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July 23, 2014
Weekly ETF Report

Innovation: Another Reason to Choose ETFs There are myriad reasons why investors should choose exchange-traded funds (ETFs) over mutual funds. Factors such as much lower expense ratios (i.e. lower costs), greater tax efficiency, increased access to targeted markets and much more transparency are just some of the headline reasons why I recommend investors choose ETFs as their primary investment vehicles. Yet one very important reason why I’ve come to really love ETFs, particularly during the past several years, is product innovation. Now, most ETFs still are index-based, traditional funds that are pegged to particular market indexes such as the S&P 500 or the NASDAQ 100. Yet these funds, known as “vanilla funds,” are by no means the only types of ETFs out there. There are leveraged ETFs, actively managed funds, inverse funds, funds that track relative strength and even funds with an “ethical” focus. These days, there’s an ETF for just about every flavor of investor, not just the ones who like the taste of vanilla. One fund that I find a particularly interesting example of ETF innovation is the LocalShares Nashville Area ETF (NASH). Launched less than a year ago, NASH is designed to offer investors a targeted focus on companies headquartered in the boom town of Nashville, Tennessee. Some of the current holdings in NASH are LifePoint Hospitals (LPNT), HCA Holdings (HCA) and Dollar General (DG). This city-focused fund is one great example of how diverse ETFs have become of late. The fund’s outstanding gain of nearly 12% [...]

July 18, 2014
Successful ETF Investing

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July 16, 2014
Weekly ETF Report

Sorting out Your Situation with ETFs Where do you stand right now with your portfolio? If you can’t answer this question immediately, then you have some work to do. Given that we are just a little more than halfway through the calendar year, I think that’s as good a time as any to make sure you fine-tune your focus for the second half of what has so far been a most unusual year. In last week’s Weekly ETF Report, we pointed out how important it is to conduct a halftime review of your holdings to make sure the stocks, bonds, mutual funds and, hopefully, exchange-traded funds (ETFs) you own are meeting your overriding investment objectives. Of course, before you can tell if your holdings are meeting your goals, you have to know what your goals really are. So, are you primarily a growth investor, or is income generation your chief goal? Are you the aggressive type that likes to roll the dice, or are you a restless sleeper that likes to know your money is safe, sound and tucked away? The answer to these questions is crucial when trying to sort out your situation with ETFs. Fortunately, no matter what kind of investor you are, there’s an ETF to fit your needs. In today’s new Weekly ETF Report video, I talk about the various growth-oriented ETF categories available right now. Indeed, the growth opportunities around the globe right now are umpteen. Some of my current favorites are international funds, emerging [...]

July 11, 2014
Successful ETF Investing

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ETFs Offer More Innovation than Other Options

July 23, 2014

Innovation: Another Reason to Choose ETFs There are myriad reasons why investors should choose exchange-traded funds (ETFs) over mutual funds. Factors such as much lower expense ratios (i.e. lower costs), greater tax efficiency, increased access to targeted markets and much more transparency are just some of the headline reasons why I recommend investors choose ETFs as their primary investment vehicles. Yet one very important reason why I’ve come to really love ETFs, particularly during the past several years, is product innovation. Now, most ETFs still are index-based, traditional funds that are pegged to particular market indexes such as the S&P 500 or the NASDAQ 100. Yet these funds, known as “vanilla funds,” are by no means the only types of ETFs out there. There are leveraged ETFs, actively managed funds, inverse funds, funds that track relative strength and even funds with an “ethical” focus. These days, there’s an ETF for just about every flavor of investor, not just the ones who like the taste of vanilla. One fund that I find a particularly interesting example of ETF innovation is the LocalShares Nashville Area ETF (NASH). Launched less than a year ago, NASH is designed to offer investors a targeted focus on companies headquartered in...

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Investors have become complacent. Stocks are near all-time highs. Volatility is low. It's almost like investors are blind to the three coming catastrophes that can crash the market 30% or more in 2013:...
Current Recommendations
Fund Allocation
abc
25%
def
25%
ghi
25%
jkl
25%
Name Ticker Date Buy Price Stop Price
number 1 abc 08/30/2009 19.74 17.74
number 2 def 10/13/2009 19.72 17.72
number 3 ghi 05/15/2009 19.35 17.35
number 4 jkl 03/30/2009 20.08 17.08