The fast and easy way to get a handle on ETFs
Exchange-traded funds (ETFs) have a strong foothold in the
marketplace, because they are less volatile than individual stocks,
cheaper than most mutual funds, and subject to minimal taxation.
But how do you use thisfinancial product to diversify your
investments in today’s fast-growing and ever-changing market?
Exchange-Traded Funds For Dummies shows you in plain
English how to weigh your options and pick the exchange-traded fund
that’s right for you. It tells you everything you need to know
about building a lean, mean portfolio and optimizing your profits.
Plus, this updated edition covers all of the newest ETF products,
providers, and strategies, as well as Commodity ETFs, Style ETFs,
Country ETFs, and Inverse ETFs.
* Create the stock (equity) side of your portfolio
* Handle risk control, diversification, and modern portfolio
theory
* Manage small, large, sector, and international investments
* Add bonds, REITs, and other ETFs
* Invest smartly in precious metals
* Work non-ETFs into your investment mix
* Revamp your portfolio to fit life changes
* Fund your retirement years
Plus, you’ll get answers to commonly asked questions about ETFs
and advice on how to avoid mistakes that many investors–even
the experienced ones–make. It provides forecasts of the
future for ETFs and personal spending and also provides a complete
list of ETFs and Web resources to assist your investment. With
Exchange-Traded Funds For Dummies, you’ll soon discover what
makes ETFs the hottest investment on the market.
Inhoudsopgave
Introduction 1
Part I: The ABCs of ETFs 9
Chapter 1: The (Sort of Still) New Kid on the Block 11
Chapter 2: What the Heck Is an ETF, Anyway? 23
Chapter 3: Getting to Know the Players 45
Part II: Building the Stock (Equity) Side of Your Portfolio
69
Chapter 4: Risk Control, Diversification, and Some Other Things
You Need to Know 71
Chapter 5: Large Growth: Muscular Money Makers 91
Chapter 6: Large Value: Counterintuitive Cash Cows 103
Chapter 7: Small Growth: Sweet Sounding Start-ups 111
Chapter 8: Small Value: Diminutive Dazzlers 121
Chapter 9: Going Global: ETFs without Borders 127
Chapter 10: Sector Investing: ETFs According to Industry 147
Chapter 11: Specialized Stock ETFs 165
Part III: Adding Bonds, REITs, and Other ETFs to Your
Portfolio 183
Chapter 12: For Your Interest: The World of Bond ETFs 185
Chapter 13: Real Estate Investment Trusts (REITs): Becoming a
Virtual Landlord 211
Chapter 14: All That Glitters: Gold, Silver, and Other
Commodities 219
Chapter 15: Working Non-ETFs and Active ETFs into Your
Investment Mix 235
Part IV: Putting It All Together 249
Chapter 16: Sample ETF Portfolio Menus 251
Chapter 17: Exercising Patience: The Key to Any Investment
Success 271
Chapter 18: Exceptions to the Rule (Ain’t There
Always) 285
Chapter 19: Using ETFs to Fund Your Golden Years 303
Part V: The Part of Tens 321
Chapter 20: Ten FAQs about ETFs 323
Chapter 21: Ten Mistakes Most Investors (Even Smart Ones) Make
329
Chapter 22: Ten Forecasts about the Future of ETFs and Personal
Investing 333
Part VI: Appendixes 339
Appendix A: Great Web Resources to Help You Invest in ETFs
341
Appendix B: Glossary 347
Index 353
Over de auteur
Russell Wild, MBA, is a NAPFA-certified financial advisor and principal of Global Portfolios, an investment advisory firm. His writing has appeared in many national magazines and numerous professional journals. He is also the author of Bond Investing For Dummies and Index Investing For Dummies.