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ETFs for the AAII

September 19, 2012
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Over the weekend, I spoke to the Los Angeles chapter of the American Association of Individual Investors (AAII). There was a great turnout for this event, and judging by the feedback I received from the audience, the topic really resonated with attendees.
 
My presentation was all about the growth of exchange-traded funds (ETFs), and the latest innovations in this burgeoning investment class. A big part of my presentation was a PowerPoint presentation highlighting some of the newest trends in the industry. The PowerPoint slides I used during my talk can be accessed here.
 
This week, I want to share some key tables with you, as I think they shed a lot of light on the equity markets in general here.
 
The table below shows Top 10 ETFs by assets:
 
 
As you can see, broad-based domestic equities, gold and emerging markets topped the list of asset grabbers. This tells us that investors want to buy stocks both here and in growth markets, and they also have a big taste for gold.
 
If you’re an income-oriented investor, ETFs offer you plenty of choices. Here are my top five ETFs to check out for investors focused on generating income in their portfolio:
 
 
 
For growth investors, my favorites are different, as the objective is much more oriented toward capital appreciation than income generation. Here are five of my favorite ETFs for growth:
 
 
If you’d like to read more about the funds I’ve outlined here, I encourage you to check out the PowerPoint presentation available now at Fabianwealth.com.