Format:
1 Online-Ressource (451 Seiten)
Edition:
3rd ed
ISBN:
9781119828846
Note:
Description based on publisher supplied metadata and other sources
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Intro -- Title Page -- Copyright Page -- Table of Contents -- Introduction -- Since the First Edition. . . -- Out of the shadows -- Filling the investment voids -- Creations of dubious value -- Morphing into new creatures -- About This Book -- Foolish Assumptions -- Icons Used in This Book -- Beyond the Book -- Where to Go from Here -- Part 1 The ABCs of ETFs -- Chapter 1 No Longer the New Kid on the Block -- In the Beginning -- Enter the traders -- Moving south of the border -- Fulfilling a Dream -- Goodbye, ridiculously high mutual fund fees -- Hello, building blocks for a better portfolio -- Will you miss the court papers? -- Not Quite as Popular as the Beatles, But Getting There -- Moving from Wall Street to Main Street -- Keeping up with the Vanguards -- Ready for Prime Time -- The proof of the pudding -- The major players -- Twist and shout: Commercialization is tainting a good thing -- Chapter 2 What the Heck Is an ETF, Anyway? -- The Nature of the Beast -- Choosing between the Classic and the New Indexes -- Preferring ETFs over Individual Stocks -- Distinguishing ETFs from Mutual Funds -- Why the Big Boys Prefer ETFs -- Trading in large lots -- Savoring the versatility -- Why Individual Investors Are Learning to Love ETFs -- The cost advantage: How low can you go? -- Uncle Sam's loss, your gain -- What you see is what you get -- Getting the Professional Edge -- Consider a few impressive numbers -- You can do what they do! -- Passive versus Active Investing: Your Choice -- The index advantage -- The allure of active management -- Why the race is getting harder to measure. . .and what to do about it -- Do ETFs Belong in Your Life? -- Calculating commissions -- Moving money in a flash -- Understanding tracking error -- Making a sometimes tricky choice -- Chapter 3 Getting to Know the Players -- Creating an Account for Your ETFs
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Answering a zillion questions -- Placing an order to buy -- But wait just a moment! -- Trading ETFs like a pro -- Introducing the Shops -- What to look for -- Price is no longer key -- The Vanguard Group -- Fidelity Investments -- Charles Schwab -- E*Trade -- Other brokerage houses -- Presenting the Suppliers -- It's okay to mix and match - with caution -- Check your passport -- BlackRock Financial Management iShares -- Vanguard ETFs -- State Street Global Adviser's SPDRs -- Invesco -- Charles Schwab -- First Trust -- Other suppliers -- Familiarizing Yourself with the Indexers -- S& -- P Dow Jones Indices -- MSCI -- FTSE/Russell -- CRSP -- Bloomberg -- Meeting the Middlemen -- NYSE Arca -- NASDAQ -- BATS -- Meeting the Wannabe Middlemen -- Commissioned brokers -- Separately managed accounts -- Annuities and life insurance products -- Funds of funds -- Part 2 Building the Stock (Equity) Side of Your Portfolio -- Chapter 4 Risk Control, Diversification, and Some Other Things You Need to Know -- Risk Is Not Just a Board Game -- The trade-off of all trade-offs (safety versus return) -- So just how risky are ETFs? -- Smart Risk, Foolish Risk -- How Risk Is Measured -- Standard deviation: The king of all risk measurement tools -- Beta: Assessing price swings in relation to the market -- The Sharpe, Treynor, and Sortino ratios: Measures of what you get for your risk -- Meet Modern Portfolio Theory -- Tasting the extreme positivity of negative correlation -- Settling for limited correlation -- Reaching for the elusive Efficient Frontier -- Accusations that MPT is dead are greatly exaggerated -- Mixing and Matching Your Stock ETFs -- Filling in your style box -- Buying by industry sector -- Don't slice and dice your portfolio to death -- Chapter 5 Large Growth: Muscular Money Makers -- Style Review -- What makes large cap large?
