ETF Insights

Lipper: Mutual Funds Throw Away Nearly 1/2 of Your Investment Gains
November 17th, 2010 by Joe Massman

“Taxable investors (those who hold their investments in taxable accounts) owned approximately half of the $11.268 trillion invested in open-end mutual funds, and on average over the last ten years they gave up on an annual basis 0.98 percentage point to 2.08 percentage points in return because of taxes. Taxable equity and fixed income mutual […]

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Options for Investing in Gold
November 13th, 2010 by Joe Massman

With Gold continuing to hit record highs, investors are increasingly aware of the benefits having gold in their portfolio.   ETFs have become the cheapest and most convenient way for people to have gold exposure.  It is important to know the various types of ETFs that give gold exposure and what the risks and benefits of […]

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Indonesia, Thailand, Chile and Turkey…
September 29th, 2010 by Joe Massman

This article by Jon Markman is a worthwhile article that explains why some specific emerging markets are performing so well. Full disclosure:  Our Dynamic portfolio has held Indonesia (via Ticker IDX) since 4/30/10, Thailand (THD) since 6/30/10, Chile (ECH) since 7/21/10 and Turkey (TUR) since 8/2/10.

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Follow the Money with ETFs
September 28th, 2010 by Joe Massman

Whenever a US investor wonders whether they have too much exposure to markets outside this country, they would do well to take a look at this commentary at the Dorsey Wright Blog based on an interview with famous investor Mark Faber….They can also learn how ETFs can help them take advantage of investment opportunities all […]

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Asset Allocation Using ETFs
September 21st, 2010 by Tom Telford

Asset allocation is a fancy name to describe how a portfolio is divided among asset classes; i.e., what percentage of an overall portfolio is in bonds, stocks, real estate, etc. Contrary to what the financial services industry would have you believe, asset allocation is not filling in your Morningstar style boxes like some game of […]

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ETF Store Joins Broker Protocol
August 26th, 2010 by ETF Store Staff

The ETF Store was recently featured in an article by RIA Biz (http://www.riabiz.com/a/2059008) regarding the pace of change in the investment advisory industry and the protocol regarding the recruitment of investment advisors.

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3 ETFs Impacted By Financial Legislation
July 15th, 2010 by The ETF Institute Editorial Staff

After weeks of deliberation, the U.S. Congress passed the final version of legislation for the first major overhaul of the nation’s financial system since the Great Depression, imposing more restrictions on Wall Street and banks and impacting several stocks and exchange traded funds (ETFs) which track the sector. This final version will give the government […]

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The Benefits of ETFs
June 15th, 2010 by The ETF Institute Editorial Staff

With the plethora of investment tools at one’s hands and the concept of indexing flooding newswires, exchange traded funds (ETFs) and their counterparts are extremely attractive and for good reason. An alert investment advisor has probably heard of ETFs, but may not really know what they offer. In a nutshell, ETFs offer the ability to be […]

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Claymore Brings Back Shipping ETF
June 11th, 2010 by The ETF Institute Editorial Staff

As global economies start to show signs of life and growth, ETF provider, Claymore Securities recently announced the re-launch of the Claymore Shipping ETF (SEA), giving investors an opportunity to play a potential increase in global trade and a growing maritime shipping industry. SEA seeks to replicate the performance of the Delta Global Shipping Index which […]

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The ETF Store names Telford Chief Investment Officer
May 25th, 2010 by ETF Store Staff

The ETF Store, Inc. announced today that Thomas Telford has joined the firm as its chief investment officer, effective immediately. Tom was previously a portfolio manager with American Century Investments for twelve years.  He served as manager and co-manager on a number of equity mutual funds during his time there, including the New Opportunities and […]

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The ETF Store to Present at KCEE Event
May 25th, 2010 by ETF Store Staff

The Kansas Council on Economic Education is sponsoring a two-day conference titled “Investing Tools for the Classroom” on Wednesday, June 2nd and Thursday, June 3rd.  Kansas Teachers in grades 4-12 are encouraged to attend this virtual conference being held at five of the Kansas Regents Universities:  ESU, FHSU, KSU, PSU & WSU.  Free resources and […]

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International Bond Market Widens Arsenal
May 21st, 2010 by The ETF Institute Editorial Staff

In yet another attempt to broaden the vast array of exchange traded funds (ETFs) available to investors, State Street began trading the first ever international corporate bond ETF. The SPDR Barclays Capital International Corporate Bond ETF (IBND), which tracks the Barclays Capital Global Aggregate ex-USD > $1B: Corporate Bond Index, carries an expense ratio of […]

