The NYT is discussing the various benefits of ETFs in “The Low-Cost Power of Exchange Traded Funds.” One section caught my attention, which I like to hone in on and that’s the tax advantages of ETFs over mutual funds: There is another cost advantage to E.T.F.’s that leads analysts to predict continuing expansion: taxation is less severe. “E.T.F.’s are substantially …
No Load Fund/ETF Tracker updated through 4/22/2010
My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpThe bulls remained the upper hand, and the major indexes closed higher again. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +5.29% keeping the current buy signal intact. The effective date was June 3, 2009. The international index has now …
Fixing Drawbacks of Bond Funds
The WSJ reports that newly designed ETFs are supposed to fix some of the shortcomings of traditional bond funds. Here are some highlights from “New ETFs Look to Fix Drawbacks of Bond Funds:” A new batch of exchange-traded funds aim to address a traditional shortcoming of bond funds: the lack of a fixed maturity. But part of the price is …
Fund Fees And Performance
Let’s listen in to some highlights of “ETF Study: The Long-Term Costs of High Fees:” A key advantage to exchange traded funds (ETFs) is their ultra-low expense ratios (on average) compared to the expense ratios of mutual funds. Although the expense ratio is only one factor to consider, studies show that over long periods of time, it can save or …
Riding The Smartphone Wave
Smartphone sales have been on a tear ever since Apple introduced the iPhone. With many competitors now offering similar products, demand seems to be rising as Tom at ETF Trends points out in “Accessing Smartphone Popularity With ETFs.” Let’s take a look at MTK, an ETF that not only covers the major players but also some of the cellular service …
How Much Diversification Do You Need?
In regards to the topic of diversification, reader Wayne had this to say: I have $40,000 invested in 10 different funds. I read in one of your articles that I only need to be in 2 funds with that amount invested. Should I just pick 2 index funds from your recommended list? How do I diversify into stocks, bonds, international …