Mutual Fund Underperformance Continues
Nate Geraci
March 26, 2013
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Welcome to the ETF Prime Podcast
One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds” – Bloomberg Businessweek
Latest Episode
GraniteShares’ Will Rhind on Rise of Options-Based ETFs
Will Rhind, Founder & CEO of GraniteShares, dives into their YieldBOOST lineup of ETFs and offers perspective on the growing demand for options-based ETF strategies overall. Zeno Mercer, Senior Research Analyst at VettaFi, breaks down one of the hottest segments in the market: artificial intelligence ETFs. He covers fund flows, performance trends, and the key drivers behind investor interest.
About the Podcast
ETF Prime is hosted by Nate Geraci. Learn how to make ETFs a part of your investment portfolio as Nate spotlights individual ETFs and interviews experts from across the country. ETF Prime is available on Apple Podcasts, Android, Spotify, and most other major podcasting platforms. Specific guest interviews can be accessed by visiting the ETF Expert Corner.
Recent Episodes
Fidelity Expands Commission Free ETFs
Nate Geraci
March 20, 2013
Listen to The ETF Store Show every Tuesday at 9am on ESPN 1510 as we cover everything you need to know about Exchange Traded Funds and the world of investing.
Click here to listen to The ETF Store Show now.
On our most recent radio broadcast, we discussed last week’s big announcement from Fidelity regarding their expanded commission free ETF platform. Fidelity is now offering 65 iShares ETFs commission free. This comes on the heels of Charles Schwab’s recent launch of “Schwab ETF OneSource”, a new ETF platform offering 105 commission free ETFs. TD Ameritrade also offers 100 commission free ETFs. For all of the potential benefits that ETFs can provide investors – from lower costs and greater tax efficiency, to more transparency and better diversification – one knock has always been trading commissions. Since ETFs trade on the exchanges, just like individual stocks, investors typically must pay a trading commission when buying or selling shares. However, moves like the ones we’ve seen recently from Schwab and Fidelity continue a trend that we believe is just getting started. We expect to see more ETFs move to commission free trading, providing investors yet another reason to consider using ETFs in their portfolios. In addition to our discussion on commission free ETFs, we also spent some time explaining how investors can leverage the potential benefits of ETFs in various types of retirement accounts including Traditional IRAs, Roth IRAs, SEP IRAs, and even company 401k plans.
In our weekly market update, we discussed the two biggest concerns we’re hearing from clients as it relates to their investments and the financial markets. We offered some thoughts on how investors can tackle these two primary concerns and where ETFs fit into the picture. Finally, in our ETF spotlight segment, we examined a very interesting sector ETF – the SPDR S&P Homebuilders ETF (ticker XHB). While the homebuilding sector and related segments experienced sharp declines in 2007 & 2008 with the popping of the housing bubble, signs of a housing recovery propelled this ETF to a 57% return in 2012. We explained what might be next for the homebuilder sector and this particular ETF.
Fidelity Expands Commission Free ETFs
Nate Geraci
March 18, 2013
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PowerShares ETFs and the “Intelligent ETF Revolution”
Nate Geraci
March 14, 2013
Listen to The ETF Store Show every Tuesday at 9am on ESPN 1510 as we cover everything you need to know about Exchange Traded Funds and the world of investing.
Click here to listen to The ETF Store Show now.
PowerShares ETFs were the main topic on The ETF Store Show this past week as John Hoffman, Invesco PowerShares’ Director of ETF Institutional Sales & Capital Markets, joined us on the program. PowerShares is the fourth largest ETF provider and described as “leading the Intelligent ETF Revolution through its family of more than 140 domestic and international index-based ETFs and actively managed ETFs”. John discussed the unique PowerShares approach to ETFs and explained some of the most important factors he thinks investors should consider when comparing ETFs. John also offered some excellent insight into recent ETF fund flows (i.e. where ETF investors are placing their money).
In our weekly market update, we discussed the latest jobs report and debated whether this overall positive report could actually end up being bad for your investments. While the Federal Reserve and “Helicopter Ben” have certainly been more than accommodating, concern is rising that continued economic improvement may actually result in the so-called punchbowl being taken away just as the party really gets going. We explained the potential impact this could have on your investments. In our ETF spotlight segment, we examined the PowerShares Emerging Markets Sovereign Debt ETF (ticker PCY). It’s been our experience that far too many investors fail to have proper diversification in the fixed income portion of their investment portfolios, with a particular bias towards US bonds. An ETF such as PCY can offer much needed diversification to a fixed income portfolio.
PowerShares ETFs and the “Intelligent ETF Revolution”
Nate Geraci
March 12, 2013
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