exchange traded funds. advantages diversification – holding a group of stocks market sector...
TRANSCRIPT
ETF
Exchange Traded Funds
Advantages
Diversification – holding a group of stocks
Market Sector selection
Country index
Nitch – Gold, oil, Dow utilities, SPDR
Trades like a stock
Low costs
Low dividend impact.
Trade options on them.
InvsTOOLS
Log on Toolbox>searches ETF Searches Strongest in Multiple Time Periods Strongest last 6 weeks Go online
Definition of searchDo searchSet up columnsClick on column titleThumbnail
Morning Star
This screening method includes the ETF rating by Morningstar and is free.
See www.kirklandtraders.org/ETF Screening.htm for further information.
Barkley’s iShareswww.ishares.com/fund_info/search.jhtml
Use their screener to locate ETF.
Advantage – multiple time periods
Demonstrate online
Additional Sources
Yahoo http://finance/yahoo.com/etf Amex
www.amex.com/?href=/etf/EtMain.jsp Reuters
http://funds.reuters.com/lipper/retail/overviewetf.asp?type=etf
Holders www.holders.com/holdrs/main/index.asp
Additions Sources (con’t)
ETF Connect www.etfconnect.com SPDRs
www.ssgafunds.com/etf/index.jsp Morningstar
www.morningstar.com/Cover/ETF.html?pgid=hetabetf
See other sites at bottom of Morningstar.