Investing in Exchange-Traded Funds (ETFs)

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ETF Brokers: The Vanguard Group

Vanguard is also both an investment house that serves as a custodian of exchange-traded funds (ETFs) and is itself a provider of ETFs. (That’s also true of Schwab and soon will be true of T. Rowe Price [more…]

ETF Brokers: Fidelity Investments and Charles Schwab

Two brokerage houses that house exchange-traded funds (ETFs), along with other stock options, competitively are Fidelity Investments and Charles Schwab. Both have their own ETFs and allow you to house [more…]

How to Create an Account for Your ETFs

You — you personally — can’t just buy a share of an exchange-traded fund (ETF). You need someone to actually buy it for you and hold it for you. That someone is a broker, sometimes referred to as a [more…]

Smaller Brokerage Houses that House Exchange-Traded Funds

There are a few smaller brokerage houses, mostly newcomers to the investing scene, which you could consider as places to house your exchange-traded funds [more…]

Introduction to Exchange-Traded Fund (ETF) Suppliers

Fewer providers of exchange-traded funds (ETFs) exist (currently 48) than mutual fund providers, they tend to be larger companies, and the top four providers [more…]

Stock ETFs: What is a Micro Cap Stock?

If you want to invest your money in companies that are smaller than small, you can invest in ETFs based on micro caps. These companies are larger than the corner delicatessen, but sometimes not by much [more…]

Micro Cap ETFs to Consider for Your Portfolio

To date, a handful of micro cap ETFs have been introduced. They differ from one another to a much greater extent than do the larger cap ETFs. Notice that the top five holdings of each ETF are completely [more…]

Stock ETFs: Pros and Cons of Small Value Stocks and Indexes

To be sure, small value stocks are risky little suckers. Even the entire index (available to you in neat ETF form) is more volatile than any conservative investor may feel comfortable with. But as part [more…]

Four Small Value ETF Picks for Your Portfolio

The best choices among small value Exchange Traded Funds (ETFs) include offerings from Vanguard and iShares. There is also an option from Guggenheim, which isn’t bad. [more…]

Stock ETFs: What about the Mid Caps?

One word on mid cap ETFs . . . why? Yes, for the past several years mid cap stocks — investments in companies with roughly $5 to $20 billion in outstanding stock — have performed especially well. They’ve [more…]

Bond ETFs: Tapping into Bonds in Various Ways

Like stocks, bonds can be bought individually, or you can invest in any of hundreds of bond mutual funds or about 150 bond ETFs. The primary reason for picking a bond fund over individual bonds is the [more…]

Bond ETFs: The Value of Diversification

To be honest, diversification in bond ETFs, while important, isn’t quite as crucial as diversification in stock ETFs. If you own high-quality U.S. government bonds [more…]

Bond ETFs: Keep the Expenses Low

Low costs are even more essential in picking a bond ETF than they are in picking a stock ETF. When (historically, at least over the past century) you’re looking at maybe earning 2.4 percent above inflation [more…]

Bond ETFs: Current Yield and SEC 30-Day Yield

There are about 150 bond ETFs, most of them introduced in the past five years. They are issued by iShares, Market Vectors, PIMCO, PowerShares, State Street SPDRs, Vanguard, iPath, Guggenheim, and WisdomTree [more…]

Bond ETFs: Tapping the Treasurys

Treasury bond ETFs come in short-term, intermediate-term, and long-term varieties, depending on the average maturity date of the bonds in the ETF’s portfolio. In general, the longer the term, the higher [more…]

Bond ETFs: Hedging against Inflation with TIPS

Either the iShares Barclays TIPS Bond Fund ETF (TIP) or the very similar SPDR Barclays Capital TIPS ETF (IPE) is a fabulous way to hedge your bond portfolio against inflation. [more…]

Bond ETFs: What the Bond Ratings Mean

If you are going to hold a portion of your investment portfolio in bond ETFs, you will need to have some knowledge of bond ratings.

In August 2011, the credit rating agency Standard & Poor’s [more…]

Bond ETFs: Banking on Corporate Bonds

Corporate bonds typically pay higher rates than government bonds (about 1 percent a year higher), so you would expect the long-term payout from this ETF to be higher than any government bond ETF, except [more…]

Aggregate Bond ETFs Can Provide a Good Mix of Bonds for Your Portfolio

The broadest fixed income ETFs are all-around good bets, especially for more modest sized portfolios. Note that these bond ETFs use a total bond market approach, which means about two-thirds government [more…]

Bond ETFs: National Municipal Bond Funds

There are a few national municipal ETFs — that is, funds that hold state and local government bonds from across the land — that are worthy of consideration for your portfolio. [more…]

Bond ETFs: Foreign Bonds for Fixed-Income Diversification

If you allocate roughly half your equities to overseas ETFs in your stock portfolio, you’ll have plenty of exposure to foreign currencies. But still, if you have a fairly large portfolio and half or more [more…]

Bond ETFs: Emerging-Market Bonds Mean High Risk, High Return

Although emerging market bond ETFs have been around for only a few years, emerging-market bond mutual funds have been in existence for much longer. The T. Rowe Price Emerging Markets Bond Fund [more…]

Exchange Traded Funds: Finding a Stock to Bond Split that Makes Sense for You

The balance between stocks and bonds — and the ETFs based on them — is usually expressed as “[% stocks]/[% bonds],” so a 60/40 portfolio means 60 percent stocks or stock ETFs and 40 percent bonds or bond [more…]

Exchange Traded Funds: Five Distinguishing Characteristics of REITs

There are three reasons that REIT ETFs are an investment class of their own. These reasons explain why REITs deserve some special status in the world of investments. [more…]

Exchange Traded Funds: Calculate a Proper REIT Allocation

You don’t really need REIT ETFs for the income they provide. Some people have this notion that withdrawing dividends from savings is somehow okay but withdrawing principal is not. Don’t make that mistake [more…]


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