ETF
There are Lifecycle Funds. Then There are Lifecycle ETFs
Do you like lifecycle funds? Do you use them in your portfolio?
I am not a big fan of lifecycle funds as I only use one in my entire investments, including both regular and retirement accounts. The reason is the lack of flexibility of such funds. However, lifecycle funds are getting popular among investors who opt [...]
Give Me Some China. Give Me Some India. Give Me Some Chindia!
There are many ways to invest in emerging markets, led by two most populous countries China and India. You can buy them as part of the BRIC (Brazil, Russia, India, and China) countries with State Street’s SPDR S&P BRIC 40 ETF (BIK) that I have discussed before. Or you can invested in ETFs that are [...]
Investing in Global Real Estate Markets with a Global REIT ETF
As US housing market tumbled in 2007, REIT (real estate investment trust) investors have suffered big losses from their investments so far this year. In fact, 2007 is on track to become the first losing year for REIT investors since the beginning of the century. Year-to-date, the Dow Jones Equity All REIT Index (^DJR) has [...]
Catch the Growth with a Piece of BRIC
It’s BRIC, not BRICK!
For investors looking for growth outside US and other developed economies, emerging markets such as Brazil, Russia, India, and China (BRIC) offer great opportunities. With 2007 estimated real GDP growth at 3.7%, 6.7%, 9.2%, and 10.7%, respectively (according to indexmundi.com), these countries just can’t be ignored. There are many options for US [...]
Equal-Weight vs Market-Cap Weight
The S&P 500, as well as most of mutual funds and ETFs that track the benchmark, is a market-cap weighted index. This means the weights of the index’s components are determined based on their market capitals. The larger a company’s market value, the heavier the weight in the index. As a result, according to IndexArb.com, [...]
