Infolific » Money Management

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 [...]

Free Stock Quote Tracker

Marios Alexandrou — Sat, 02 Feb 2013 21:58:25 +0000

The Excel Stock Quotes program is a collection of custom Excel functions and macros that allow you to insert stock data in to any cell in any worksheet. For example, if you wanted a stock quote for IBM to appear in a particular cell, you would enter this: =GetQuote("IBM"). This [...]

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 [...]

The 0% Interest Balance Transfer Game

Marios Alexandrou — Sun, 30 Dec 2012 08:31:05 +0000

If you're my age, you grew up playing board games and then computer games (my first ones were just text, no graphics). As adults we often look for a different sort of game such as the 0% Interest Balance Transfer Game. You've probably heard about this game and you've probably [...]

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 [...]

How Fed Rate Cuts Affect the US Dollar

Marios Alexandrou — Sun, 16 Dec 2012 15:48:23 +0000

The U.S. dollar recently touched an all-time low against the euro. Part of the reason is because the financial markets anticipate a rate cut from the Federal Reserve's Open Market Committee. That may not seem entirely clear, though. Why does a Fed rate cut drive down the dollar? (For a [...]

Why Own A Large Company?

Marios Alexandrou — Wed, 12 Dec 2012 02:02:57 +0000

Why does anyone own (or invest in) a company? Some people start a business to have control over their work schedule or career while others invest in a business to do good things or help a family member out. There are hundreds of answers to the above questions and I [...]

IRA, Roth IRA, Roth 401K Guide

Marios Alexandrou — Tue, 11 Dec 2012 01:39:34 +0000

In addition 401K plans, there are two other outstanding tax deferred accounts, Individual Retirement Accounts (IRAs) and Roth Individual Retirement Accounts (Roth IRAs). These are especially important if your company doesn't offer a 401K or if you have reached the maximum contribution for the year in your 401K but still [...]

The Art of the Credit Card App-O-Rama

Marios Alexandrou — Mon, 10 Dec 2012 01:22:45 +0000

I love making money off credit card companies. I have been getting into a habit of opening up credit cards for sign up bonuses and 0% balance transfer offers haphazardly but there is one method to maximize your results. I have heard it referred to as an App-o-Rama or an [...]

Merrill Lynch Direct Review

Marios Alexandrou — Thu, 06 Dec 2012 12:23:25 +0000

Section 1: Web Site Functionality Rank Navigation Navigation on the Merrill Lynch direct site is a little clunky. The pages aren't cluttered, but it can be hard to find what you're looking for. The site is also missing a consistent look and feel, some sections look like they haven't been [...]

Best Places to Retire in the World

Marios Alexandrou — Tue, 04 Dec 2012 23:55:39 +0000

I can only imagine how many people have ask themselves the question of where best to retire. I'm no different. In fact, I've been asking myself that question many times over the years. It has been my dream to not necessarily not work, but to simply have the option to [...]

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 [...]

Investment Advisors Don't Care About You

Marios Alexandrou — Sun, 18 Nov 2012 19:04:21 +0000

I have always questioned the motivations of investment advisors. I've also often questioned the value that real estate brokers bring and whether that value justifies their commission. I guess I'm suspicious by nature, but being so seems to have served me well so far. And so it was with great [...]

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 [...]

Compound Interest: A Key Investment Principle

Marios Alexandrou — Mon, 12 Nov 2012 04:44:57 +0000

The best time to start investing is ALWAYS right now. When you have money to invest, put it to work, don't try to wait for the perfect moment or the perfect stock because they may never come. It's easy to be optimistic and start investing during bull markets but remember [...]

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 [...]