Exchange Traded Funds

Indexing with ETFs

Now that we’ve been through most of the exchange traded products out there. Let’s take a look at how we can use them. The most popular use of ETFs these days has been for passive indexing sometimes referred to as an ETF wrap. For those of you who are familiar with mutual fund wraps the [...]

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HOLDRs

The last of the exchange traded products that we’ll be looking at is HOLDRs. HOLDRs are trust-issued receipts which represent actual ownership of a basket of stocks. They are a bit more difficult to own for small investors as it is necessary to buy HOLDRs in round lots of 100 and essentially represent the same [...]

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Exchange Traded Notes

Just as ETFs were becoming common place, one of the leading providers of ETFs, Barclay’s Bank, decided to throw a wrinkle into the whole thing. Barclay’s is the provider of iShares ETFs and recently launched a new class of exchange traded securities called the Exchange Traded Note (ETN). The use of ETFs and ETNs are [...]

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Closed-End Funds

Another exchange traded option is investments in closed-end mutual funds. While often run by well-known operators of traditional, open-end mutual funds, closed-end funds are very different from their open-end counterparts. A closed-end fund is an investment company which generates all of its initial capital from the sale of shares. Officially, these “funds” are actually classified [...]

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Exchange Traded Funds, Where to Look

So, are you interested in ETFs after the last post? Well, you’re in luck. Just about every major fund manager is as well and as a result there are tons of ETFs out there now. You can use them to invest in commodities, bonds, emerging markets, industries, or sectors. While you can short them yourself, [...]

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Exchange Traded Funds, Simply

Now that I think about it, if you define exchange traded fund literally then the term should be an all encompassing reference to any sort of fund that has shares issued on an exchange. But, in our case, we’ll use the term to describe ETFs like those offered as iShares, Powershares, and Proshares as well [...]

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