Tag: etf

  • Why investing into Australia makes sense

    Investing into Australia For a country that is renowned for it very tough and rigid regulatory environment many international advisers, private investors and family offices may not be aware it a fairly simple procedure to invest directly into Australia. Elston offers a range of risk defined portfolios via our Individually Managed Account (IMA) that is…

  • Compounding and Pyramiding Compared to Capital Protection

    This presentation is not a recommendation or solicitation. We will compare different approaches to how $100k could be employed with a common assumption that the price of gold will increase from $1,000 to $1,611, The first approach is to buy and hold gold bullion. The results would be, in USD terms, a profit of $61,100…

  • Stock Market Speculation with Inverse ETF’s

    An inverse exchange-traded fund is an exchange-traded fund (ETF), traded on a public stock market, which is designed to perform as the inverse of whatever index or benchmark it is designed to track. These funds work by using short selling, trading derivatives such as futures contracts, and other leveraged investment techniques. By providing, over short…

  • DBA The agricultural ETF

    Several new ETFs were introduced that enhance the ability of investors to join in the commodities game. While many of them including the oil, gold, and silver ETF (DBO, DBS, DGL) are improvements on previous funds, the DBA fund is the first that allows investors to get involved in the agricultural commodities – perhaps the…

  • Invest offshore in ETF’s

    QUESTION: What are the tax implications for an american citizen of buying exchange traded funds in another currency in an offshore account? REPLY: According to MSN Money Central, an exchange traded fund (ETF) is essentially an index fund. As such they would be treated as mutual funds by the IRS. Those that are available through…

  • Are These New ETFs a Good Idea?

    By Dan Culloton – StreetTracks Gold Shares (GLD) , the first exchange-traded fund tracking a commodity, was one of the most successful ETF launches in history. Within weeks of its November 2004 launch it amassed more than $1.5 billion in assets. Is it any wonder that other financial firms are scrambling to introduce their own…

  • Rydex ETF equal-weights S&P 500 stocks

    BOSTON – Exchange-traded funds that invest in widely-held S&P 500 companies can look markedly different, depending on how much they allocate to individual stocks. The Rydex S&P Equal Weight ETF (RSP) invests the same amount — 0.20 percent — in every stock in the S&P 500 index (SPX), rebalancing quarterly to maintain the portfolio. The…

  • China’s first exchange-traded fund starts trading

    BEIJING, Feb. 23 — The mainland’s first exchange-traded fund, or ETF starts trading Wednesday on the Shanghai bourse. The move is aimed at helping to develop the nation’s fledgling stock markets. More than six billion units of Shanghai 50 ETF’s are being listed on the Shanghai Stock Exchange on Wednesday. The index ETF funds are…

  • A Year to Remember for Exchange-Traded Funds

    The year just ended was a good one for exchange-traded funds. ETF assets grew by 47% to $222 billion, according to current figures in Morningstar’s database. ETF purveyors launched dozens of funds, including groundbreaking gold and China offerings. The industry also buzzed with talk of creating other commodity-linked and even actively managed ETFs. Here’s a…