Mutual Funds Becoming ETFs? What Next?

Wow. I’ve heard of mergers and I’ve heard of mutual funds closing to new money, but this is new. According to this SmartMoney article, Huntington Asset Advisors is planning to create an actively managed ETF fund to mimic one of their mutual funds – Huntington Rotating Markets Fund (HRIAX).

I have to say, it’s not surprising [...]

4 High Yield Dividend ETFs.

Thanks in part to the market crash in 2008, investors have rediscovered the importance of dividends. Dividends are also important in times of high volatility – like we are experiencing these days – because they help to smooth out the bumps and make for a smoother ride. Here are 4 high yield dividend ETFs that [...]

Forget Gold. Look To Commodities Etfs, Agriculture And Lead Instead. (VIDEO)

Famed investor and best-selling author Jim Rogers was interviewed by Yahoo!’s Tech Ticker back in October 2009, and he’s still bullish on commodities, but not so much on gold.

Here’s the 30-second takeaway from the video:

Individual investors should focus on commodity ETFs, unless they have a deep understanding and interest in commodities futures trading.

Forget gold, and [...]

Mutual Fund Monday – Blogosphere Feb 2010 Edition.

It’s Mutual Fund Monday again, and I thought that I’d do something a little different this week. Rather than focus on a single fund or concept about funds, I’m focusing on a topic and sharing some of the interesting posts I’ve found on other blogs recently about that topic. The topic: ETFs.

ETFs, or exchange [...]

Ivy League Investing For The Common Man.

David Swensen has managed the Yale University endowment from 1984 to 2008 and during that time, the endowment returned an annualized 16.6% – 5 points better than the S&P 500 and a generic balanced portfolio of 60% in a stock index, and 40% in bond index. That equates to a 40 times a grow in [...]

Best ETF’s For…

Kiplinger has released their annual “best of” edition, where they rate the best of just about everything. One of the categories is ETF’s. I thought I’d share the picks, and some thoughts on them here, but you should check out the complete issue if you get a chance.

Best ETF for Income.

Kiplinger’s pick for best Income [...]

A Sample ETF Portfolio for Vanguard Fans.

The Vanguard family of funds has many fans in the individual investor community. With their dedication to low expense fees, it’s no surprise. Much has been made of the drag on performance of high fees, and there is a growing investment community that not only shuns investments with high fees, but rates fees and expenses [...]

A Sample ETF Portfolio for Maximum Income (and Fat, Juicy Yields).

With the low fees and wide selection of ETFs, you can now build a portfolio for maximum and minimum fees relatively easily. Here’s one such sample portfolio from Kiplinger that allocates 65% to bonds, 35% to stocks. The bond section is spread between conservative, laddered treasures and riskier junk bonds. As of a month ago, [...]

A Sample ETF Portfolio for Long Term Growth.

Here’s an all ETF portfolio that’s sure to see some volatility. It’s geared toward long term growth, and as such it invests heavily in small cap stocks, foreign markets and commodities. The fund total is 90% stocks, 10% commodities and is best left to investors with long time horizons and a high tolerance for risk.

Here’s [...]

A Sample ETF Portfolio for Growth and Income.

When this portfolio was originally recommended by Kiplinger, about a month or so ago, the yield was a hefty 5.8%.

A large part of that yield comes from the LQD fund that focuses on high-quality corporate bonds, the IGOV fund which buys foreign government bonds, HYG which focuses on junk bonds, and dividend stalwart DVY. [...]