ETF Database » CEW

Tax Efficiency Report Card

Daniela Pylypczak — Tue, 10 Jan 2012 12:00:24 +0000

The year-end periods provides the ETF industry with a couple of opportunities to flex its collective muscle; performance comparisons generally tend to favor those products with lower expense ratios–a defining feature of exchange-traded funds. But early January also puts another benefit of exchange-traded products into focus: enhanced tax efficiency relative to traditional mutual funds. The nuances of the exchange-traded structure have the potential to bring additional tax efficiencies to investors thanks to the availability of an “in kind redemption” that ultimately gives investors more control over the timing of tax obligations. Mutual funds, on the other hand, have a nasty tendency to stick remaining shareholders with tax liabilities incurred as a result of redemptions by others–a development that can obviously be undesirable [see Tax Loss Harvesting With ETFs: 6 Ideas To Lower Client Liabilities]. ETFs won’t allow investors to skip out on their taxes, but this product structure can deliver [...]

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ETFs To Invest Like Ron Paul

Michael Johnston — Thu, 22 Dec 2011 14:00:34 +0000

As a handful of brave souls find out every four years, running for President of the United States generally involves opening up your personal life to intense examination by opponents, the media, and general public. Generally, the scrutiny focuses on personal histories–arrests, affairs, and lawsuits make for juicy reading. But being a public servant can also mean opening up your financial records to the public–especially if you’re potentially in a position to profit from insider information on regulatory developments. A recent analysis by the Wall Street Journal revealed the unusual composition of the portfolio held by Ron Paul, the Republican presidential candidate who is known as a critic of the Federal Reserve and opponent of big government. The asset management strategies of the Texas Congressman, who is also a physician, are anything but traditional. Paul’s portfolio, which he indicated was worth between $2.4 million and $5.5 million, has little in [...]

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Looking Back At Our ETF Ideas For 2011

Michael Johnston — Tue, 20 Dec 2011 14:00:48 +0000

With snow now blanketing a big part of the country and 2012 just a few weeks away, looking back at the past year becomes a popular activity. For many portfolios, 2011 has been marked by big swings that seem to be leaving investors right about where they started; there has been plenty of activity over the last 11 months, but little to show for it in way of returns. Like many others, we put forth a list of actionable ETF ideas that we believed were positioned to perform well in 2011 at the end of last year, laying out the investment thesis behind 11 exchange-traded products that we thought would thrive this year. With 2011 coming to a close, it’s time to take a look back at our predictions for this year, noting some big wins and lamenting a few calls [see 11 Rapid Fire ETF Ideas For 2011]: “Rapid [...]

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ETFs To Watch As Debt Ceiling Deadline Nears

Michael Johnston — Thu, 28 Jul 2011 14:00:10 +0000

Most investors probably never expected that it would never come to this. With only days remaining until the day the government coffers supposedly go dry, a deal to avoid a default remains elusive (one would suspect the August 2 date is at least 72 hours or so in advance of a hard deadline). The back and forth negotiations in an increasingly tense debt ceiling standoff have captured the attention of Wall Street and investors around the globe, and the negotiations in Washington figure to be a primary driver of global financial markets in coming days. The impact from the debt ceiling drama will likely be felt far and wide; the manner in which this issue is ultimately resolved should have an impact not only on U.S. debt, but on both domestic and international stock markets and a number of different asset classes as well. Though a compromise with strong bipartisan [...]

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One Year Later: EMLC Comes Through For Yield Hungry Investors

Jared Cummans — Mon, 25 Jul 2011 14:00:48 +0000

The ETF industry continues to expand at an impressive rate, with dozens of new products debuting every month and the size of the lineup quickly approaching the 1,300 mark. While each new month generally brings a number of new product launches, it also beings some important milestones for ETFs that have debuted in the past. While some investors have no problem jumping into newly-launched products, others may hesitate to put assets in products that don’t yet have a track record. For those investors facing explicit or self-imposed “age restrictions,” the first year of operations can give investors a good idea of the risk/return profile that can be expected. During the month of July, 25 various exchange traded funds will celebrate their first birthday. Many of the ETFs that debuted in July of 2010 were innovative, first-to-market products; the month’s launches included the first small cap India ETF (SCIN), a suite [...]

