Tag Archives | SPY

Professors and ETFs

Would you invest in an ETF invented by a famous professor? That’s the question asked by Ian Salisbury in the article Beware of Professors Bearing ETFs. Salisbury points out that the track record of exchange traded funds based on ivory tower theories have delivered mixed results. One example is the WisdomTree LargeCap Dividend Fund (DLN), […]

Dilbert’s Guide to ETFs

Dilbert’s creator, Scott Adams, mocks active managers and invests in exchange traded funds reports Karen Damato. Adams mostly uses two ETFs for stock exposure — the SPDR S&P 500 (SPY) and the iShares MSCI Emerging Markets Index fund (EEM). According to Damato, Mr. Adams discovered ETFs after firing a large wealth manager that had placed […]

Keeping it Simple

Investing in some of the newer and more exotic ETFs can be expensive according to Forbes. The article iShares Exotic ETFs points out that some of the newer funds with a narrow focus carry high expense ratios and trade at a larger than average bid-ask spread. The article recommends sticking with broad-based exchange traded funds […]

10 ETFs You Need to Know

Kiplinger’s Jeffrey Kosnett recently published a primer on investing with Exchange Traded Funds and included a list of 10 ETFs that you need to know. The funds making Kosnett’s 10 “to know” list include: SPDR S&P 500 (SPY) SPDR Gold Shares (GLD) SPDR Barclays Capital High Yield Bond ETF (JNK) iShares S&P-Citigroup International Treasury Bond […]

Protecting Gains with ETFs

Smart Money columnist James Stewart is reducing his portfolio’s exposure to the stock market by hedging with exchange traded funds. In the recent column It’s a Wonderful Rally, Stewart notes that he has invested in the ProShares UltraShort 500 (SDS) as well as the ProShares UltraShort QQQ (QID) as a way to hedge his positions […]

Tech ETF Outperforms Market

Sector ETFs, and in particular, the Technology Sector ETFs, have proven to be a reasoned approach to investing. According to Boom to Bust and Back: Tech ETF, the WSJ’s Nat Worden writes that the SPDR Technology Select ETF (XLK) is up 34% this year compared to 16% for the SPDR S&P 500 (SPY). The $3.7 […]

Emerging Markets ETFs Outperform in July

Exchange traded funds that track emerging markets indices outperformed the broader market in July according to the WSJ‘s Shefali Anand. The $30 billion iShares MSCI Emerging Markets Index Fund (EEM) gained 11% in July, compared to 7.4% for the SPDR S&P 500 (SPY).   Flash Player 9 or higher is required to view the chart […]

Fundamental Indexing

A new school of investing claims that exchange-traded funds based on the Standard & Poor’s 500-stock index, such as the SPDR S&P 500 ETF (SPY), are flawed. The problem, according to a recent column by John Spence, is that the S&P 500 can become top-heavy with pricey shares by using companies’ market value as a […]

Does Fundamental Indexing Work?

Three years after their introduction, fundamental ETFs are showing mixed results according to MarketWatch’s John Spence. Fundamental ETFs track an index that is weighted by revenue, earnings or some measure other than market cap. Their proponents claim that funds weighted on fundamentals are less risky and have a better chance of outperformance than funds that […]

ETFs Outpace Mutual Funds in 2008

2008 was a watershed year for the running battle for investment dollars between ETFs and mutual funds. While ETFs saw net inflows of $158 billion, actively managed equity mutual funds had their worst year in history suffering net outflows of $208 billion. This is according to the story Amid gloom, ETFs’ future looks brighter by […]

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