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Global X Expands Its ETF Focus
May 10th, 2010 by The ETF Institute Editorial Staff

As exchange-traded funds (ETFs) continue to draw assets, innovation remains at the forefront of competiveness.  As a result, ETF provider, Global X, has recently announced the launch of its newest ETFs. These ETFs include the Global X Aluminum ETF, the Global X Lithium ETF, the Global X Uranium ETF, the Global X Food ETF, the […]

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ETFs For Inflation Protection
April 26th, 2010 by The ETF Institute Editorial Staff

In an attempt to revitalize a battered U.S economy, the U.S. government implemented stimulus programs and essentially printed massive amount of dollars.  As a result of the massive spending, the U.S. is expected to run record deficits and Moody’s is talking about downgrading the economic powerhouse’s sovereign debt. Although price hikes have remained relatively low, stirring […]

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Index IQ’s Newest International ETFs
April 23rd, 2010 by The ETF Institute Editorial Staff

As international markets continue to draw attention from investors, analysts and advisors, exchange traded fund (ETF) provider, Index IQ, recently launched two new ETFs, one tracking small-cap companies in Canada and another tracking small-cap companies in Australia. Canada has drawn much attention due to its surplus in energy resources.  In fact, according to the U.S. Energy […]

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Hidden Costs of Mutual Funds
April 21st, 2010 by Nathan Geraci

A recent Wall Street Journal article highlighted a well kept secret of mutual funds:  investors may be paying more for their mutual funds than they realize.  Most investors are familiar with the “expense ratio” charged by funds.  These fees typically cover the cost of the portfolio manager and other expenses involved with operating the fund.  […]

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The ETF Store to Present at Money Smart Day at the Fed
April 5th, 2010 by ETF Store Staff

The 3rd annual ‘Money Smart Week of Greater Kansas City’ campaign kicks off on Saturday, April 24th and runs through Friday, April 30th.  The campaign is a coordinated effort by local financial institutions, non-profit organizations, schools, libraries, and government agencies to advance financial education through public awareness and sponsorship of a week-long series of over […]

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Playing Egypt With ETFs
March 24th, 2010 by The ETF Institute Editorial Staff

As investors continue to turn to international markets for diversification, a hedge against the dollar and amplified rates of return, ETF provider, Van Eck Global has taken it a step further by offering the first ever exchange traded fund which gives country specific exposure to Egypt. The Market Vectors Egypt Index ETF (EGPT) gives investors […]

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Metals ETFs Expand Their Family
March 17th, 2010 by The ETF Institute Editorial Staff

As emerging economies continue to grow and developed economies mend the wounds from a global financial crisis, the demand for metals has surged.  In fact, some metals are in such high demand that ETF provider First Trust has responded by launching the first equity-based platinum and copper exchange traded funds. Demand for copper and platinum […]

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International ETFs Are About To Get Interesting
March 8th, 2010 by The ETF Institute Editorial Staff

The appeal and demand for investments that track international markets continues to grow, leading exchange traded fund (ETF) providers to continue their innovation and introduce new products. Internationally themed ETFs, especially those that track emerging markets, are attractive because they offer diversification, a hedge against a weak U.S. dollar, exposure to economies which are expected to […]

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Nuclear Energy and Its ETFs
February 22nd, 2010 by The ETF Institute Editorial Staff

As global populations continue to multiply and manufacturing starts to expand in developing nations, the demand for electricity will likely follow.  With this in mind, it’s important to consider how and where nuclear energy fits in to meet this growing demand.  In fact, in the United States, nuclear energy is the second most common way to generate electricity, […]

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Massman Hosting Workshop at ETFs Investing Summit 2010
February 16th, 2010 by ETF Store Staff

Joe Massman, President & CEO of The ETF Store, will be hosting a workshop titled “Examining Exchange Traded Vehicle Performance for 2010” on March 10th at iGlobal Forum’s ETFs Investing Summit 2010 in New York.  ETFs Investing Summit 2010 will take a closer look at the vast pool of investment opportunities in the field of […]

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Taking MPT to the Next Level
February 11th, 2010 by Robert Dubois

