The Big Picture for the Week of January 22, 2012
One of the first ETFs for Latin America is the iShares is the iShares S&P Latin America 40 Index Fund (ILF). I am pretty sure that iShares Brazil (EWZ) and iShares Mexico (EWW) predate ILF going back to the WEBS days (WEBS=world equity baskets).A f...
Sunday Morning Coffee
In the comments of yesterday's post a little discussion broke out about my definition of large accounts and mid sized accounts or more correctly the differences, as I see them, in portfolio construction based on account size.The relevance could be that...
All ETF Portfolio? Part Two
This is a follow up to Thursday’s post that tried to offer a more constructive reply to the almost useless ETF expert portfolios from Barron’s last weekend. Thursday’s post was about building an ETF portfolio using broad based products. This will...
All ETF Portfolio?
The other day I had some fun poking at the ETF portfolios put forth in Barron's by the experts. I thought it might be useful to go over what I would suggest makes for a more strategic approach than owning both SPY and DIA or splitting every conceivable...
The ETF wash rule
FT.com reporter Jason Abbruzzese submits this guest post for FT Alphaville.They say nothing in life is certain apart from death and taxes. But, as it turns out, if you’re...
Finally, Inverse JGB ETPs!
OK, so I am trying to be funny with that title. PowerShares at some point listed the Japanese Government Bond Futures ETN (JGBL) and the 3x Japanese Government Bond Futures ETN (JGBT) which both offer long exposure to the JGB market albeit in an ETN. N...
Not Much In The Way Of Innovative Thinking
One of the features in this week's Barron's included an interview with three investment advisors who were billed as ETF experts using all-ETF portfolios for clients. Obviously I have no idea where Barron's found these guys but the conversation read lik...
The One Missing ETF
For ages I have wondered why there is no ETF or ETN for publicly traded exchanges. Occasionally I bend an ear or two from this blog and maybe that can be repeated by laying out what such a fund could look like.Some of the names will be obvious and chan...
Wait, Was This My Idea?
Not really but iShares filed for an ETF that is along the lines of a concept I've written about many times. The fund, if it ever lists, will be the iShares MSCI All Country Asia Information Technology Index Fund. This is similar to the Scandinavian Ban...
Investor Awareness?
A thought occurred to me as I read this article from IndexUniverse about four new low volatility ETFs from iShares. The overall education level of the typical investor (talking someone with a brokerage account as opposed to someone whose only involveme...
Round Up All The ETFs
I've really gotten a kick out of all attention ETFs have gotten in the last few days but I wasn't sure exactly why and then it clicked; scapegoatism. We are having severe financial problems on an almost global scale (I say almost because there are plen...
Sunday Morning Coffee
Herb Greenberg had a post on Friday titled Proof: ETFs a Self-Fulfilling Prophecy which cited a report by energy analyst Michael Bodino from Global Hunter Securities about increased correlation that he feels is being caused by ETFs which in turn is con...
