SubscribeTDI Episode 90: The Everything ETF Episode (Part 1)
January 5, 2009
Guest: Tom Lydon, Global ETF Trends and Andrew cover the ETF universe and more. This is a hot area for investing and is doing a number on the mutual fund industry. What to look for and what pitfalls to steer clear of. What are the best sites for ETF research and how to get top notch advice are all part of this special episode.
LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES
Tom Lydon is proprietor of ETF Trends, a website with daily news and commentary about the fast-changing trends in the exchange traded fund (ETF) industry. Mr. Lydon is also president of Global Trends Investments, an investment advisory firm specializing in the creation of customized portfolios for high-net worth individuals. He has been involved in money management for more than 25 years.
Mr. Lydon began his career with Fidelity Investments and was a founding member of Charles Schwab’s Institutional Advisory Board. He serves on the Board of Directors for U.S. Global Investors, Inc. and Rydex Investments; Pacific Investment Management Co., LLC (PIMCO) Advisory Board for RIAs and is also on the Tiburon Advisors CEO Summit Planning Committee. Mr. Lydon is a regular contributor to major print, radio, and television media and is invited to speak to audiences at financial conferences around the world. Mr. Lydon’s the author of a new book iMoney: Profitable Exchange-Traded Fund Strategies for Every Investor.
ETF Websites discussed in this episode:
ETF Tools and Research
- WSJ ETF Screener
- Morningstar ETF Center
- Yahoo ETFs
- NASDAQ ETF Center
- NYSE ETF Site
- BarChart ETF Listing
- FinViz ETF Heatmap
WSJ ETF Research and Performance Tables
- ETF Research – Quotes, Styles, Providers, Styles, Sectors and more
- U.S. Exchange-Traded Portfolios
- ETF Price Tables
- ETF Weekly Snapshot Tables
- European ETF Snapshot Tables
- Most Active ETF Tables
Select ETF Providers and Research
- AMEX SPDRs
- ETF Connect
- ProShares ETFs
- Invesco Powershares ETFs
- Deutsche Bank ETFs and ETNs
- Rydex ETFs
- iShares ETFs
—
This episode is sponsored by INO TV >>> FREE market analysis videos Click Here
Podcast: Play in new window | Download
Sorry, No Related Posts.
Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.Comments
5 Responses to “TDI Episode 90: The Everything ETF Episode (Part 1)”
Got something to say?
Good show, but a few comments:
1. Perhaps you plan to get to this in part 2 (or perhaps I just missed it), but it didn't seem like there was much in the show on how to actually use ETFs in our portfolio, just more on why they were better then mutual funds. I would be very interested in hearing strategies on how to use these in our accounts.
2. It is funny, but this was the first time I have heard anyone on the show really mention a strategy on how to avoid major drops in our 401Ks. My ears perked up when Tom mentioned his strategy of moving out when the S&P drops below the 200 day MA and slowly back in when it creeps about the 50 day MA. Andrew, you were asking for thoughts on what we would like to hear more about, and I must say this would be my first choice….how to develop and use disciplined investing strategies in our 401Ks where we only have access to mutual funds, some index funds, and bond/interest funds. Since this is where many have their major savings/investments wrapped up, it would be beneficial to discuss strategies for them on occasion (obviously not all the time, as it is limited what you can do in 401Ks at this time).
Looking forward to a great, new year of TDI.
Andrew – great show again. Thanks for all the work you put into your podcasts.
1. 529 plans with their funds are also very vulnerable like the 401(k) plans; no way to play the downside. Do you have any thoughts on those?
2. In 2008, I moved 2/3 of my 401(k) to cash in April/July so it really limited the loss to about 14%. I am contacting our 401(k) rep asking them to give us bearish funds and/or ETFs. Since we're not bankers we don't get bail outs for investments that go bad on us.
3. One good thing about American Funds is they were smart enough to be selling out of Fannie while others like Fidelity were doubling down.
Hi Andrew.
Really liked this show and as Chris mention above my ears perked as well when Tom went over the 401K strategy. I especially like how simple it was – everybody should be able to adhere to that in one form or another.
Actually I tested it out with some of the index over a 5 year period and was quite amazed with the results. In that period I only calculated 5 or 6 times where you would have to go out of the market – to avoid a downturn before getting back in. Even tested it on a stock as well (NOK) and found that it would have worked well during 2008.
However concerned about it's simplicity… Wouldn't be surprised if there is a gotcha under some circumstances. For future podcasts I would love to here much more about how to manage risk in our 401k.
Keep up the good work and look forward to listen to all you 2009 and beyond podcasts.
Cheers,
Peter, Vancouver CA
Re: Peter commented on TDI Episode 90: –
There is never a simple way. Just look up performance of LAZY portfolios
Andrew
Peter,
Did you test it by doing the 25/25/50 rule about getting back in, or was it an all or nothing move at the 200 MA? I agree with you that the simplicity is a bit concerning, but I'm not sure I see anything wrong with a simple system, as long as you don't just put it on autopilot, but actually pay attention as well and identify when the system has stopped working.