with-etfs/ Dollar cost averaging means investing a fixed amount of money on a regular basis. For example, if you invest $300 every month regardless of market conditions, you are dollar-cost averaging. The benefit is that you wind up buying more stock and reducing your cost basis. [...]

Dollar Cost Averaging with ETFs: Taking Emotion Out of the Buying Equation was originally published on Infolific. All rights reserved.

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Silver ETF: Investing In a Metal With Actual Uses http://infolific.com/money-management/exchange-traded-funds/silver-etf/ Sat, 27 Jun 2015 10:34:52 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/silver-etf/ The silver ETF is riding on the heels of the release of the gold ETF. Barclays made the necessary filings on the silver ETF 9 months ago. Other exchange traded funds have, on average, launched 12 months following registration. That makes for an expected availability [...]

Silver ETF: Investing In a Metal With Actual Uses was originally published on Infolific. All rights reserved.

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Steel ETF: Growth Means Building and Buildings Require Steel http://infolific.com/money-management/exchange-traded-funds/steel-etf/ Sun, 22 Mar 2015 15:07:08 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/steel-etf/ 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 [...]

Steel ETF: Growth Means Building and Buildings Require Steel was originally published on Infolific. All rights reserved.

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Technology ETF: On-Going Fund Gains From the Never-Ending Tech Cycle? http://infolific.com/money-management/exchange-traded-funds/technology-etf/ Fri, 27 Feb 2015 10:56:02 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/technology-etf/ 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. [...]

Technology ETF: On-Going Fund Gains From the Never-Ending Tech Cycle? was originally published on Infolific. All rights reserved.

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When the Stock Market Tanks (And You Know It Will) http://infolific.com/money-management/exchange-traded-funds/when-the-stock-market-tanks/ Sun, 01 Feb 2015 17:00:14 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/when-the-stock-market-tanks/ 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? [...]

When the Stock Market Tanks (And You Know It Will) was originally published on Infolific. All rights reserved.

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How Does ETF Pricing Work? http://infolific.com/money-management/exchange-traded-funds/how-etfs-are-priced/ Sun, 01 Feb 2015 08:49:46 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/how-etfs-are-priced/ Ever wonder how ETF share prices remain in line with the current prices of the underlying stocks? The process is quite simple really although the execution might seem quite complex. Introducing the Market Makers First off, it's important to know that there are people who [...]

How Does ETF Pricing Work? was originally published on Infolific. All rights reserved.

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Mortgage ETF: Hoping That People Pay Off Their Loans http://infolific.com/money-management/exchange-traded-funds/mortgage-etf/ Thu, 01 Jan 2015 00:42:39 +0000 Darren Berardi http://infolific.com/money-management/exchange-traded-funds/mortgage-etf/ A mortgage ETF from Barclays launched 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 [...]

Mortgage ETF: Hoping That People Pay Off Their Loans was originally published on Infolific. All rights reserved.

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