Description
Book SynopsisETF experts share their insights for growing wealth from this booming market
Whether you manage your own assets or help others reach their fi nancial goals, ETF Investment Strategies will help you securely grow wealth in the new economy.In this groundbreaking book, ETF authority Aniket Ullal lets you look over the shoulders of 10 top ETF investors to learn their processes and strategies. Through illustrative case studies, you learn the basics of ETFs: how they work, why they're growing in popularity, and how you can use them effectively in your portfolio. These innovative, early adopters prepare you with everything you need to improve your investments, including never-before-published insights. Whether you're new to ETFs or new to trading, this book will make you an informed investor who can:
Construct ETF-based investment portfolios to achieve your financial goals
Leverage the range of ETF products available to get improved outcomes
Avoid costly fees and tax
Table of Contents
Acknowledgments xi
Introduction xiii
1. The Emerging Mindset: Tradable Beta 1
2. The Emerging Tools: The Targetization of Investing 9
3. The Emerging Industry Model: Fee-Based Advice 23
4. Future Gazing: The ETF Landscape in 2025 29
5. Megatrends: Practical Implications for Investors 35
6. Key Features of an ETF 41
7. Differences Between an ETF and ETN 51
8. Case Study: Kal Salama, CIO, The Headlands Group 57
9. Fundamentally Weighted ETFs 67
10. Case Study: David Hultstrom, Founder and CIO, Financial Architects LLC 75
11. Growth and Value Investing with ETFs 81
12. Case Study: John O’Connor, President and CIO, 3D Asset Management 89
13. Case Study: King Lip, CIO, Baker Avenue 97
14. Sector- and Industry-Based ETF Investing 105
15. Case Study: Kim Arthur, CEO, Main Management 109
16. Active ETFs Versus Active Investing Using Index-Linked ETFs 117
17. Case Study: John Lunt, President and CIO, Lunt Capital Management, Inc.123
18. Case Study: Rich Bernstein, CEO, Richard Bernstein Advisors 131
19. Low-Volatility and High-Beta ETFs 137
20. VIX Futures-Based ETPs 143
21. Case Study: Christian Wagner, CEO,Longview Capital149
22. Alternative and Commodity ETPs 157
23. Case Study: Vern Sumnicht, CEO, iSectors 163
24. Leveraged and Inverse ETFs 171
25. Best Practices from Case Studies 175
26. Summary of ETF Product Insights 183
27. ETF Tax Strategies: Robert Gordon, CEO,Twenty-First Securities 191
Appendix A. Industry Classification Systems 197
Appendix B. Traditional ETF Classification Dimensions203
Appendix C. Comparison of Style (Growth/Value) Index Methodologies 215
Appendix D. Table Comparing ETFS with Traditional Mutual Funds 217
References 219
Important Disclaimer 223
Index 225