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How does growth differ from value? -- Putting these terms to use -- Big and Brawny -- Contrary to all appearances. . . -- Let history serve as only a rough guide -- ETF Options Galore -- Winnowing the field -- Strictly large growth, best options -- ETFs I wouldn't go out of my way to own -- Chapter 6 Large Value: Counterintuitive Cash Cows -- Six Ways to Recognize Value -- Looking for the Best Value Buys -- Taking the index route -- Making an ETF selection -- Chapter 7 Small Growth: Sweet Sounding Start-ups -- Getting Real about Small-Cap Investments -- Your Choices for Small Growth -- Strictly small-cap growth funds -- Smaller than Small: Meet the Micro Caps -- Chapter 8 Small Value: Diminutive Dazzlers -- It's Been Quite a Ride -- Latching on for fun and profit -- But keeping your balance -- What About the Mid Caps? -- Chapter 9 Going Global: ETFs without Borders -- The Ups and Downs of Different Markets around the World -- Low correlation is the name of the game -- Remember what happened to Japan -- Finding Your Best Mix of Domestic and International -- Why putting three-quarters of your portfolio in foreign stocks is too much -- Why putting one-quarter of your portfolio in foreign stocks is insufficient -- Why ETFs are a great tool for international investing -- Not All Foreign Nations - or Stocks - Are Created Equal -- Choosing the Best International ETFs for Your Portfolio -- A number of brands to choose from -- All the world's your apple: ETFs that cover the planet -- Developed-market ETFs: From the North Sea to the Land of the Rising Sun -- Emerging-market stock ETFs - Well, we hope that they're emerging -- Adding value to your international portfolio -- Small-cap international: Yes, you want it -- Chapter 10 Sector Investing: ETFs According to Industry -- Selecting Stocks by Sector, not Style -- Speculating on the Next Hot Industry
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Sizzling and sinking -- Momentum riders and bottom feeders -- Doing Sector Investing Right -- Calculating your optimal sector mix -- Seeking risk adjustment with high- and low-volatility sectors -- Knowing where the style grid comes through -- Combining strategies to optimize your portfolio -- Seeking low correlations for added diversification -- Sector Choices by the Dozen -- Vanguard ETFs -- Select Sector SPDRs: State Street Global Advisors (Part 1) -- SPDRs: State Street Global Advisors (Part 2) -- BlackRock's iShares -- Invesco -- Fidelity -- Chapter 11 Real Estate Investment Trusts: Becoming a Virtual Landlord -- Considering Five Distinguishing Characteristics of REITs -- Limited correlation to the broad markets -- Unusually high dividends -- Different taxation of dividends -- Special status among financial pros -- Connection to tangible property -- Calculating a Proper REIT Allocation -- Judging from the past -- Splitting the baby: Domestic and international REIT funds -- Picking REIT ETFs for Your Portfolio -- U.S. domestic REIT ETFs -- International and Global REIT funds -- Chapter 12 Dividend Funds: The Search for Steady Money -- Your High-Dividend ETF Options -- Promise of Riches or Smoke and Mirrors? -- Part 3 Adding Bonds (Fixed Income) to Your Portfolio -- Chapter 13 For Your Interest: The World of Bond ETFs -- Bond Investing in the Modern Era -- Tracing the Track Record of Bonds -- Portfolio protection when you need it most -- History may or may not repeat -- Tapping into Bonds in Various Ways -- Finding strength in numbers -- Considering bond investment costs -- Determining the Optimal Fixed-Income Allocation -- 60/40? 50/50? Finding a split that makes sense -- Meet Joe, age 67, with 840,000 in the bank -- Meet Betsy and Mike, age 36, with 30,000 in the bank -- Chapter 14 Your Basic Bonds: Treasuries, Agency Bonds, and Corporates
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Tapping the Treasuries: Uncle Sam's IOUs -- Schwab Short-Term U.S. Treasury ETF (SCHO) -- Vanguard Short-Term Treasury ETF (VGSH) -- Vanguard Intermediate-Term Treasury Index ETF (VGIT)/Schwab Intermediate-Term U.S. Treasury (SCHR) -- Schwab Long-Term U.S. Treasury ETF (SCHQ)/Vanguard Long-Term Treasury ETF (VGLT) -- Bread at 15 a Loaf? Getting Inflation Protection in a Flash -- Schwab U.S. TIPS ETF (SCHP) -- Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) -- Treasuries' Cousins: U.S. Agency Bonds (Mortgage-Backed Securities) -- Banking on Business: Corporate-Bond ETFs -- Vanguard Intermediate-Term Corporate Bond ETF (VCIT) -- Vanguard ESG U.S. Corporate Bond ETF (VCEB) -- Vanguard Short-Term Corporate Bond Index (VCSH) -- The Whole Shebang: Investing in the entire U.S. Bond Market -- BNY Mellon Core Bond ETF (BKAG) -- Vanguard Total Bond Market (BND) -- Vanguard Short-Term Bond (BSV) -- Chapter 15 Moving Beyond Basics into Municipal and Foreign Bonds -- Municipals for Mostly Tax-free Income -- Take a tour of 50 states -- Foreign Bonds for Fixed-Income Diversification -- Vanguard Total International Bond (BNDX) -- iShares International Treasury Bond ETF (IGOV) -- SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) -- Invesco International Corporate Bond ETF (PICB) -- Emerging-Market Bonds: High Risk, High Return -- Vanguard Emerging Markets Government Bond (VWOB) -- SPDR Bloomberg Barclays Emerging Markets USD Bond ETF (EMHC) -- iShares J.P. Morgan USD Emerging Markets Bond Fund (EMB) -- Part 4 Specialized ETFs -- Chapter 16 All That Glitters: Gold, Silver, and Other Commodities -- Gold, Gold, Gold! -- Midas touch or fool's gold? -- A vastly improved way to buy the precious metal -- The tax man cometh -- Silver: The Second Metal -- Quick silver on the move -- If you must . ..
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Oil and Gas: Truly Volatile Commodities
Additional Edition:
Erscheint auch als Druck-Ausgabe Wild, Russell Exchange-Traded Funds for Dummies Newark : John Wiley & Sons, Incorporated,c2021 ISBN 9781119828839
Language:
English
Subjects:
Economics