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Deutsche Bank Debuts Suite Of Currency Hedged Equity ETFs

Michael Johnston — Fri, 10 Jun 2011 11:00:33 +0000

Deutsche Bank rolled out the latest additions to an ETP lineup that is rapidly approaching 1,300 on Thursday, debuting five ETFs that offer exposure to international equity markets while stripping out the impact of fluctuations in value of the U.S. dollar and non-U.S. currencies. Each of the new products are linked to MSCI indexes, offering exposure to the same basket of companies delivered by many of the most popular existing ETPs. The new hedged equity ETFs include: MSCI Japan Currency-Hedged Equity Fund (DBJP) MSCI Brazil Currency-Hedged Equity Fund (DBBR) MSCI Canada Currency-Hedged Equity Fund (DBCN) MSCI EAFE Currency-Hedged Equity Fund (DBEF) MSCI Emerging Markets Currency Hedged Equity Fund (DBEM) Currency Hedge Difference In addition to offering exposure to the stocks of a particular country or region, most international equity ETFs effectively establish a long position in the local currency and a short position in the U.S. dollar. When the value [...]

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PIMCO Planning Foreign Currency Strategy ETF

Eric Dutram — Wed, 08 Jun 2011 11:00:52 +0000

PIMCO, the California-based ETF issuer best known for its active bond funds, has put another active product into its exchange-traded pipeline. The latest proposal from the bond fund giant is the PIMCO Foreign Currency Strategy Exchange-Traded Fund, which would would give investors exposure to foreign currencies through an actively-managed ETF. PIMCO currently offers 13 ETFs, four of which are actively managed. Earlier this year, the company made waves when it filed for an ETF version of its ultra-popular Total Return Fund [see Active ETF Blockbuster]. Details on the proposed active currency ETF are still scarce–the proposed product’s expense ratio and ticker symbol were not released–but the recent SEC filing did shed some light on the likely strategy: The proposed would invest at least 80% of its assets in currencies of foreign countries, with a focus on those that are likely to outperform the U.S. dollar over the long term. In [...]

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Complete List Of Active ETFs

Michael Johnston — Sun, 05 Jun 2011 11:00:14 +0000

Since PowerShares debuted its first active ETFs in the spring of 2008, this corner of the exchange-traded product market has grown tremendously. Though many active ETFs have been somewhat slow to accumulate assets, the increase in the size of the lineup highlights the trend towards vehicles that combine active management with the exchange-traded structure. There are now dozens of actively-managed ETFs offering exposure to a number of asset classes, including stocks, bonds, and currencies. The following tables present all of the active ETFs currently available to U.S. investors, including expense information, inception date, and the applicable benchmark. New active ETFs are added as they are launched, providing a real time list of active ETFs [filter by active / passive and other fields with the free ETF Screener]. Equity ETFs There are a number of different active equity ETFs, including funds that offer exposure to both domestic and international equity markets. [...]

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ETF Insider: Looking Back On A Bloodbath

Stoyan Bojinov — Sat, 04 Jun 2011 11:00:07 +0000

The last week started and ended with disappointment on the jobs front, as a stubbornly high unemployment took the wind out of the sails of what had been an impressive rally in recent weeks. Both private ADP payroll figures and the government report disappointed investors still looking for an uptick in jobs creation as affirmation of a sustainable recovery. This data pushed U.S. equity markets sharply lower on the week, though many international stocks climbed higher on more bullish outlooks beyond American borders. Recapping Our Actionable ETF Trade Ideas Last Week’s Actionable ETF Ideas Ticker Position Performance FSU Long -3.3% CEW Long +0.5% GLD Long +0.2% In this week’s first installment of ETF Insider, we laid out our three actionable investment ideas for this week based on technical indicators. In a week marked by steep declines, two of the ideas fared quite well–while the other fell flat as the expected [...]

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ETF Insider: Greedy In A Fearful Environment

Stoyan Bojinov — Wed, 01 Jun 2011 23:29:11 +0000

There is an old Warren Buffett mantra that advises investors to be greedy when others are fearful (and vice versa). In the current environment, there is certainly no shortage of fear–or of opportunities. Despite a holiday-shortened week U.S. equity markets have been extremely volatile, surging in Tuesday trading only to crater on Wednesday thanks to a deluge of bad economic data. Both employment figures and manufacturing data came in very weak, suggesting to many that Friday’s crucial jobs report could bring bad news as well. While the sell-offs have taken some of the air our of our all-ETF portfolio, they have also created some opportunities. Week To Date Investors came back on Tuesday and were in a buying mood after the long holiday weekend. However, optimistic buying was a little overdone in our eyes as equity markets failed to discount the awful S&P Case-Schiller housing data, which showed U.S. home [...]

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ETF Database » CEW

Tax Efficiency Report Card

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