Aaron Levitt

Aaron Levitt is an independent investment analyst and author living in State College, Pennsylvania. His work appears in several high profile publications in both print and on the web.

As an advocate for long-term globally oriented investing, Aaron believes that exchange traded funds have leveled playing field for Main Street. Following global macro-economic trends, investors now have several avenues to create great long term portfolios.

Aaron is a graduate of The Pennsylvania State University where he studied Economics and International Business. Aside for helping regular investors develop winning portfolios, his current projects include writing his first book about investing in North America’s changing energy landscape.

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Aaron Levitt

One of the most appealing features of exchange-traded funds–aside from the ability to tap into a large variety of asset classes–has been their lower costs. Compared to regular mutual funds, ETFs are virtually free, as the average ETF has an expense ratio right above 0.43%. However, some broad stock market and bond indexes can be had for as little as 0.04%. This compares to an average 1.4% for traditional mutual funds. That cost savings has many investors switching over to the fund format [see The Cheapest ETF For Every Investment Objective].

But what exactly do those fees actually entail? Read on to find out. [click to continue…]

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For retail investors, the exchange traded fund boom has opened up a plethora of opportunities for portfolio construction. From simple indexing approaches to more complex strategies, ETFs are quickly becoming the go-to investment vehicle. Nowhere is that more prevalent than the world of real estate. Overall, the continued evolution of the ETF industry has allowed investors to gain cheap and easy access to the commercial and residential real estate markets within one single ticker [see The Best Dividend ETF For Every Investment Objective]. [click to continue…]

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MLP ETPs: 3 Things To Consider

by on July 1, 2013 | Updated July 2, 2013

With well over $1 trillion in assets, both institutional and retail investors continue to flock to exchange traded vehicles as a way to build portfolios. Not only do these funds offer low costs and intraday tradability, but they also continue to make more corners of the market and alternative asset classes available to everyone [see […]

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When State Street introduced its S&P 500 index Fund–the SPDR S&P 500 ETF –back in 1993, a revolution was sparked. Since then, exchange traded funds have become the go-to fund for both retail and institutional investors. Assets in ETFs continue to grow and there are currently more than 1,400 funds available for investors. Leading the […]

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While the bread-and-butter of the ETF industry has been index-tracking products, active ETFs are quickly growing in popularity as several funds have gained critical mass with investors. There are now more than 55 different active ETFs with a combined $13 billion and counting in total assets under management. More importantly, these funds have allowed retail […]

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For retail investors, ETFs have leveled the playing field and opened all sorts of alternative asset classes and strategies to the mainstream. One asset class that has surged in popularity has been commodity and natural resource investing. As such, the number of ETFs in this area has exploded and now represents one of the largest […]

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Twenty years ago when State Street introduced its broad stock market tracker, the SPDR S&P 500 , many investment advisors and market professionals viewed it as a fad. When the fund was launched, the SPDR only had $6.5 million in assets; today, it has become a $123 billion juggernaut and represents about 6.4% of all […]

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The sheer growth in the number of ETFs has been staggering. What started off as a simple way to track basic stock and bond market indexes has ballooned outwards quite rapidly. Retail investors now have the ability to use ETFs to access a variety of asset classes once reserved for wealthy or institutional sized investors. […]

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Nothing rings more true than Ben Franklin’s famous quote, “In this world nothing is certain but death and taxes.” Looking past the morbid side of that statement, higher taxes are almost certainly coming in the next few years, regardless of who is in office, as local counties, states and the federal government all look to […]

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While it was once just full of index tracking funds, the exchange-traded fund universe has continued to grow and evolve over the years. Today, investors not only have access to cheap stock and bond funds, but also to various strategies once reserved for the uber-wealthy or institutional-sized accounts. From covered calls to long-short strategies, regular […]

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For investors, the growth of the ETF industry has certainly been a blessing. Aside from accessing equities and bonds for dirt cheap, regular retail investors now have the opportunity to gain access to strategies that were once either too expensive or hard to reach. Historically, alternative assets have been very costly and almost impossible for […]

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The ETF boom has made it easier for regular retail investors to add various new asset classes, sectors and markets to their portfolios with a single trade. Features like intraday tradability, low expenses and access to foreign issued shares make them a great way for investors to build market beating portfolios. Overall, the use of […]

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