(note:  this article was originally published at indexuniverse.com on 2/9/10) Equity and bond-friendly secular declines in interest and inflation rates have given the investing masses license to stretch Markowitz’s Modern Portfolio Theory (MPT) beyond its contextual foundations and to extrapolate investment practices bearing little relation. Serial autocorrelation in prices (i.e., that prices tend to trend) […]

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Bond ETFs Have Appeal
February 8th, 2010 by The ETF Institute Editorial Staff

Fearing that the global economy is weaker than most expected, some investors have started to pull assets out of equities and turn to bonds. Disappointing employment numbers in the United States and rising debt levels in Europe have many questioning whether the recent uptrend in equities is sustainable and has made bond exchange traded funds (ETFs) […]

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The Importance of Exit Points
February 3rd, 2010 by Robert Dubois

(note:  this article was originally published at indexuniverse.com on 2/3/10) All of the hand-wringing, all of the second (and triple) guessing and heated debate typically reserved for position entry points and security selection would have us believe that disproportionate shares of return potentials and risk management levers therein reside. But for a significant portion of […]

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Platinum ETFs Destined To Shine
February 1st, 2010 by The ETF Institute Editorial Staff

The recent launch of a platinum exchange traded fund (ETF) by ETF Securities has been the answer to many investors’ prayers for diversifying their precious metal holdings. Last year, platinum rose a whopping 57% as investors rushed into precious metals due to fears of inflation and a falling dollar.  In addition, demand for platinum was bolstered by growth […]

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Real Estate ETFs May Face a Tough Road Ahead
January 29th, 2010 by ETF Store Staff

Although many have suggested that the real estate markets have bottomed out, recent data which showed that new construction starts have dipped may suggest otherwise. Some forces that were driving the housing markets, including low mortgage rates and attractive tax credits for first-time homebuyers, are likely to be overshadowed by increases in foreclosures and a […]

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Schwab Broadens Its Exposure To ETFs
January 25th, 2010 by ETF Store Staff

As the appeal of international markets continues to draw investor dollars, Charles Schwab recently announced the launch of two new exchange traded funds (ETFs) which give exposure to overseas markets (Another way to play international markets). The first is the Schwab Emerging Markets Equity ETF (SCHE), which carries an expense ratio of 0.35% and offers […]

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401(k)s Gobble Up ETFs
January 22nd, 2010 by ETF Store Staff

As investors and financial advisors continue to educate themselves on the benefits that exchange traded funds (ETFs) can offer, the growing appeal of ETFs seems to be making its way into retirement plans. Most recently, Ian Salisbury of the Wall Street Journal reported that BlackRock Inc., the largest ETF provider, estimates that investors hold nearly $2 […]

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International Bond ETFs Offer Diversification
January 20th, 2010 by ETF Store Staff

As developing nations continue to grow and investment dollars find their way overseas, international bond exchange traded funds (ETFs) may be the answer to portfolio diversification and risk minimization. As ETFs continue to grow in popularity, they can offer investors exposure to international debt with relative ease.   The reasons behind gaining exposure to international debt […]

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A New Way To Play International Markets
January 15th, 2010 by ETF Store Staff

In an era where exchange traded funds (ETFs) continue to draw appeal, ETF providers are in full swing and introducing new products at the blink of an eye. Most recently, WisdomTree announced its newest ETF, the WisdomTree International Hedged Equity Fund (HEDJ).  This ETF is designed to give exposure to international markets, particularly Europe, Asia […]

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Transportation ETFs That May Shine
January 13th, 2010 by ETF Store Staff

As economies around the world start to rebuild, the International Monetary Fund (IMF) has anticipated that the global economy will expand by 2.5% in 2010, which will likely be beneficial to the transportation sector.  Transportation as a whole is a barometer of economic activity and generally moves in tandem with the overall economy.  As economies […]

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US Dollar ETFs For The New Year
January 7th, 2010 by ETF Store Staff

Many currency experts are expecting the U.S. dollar to rally in 2010 and gain back some of the ground that it lost in 2009 and for good reason. One reason for the expected rally is due to the Federal Reserve’s decision to hold interest rates steady, states Alexandra Zendrian of Forbes.  Traditionally, when interest rates are […]

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Real Estate ETFs Suffer A Blow
January 4th, 2010 by ETF Store Staff

At a time when exchange traded funds (ETFs) continue to innovate and providers continue to launch new products, two ETFs that were the only true plays on residential real estate have decided to close their doors.  MacroShares has decided to close its MacroShares Major Metro Housing Up Trust (UMM) and its MacroShares Major Metro Housing Down […]

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