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You are here: Home / Archives for ETFs

MNY113 Plus: Model Portfolio Change, Small ETFs and Brexit

June 25, 2016 by David Stein · Updated April 29, 2021

This week on Money For the Rest of Us Plus we discuss a change in the model portfolios' non-investment grade bond allocation due to the closure of an iShares ETF that is part of the portfolios. We look at the process of what happens when an ETF closes and how to go about exiting. Finally, we look at what is next for the UK as part of its transition from the European Union. The episode length is 16 minutes. … [Read more...]

Filed Under: Money Plus Tagged With: Brexit, ETFs

MNY086 Plus: ETFs, High Yield Bonds, Bank Loans and the Fed

December 12, 2015 by David Stein · Updated April 29, 2021

This week on Money For the Rest of Us Plus I discuss the institutional acceptance of exchange traded funds and how they are being used. I also address recent developments in the non-investment grade bond market in anticipation of the Federal Reserve Board's meeting next week. The episode length is 18 minutes. … [Read more...]

Filed Under: Money Plus Tagged With: ETFs

MNY077 Plus: More ETF Risks, Global Brokerage and Biotech

October 10, 2015 by David Stein · Updated May 27, 2021

This week's Money For the Rest of Us Plus episode discusses the difference between synthetic ETFs and physical ETFs. We also discuss how securities lending works and why ETFs and funds participate. We discuss some of nuances with having a global brokerage account. Finally, we look at current valuations for the U.S. biotechnology sector. The episode length is 18 minutes. … [Read more...]

Filed Under: Money Plus Tagged With: biotech, ETFs, securities lending

70: Rule #1 and the Investor’s Journey

August 19, 2015 by David Stein · Updated November 23, 2021

Should you invest like Warren Buffet? How your temperament, experiences, interests and skills influence how you invest. Plus why most passive index investors unknowingly make active investment decisions. Photo by J.D. Stein In this episode you'll learn: How investing is like being on a hero's journey.How to invest like Warren Buffet and Phil TownWhy most active managers don't beat the market.What is the efficient market hypothesis.What assets and weights comprise the … [Read more...]

Filed Under: Podcast Tagged With: Buffett (Warren), buy-and-hold, efficient market hypothesis, ETFs, global market portfolio, indexing, investment styles, passive investing, rebalancing

MNY060 Plus: Asset Allocation, Real Estate Debt and Currency Hedging

June 13, 2015 by David Stein · Updated May 24, 2021

In this week's Money For the Rest of Us Plus episode, I answer member questions regarding: Should an asset allocation table that includes real estate deduct the value of any mortgage debt. In other words, only show real estate equity. Premium/discounts for international ETFs Currency hedging equity portfolios The episode length is 15 minutes. … [Read more...]

Filed Under: Money Plus Tagged With: currencies, currency hedges, ETFs, mortgage, real estate

58: Are ETFs and Indexing Becoming Too Popular?

May 27, 2015 by David Stein · Updated November 2, 2020

What are the hidden risks of ETFs and passive investing. In this episode, you'll learn: What is the size of the ETF market relative to mutual funds.What percent of funds and ETFs are passively managed.What is market capitalization.How ETFs differ from mutual funds in how they trade.What is net asset value.What is the arbitrage mechanism that keeps ETFs market prices close to their net asset values.How new ETFs are created and redeemed.How ETFs are causing increased … [Read more...]

Filed Under: Podcast Tagged With: ETFs

What Are Levered ETFs and What Are The Risks

May 26, 2015 by David Stein · Updated October 1, 2021

This audio lesson discusses levered ETFs, how are they structured and what are some of the risks. The episode length is 6 minutes. … [Read more...]

Filed Under: Audio, Audio and Video Lessons Tagged With: ETFs

What Are The Expenses of Investing In ETFs Versus Funds

May 12, 2015 by David Stein · Updated June 23, 2020

This audio lesson discusses ETF expenses compared to index mutual funds. The episode length is 6 minutes. … [Read more...]

Filed Under: Audio, Audio and Video Lessons Tagged With: ETFs

MNY055 Plus: Recognizing Losses and Energy ETFs versus MLP ETFs

May 9, 2015 by David Stein · Updated May 24, 2021

In this week's Money For the Rest of Us Plus episode, I discuss An example of a behavioral bias that can keep us from recognizing losses and moving on. What are the differences between an broad-based energy ETF and a Master Limited Partnership ETF. The episode length is 14 minutes. … [Read more...]

Filed Under: Money Plus Tagged With: energy, ETFs, master limited partnerships, MLPs

MNY054 Plus: Compartmentalizing and ETF Rating Services

May 2, 2015 by David Stein · Updated April 29, 2021

In this week's Money For the Rest of Us Plus episode, I discuss The importance of compartmentalizing so part time projects don't turn into full time obsessions. How three ETF rating services, Morningstar, XTF and Ned Davis Research differ. The episode length is 16 minutes. … [Read more...]

Filed Under: Money Plus Tagged With: ETFs

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